Pictet North America Advisors SA Diversified Active

Location: Geneva 73, Switzerland

CIK: 0001599576 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value: $996M (100.0% shares, 0.0% debt)

Holdings (144)

BUR BURFORD CAP LTD 9.0%
Value $89.5M Shares 7,647,727 Est. Cost $8.30 Unrealized +57.0%
GLD SPDR GOLD TR 4.4%
Value $43.94M Shares 144,697 Est. Cost $152.91 Unrealized
MSFT MICROSOFT CORP 4.2%
Value $42.23M Shares 85,224 Est. Cost $123.40 Unrealized +250.4%
SIHY HARBOR ETF TRUST 4.0%
Value $39.48M Shares 856,500 Est. Cost $44.87 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.9%
Value $38.4M Shares 169,541 Est. Cost $46.00 Unrealized
SONY SONY GROUP CORP 3.8%
Value $37.74M Shares 1,449,910 Est. Cost $33.53 Unrealized
AMZN AMAZON COM INC 3.2%
Value $31.91M Shares 145,457 Est. Cost $125.57 Unrealized +57.6%
JAAA JANUS DETROIT STR TR 3.1%
Value $31.14M Shares 613,635 Est. Cost $50.71 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 2.8%
Value $27.68M Shares 349,173 Est. Cost $79.21 Unrealized -3.3%
PYLD PIMCO ETF TR 2.6%
Value $26.06M Shares 981,818 Est. Cost $26.24 Unrealized
META META PLATFORMS INC 2.6%
Value $25.84M Shares 35,014 Est. Cost $314.06 Unrealized +96.3%
GOOGL ALPHABET INC 2.6%
Value $25.66M Shares 145,629 Est. Cost $112.91 Unrealized +44.6%
ALC ALCON AG 2.6%
Value $25.66M Shares 290,947 Est. Cost $69.85 Unrealized +28.2%
V VISA INC 2.1%
Value $21.24M Shares 59,810 Est. Cost $115.24 Unrealized +201.1%
JPM JPMORGAN CHASE & CO. 2.1%
Value $21.15M Shares 72,957 Est. Cost $86.14 Unrealized +193.3%
YUMC YUM CHINA HLDGS INC 2.1%
Value $21.15M Shares 474,848 Est. Cost $38.18 Unrealized +17.1%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value $20.34M Shares 411,319 Est. Cost $48.29 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 2.0%
Value $19.55M Shares 240,160 Est. Cost $72.93 Unrealized
MELI MERCADOLIBRE INC 1.7%
Value $16.57M Shares 6,340 Est. Cost $2335.36 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value $15.78M Shares 32,476 Est. Cost $390.29 Unrealized +30.1%
SPGI S&P GLOBAL INC 1.4%
Value $14.06M Shares 26,671 Est. Cost $375.94 Unrealized +32.1%
JMBS JANUS DETROIT STR TR 1.4%
Value $13.6M Shares 301,832 Est. Cost $44.50 Unrealized
MBB ISHARES TR 1.3%
Value $13.35M Shares 142,234 Est. Cost $92.52 Unrealized
UBS UBS GROUP AG 1.3%
Value $12.9M Shares 382,355 Est. Cost $13.42 Unrealized +130.6%
AAPL APPLE INC 1.2%
Value $12.13M Shares 59,114 Est. Cost $85.67 Unrealized +135.1%
MCD MCDONALDS CORP 1.2%
Value $11.66M Shares 39,924 Est. Cost $217.68 Unrealized +39.4%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value $11.04M Shares 35,809 Est. Cost $262.34 Unrealized +15.3%
BRO BROWN & BROWN INC 1.1%
Value $11.02M Shares 99,377 Est. Cost $88.51 Unrealized +26.4%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value $10.98M Shares 121,838 Est. Cost $90.15 Unrealized +1.1%
OTIS OTIS WORLDWIDE CORP 1.0%
Value $9.983M Shares 100,822 Est. Cost $92.83 Unrealized +2.8%
HLT HILTON WORLDWIDE HLDGS INC 0.9%
Value $9.186M Shares 34,490 Est. Cost $237.69 Unrealized 0.0%
HESS CORP 0.9%
Value $8.991M Shares 64,901 Est. Cost $136.84 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value $8.453M Shares 101,936 Est. Cost $82.92 Unrealized
AMRZ AMRIZE LTD 0.8%
Value $8.421M Shares 169,354 Est. Cost $50.45 Unrealized 0.0%
ASML ASML HOLDING N V 0.8%
Value $8.153M Shares 10,173 Est. Cost $892.76 Unrealized
GE GE AEROSPACE 0.8%
Value $8.057M Shares 31,301 Est. Cost $161.15 Unrealized +35.6%
MA MASTERCARD INCORPORATED 0.7%
Value $6.989M Shares 12,438 Est. Cost $278.58 Unrealized +98.0%
AZN ASTRAZENECA PLC 0.7%
Value $6.829M Shares 97,720 Est. Cost $57.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value $6.695M Shares 62,331 Est. Cost $39.62 Unrealized +155.4%
NVDA NVIDIA CORPORATION 0.7%
Value $6.673M Shares 42,236 Est. Cost $102.99 Unrealized +22.2%
MU MICRON TECHNOLOGY INC 0.7%
Value $6.541M Shares 53,067 Est. Cost $74.64 Unrealized +24.9%
AVGO BROADCOM INC 0.6%
Value $6.362M Shares 23,079 Est. Cost $179.25 Unrealized +20.5%
GOOG ALPHABET INC 0.6%
Value $5.686M Shares 32,056 Est. Cost $118.29 Unrealized +39.4%
FAST FASTENAL CO 0.6%
Value $5.592M Shares 133,135 Est. Cost $27.69 Unrealized +44.8%
LLY ELI LILLY & CO 0.6%
Value $5.567M Shares 7,141 Est. Cost $357.90 Unrealized +116.1%
EWU ISHARES TR 0.5%
Value $5.252M Shares 132,228 Est. Cost $33.88 Unrealized
NVO NOVO-NORDISK A S 0.5%
Value $5.076M Shares 73,549 Est. Cost $124.73 Unrealized
EEM ISHARES TR 0.5%
Value $4.925M Shares 102,100 Est. Cost $38.53 Unrealized
EWQ ISHARES INC 0.5%
Value $4.64M Shares 108,418 Est. Cost $35.97 Unrealized
HD HOME DEPOT INC 0.5%
Value $4.614M Shares 12,585 Est. Cost $167.16 Unrealized +112.9%
EWJ ISHARES INC 0.5%
Value $4.596M Shares 61,303 Est. Cost $62.78 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value $4.59M Shares 25,200 Est. Cost $80.80 Unrealized +107.1%
PG PROCTER AND GAMBLE CO 0.5%
Value $4.559M Shares 28,614 Est. Cost $151.73 Unrealized +6.0%
SPY SPDR S&P 500 ETF TR 0.4%
Value $4.372M Shares 7,076 Est. Cost $434.22 Unrealized
CME CME GROUP INC 0.4%
Value $4.14M Shares 15,019 Est. Cost $167.52 Unrealized +60.3%
EZU ISHARES INC 0.4%
Value $3.947M Shares 66,393 Est. Cost $40.75 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $3.605M Shares 25,403 Est. Cost $121.45 Unrealized -10.4%
IYR ISHARES TR 0.4%
Value $3.548M Shares 37,434 Est. Cost $84.95 Unrealized
UNP UNION PAC CORP 0.3%
Value $3.423M Shares 14,877 Est. Cost $233.78 Unrealized -6.5%
VB VANGUARD INDEX FDS 0.3%
Value $3.358M Shares 14,172 Est. Cost $221.88 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value $3.309M Shares 42,698 Est. Cost $64.16 Unrealized
INDA ISHARES TR 0.3%
Value $3.2M Shares 57,535 Est. Cost $34.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $3.094M Shares 7,630 Est. Cost $480.37 Unrealized -13.2%
URTH ISHARES INC 0.3%
Value $2.772M Shares 16,365 Est. Cost $149.53 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value $2.755M Shares 21,437 Est. Cost $93.97 Unrealized
CB CHUBB LIMITED 0.3%
Value $2.641M Shares 9,117 Est. Cost $201.58 Unrealized +42.4%
LIN LINDE PLC 0.3%
Value $2.595M Shares 5,530 Est. Cost $378.42 Unrealized +19.5%
ADBE ADOBE INC 0.3%
Value $2.552M Shares 6,596 Est. Cost $512.49 Unrealized -24.8%
CRM SALESFORCE INC 0.2%
Value $2.407M Shares 8,826 Est. Cost $256.87 Unrealized +3.6%
DHR DANAHER CORPORATION 0.2%
Value $2.318M Shares 11,733 Est. Cost $231.42 Unrealized -16.6%
EWL ISHARES INC 0.2%
Value $2.301M Shares 41,986 Est. Cost $45.74 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $2.113M Shares 3,846 Est. Cost $393.57 Unrealized
IGF ISHARES TR 0.2%
Value $2.099M Shares 35,452 Est. Cost $46.26 Unrealized
ACWI ISHARES TR 0.2%
Value $2.03M Shares 15,789 Est. Cost $114.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.912M Shares 6,130 Est. Cost $242.05 Unrealized +54.9%
EWT ISHARES INC 0.2%
Value $1.86M Shares 32,409 Est. Cost $34.26 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.2%
Value $1.847M Shares 40,022 Est. Cost $40.84 Unrealized
IXN ISHARES TR 0.2%
Value $1.771M Shares 19,180 Est. Cost $76.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $1.732M Shares 12,847 Est. Cost $91.01 Unrealized
RTX RTX CORPORATION 0.2%
Value $1.509M Shares 10,331 Est. Cost $55.90 Unrealized +135.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $1.46M Shares 26,000 Est. Cost $61.90 Unrealized -17.8%
PH PARKER-HANNIFIN CORP 0.1%
Value $1.439M Shares 2,060 Est. Cost $498.54 Unrealized +26.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value $1.4M Shares 16,507 Est. Cost $3578.70 Unrealized
BX BLACKSTONE INC 0.1%
Value $1.316M Shares 8,800 Est. Cost $104.93 Unrealized +28.8%
TXN TEXAS INSTRS INC 0.1%
Value $1.163M Shares 5,600 Est. Cost $103.81 Unrealized +67.9%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value $1.092M Shares 25,825 Est. Cost $31.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.034M Shares 5,690 Est. Cost $144.35 Unrealized
ZTS ZOETIS INC 0.1%
Value $968K Shares 6,210 Est. Cost $99.07 Unrealized +58.9%
QCOM QUALCOMM INC 0.1%
Value $876K Shares 5,500 Est. Cost $45.91 Unrealized +215.9%
LEMB ISHARES INC 0.1%
Value $850K Shares 21,056 Est. Cost $36.21 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $833K Shares 3,575 Est. Cost $124.24 Unrealized +60.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value $807K Shares 3,187 Est. Cost $109.16 Unrealized
ICVT ISHARES TR 0.1%
Value $780K Shares 8,660 Est. Cost $81.39 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $759K Shares 4,160 Est. Cost $180.04 Unrealized -12.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value $731K Shares 13,964 Est. Cost $44.13 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $701K Shares 10,100 Est. Cost $59.40 Unrealized +14.6%
ORCL ORACLE CORP 0.1%
Value $678K Shares 3,100 Est. Cost $45.75 Unrealized +251.5%
IEUS ISHARES TR 0.1%
Value $662K Shares 9,860 Est. Cost $55.91 Unrealized
HDB HDFC BANK LTD 0.1%
Value $649K Shares 8,464 Est. Cost $22.32 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $631K Shares 637 Est. Cost $539.61 Unrealized +83.6%
JBBB JANUS DETROIT STR TR 0.1%
Value $592K Shares 12,278 Est. Cost $48.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $590K Shares 3,217 Est. Cost $98.96 Unrealized +72.3%
EWC ISHARES INC 0.1%
Value $566K Shares 12,247 Est. Cost $40.20 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $556K Shares 1,024 Est. Cost $244.65 Unrealized +113.7%
BLK BLACKROCK INC 0.1%
Value $551K Shares 525 Est. Cost $991.05 Unrealized -5.8%
USIG ISHARES TR 0.1%
Value $547K Shares 10,640 Est. Cost $51.44 Unrealized
MRK MERCK & CO INC 0.1%
Value $544K Shares 6,875 Est. Cost $54.64 Unrealized +41.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $542K Shares 3,550 Est. Cost $118.03 Unrealized +27.8%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $541K Shares 6,810 Est. Cost $79.50 Unrealized
IVW ISHARES TR 0.1%
Value $536K Shares 4,872 Est. Cost $64.99 Unrealized
EIDO ISHARES TR 0.0%
Value $488K Shares 27,659 Est. Cost $25.44 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $478K Shares 8,140 Est. Cost $58.78 Unrealized
CSCO CISCO SYS INC 0.0%
Value $477K Shares 6,900 Est. Cost $32.08 Unrealized +88.2%
INCO COLUMBIA ETF TR II 0.0%
Value $466K Shares 7,182 Est. Cost $38.59 Unrealized
FXI ISHARES TR 0.0%
Value $435K Shares 11,840 Est. Cost $35.54 Unrealized
CTAS CINTAS CORP 0.0%
Value $397K Shares 1,780 Est. Cost $176.08 Unrealized +21.6%
VTV VANGUARD INDEX FDS 0.0%
Value $377K Shares 2,133 Est. Cost $138.81 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value $374K Shares 8,462 Est. Cost $42.33 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $364K Shares 2,682 Est. Cost $123.51 Unrealized
EWG ISHARES INC 0.0%
Value $355K Shares 8,380 Est. Cost $29.21 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $350K Shares 5,350 Est. Cost $64.06 Unrealized
PEP PEPSICO INC 0.0%
Value $343K Shares 2,600 Est. Cost $116.30 Unrealized +12.7%
VNM VANECK ETF TRUST 0.0%
Value $332K Shares 24,178 Est. Cost $14.01 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value $330K Shares 5,520 Est. Cost $59.73 Unrealized
EWA ISHARES INC 0.0%
Value $309K Shares 11,741 Est. Cost $23.72 Unrealized
CG CARLYLE GROUP INC 0.0%
Value $306K Shares 5,950 Est. Cost $30.71 Unrealized +37.2%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $300K Shares 5,020 Est. Cost $59.81 Unrealized
WMT WALMART INC 0.0%
Value $293K Shares 3,000 Est. Cost $61.97 Unrealized +52.9%
SLB SCHLUMBERGER LTD 0.0%
Value $289K Shares 8,560 Est. Cost $49.92 Unrealized -32.0%
TJX TJX COS INC NEW 0.0%
Value $280K Shares 2,268 Est. Cost $68.09 Unrealized +84.9%
THD ISHARES INC 0.0%
Value $277K Shares 5,488 Est. Cost $77.01 Unrealized
IYJ ISHARES TR 0.0%
Value $269K Shares 1,891 Est. Cost $114.36 Unrealized
SE SEA LTD 0.0%
Value $266K Shares 1,660 Est. Cost $130.49 Unrealized
AN AUTONATION INC 0.0%
Value $262K Shares 1,320 Est. Cost $147.13 Unrealized +22.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $260K Shares 3,540 Est. Cost $70.36 Unrealized +5.5%
DE DEERE & CO 0.0%
Value $254K Shares 500 Est. Cost $369.25 Unrealized +31.3%
DGRW WISDOMTREE TR 0.0%
Value $251K Shares 3,000 Est. Cost $79.86 Unrealized
OEF ISHARES TR 0.0%
Value $233K Shares 765 Est. Cost $264.30 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $224K Shares 2,746 Est. Cost $80.78 Unrealized
IWM ISHARES TR 0.0%
Value $224K Shares 1,036 Est. Cost $187.27 Unrealized
CTVA CORTEVA INC 0.0%
Value $210K Shares 2,819 Est. Cost $66.17 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $204K Shares 360 Est. Cost $539.45 Unrealized +4.2%
CBRE CBRE GROUP INC 0.0%
Value $204K Shares 1,455 Est. Cost $126.46 Unrealized 0.0%
CNYA ISHARES TR 0.0%
Value $200K Shares 6,981 Est. Cost $31.41 Unrealized