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CIK: 0001599576
Total reported value
$1.1B
$1.1B
140 檔
22.0%
At the close of Q1 2025, Pictet North America Advisors SA disclosed equity holdings valued at approximately $1.1B, spread across 140 reported holdings.
In Q1 2025, Pictet North America Advisors SA displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUR | Burford Capital Limited | Stock-Other | 10.08% | -0.36% | — | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.90% | -1.57% | +7.63% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.85% | -0.66% | -36.51% | |
| 4 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 3.68% | -0.22% | +27.27% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | +0.07% | -1.00% | |
| 6 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 3.34% | -0.28% | +24.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | +0.07% | -1.57% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.90% | -0.11% | EXIT | |
| 9 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 2.75% | -0.15% | -3.19% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.65% | +1.50% | -28.64% | |
| 11 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.45% | -0.04% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | — | -0.72% | |
| 13 | ALC | Alcon Inc. | Stock-Healthcare | 2.31% | -0.51% | +3.40% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.25% | +0.09% | +2.33% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.14% | -0.05% | +11.55% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.27% | +3.05% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.10% | +4.43% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | — | +5.45% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 1.73% | +0.01% | -2.75% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 1.44% | +0.02% | +4.28% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.35% | -0.10% | -1.21% | |
| 22 | URTH | Ishares Msci World ETF | ETF-Other | 1.32% | +0.24% | +15.82% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.15% | -1.33% | |
| 24 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.31% | -0.06% | EXIT | |
| 25 | BRO | Brown & Brown Inc | Stock-Financials | 1.24% | -0.41% | +7.72% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.18% | +0.06% | +9.62% | |
| 27 | UBS | UBS Group AG | Stock-Financials | 1.16% | +0.22% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.15% | +0.04% | -25.44% | |
| 29 | HES | Hess CORP | Stock-Other | 1.11% | — | +4.56% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 1.11% | -0.30% | +11.77% | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.10% | -0.44% | -51.32% | |
| 32 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.07% | -0.37% | +7.82% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.06% | +2.59% | -8.17% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.04% | -4.29% | |
| 35 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.86% | -0.44% | -26.39% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | — | -30.10% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.04% | -12.17% | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.72% | — | +2.54% | |
| 39 | GE | General Electric | Stock-Industrials | 0.72% | +0.16% | +3.59% | |
| 40 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.70% | -0.04% | +1675.02% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.70% | -0.18% | -11.30% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | -0.03% | EXIT | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.59% | -0.03% | -2.21% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.11% | +0.07% | |
| 45 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.57% | -0.05% | -53.65% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +4.71% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | — | -48.34% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.52% | +0.97% | +4.20% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.02% | +2.35% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.50% | — | +28.56% |
According to official SEC Form 13F filings, Pictet North America Advisors SA reported a total U.S. public equity portfolio value of $1.1B across 140 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BUR, GLD, EWJ) accounted for 22.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BUR
市值: $100.9M
During Q1 2025, Pictet North America Advisors SA's top holdings by market value included BUR (10.1%)、GLD (3.9%)、EWJ (3.9%). The largest single position, BUR, represented 10.1% of total portfolio value.
In Q1 2025, Pictet North America Advisors SA made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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