Q2 2026 13F · SEC CIK 1599576

Pictet North America Advisors SA

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 154
Top holdings a year, 3 yrs: +10.6%
Assets under management: $5.3B

Pictet North America Advisors SA is a wealth manager that reported 154 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 7.5%), Spdr Gold Shares (GLD, 5.1%), Alphabet Inc (GOOGL, 3.8%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

Pictet North America Advisors SA holdings largest 50 of 154 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pictet North America Advisors SA 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	7.5%	6.0%	178,783	-0.3%	$85.4M
GLDSpdr Gold Shares	5.1%	6.6%	156,679	+0.5%	$57.5M
GOOGLAlphabet Inc	3.8%	3.8%	121,114	-9.1%	$43.3M
AZNAstrazeneca PLC Ord	3.6%	4.2%	218,800	+0.9%	$40.9M
MSFTMicrosoft Corp	3.2%	3.1%	96,490	+14.4%	$35.8M
URTHIshares Inc	3.1%	2.9%	173,508	+8.4%	$35.2M
SONYSony Corporation ADR (jpn)	3.0%	3.3%	1,684,567	+6.3%	$33.8M
AMZNAmazon Com Inc Com	2.9%	2.9%	139,822	+0.8%	$33.3M
VTVanguard Total World Stock Index Fund Et	2.9%	—	206,524	—	$32.4M
BURBurford Capital Ltd	2.8%	3.1%	7,647,727	+0.0%	$31.3M
ALCAlcon AG	2.5%	3.0%	424,062	+2.3%	$28.7M
PYLDPimco Multisector Bond Active Exchange-T	2.5%	2.9%	1,054,118	-5.5%	$28.0M
YUMCYum China Hldgs Inc	2.4%	2.6%	679,686	+26.7%	$27.7M
JMBSJanus Detroit Str Tr	2.3%	2.8%	584,021	-4.9%	$26.3M
JPMJpmorgan Chase & Co	1.9%	2.0%	64,836	-4.0%	$21.2M
MELIMercadolibre Inc	1.9%	2.2%	12,463	-3.2%	$21.2M
RISE2023 ETF Series Trust	1.8%	—	1,141,400	—	$20.6M
VVisa Inc Com Cl A	1.8%	1.7%	58,368	+4.7%	$20.0M
BNBrookfield Corp	1.7%	1.8%	464,597	+4.6%	$19.8M
MUMicron Technology Inc	1.7%	0.8%	17,108	-25.9%	$19.7M
AIRRFirst Tr Exchange Traded Fd	1.7%	1.7%	146,319	-6.1%	$19.5M
IAUIshares Gold Trust	1.7%	2.2%	248,044	-0.0%	$18.7M
UBSUbs Group AG	1.6%	1.4%	369,357	-0.1%	$18.3M
METAMeta Platforms Inc Class A	1.5%	1.8%	31,146	-2.6%	$17.5M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	32,136	+7.7%	$16.1M
ASMLAsml Hldg NV	1.4%	1.3%	7,946	-17.2%	$15.8M
SPGIS&P Global Inc.	1.3%	1.3%	37,302	+19.6%	$15.2M
AAPLApple Inc	1.3%	1.5%	51,052	-11.5%	$14.8M
EMFI2023 ETF Series Trust	1.3%	—	289,435	—	$14.7M
AMDAdvanced Micro Devices Inc	1.2%	0.5%	22,889	-4.6%	$13.3M
ORLYO'Reilly Automotive Inc	1.1%	1.1%	141,239	+18.8%	$13.0M
HLTHilton Worldwide Holdings Inc	1.1%	1.0%	38,453	+14.6%	$12.7M
MCDMcdonalds Corp Com	1.1%	1.2%	45,743	+18.4%	$12.4M
GEGe Aerospace	1.0%	0.9%	30,808	+1.6%	$11.5M
GOOGAlphabet Inc	1.0%	0.9%	32,136	+0.3%	$11.4M
TPGTpg Inc	0.9%	1.1%	263,200	+0.0%	$10.7M
SIHYHarbor Ares Systematic High Yield ETF	0.9%	1.1%	232,594	-9.6%	$10.6M
AMRZAmrize Ltd	0.8%	0.9%	171,927	-0.4%	$9.1M
NVDANvidia Corporation Com	0.8%	0.9%	43,698	-13.7%	$8.7M
LLYLilly Eli & Co	0.8%	0.7%	7,280	+1.2%	$8.7M
AVGOBroadcom Inc	0.7%	0.7%	22,418	+0.7%	$8.5M
EWLBlackrock, Inc.	0.6%	0.7%	109,414	-8.0%	$6.9M
EWUIshares Tr	0.6%	0.6%	139,982	+1.5%	$6.5M
MAMastercard Inc.	0.5%	0.6%	11,592	+1.8%	$6.0M
RELXRelx PLC	0.5%	—	180,566	—	$5.7M
FASTFastenal Co	0.5%	0.5%	112,581	+1.3%	$5.4M
TTETotalenergies SE Act	0.5%	0.6%	66,539	-1.0%	$5.2M
IEURIshares Core Msci Europe	0.5%	—	68,531	—	$5.2M
EWQIshares Msci France ETF	0.4%	0.5%	108,543	-6.9%	$4.9M
CVXChevron Corp New	0.4%	0.7%	29,674	-12.2%	$4.9M

What Pictet North America Advisors SA bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +0.9% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	154
Q1 2026	$1.0B	154
Q4 2025	$1.1B	152
Q3 2025	$1.1B	144
Q2 2025	$996.5M	144
Q1 2025	$1.0B	140
Q4 2024	$1.1B	146
Q3 2024	$1.0B	142
Q2 2024	$920.9M	139
Q1 2024	$895.6M	141
Q4 2023	$773.9M	128
Q3 2023	$704.0M	124

Questions about Pictet North America Advisors SA's portfolio

What stocks does Pictet North America Advisors SA own?

Pictet North America Advisors SA's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 154 positions worth $1.1B. The largest are Taiwan Semiconductor Manufac (TSM) at 7.5%, Spdr Gold Shares (GLD) at 5.1%, Alphabet Inc (GOOGL) at 3.8%, Astrazeneca PLC Ord (AZN) at 3.6% and Microsoft Corp (MSFT) at 3.2%.

What did Pictet North America Advisors SA buy last quarter?

In Q2 2026, Pictet North America Advisors SA added Yum China Hldgs Inc (YUMC) (+26.7% shares), S&P Global Inc. (SPGI) (+19.6% shares) and O'Reilly Automotive Inc (ORLY) (+18.8% shares), compared with its Q1 2026 filing.

What did Pictet North America Advisors SA sell last quarter?

In Q2 2026, Pictet North America Advisors SA cut from its top 50 Vanguard Intl Equity Index F (VGK), cut from its top 50 Ishares Inc (EWJ), cut from its top 50 Automatic Data Processing Inc Com (ADP), cut from its top 50 Otis Worldwide Corp (OTIS), cut from its top 50 Brown & Brown Inc (BRO), Micron Technology Inc (MU) (-25.9% shares), Asml Hldg NV (ASML) (-17.2% shares) and Nvidia Corporation Com (NVDA) (-13.7% shares), compared with its Q1 2026 filing.

How has Pictet North America Advisors SA's portfolio performed?

A portfolio copying Pictet North America Advisors SA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.9% against +20.1%. Over 5 years: +5.6% a year against +11.6%.

When is Pictet North America Advisors SA's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pictet North America Advisors SA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pictet North America Advisors SA manage?

Pictet North America Advisors SA reported $5.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.