Pictet North America Advisors SA Diversified Active

CIK: 0001599576 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value ($000): $1,016,893 (100.0% shares, 0.0% debt)

Holdings (128)

BUR BURFORD CAP LTD 7.9%
Value ($000) $79,864 Shares 7,647,727 Est. Cost $8.30 Unrealized +23.0%
MSFT MICROSOFT CORP 6.5%
Value ($000) $65,959 Shares 196,119 Est. Cost $81.61 Unrealized +284.0%
GOOGL ALPHABET INC 5.7%
Value ($000) $57,871 Shares 19,976 Est. Cost $48.90 Unrealized +192.3%
CWB SPDR SER TR 4.5%
Value ($000) $45,952 Shares 553,906 Est. Cost $53.12 Unrealized
META META PLATFORMS INC 4.4%
Value ($000) $45,086 Shares 134,046 Est. Cost $138.59 Unrealized +137.9%
AAPL APPLE INC 4.1%
Value ($000) $41,813 Shares 235,474 Est. Cost $84.71 Unrealized +82.6%
UNH UNITEDHEALTH GROUP INC 3.7%
Value ($000) $38,021 Shares 75,717 Est. Cost $242.05 Unrealized +74.4%
EWJ ISHARES INC 3.7%
Value ($000) $37,519 Shares 560,317 Est. Cost $56.78 Unrealized
AMZN AMAZON COM INC 3.3%
Value ($000) $34,024 Shares 10,204 Est. Cost $92.29 Unrealized +85.4%
HD HOME DEPOT INC 3.3%
Value ($000) $33,414 Shares 80,514 Est. Cost $127.39 Unrealized +169.4%
GLD SPDR GOLD TR 3.2%
Value ($000) $32,966 Shares 192,827 Est. Cost $130.51 Unrealized
V VISA INC 3.2%
Value ($000) $32,323 Shares 149,155 Est. Cost $97.23 Unrealized +114.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.0%
Value ($000) $30,559 Shares 253,999 Est. Cost $10.89 Unrealized
EBND SPDR SER TR 3.0%
Value ($000) $30,205 Shares 1,235,898 Est. Cost $25.94 Unrealized
ALC ALCON AG 2.1%
Value ($000) $21,291 Shares 240,265 Est. Cost $59.81 Unrealized +35.9%
XLV SELECT SECTOR SPDR TR 2.0%
Value ($000) $20,673 Shares 146,732 Est. Cost $91.01 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.7%
Value ($000) $17,568 Shares 147,893 Est. Cost $131.72 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $17,565 Shares 110,923 Est. Cost $71.03 Unrealized +108.1%
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $17,128 Shares 250,994 Est. Cost $53.48 Unrealized
BARRICK GOLD CORP 1.7%
Value ($000) $16,956 Shares 892,436 Est. Cost $20.60 Unrealized
EWL ISHARES INC 1.6%
Value ($000) $15,888 Shares 301,315 Est. Cost $39.23 Unrealized
UBS UBS GROUP AG 1.5%
Value ($000) $15,614 Shares 866,398 Est. Cost $12.88 Unrealized +36.6%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $13,373 Shares 122,522 Est. Cost $101.42 Unrealized +0.6%
EEM ISHARES TR 1.2%
Value ($000) $11,900 Shares 243,606 Est. Cost $37.68 Unrealized
AZN ASTRAZENECA PLC 1.1%
Value ($000) $11,428 Shares 196,189 Est. Cost $39.89 Unrealized
MU MICRON TECHNOLOGY INC 1.1%
Value ($000) $11,225 Shares 120,509 Est. Cost $62.27 Unrealized +22.5%
EXAS EXACT SCIENCES CORP 1.0%
Value ($000) $9,788 Shares 125,757 Est. Cost $93.50 Unrealized -5.6%
INDA ISHARES TR 0.9%
Value ($000) $9,124 Shares 199,036 Est. Cost $34.73 Unrealized
FAST FASTENAL CO 0.8%
Value ($000) $8,620 Shares 134,559 Est. Cost $14.04 Unrealized +89.9%
LOGI LOGITECH INTL S A 0.8%
Value ($000) $8,391 Shares 99,450 Est. Cost $82.34 Unrealized -5.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.8%
Value ($000) $7,795 Shares 973,128 Est. Cost $11.17 Unrealized
DB DEUTSCHE BANK A G 0.7%
Value ($000) $7,518 Shares 600,000 Est. Cost $13.41 Unrealized -14.7%
ALGN ALIGN TECHNOLOGY INC 0.7%
Value ($000) $7,227 Shares 10,997 Est. Cost $283.97 Unrealized +126.4%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $7,123 Shares 10,676 Est. Cost $406.44 Unrealized +51.9%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $6,884 Shares 36,503 Est. Cost $116.25 Unrealized +85.7%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $6,573 Shares 18,294 Est. Cost $220.84 Unrealized +53.0%
CSCO CISCO SYS INC 0.6%
Value ($000) $6,384 Shares 100,740 Est. Cost $31.14 Unrealized +62.1%
BHP BHP GROUP LTD 0.6%
Value ($000) $6,254 Shares 103,633 Est. Cost $23.04 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $5,574 Shares 20,792 Est. Cost $151.03 Unrealized +52.0%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,490 Shares 22,737 Est. Cost $204.83 Unrealized
HDB HDFC BANK LTD 0.5%
Value ($000) $4,746 Shares 72,940 Est. Cost $22.32 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $4,574 Shares 107,664 Est. Cost $36.32 Unrealized +15.7%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $4,560 Shares 24,145 Est. Cost $103.23 Unrealized +55.4%
GDX VANECK ETF TRUST 0.4%
Value ($000) $4,371 Shares 136,466 Est. Cost $27.51 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value ($000) $4,297 Shares 100,000 Est. Cost $16.71 Unrealized +135.5%
PEP PEPSICO INC 0.4%
Value ($000) $4,100 Shares 23,602 Est. Cost $98.96 Unrealized +45.0%
FXI ISHARES TR 0.3%
Value ($000) $3,442 Shares 94,090 Est. Cost $44.03 Unrealized
AMEDISYS INC 0.3%
Value ($000) $3,217 Shares 19,871 Est. Cost $152.56 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $3,214 Shares 36,178 Est. Cost $56.72 Unrealized +29.2%
ORCL ORACLE CORP 0.3%
Value ($000) $3,169 Shares 36,332 Est. Cost $44.63 Unrealized +99.2%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,045 Shares 61,569 Est. Cost $42.26 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $2,771 Shares 34,076 Est. Cost $69.63 Unrealized 0.0%
BOH BANK HAWAII CORP 0.3%
Value ($000) $2,722 Shares 32,500 Est. Cost $51.48 Unrealized +35.6%
EQIX EQUINIX INC 0.3%
Value ($000) $2,678 Shares 3,166 Est. Cost $625.76 Unrealized +18.0%
C CITIGROUP INC 0.3%
Value ($000) $2,592 Shares 42,926 Est. Cost $48.44 Unrealized +18.0%
GOOG ALPHABET INC 0.3%
Value ($000) $2,581 Shares 892 Est. Cost $49.32 Unrealized +190.9%
EWT ISHARES INC 0.2%
Value ($000) $2,514 Shares 37,741 Est. Cost $33.22 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.2%
Value ($000) $2,490 Shares 60,000 Est. Cost $30.62 Unrealized +32.5%
BIDU BAIDU INC 0.2%
Value ($000) $2,486 Shares 16,705 Est. Cost $27.13 Unrealized
EZU ISHARES INC 0.2%
Value ($000) $2,391 Shares 48,791 Est. Cost $37.45 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,288 Shares 5,750 Est. Cost $350.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,253 Shares 5 Est. Cost $206031.66 Unrealized +109.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,132 Shares 22,438 Est. Cost $58.94 Unrealized +29.5%
EWG ISHARES INC 0.2%
Value ($000) $1,964 Shares 59,923 Est. Cost $29.26 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,785 Shares 7,315 Est. Cost $86.36 Unrealized +143.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,627 Shares 3,426 Est. Cost $341.93 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,620 Shares 11,845 Est. Cost $79.69 Unrealized +57.3%
DEO DIAGEO PLC 0.2%
Value ($000) $1,539 Shares 6,991 Est. Cost $47.18 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,480 Shares 13,995 Est. Cost $105.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,450 Shares 4,850 Est. Cost $201.06 Unrealized +42.4%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,407 Shares 12,970 Est. Cost $59.38 Unrealized +72.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,292 Shares 7,550 Est. Cost $109.46 Unrealized +32.5%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $1,177 Shares 12,765 Est. Cost $57.85 Unrealized +18.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,172 Shares 30,000 Est. Cost $23.93 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,163 Shares 5,577 Est. Cost $112.57 Unrealized +64.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,105 Shares 4,000 Est. Cost $90.28 Unrealized +170.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,102 Shares 6,600 Est. Cost $76.60 Unrealized +96.7%
EWA ISHARES INC 0.1%
Value ($000) $1,097 Shares 44,200 Est. Cost $22.59 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,055 Shares 5,600 Est. Cost $90.24 Unrealized +88.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,006 Shares 5,500 Est. Cost $45.91 Unrealized +218.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $943 Shares 10,100 Est. Cost $58.09 Unrealized +33.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $932 Shares 10,831 Est. Cost $55.58 Unrealized +42.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $887 Shares 5,100 Est. Cost $71.71 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $861 Shares 3,929 Est. Cost $86.26 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $847 Shares 16,450 Est. Cost $37.82 Unrealized +25.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $845 Shares 3,425 Est. Cost $120.81 Unrealized +71.6%
LINDE PLC 0.1%
Value ($000) $826 Shares 2,375 Est. Cost $212.90 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $776 Shares 6,112 Est. Cost $126.23 Unrealized 0.0%
EIDO ISHARES TR 0.1%
Value ($000) $775 Shares 33,750 Est. Cost $25.85 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $756 Shares 2,103 Est. Cost $319.40 Unrealized +7.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $745 Shares 1,707 Est. Cost $396.19 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $680 Shares 2,975 Est. Cost $129.10 Unrealized +43.2%
VNM VANECK ETF TRUST 0.1%
Value ($000) $619 Shares 29,164 Est. Cost $14.45 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $615 Shares 8,027 Est. Cost $52.33 Unrealized +33.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $586 Shares 928 Est. Cost $334.59 Unrealized +82.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $534 Shares 5,161 Est. Cost $92.57 Unrealized +10.2%
INCO COLUMBIA ETF TR II 0.1%
Value ($000) $517 Shares 9,589 Est. Cost $38.59 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $500 Shares 8,475 Est. Cost $27.36 Unrealized +47.0%
AGG ISHARES TR 0.0%
Value ($000) $468 Shares 4,100 Est. Cost $109.51 Unrealized
SE SEA LTD 0.0%
Value ($000) $465 Shares 2,080 Est. Cost $223.08 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $458 Shares 1,260 Est. Cost $245.77 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $453 Shares 7,284 Est. Cost $45.72 Unrealized
THD ISHARES INC 0.0%
Value ($000) $439 Shares 5,760 Est. Cost $77.95 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $418 Shares 2,925 Est. Cost $86.55 Unrealized +33.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $385 Shares 1,677 Est. Cost $204.18 Unrealized -3.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $323 Shares 780 Est. Cost $223.05 Unrealized +53.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $318 Shares 560 Est. Cost $370.53 Unrealized +68.7%
MMM 3M CO 0.0%
Value ($000) $311 Shares 1,750 Est. Cost $113.18 Unrealized +12.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $309 Shares 1,800 Est. Cost $153.89 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $301 Shares 2,600 Est. Cost $102.31 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $291 Shares 1,033 Est. Cost $232.69 Unrealized +11.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $291 Shares 6,937 Est. Cost $31.17 Unrealized +38.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $288 Shares 876 Est. Cost $175.68 Unrealized +53.7%
CNYA ISHARES TR 0.0%
Value ($000) $285 Shares 6,530 Est. Cost $31.55 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $271 Shares 1,400 Est. Cost $130.07 Unrealized +36.5%
EPHE ISHARES TR 0.0%
Value ($000) $265 Shares 8,379 Est. Cost $26.85 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $262 Shares 8,760 Est. Cost $26.27 Unrealized +9.3%
XYZ BLOCK INC 0.0%
Value ($000) $260 Shares 1,611 Est. Cost $141.19 Unrealized +53.5%
ANSYS INC 0.0%
Value ($000) $241 Shares 600 Est. Cost $363.33 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $240 Shares 822 Est. Cost $223.34 Unrealized +7.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $237 Shares 931 Est. Cost $227.70 Unrealized +21.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $228 Shares 2,819 Est. Cost $29.21 Unrealized 0.0%
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $227 Shares 9,200 Est. Cost $32.91 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $221 Shares 831 Est. Cost $265.94 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $219 Shares 478 Est. Cost $458.16 Unrealized
NKE NIKE INC 0.0%
Value ($000) $207 Shares 1,240 Est. Cost $154.55 Unrealized 0.0%
MCHI ISHARES TR 0.0%
Value ($000) $201 Shares 3,200 Est. Cost $49.12 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $163 Shares 22,917 Est. Cost $10.77 Unrealized 0.0%