Pictet North America Advisors SA Diversified Active

CIK: 0001599576 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 11, 2021

Total Value ($000): $967,975 (100.0% shares, 0.0% debt)

Holdings (128)

BUR BURFORD CAP LTD 8.1%
Value ($000) $78,603 Shares 7,647,727 Est. Cost $8.30 Unrealized +30.5%
MSFT MICROSOFT CORP 5.6%
Value ($000) $54,035 Shares 199,464 Est. Cost $81.61 Unrealized +199.9%
GOOGL ALPHABET INC 5.0%
Value ($000) $48,587 Shares 19,898 Est. Cost $48.90 Unrealized +137.1%
CWB SPDR SER TR 5.0%
Value ($000) $48,493 Shares 559,121 Est. Cost $53.12 Unrealized
META FACEBOOK INC 4.8%
Value ($000) $46,499 Shares 133,729 Est. Cost $138.59 Unrealized +129.9%
EWJ ISHARES INC 3.9%
Value ($000) $37,849 Shares 560,395 Est. Cost $56.78 Unrealized
V VISA INC 3.6%
Value ($000) $35,203 Shares 150,554 Est. Cost $97.23 Unrealized +127.3%
AAPL APPLE INC 3.6%
Value ($000) $34,520 Shares 252,042 Est. Cost $83.98 Unrealized +50.6%
AMZN AMAZON COM INC 3.5%
Value ($000) $34,209 Shares 9,944 Est. Cost $90.21 Unrealized +84.2%
EBND SPDR SER TR 3.4%
Value ($000) $33,314 Shares 1,260,445 Est. Cost $25.94 Unrealized
GLD SPDR GOLD TR 3.3%
Value ($000) $32,322 Shares 195,144 Est. Cost $130.51 Unrealized
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $30,105 Shares 75,180 Est. Cost $242.05 Unrealized +52.5%
AZN ASTRAZENECA PLC 2.9%
Value ($000) $28,211 Shares 235,189 Est. Cost $39.89 Unrealized
TLT ISHARES TR 2.8%
Value ($000) $26,994 Shares 187,002 Est. Cost $144.35 Unrealized
HD HOME DEPOT INC 2.7%
Value ($000) $26,249 Shares 82,314 Est. Cost $127.39 Unrealized +122.8%
UBS UBS GROUP AG 2.2%
Value ($000) $21,679 Shares 1,415,198 Est. Cost $12.88 Unrealized +22.6%
XLV SELECT SECTOR SPDR TR 2.0%
Value ($000) $18,902 Shares 150,072 Est. Cost $91.01 Unrealized
BARRICK GOLD CORP 1.9%
Value ($000) $18,834 Shares 910,723 Est. Cost $20.60 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $17,165 Shares 110,358 Est. Cost $71.03 Unrealized +96.7%
ALC ALCON AG 1.7%
Value ($000) $16,377 Shares 233,691 Est. Cost $59.50 Unrealized +18.1%
VGK VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $15,565 Shares 231,417 Est. Cost $52.09 Unrealized
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $15,175 Shares 52,063 Est. Cost $116.25 Unrealized +126.7%
EWL ISHARES INC 1.5%
Value ($000) $14,406 Shares 296,227 Est. Cost $39.06 Unrealized
EXAS EXACT SCIENCES CORP 1.5%
Value ($000) $14,366 Shares 115,566 Est. Cost $92.49 Unrealized +29.0%
EEM ISHARES TR 1.4%
Value ($000) $13,792 Shares 250,074 Est. Cost $37.68 Unrealized
LOGI LOGITECH INTL S A 1.2%
Value ($000) $11,176 Shares 92,155 Est. Cost $81.74 Unrealized +32.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.0%
Value ($000) $9,831 Shares 987,162 Est. Cost $11.17 Unrealized
INDA ISHARES TR 0.9%
Value ($000) $8,789 Shares 198,696 Est. Cost $34.73 Unrealized
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $8,013 Shares 94,298 Est. Cost $59.08 Unrealized +39.4%
DB DEUTSCHE BANK A G 0.8%
Value ($000) $7,817 Shares 600,000 Est. Cost $13.41 Unrealized -9.2%
FAST FASTENAL CO 0.7%
Value ($000) $6,703 Shares 128,895 Est. Cost $13.52 Unrealized +72.3%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value ($000) $6,204 Shares 10,154 Est. Cost $252.73 Unrealized +134.2%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $5,898 Shares 16,155 Est. Cost $203.83 Unrealized +77.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $5,341 Shares 250,107 Est. Cost $10.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $5,230 Shares 10,367 Est. Cost $399.97 Unrealized +16.5%
CSCO CISCO SYS INC 0.5%
Value ($000) $5,094 Shares 96,113 Est. Cost $30.31 Unrealized +51.2%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,066 Shares 22,737 Est. Cost $204.83 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $4,571 Shares 19,789 Est. Cost $147.85 Unrealized +41.6%
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value ($000) $4,412 Shares 100,000 Est. Cost $16.71 Unrealized +152.8%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $4,408 Shares 103,079 Est. Cost $36.10 Unrealized +16.5%
GDX VANECK VECTORS ETF TR 0.5%
Value ($000) $4,405 Shares 129,642 Est. Cost $27.29 Unrealized
FXI ISHARES TR 0.5%
Value ($000) $4,371 Shares 94,335 Est. Cost $44.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $4,309 Shares 152,095 Est. Cost $131.72 Unrealized
BHP BHP GROUP LTD 0.4%
Value ($000) $3,646 Shares 100,000 Est. Cost $21.94 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $3,506 Shares 22,746 Est. Cost $99.78 Unrealized +42.4%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,336 Shares 61,430 Est. Cost $42.26 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $3,299 Shares 22,263 Est. Cost $96.63 Unrealized +30.6%
C CITIGROUP INC 0.3%
Value ($000) $3,047 Shares 43,062 Est. Cost $48.44 Unrealized +29.5%
EOG EOG RES INC 0.3%
Value ($000) $2,842 Shares 34,064 Est. Cost $55.83 Unrealized +12.5%
BOH BANK HAWAII CORP 0.3%
Value ($000) $2,737 Shares 32,500 Est. Cost $51.48 Unrealized +42.0%
BIDU BAIDU INC 0.3%
Value ($000) $2,721 Shares 105,978 Est. Cost $25.68 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $2,702 Shares 34,713 Est. Cost $42.82 Unrealized +71.9%
HE HAWAIIAN ELEC INDUSTRIES 0.3%
Value ($000) $2,537 Shares 60,000 Est. Cost $30.62 Unrealized +41.4%
EQIX EQUINIX INC 0.3%
Value ($000) $2,498 Shares 3,113 Est. Cost $624.54 Unrealized +8.7%
AMGN AMGEN INC 0.3%
Value ($000) $2,472 Shares 10,141 Est. Cost $167.77 Unrealized +26.7%
EWT ISHARES INC 0.2%
Value ($000) $2,414 Shares 37,741 Est. Cost $33.22 Unrealized
EZU ISHARES INC 0.2%
Value ($000) $2,408 Shares 48,791 Est. Cost $37.45 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $2,236 Shares 892 Est. Cost $49.32 Unrealized +139.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,185 Shares 22,047 Est. Cost $58.75 Unrealized +30.1%
EWG ISHARES INC 0.2%
Value ($000) $2,134 Shares 61,683 Est. Cost $29.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,093 Shares 5 Est. Cost $206031.66 Unrealized +104.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,038 Shares 5,750 Est. Cost $207.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,467 Shares 3,426 Est. Cost $341.93 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $1,405 Shares 69,740 Est. Cost $20.21 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,380 Shares 14,464 Est. Cost $47.21 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,369 Shares 24,010 Est. Cost $26.85 Unrealized +82.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,366 Shares 8,293 Est. Cost $109.46 Unrealized +32.4%
ZTS ZOETIS INC 0.1%
Value ($000) $1,335 Shares 7,166 Est. Cost $84.13 Unrealized +97.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,306 Shares 11,005 Est. Cost $77.14 Unrealized +40.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,292 Shares 4,650 Est. Cost $197.63 Unrealized +41.4%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $1,287 Shares 12,509 Est. Cost $57.02 Unrealized +36.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,217 Shares 5,548 Est. Cost $112.57 Unrealized +70.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,155 Shares 17,282 Est. Cost $45.25 Unrealized +19.1%
EWA ISHARES INC 0.1%
Value ($000) $1,148 Shares 44,200 Est. Cost $22.59 Unrealized
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $1,120 Shares 17,700 Est. Cost $45.81 Unrealized +43.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,101 Shares 30,000 Est. Cost $23.93 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,077 Shares 5,600 Est. Cost $90.24 Unrealized +82.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $954 Shares 11,125 Est. Cost $52.87 Unrealized +61.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $925 Shares 6,600 Est. Cost $76.60 Unrealized +67.8%
INTC INTEL CORP 0.1%
Value ($000) $924 Shares 16,450 Est. Cost $37.82 Unrealized +41.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $924 Shares 10,831 Est. Cost $55.58 Unrealized +36.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $918 Shares 4,000 Est. Cost $90.28 Unrealized +112.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $819 Shares 1,297 Est. Cost $279.63 Unrealized +97.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $786 Shares 5,500 Est. Cost $45.91 Unrealized +166.1%
OEF ISHARES TR 0.1%
Value ($000) $771 Shares 3,929 Est. Cost $86.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $753 Shares 5,100 Est. Cost $71.71 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $740 Shares 10,100 Est. Cost $58.09 Unrealized +14.5%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $699 Shares 4,934 Est. Cost $86.27 Unrealized +54.6%
LINDE PLC 0.1%
Value ($000) $685 Shares 2,375 Est. Cost $212.90 Unrealized
EIDO ISHARES TR 0.1%
Value ($000) $684 Shares 33,750 Est. Cost $25.85 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $680 Shares 3,425 Est. Cost $120.81 Unrealized +45.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $641 Shares 5,161 Est. Cost $92.57 Unrealized +18.3%
CME CME GROUP INC 0.1%
Value ($000) $633 Shares 2,975 Est. Cost $129.10 Unrealized +36.0%
MRK MERCK & CO INC 0.1%
Value ($000) $624 Shares 8,027 Est. Cost $52.33 Unrealized +22.6%
CQQQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $613 Shares 7,284 Est. Cost $45.72 Unrealized
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $606 Shares 29,164 Est. Cost $14.45 Unrealized
SE SEA LTD 0.1%
Value ($000) $571 Shares 2,080 Est. Cost $223.08 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $538 Shares 2,390 Est. Cost $214.23 Unrealized
INCO COLUMBIA ETF TR II 0.1%
Value ($000) $518 Shares 9,589 Est. Cost $38.59 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $518 Shares 928 Est. Cost $334.59 Unrealized +50.6%
AGG ISHARES TR 0.0%
Value ($000) $473 Shares 4,100 Est. Cost $109.51 Unrealized
THD ISHARES INC 0.0%
Value ($000) $449 Shares 5,760 Est. Cost $77.95 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $435 Shares 1,260 Est. Cost $245.77 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $421 Shares 1,777 Est. Cost $204.18 Unrealized +12.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $397 Shares 432 Est. Cost $228.22 Unrealized +22.9%
XYZ SQUARE INC 0.0%
Value ($000) $393 Shares 1,611 Est. Cost $141.19 Unrealized +64.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $391 Shares 2,925 Est. Cost $86.55 Unrealized +29.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $348 Shares 6,937 Est. Cost $31.17 Unrealized +67.6%
MMM 3M CO 0.0%
Value ($000) $348 Shares 1,750 Est. Cost $113.18 Unrealized +24.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $328 Shares 560 Est. Cost $370.53 Unrealized +39.1%
DEO DIAGEO PLC 0.0%
Value ($000) $319 Shares 6,677 Est. Cost $39.75 Unrealized
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $305 Shares 8,600 Est. Cost $33.49 Unrealized
CNYA ISHARES TR 0.0%
Value ($000) $289 Shares 6,530 Est. Cost $31.55 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $285 Shares 7,275 Est. Cost $25.24 Unrealized +22.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $270 Shares 1,006 Est. Cost $175.68 Unrealized +23.6%
ALTIMETER GROWTH CORP 0.0%
Value ($000) $268 Shares 22,917 Est. Cost $11.69 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $264 Shares 3,200 Est. Cost $49.12 Unrealized
EPHE ISHARES TR 0.0%
Value ($000) $259 Shares 8,379 Est. Cost $26.85 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $243 Shares 2,223 Est. Cost $90.80 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $241 Shares 993 Est. Cost $230.90 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $230 Shares 780 Est. Cost $223.05 Unrealized +20.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $227 Shares 931 Est. Cost $227.70 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $226 Shares 8,591 Est. Cost $23.13 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $223 Shares 1,400 Est. Cost $130.07 Unrealized +19.4%
WB WEIBO CORP 0.0%
Value ($000) $220 Shares 4,175 Est. Cost $50.54 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $218 Shares 2,819 Est. Cost $23.71 Unrealized +29.0%
ANSYS INC 0.0%
Value ($000) $208 Shares 600 Est. Cost $363.33 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $205 Shares 760 Est. Cost $221.28 Unrealized 0.0%