Pictet North America Advisors SA Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$697.5M

Holdings

124

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
221,932$45.2M6.48%
2
AAPLAPPLE INC
111,932$40.8M5.85%
3
GQ9SPDR GOLD TR
241,038$40.3M5.78%
4
METAFACEBOOK INC
146,305$33.2M4.76%
5
CWBSPDR SER TR
503,627$30.5M4.37%
6
GOOGLALPHABET INC
21,113$29.9M4.29%
7
EWJISHARES INC
541,238$29.7M4.26%
8
VVISA INC
149,366$28.9M4.14%
9
OEFISHARES TR
188,361$26.8M3.85%
10
AMZNAMAZON COM INC
9,303$25.7M3.68%
11
AZNASTRAZENECA PLC
228,968$23.8M3.42%
12
HDHOME DEPOT INC
83,280$20.9M2.99%
13
NDQINVESCO QQQ TR
62,895$15.6M2.23%
14
XLVSELECT SECTOR SPDR TR
152,338$15.2M2.19%
15
UNHUNITEDHEALTH GROUP INC
51,267$15.1M2.17%
16
MCHIISHARES TR
191,747$12.6M1.80%
17
VGKVANGUARD INTL EQUITY INDEX F
243,175$12.2M1.75%
18
UBSUBS GROUP AG
947,568$10.9M1.56%
19
ALCALCON AG
188,497$10.8M1.55%
20
EEMISHARES TR
264,968$10.6M1.52%
21
JPMJPMORGAN CHASE & CO
107,228$10.1M1.45%
22
EBNDSPDR SER TR
355,916$9.3M1.34%
23
ELDWISDOMTREE TR
290,542$9.3M1.33%
24
ACGLARCH CAP GROUP LTD
295,220$8.5M1.21%
25
XEMDXWESTERN ASSET EMERGING MKTS
667,582$8.2M1.18%
26
INDAISHARES TR
268,497$7.8M1.12%
27
EXASEXACT SCIENCES CORP
82,988$7.2M1.03%
28
VOOVANGUARD INDEX FDS
25,449$7.2M1.03%
29
PYPLPAYPAL HLDGS INC
39,688$6.9M0.99%
30
INTCINTEL CORP
106,715$6.4M0.92%
31
FASTFASTENAL CO
142,165$6.1M0.87%
32
DBDEUTSCHE BANK A G
600,000$5.7M0.82%
33
ABXBARRICK GOLD CORPORATION
203,000$5.5M0.78%
34
EWLISHARES INC
118,113$4.6M0.66%
35
FXIISHARES TR
115,448$4.6M0.66%
36
WPMWHEATON PRECIOUS METALS CORP
100,000$4.4M0.63%
37
TAT&T INC
129,262$3.9M0.56%
38
GDXVANECK VECTORS ETF TR
100,333$3.7M0.53%
39
MAMASTERCARD INCORPORATED
11,921$3.5M0.51%
40
CSCOCISCO SYS INC
68,979$3.2M0.46%
41
AFWALIGN TECHNOLOGY INC
10,702$2.9M0.42%
42
BABAALIBABA GROUP HLDG LTD
107,751$2.9M0.42%
43
ABBVABBVIE INC
29,622$2.9M0.42%
44
MCDMCDONALDS CORP
15,426$2.8M0.41%
45
ORCLORACLE CORP
50,799$2.8M0.40%
46
LDOSLEIDOS HOLDINGS INC
28,920$2.7M0.39%
47
BHPBHP GROUP LTD
100,000$2.5M0.35%
48
TSMTAIWAN SEMICONDUCTOR MFG LTD
230,130$2.4M0.35%
49
VWOVANGUARD INTL EQUITY INDEX F
59,700$2.4M0.34%
50
EWAISHARES INC
121,788$2.3M0.34%
51
HEHAWAIIAN ELEC INDUSTRIES
60,000$2.2M0.31%
52
EWGISHARES INC
79,056$2.1M0.31%
53
LOGILOGITECH INTL S A
32,350$2.1M0.30%
54
BOHBANK HAWAII CORP
33,615$2.1M0.30%
55
PEPPEPSICO INC
15,301$2.0M0.29%
56
SPYSPDR S&P 500 ETF TR
6,322$2.0M0.28%
57
AWCAMERICAN WTR WKS CO INC NEW
14,753$1.9M0.27%
58
ATVIEURACTIVISION BLIZZARD INC
22,896$1.7M0.25%
59
JNJJOHNSON & JOHNSON
11,918$1.7M0.24%
60
TRVCCITIGROUP INC
32,495$1.7M0.24%
61
EWTISHARES INC
40,700$1.6M0.23%
62
AMGNAMGEN INC
6,912$1.6M0.23%
63
FEZSPDR INDEX SHS FDS
43,300$1.5M0.22%
64
EOGEOG RES INC
29,150$1.5M0.21%
65
FHBFIRST HAWAIIAN INC
80,000$1.4M0.20%
66
MUMICRON TECHNOLOGY INC
26,387$1.4M0.19%
67
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.3M0.19%
68
GOOGALPHABET INC
906$1.3M0.18%
69
TMOTHERMO FISHER SCIENTIFIC INC
3,500$1.3M0.18%
70
NEMNEWMONT CORP
19,868$1.2M0.18%
71
4I1PHILIP MORRIS INTL INC
16,995$1.2M0.17%
72
FLIRFLIR SYS INC
27,963$1.1M0.16%
73
ZTSZOETIS INC
8,144$1.1M0.16%
74
EZUISHARES INC
28,880$1.1M0.15%
75
BMYBRISTOL-MYERS SQUIBB CO
17,785$1.0M0.15%
76
HONHONEYWELL INTL INC
7,195$1.0M0.15%
77
PFEPFIZER INC
30,652$1.0M0.14%
78
WMWASTE MGMT INC DEL
9,400$996K0.14%
79
ICEINTERCONTINENTAL EXCHANGE IN
10,724$982K0.14%
80
CMCSACOMCAST CORP NEW
24,010$936K0.13%
81
DISDISNEY WALT CO
7,850$875K0.13%
82
BRK/BBERKSHIRE HATHAWAY INC DEL
4,650$830K0.12%
83
EFAISHARES TR
13,331$811K0.12%
84
LLYLILLY ELI & CO
4,900$804K0.12%
85
TEVATEVA PHARMACEUTICAL INDS LTD
66,445$800K0.11%
86
XRAYDENTSPLY SIRONA INC
17,750$782K0.11%
87
TXNTEXAS INSTRS INC
5,600$711K0.10%
88
FLT1EURFLEETCOR TECHNOLOGIES INC
2,790$702K0.10%
89
XLFSELECT SECTOR SPDR TR
30,000$694K0.10%
90
FISFIDELITY NATL INFORMATION SV
4,823$647K0.09%
91
RTXRAYTHEON TECHNOLOGIES CORP
10,331$637K0.09%
92
EIDOISHARES TR
33,750$608K0.09%
93
NEENEXTERA ENERGY INC
2,525$606K0.09%
94
MDTMEDTRONIC PLC
6,466$593K0.09%
95
REGNREGENERON PHARMACEUTICALS
928$579K0.08%
96
BIDUNBAIDU INC
4,717$566K0.08%
97
XLKSELECT SECTOR SPDR TR
5,400$564K0.08%
98
MRKMERCK & CO. INC
7,075$547K0.08%
99
FFORD MTR CO DEL
89,300$543K0.08%
100
LINLINDE PLC
2,545$540K0.08%
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