Bank Pictet & Cie (Europe) Ag Portfolio Stock Holdings

Bank Pictet & Cie (Europe) Ag disclosed 204 stock positions valued at approximately $5.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and AMAZON COM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
204
Portfolio Value
$5.1B
Holdings by Sector
Bank Pictet & Cie (Europe) Ag Portfolio Holdings in Q2 2026

196 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology8.92%2,280,977+86,461+3.94%$456,400,688
ALPHABET INCGOOGLCommunication Services8.32%1,191,380-30,668-2.51%$425,763,471
AMAZON COM INCAMZNConsumer Cyclical7.95%1,707,319-16,610-0.96%$406,922,410
MICROSOFT CORPMSFTTechnology6.27%862,964+102+0.01%$320,607,757
VISA INCVFinancial Services4.03%600,932-17,131-2.77%$206,173,760
APPLE INCAAPLTechnology2.96%522,805+2,644+0.51%$151,278,855
ADVANCED MICRO DEVICES INCAMDTechnology2.69%237,061+45,896+24.01%$137,711,106
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.67%146,254+29,000+24.73%$136,816,229
BROADCOM INCAVGOTechnology2.61%353,809+35,335+11.10%$133,651,350
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology2.49%266,874-20,771-7.22%$127,451,016
META PLATFORMS INCMETACommunication Services2.20%200,252+1,560+0.79%$112,799,949
ABBVIE INCABBVHealthcare1.94%393,597-10,507-2.60%$99,044,749
LINDE PLCLINOther1.91%188,602+6,880+3.79%$97,873,122
ALPHABET INCGOOGCommunication Services1.81%262,046-29,138-10.01%$92,588,713
CINTAS CORPCTASIndustrials1.71%514,184-402-0.08%$87,452,415
SLB LIMITEDSLBEnergy1.64%1,809,087+82,304+4.77%$84,104,455
UNITEDHEALTH GROUP INCUNHHealthcare1.57%193,604-6,577-3.29%$80,467,631
INTUITIVE SURGICAL INCISRGHealthcare1.50%193,424+4,668+2.47%$76,920,856
DANAHER CORP DELDHRHealthcare1.33%356,096-4,950-1.37%$67,829,166
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services1.30%89--$66,647,650
EATON CORP PLCETNOther1.30%155,633-10,468-6.30%$66,318,334
JPMORGAN CHASE & COJPMFinancial Services1.29%202,264-163-0.08%$66,207,075
PHILIP MORRIS INTL INCPMConsumer Defensive1.19%337,724+22,255+7.05%$61,097,649
WELLS FARGO & COWFCFinancial Services1.12%691,389+29,962+4.53%$57,136,387
ELI LILLY & COLLYHealthcare1.05%44,977-6,663-12.90%$53,946,763
RANGE RES CORPRRCEnergy1.04%1,427,357--$53,083,407
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical1.02%569,069+77+0.01%$52,405,564
OWENS CORNING NEWOCIndustrials0.97%312,173+3,887+1.26%$49,623,020
IDEXX LABS INCIDXXHealthcare0.92%89,000--$46,853,160
STRYKER CORPORATIONSYKHealthcare0.90%146,359+115+0.08%$46,079,668
PALO ALTO NETWORKS INCPANWTechnology0.77%115,327+18,365+18.94%$39,328,814
MICRON TECHNOLOGY INCMUTechnology0.74%32,801-11,095-25.28%$37,861,866
SALESFORCE INCCRMTechnology0.71%230,831+10,327+4.68%$36,161,984
BOEING COBAIndustrials0.66%156,470--$33,871,061
BOSTON SCIENTIFIC CORPBSXHealthcare0.60%717,973+76,739+11.97%$30,643,088
MERCK & CO INCMRKHealthcare0.58%232,596-5,177-2.18%$29,888,586
MCDONALDS CORPMCDConsumer Cyclical0.52%97,996-46,043-31.97%$26,489,299
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.50%757,327+162,681+27.36%$25,749,118
BANK OF AMER CORPBACFinancial Services0.50%445,908-51,303-10.32%$25,407,838
NOVAGOLD RESOURCES INCNGBasic Materials0.49%4,166,232-509,768-10.90%$24,901,954
ZOETIS INCZTSHealthcare0.48%341,560-17,000-4.74%$24,544,502
TEXAS INSTRS INCTXNTechnology0.46%79,769-13,297-14.29%$23,776,746
UBER TECHNOLOGIES INCUBERTechnology0.46%328,642+929+0.28%$23,714,807
MASTERCARD INCORPORATEDMAFinancial Services0.46%45,598+5,783+14.52%$23,419,133
AURORA INNOVATION INCAURTechnology0.45%3,400,000--$23,188,000
TARGA RES CORPTRGPEnergy0.41%78,368-25,008-24.19%$21,013,596
INVESCO QQQ TRQQQOther0.40%28,221-1,978-6.55%$20,698,335
CARVANA COCVNAConsumer Cyclical0.40%312,092+249,612+399.51%$20,541,895
SERVICENOW INCNOWTechnology0.38%193,657-1,850-0.95%$19,226,267
PARKER-HANNIFIN CORPPHIndustrials0.37%19,332+13,969+260.47%$18,909,016
MARSH & MCLENNAN COS INCMMCFinancial Services0.37%112,664-89,644-44.31%$18,777,709
GILEAD SCIENCES INCGILDHealthcare0.35%140,228-2,001-1.41%$17,716,406
SPDR GOLD TRGLDOther0.34%47,814-209-0.44%$17,542,858
MOODYS CORPMCOFinancial Services0.31%35,374-1,953-5.23%$16,021,592
WASTE MGMT INC DELWMIndustrials0.29%66,190-13,264-16.69%$14,752,427
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.28%81,625+77,947+2119.28%$14,548,840
ISHARES TRIVEOther0.28%62,947--$14,292,746
ISHARES TRIEOOther0.26%122,139-35,111-22.33%$13,414,526
SPDR SERIES TRUSTXOPOther0.26%86,875-24,125-21.73%$13,401,338
D R HORTON INCDHIConsumer Cyclical0.26%80,222-16,386-16.96%$13,066,559
ISHARES TRIVVOther0.25%17,068--$12,782,055
CME GROUP INCCMEFinancial Services0.24%55,809-2,620-4.48%$12,324,301
MONDELEZ INTL INCMDLZConsumer Defensive0.23%207,292-35,964-14.78%$11,989,769
MERCADOLIBRE INCMELIConsumer Cyclical0.23%7,018+1,737+32.89%$11,912,283
COUPANG INCCPNGConsumer Cyclical0.23%667,974-8,220-1.22%$11,602,708
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.23%23,041+2,328+11.24%$11,529,486
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.22%22,823-3,936-14.71%$11,442,539
MSCI INCMSCIFinancial Services0.22%20,365-3,900-16.07%$11,405,215
DEXCOM INCDXCMHealthcare0.21%160,825+21,300+15.27%$10,831,564
FREEPORT MCMORAN INCFCXBasic Materials0.20%162,779-54,685-25.15%$10,237,171
SHOPIFY INCSHOPTechnology0.19%83,978-83,978-50.00%$9,588,608
SEA LTDSEConsumer Cyclical0.18%96,131+33,884+54.43%$9,212,234
NETFLIX INC.NFLXCommunication Services0.17%124,189+6,094+5.16%$8,867,095
STATE STR SPDR S&P 500 ETF TSPYOther0.17%11,757-15,601-57.03%$8,779,775
WORKDAY INCWDAYTechnology0.17%71,551+28,260+65.28%$8,759,273
ADOBE INCADBETechnology0.15%38,219+4,608+13.71%$7,835,659
PFIZER INCPFEHealthcare0.15%320,378+17,176+5.66%$7,714,702
PEPSICO INCPEPConsumer Defensive0.14%52,657-3,190-5.71%$7,129,758
EVERPURE INCPSTGTechnology0.13%85,408+12,586+17.28%$6,729,296
S&P GLOBAL INCSPGIFinancial Services0.12%14,449-332-2.25%$5,884,500
ASE TECHNOLOGY HLDG CO LTDASXTechnology0.10%110,864-653-0.59%$5,002,184
ALCON AGALCOther0.09%70,396-6,151-8.04%$4,764,919
US BANCORPUSBFinancial Services0.09%74,068--$4,473,707
PROCTER & GAMBLE COPGConsumer Defensive0.09%29,678-16,648-35.94%$4,351,982
SNOWFLAKE INCSNOWTechnology0.08%16,150--$4,110,175
TECHNIPFMC PLCG87110105Other0.08%61,255-9,592-13.54%$4,061,207
GOLDMAN SACHS GROUP INCGSFinancial Services0.08%3,994--$4,039,412
NVENT ELEC PLCNVTOther0.08%23,052-5,270-18.61%$3,909,850
VERIZON COMMUNICATIONS INCVZCommunication Services0.07%89,404+47,401+112.85%$3,785,365
SPDR SERIES TRUSTXBIOther0.07%23,871--$3,777,586
ISHARES TRIGVOther0.07%39,341+39,341+100.00%$3,564,295
ISHARES TRIBBOther0.06%16,280--$3,096,293
UBS GROUP AGUBSOther0.06%61,209-37,525-38.01%$3,039,773
SMURFIT WESTROCK PLCSWOther0.06%63,964-17,155-21.15%$2,958,975
TESLA INCTSLAConsumer Cyclical0.06%7,000--$2,944,200
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.06%23,264-4,294-15.58%$2,864,031
ABBOTT LABORATORIESABTHealthcare0.06%31,559-16,705-34.61%$2,863,664
HDFC BANK LTDHDBFinancial Services0.05%106,447-7,305-6.42%$2,749,526
INTERNATIONAL BUSINESS MACHSIBMTechnology0.05%8,955+3,025+51.01%$2,518,236
UNION PAC CORPUNPIndustrials0.05%8,752+1,592+22.23%$2,380,544
Bank Pictet & Cie (Europe) Ag Options Holdings in Q2 2026

5 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AMZNAmazon.com, Inc.PUT2,400$572,016
Q2 2026MSFTMicrosoft CorporationPUT1,100$408,671
Q2 2026ABBVAbbVie Inc.PUT900$226,476
Q2 2026NVDANVIDIA CorporationPUT1,000$200,090
Q2 2026ALCAlconPUT2,000$135,375

Notional value represents the total exposure of the options position.