Pictet North America Advisors SA Diversified Active

CIK: 0001599576 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $854,979 (100.0% shares, 0.0% debt)

Holdings (122)

BUR BURFORD CAP LTD 7.8%
Value ($000) $66,264 Shares 7,647,727 Est. Cost $8.30 Unrealized 0.0%
CWB SPDR SER TR 5.6%
Value ($000) $47,646 Shares 571,640 Est. Cost $53.12 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $46,763 Shares 382,835 Est. Cost $83.98 Unrealized +48.9%
MSFT MICROSOFT CORP 5.4%
Value ($000) $46,233 Shares 196,093 Est. Cost $78.81 Unrealized +182.8%
GOOGL ALPHABET INC 4.7%
Value ($000) $40,357 Shares 19,567 Est. Cost $47.77 Unrealized +105.1%
META FACEBOOK INC 4.6%
Value ($000) $39,004 Shares 132,429 Est. Cost $138.59 Unrealized +92.9%
EWJ ISHARES INC 4.5%
Value ($000) $38,058 Shares 555,430 Est. Cost $56.78 Unrealized
GLD SPDR GOLD TR 3.7%
Value ($000) $31,986 Shares 199,962 Est. Cost $130.51 Unrealized
EBND SPDR SER TR 3.7%
Value ($000) $31,635 Shares 1,215,794 Est. Cost $25.92 Unrealized
V VISA INC 3.6%
Value ($000) $31,192 Shares 147,320 Est. Cost $94.51 Unrealized +115.0%
AMZN AMAZON COM INC 3.2%
Value ($000) $27,776 Shares 8,977 Est. Cost $82.03 Unrealized +93.2%
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $27,501 Shares 73,914 Est. Cost $239.88 Unrealized +33.3%
HD HOME DEPOT INC 2.9%
Value ($000) $24,573 Shares 80,502 Est. Cost $123.87 Unrealized +97.3%
AZN ASTRAZENECA PLC 2.7%
Value ($000) $23,242 Shares 232,447 Est. Cost $38.94 Unrealized
XLV SELECT SECTOR SPDR TR 2.0%
Value ($000) $17,239 Shares 147,674 Est. Cost $90.45 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $16,557 Shares 108,763 Est. Cost $70.02 Unrealized +81.7%
BARRICK GOLD CORP 1.9%
Value ($000) $16,370 Shares 826,763 Est. Cost $20.59 Unrealized
UBS UBS GROUP AG 1.7%
Value ($000) $14,406 Shares 926,398 Est. Cost $11.35 Unrealized +35.4%
ALC ALCON AG 1.7%
Value ($000) $14,333 Shares 203,832 Est. Cost $57.92 Unrealized +20.5%
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $14,261 Shares 226,368 Est. Cost $51.75 Unrealized
EEM ISHARES TR 1.5%
Value ($000) $13,243 Shares 248,273 Est. Cost $37.68 Unrealized
EWL ISHARES INC 1.5%
Value ($000) $12,652 Shares 286,183 Est. Cost $38.73 Unrealized
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $12,449 Shares 51,264 Est. Cost $113.95 Unrealized +121.1%
EXAS EXACT SCIENCES CORP 1.3%
Value ($000) $11,448 Shares 86,875 Est. Cost $83.61 Unrealized +63.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.3%
Value ($000) $11,101 Shares 974,469 Est. Cost $11.18 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $8,111 Shares 91,948 Est. Cost $58.48 Unrealized +41.5%
INDA ISHARES TR 0.9%
Value ($000) $7,273 Shares 172,587 Est. Cost $33.29 Unrealized
DB DEUTSCHE BANK A G 0.8%
Value ($000) $7,184 Shares 600,000 Est. Cost $13.41 Unrealized -21.9%
LOGI LOGITECH INTL S A 0.8%
Value ($000) $6,649 Shares 63,120 Est. Cost $69.58 Unrealized +39.8%
FAST FASTENAL CO 0.7%
Value ($000) $6,156 Shares 122,435 Est. Cost $13.01 Unrealized +63.7%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $5,666 Shares 15,914 Est. Cost $201.43 Unrealized +68.6%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value ($000) $5,440 Shares 10,046 Est. Cost $249.08 Unrealized +121.9%
FXI ISHARES TR 0.6%
Value ($000) $5,164 Shares 110,665 Est. Cost $44.03 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $5,042 Shares 245,087 Est. Cost $10.68 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $4,893 Shares 94,632 Est. Cost $30.07 Unrealized +35.1%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $4,406 Shares 155,715 Est. Cost $131.72 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $4,371 Shares 19,499 Est. Cost $146.93 Unrealized +30.2%
ORCL ORACLE CORP 0.5%
Value ($000) $4,254 Shares 60,630 Est. Cost $42.82 Unrealized +41.6%
GDX VANECK VECTORS ETF TR 0.5%
Value ($000) $4,187 Shares 128,816 Est. Cost $27.29 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $3,986 Shares 19,285 Est. Cost $201.62 Unrealized
LDOS LEIDOS HOLDINGS INC 0.5%
Value ($000) $3,948 Shares 41,004 Est. Cost $74.90 Unrealized +26.5%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $3,946 Shares 102,099 Est. Cost $36.10 Unrealized +4.8%
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value ($000) $3,819 Shares 100,000 Est. Cost $16.71 Unrealized +124.4%
BHP BHP GROUP LTD 0.4%
Value ($000) $3,450 Shares 100,000 Est. Cost $21.94 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $3,341 Shares 22,288 Est. Cost $98.91 Unrealized +39.2%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,197 Shares 61,430 Est. Cost $42.26 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $3,177 Shares 43,674 Est. Cost $48.44 Unrealized +16.0%
PEP PEPSICO INC 0.4%
Value ($000) $3,050 Shares 21,562 Est. Cost $95.67 Unrealized +23.3%
BOH BANK HAWAII CORP 0.3%
Value ($000) $2,908 Shares 32,500 Est. Cost $51.48 Unrealized +37.0%
HE HAWAIIAN ELEC INDUSTRIES 0.3%
Value ($000) $2,666 Shares 60,000 Est. Cost $30.62 Unrealized +19.7%
AMGN AMGEN INC 0.3%
Value ($000) $2,471 Shares 9,932 Est. Cost $166.83 Unrealized +22.7%
EOG EOG RES INC 0.3%
Value ($000) $2,436 Shares 33,590 Est. Cost $55.73 Unrealized -9.6%
EZU ISHARES INC 0.3%
Value ($000) $2,279 Shares 49,083 Est. Cost $37.45 Unrealized
EWT ISHARES INC 0.3%
Value ($000) $2,263 Shares 37,741 Est. Cost $33.22 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $2,099 Shares 3,088 Est. Cost $624.54 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,062 Shares 23,231 Est. Cost $58.75 Unrealized +13.7%
EWG ISHARES INC 0.2%
Value ($000) $2,006 Shares 59,987 Est. Cost $29.11 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,929 Shares 5 Est. Cost $206031.66 Unrealized +78.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,888 Shares 20,300 Est. Cost $47.21 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,874 Shares 906 Est. Cost $49.32 Unrealized +99.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,835 Shares 5,750 Est. Cost $207.66 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,430 Shares 8,700 Est. Cost $109.46 Unrealized +28.6%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $1,324 Shares 12,726 Est. Cost $57.02 Unrealized +24.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,299 Shares 24,010 Est. Cost $26.85 Unrealized +71.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,253 Shares 2,745 Est. Cost $216.62 Unrealized +117.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,204 Shares 5,548 Est. Cost $112.57 Unrealized +56.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,188 Shares 4,650 Est. Cost $197.63 Unrealized +22.9%
ZTS ZOETIS INC 0.1%
Value ($000) $1,129 Shares 7,166 Est. Cost $84.13 Unrealized +80.3%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $1,129 Shares 17,700 Est. Cost $45.81 Unrealized +26.6%
EWA ISHARES INC 0.1%
Value ($000) $1,096 Shares 44,200 Est. Cost $22.59 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,091 Shares 17,282 Est. Cost $45.25 Unrealized +12.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,070 Shares 2,700 Est. Cost $318.73 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,058 Shares 5,600 Est. Cost $90.24 Unrealized +67.7%
INTC INTEL CORP 0.1%
Value ($000) $1,053 Shares 16,450 Est. Cost $37.82 Unrealized +43.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,037 Shares 9,286 Est. Cost $71.37 Unrealized +49.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,022 Shares 30,000 Est. Cost $23.93 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $876 Shares 4,869 Est. Cost $86.26 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $852 Shares 6,600 Est. Cost $76.60 Unrealized +41.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $798 Shares 10,331 Est. Cost $54.61 Unrealized +19.5%
CBRE CBRE GROUP INC 0.1%
Value ($000) $766 Shares 9,677 Est. Cost $48.01 Unrealized +47.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $764 Shares 10,100 Est. Cost $58.09 Unrealized +18.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $747 Shares 4,000 Est. Cost $90.28 Unrealized +106.1%
EIDO ISHARES TR 0.1%
Value ($000) $737 Shares 33,750 Est. Cost $25.85 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $729 Shares 5,500 Est. Cost $45.91 Unrealized +182.5%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $724 Shares 5,146 Est. Cost $86.27 Unrealized +41.8%
IDXX IDEXX LABS INC 0.1%
Value ($000) $691 Shares 1,412 Est. Cost $279.63 Unrealized +79.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $677 Shares 5,100 Est. Cost $71.71 Unrealized
LINDE PLC 0.1%
Value ($000) $667 Shares 2,375 Est. Cost $212.90 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $646 Shares 3,425 Est. Cost $120.81 Unrealized +29.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $610 Shares 5,161 Est. Cost $92.57 Unrealized +9.9%
CME CME GROUP INC 0.1%
Value ($000) $608 Shares 2,975 Est. Cost $129.10 Unrealized +26.4%
CQQQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $593 Shares 7,284 Est. Cost $45.72 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $580 Shares 7,527 Est. Cost $51.54 Unrealized +22.3%
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $528 Shares 29,164 Est. Cost $14.45 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $512 Shares 2,390 Est. Cost $214.23 Unrealized
INCO COLUMBIA ETF TR II 0.1%
Value ($000) $491 Shares 9,589 Est. Cost $38.59 Unrealized
THD ISHARES INC 0.1%
Value ($000) $474 Shares 5,760 Est. Cost $77.95 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $467 Shares 4,100 Est. Cost $109.51 Unrealized
SE SEA LTD 0.1%
Value ($000) $464 Shares 2,080 Est. Cost $223.08 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $439 Shares 928 Est. Cost $334.59 Unrealized +44.7%
CI CIGNA CORP NEW 0.1%
Value ($000) $430 Shares 1,777 Est. Cost $204.18 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $416 Shares 1,260 Est. Cost $245.77 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $407 Shares 2,925 Est. Cost $86.55 Unrealized +28.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $378 Shares 6,937 Est. Cost $31.17 Unrealized +79.0%
XYZ SQUARE INC 0.0%
Value ($000) $366 Shares 1,611 Est. Cost $141.19 Unrealized +65.7%
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $341 Shares 8,600 Est. Cost $33.49 Unrealized
MMM 3M CO 0.0%
Value ($000) $337 Shares 1,750 Est. Cost $113.18 Unrealized +10.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $314 Shares 1,396 Est. Cost $175.68 Unrealized +13.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $311 Shares 421 Est. Cost $226.86 Unrealized +10.9%
HDB HDFC BANK LTD 0.0%
Value ($000) $278 Shares 13,584 Est. Cost $20.47 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $269 Shares 6,518 Est. Cost $39.56 Unrealized
CNYA ISHARES TR 0.0%
Value ($000) $268 Shares 6,530 Est. Cost $31.55 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $266 Shares 560 Est. Cost $370.53 Unrealized +26.2%
PFE PFIZER INC 0.0%
Value ($000) $264 Shares 7,275 Est. Cost $25.24 Unrealized +11.1%
MCHI ISHARES TR 0.0%
Value ($000) $261 Shares 3,200 Est. Cost $49.12 Unrealized
EPHE ISHARES TR 0.0%
Value ($000) $245 Shares 8,379 Est. Cost $26.85 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $221 Shares 1,200 Est. Cost $107.86 Unrealized +67.0%
CB CHUBB LIMITED 0.0%
Value ($000) $221 Shares 1,400 Est. Cost $130.07 Unrealized +15.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $218 Shares 2,819 Est. Cost $23.71 Unrealized +22.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $215 Shares 780 Est. Cost $223.05 Unrealized +8.2%
WB WEIBO CORP 0.0%
Value ($000) $211 Shares 4,175 Est. Cost $50.54 Unrealized
ANSYS INC 0.0%
Value ($000) $204 Shares 600 Est. Cost $363.33 Unrealized