Pictet North America Advisors SA Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$855.0M

Holdings

122

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
BURBURFORD CAP LTD
7,647,727$66.3M7.75%
2
CWBSPDR SER TR
571,640$47.6M5.57%
3
AAPLAPPLE INC
382,835$46.8M5.47%
4
MSFTMICROSOFT CORP
196,093$46.2M5.41%
5
GOOGLALPHABET INC
19,567$40.4M4.72%
6
METAFACEBOOK INC
132,429$39.0M4.56%
7
EWJISHARES INC
555,430$38.1M4.45%
8
GQ9SPDR GOLD TR
199,962$32.0M3.74%
9
EBNDSPDR SER TR
1,215,794$31.6M3.70%
10
VVISA INC
147,320$31.2M3.65%
11
AMZNAMAZON COM INC
8,977$27.8M3.25%
12
UNHUNITEDHEALTH GROUP INC
73,914$27.5M3.22%
13
HDHOME DEPOT INC
80,502$24.6M2.87%
14
AZNASTRAZENECA PLC
232,447$23.2M2.72%
15
XLVSELECT SECTOR SPDR TR
147,674$17.2M2.02%
16
JPMJPMORGAN CHASE & CO
108,763$16.6M1.94%
17
ABXBARRICK GOLD CORP
826,763$16.4M1.91%
18
UBSUBS GROUP AG
926,398$14.4M1.68%
19
ALCALCON AG
203,832$14.3M1.68%
20
VGKVANGUARD INTL EQUITY INDEX F
226,368$14.3M1.67%
21
EEMISHARES TR
248,273$13.2M1.55%
22
EWLISHARES INC
286,183$12.7M1.48%
23
PYPLPAYPAL HLDGS INC
51,264$12.4M1.46%
24
EXASEXACT SCIENCES CORP
86,875$11.4M1.34%
25
TEVATEVA PHARMACEUTICAL INDS LTD
974,469$11.1M1.30%
26
MUMICRON TECHNOLOGY INC
91,948$8.1M0.95%
27
INDAISHARES TR
172,587$7.3M0.85%
28
DBDEUTSCHE BANK A G
600,000$7.2M0.84%
29
LOGILOGITECH INTL S A
63,120$6.6M0.78%
30
FASTFASTENAL CO
122,435$6.2M0.72%
31
MAMASTERCARD INCORPORATED
15,914$5.7M0.66%
32
AFWALIGN TECHNOLOGY INC
10,046$5.4M0.64%
33
FXIISHARES TR
110,665$5.2M0.60%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
245,087$5.0M0.59%
35
CSCOCISCO SYS INC
94,632$4.9M0.57%
36
BABAALIBABA GROUP HLDG LTD
155,715$4.4M0.52%
37
MCDMCDONALDS CORP
19,499$4.4M0.51%
38
ORCLORACLE CORP
60,630$4.3M0.50%
39
GDXVANECK VECTORS ETF TR
128,816$4.2M0.49%
40
VTIVANGUARD INDEX FDS
19,285$4.0M0.47%
41
LDOSLEIDOS HOLDINGS INC
41,004$3.9M0.46%
42
BSXBOSTON SCIENTIFIC CORP
102,099$3.9M0.46%
43
WPMWHEATON PRECIOUS METALS CORP
100,000$3.8M0.45%
44
BHPBHP GROUP LTD
100,000$3.5M0.40%
45
AWCAMERICAN WTR WKS CO INC NEW
22,288$3.3M0.39%
46
VWOVANGUARD INTL EQUITY INDEX F
61,430$3.2M0.37%
47
TRVCCITIGROUP INC
43,674$3.2M0.37%
48
PEPPEPSICO INC
21,562$3.0M0.36%
49
BOHBANK HAWAII CORP
32,500$2.9M0.34%
50
HEHAWAIIAN ELEC INDUSTRIES
60,000$2.7M0.31%
51
AMGNAMGEN INC
9,932$2.5M0.29%
52
EOGEOG RES INC
33,590$2.4M0.28%
53
EZUISHARES INC
49,083$2.3M0.27%
54
EWTISHARES INC
37,741$2.3M0.26%
55
EQIXEQUINIX INC
3,088$2.1M0.25%
56
4I1PHILIP MORRIS INTL INC
23,231$2.1M0.24%
57
EWGISHARES INC
59,987$2.0M0.23%
58
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.9M0.23%
59
ATVIEURACTIVISION BLIZZARD INC
20,300$1.9M0.22%
60
GOOGALPHABET INC
906$1.9M0.22%
61
NDQINVESCO QQQ TR
5,750$1.8M0.21%
62
JNJJOHNSON & JOHNSON
8,700$1.4M0.17%
63
LYBLYONDELLBASELL INDUSTRIES N
12,726$1.3M0.15%
64
CMCSACOMCAST CORP NEW
24,010$1.3M0.15%
65
TMOTHERMO FISHER SCIENTIFIC INC
2,745$1.3M0.15%
66
HONHONEYWELL INTL INC
5,548$1.2M0.14%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
4,650$1.2M0.14%
68
XRAYDENTSPLY SIRONA INC
17,700$1.1M0.13%
69
ZTSZOETIS INC
7,166$1.1M0.13%
70
EWAISHARES INC
44,200$1.1M0.13%
71
BMYBRISTOL-MYERS SQUIBB CO
17,282$1.1M0.13%
72
SPYSPDR S&P 500 ETF TR
2,700$1.1M0.13%
73
TXNTEXAS INSTRS INC
5,600$1.1M0.12%
74
INTCINTEL CORP
16,450$1.1M0.12%
75
ICEINTERCONTINENTAL EXCHANGE IN
9,286$1.0M0.12%
76
XLFSELECT SECTOR SPDR TR
30,000$1.0M0.12%
77
OEFISHARES TR
4,869$876K0.10%
78
WMWASTE MGMT INC DEL
6,600$852K0.10%
79
RTXRAYTHEON TECHNOLOGIES CORP
10,331$798K0.09%
80
CBRECBRE GROUP INC
9,677$766K0.09%
81
NEENEXTERA ENERGY INC
10,100$764K0.09%
82
LLYLILLY ELI & CO
4,000$747K0.09%
83
EIDOISHARES TR
33,750$737K0.09%
84
QCOMQUALCOMM INC
5,500$729K0.09%
85
FISFIDELITY NATL INFORMATION SV
5,146$724K0.08%
86
IDXXIDEXX LABS INC
1,412$691K0.08%
87
XLKSELECT SECTOR SPDR TR
5,100$677K0.08%
88
LINLINDE PLC
2,375$667K0.08%
89
ADPAUTOMATIC DATA PROCESSING IN
3,425$646K0.08%
90
MDTMEDTRONIC PLC
5,161$610K0.07%
91
CMECME GROUP INC
2,975$608K0.07%
92
CQQQINVESCO EXCH TRADED FD TR II
7,284$593K0.07%
93
MRKMERCK & CO. INC
7,527$580K0.07%
94
VNMVANECK VECTORS ETF TR
29,164$528K0.06%
95
VBVANGUARD INDEX FDS
2,390$512K0.06%
96
INCOCOLUMBIA ETF TR II
9,589$491K0.06%
97
THD*ISHARES INC
5,760$474K0.06%
98
AGGISHARES TR
4,100$467K0.05%
99
SESEA LTD
2,080$464K0.05%
100
REGNREGENERON PHARMACEUTICALS
928$439K0.05%
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