Pictet North America Advisors SA — 13F Holdings & Portfolio

CIK 1599576 · latest 13F-HR filed 2026-10-21

Pictet North America Advisors SA manages $1.19B in 13F-reported U.S. long-equity assets across 189 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TSM (6.92%), GLD (4.55%), MSFT (4.42%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 39 new positions and exited 4; 51 existing positions rose in reported value and 46 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.19B

Long-equity book

Holdings
189

Distinct positions

Period
2026-09-30

Filed 2026-10-21

Q/Q Activity
+39 / −4 / ↑51 / ↓46

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 28, 2026.

Assets Under Management
$5.30B
Discretionary
$5.30B
Employees
18
Accounts
800
Address
44 RUE DES NOIRETTES
GENEVA 73 1211
Switzerland
Phone
+41.22.307.9000
Name Title / Status Ownership Type
LINDSEY, LAWRENCE, BENJAMIN ControlDIRECTOR
since Nov 2012
Less than 5%Individual
LINIGER, PHILIPPE ControlDIRECTOR
since Nov 2013
Less than 5%Individual
PICTET & CIE GROUP SCA ControlSHAREHOLDER
since Jul 2013
75% or moreForeign Entity
REINSBERG, JOHN, ROBERT ControlDIRECTOR
since May 2025
Less than 5%Individual
ROCCIOLO, FRANCESCO, Giuseppe ControlCHIEF EXECUTIVE OFFICER
since Jul 2025
Less than 5%Individual
TURRETTINI, MAURICE, ROBERT ControlDIRECTOR
since May 2009
Less than 5%Individual
VAUCHER, JEAN-JACQUES ControlCHIEF OPERATING OFFICER
since Jul 2014
Less than 5%Individual
VIANI, GIOVANNI ControlCHAIRMAN/DIRECTOR
since Nov 2011
Less than 5%Individual
YOUSEFIAN, MARYAM ControlCHIEF COMPLIANCE OFFICER
since Aug 2016
Less than 5%Individual
PICTET & PARTNERS Control
Indirect owner via PICTET & CIE GROUP SCA
SHAREHOLDER
since Jul 2013
75% or moreForeign Entity
Ownership & leadership changes · 17 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 14, 2025 filing
  • AddedROCCIOLO, FRANCESCO, Giuseppe · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ChangedVAUCHER, JEAN-JACQUES · title CHIEF OPERATING OFFICER AND CHIEF EXECUTIVE OFFICER AD INTERIM → CHIEF OPERATING OFFICER
May 26, 2025 filing
  • AddedREINSBERG, JOHN, ROBERT · DIRECTOR · Less than 5% · control person
Jan 27, 2025 filing
  • No longer listedMCNEEL, DAVID, ELLIS · DIRECTOR · Less than 5% · control person · listed since Nov 2013
Jul 5, 2024 filing
  • No longer listedGENEVEY, KARINE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jan 2022
  • ChangedVAUCHER, JEAN-JACQUES · title CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER AND CHIEF EXECUTIVE OFFICER AD INTERIM
Feb 9, 2022 filing
  • No longer listedPICTET, GREGOIRE, HORACE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jun 2018
  • AddedGENEVEY, KARINE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Jun 4, 2018 filing
  • No longer listedWEIBEL, FELIX, A · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jan 2013
  • AddedPICTET, GREGOIRE, HORACE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Aug 2, 2016 filing
  • No longer listedDIMITRAKAKIS, MELINA, A · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2013
  • AddedYOUSEFIAN, MARYAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 4, 2016 filing
  • No longer listedBEST, REMY, ANTOINE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2007
  • No longer listedDE PLANTA, RENAUD FERNAND · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2007
  • No longer listedDE SAUSSURE, JACQUES, JOSEPH · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2007
  • No longer listedDEMOLE, BERTRAND, FRANCOIS LAMBERT · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2011
  • No longer listedDEMOLE, JEAN FRANCOIS · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2007
  • No longer listedPICTET, MARC, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2011
  • No longer listedPICTET, NICOLAS, LUCIEN · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · listed since Jan 2007
  • AddedPICTET & PARTNERS · SHAREHOLDER · 75% or more · indirect via PICTET & CIE GROUP SCA · control person
Mar 31, 2015 filing
  • ChangedPICTET & CIE GROUP SCA · title SH → SHAREHOLDER
Jan 26, 2015 filing
  • No longer listedBERTHERAT, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person · listed since Jan 2007
  • ChangedBEST, REMY, ANTOINE · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedDE PLANTA, RENAUD FERNAND · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedDE SAUSSURE, JACQUES, JOSEPH · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedDEMOLE, BERTRAND, FRANCOIS LAMBERT · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedDEMOLE, JEAN FRANCOIS · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedPICTET, MARC, PHILIPPE · indirect via PICTET & CIE GROUP SCA: no longer a control person
  • ChangedPICTET, NICOLAS, LUCIEN · indirect via PICTET & CIE GROUP SCA: no longer a control person
Older changes (8 more filings)
Jul 11, 2014 filing
  • No longer listedAREAN, RAMON · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jan 2012
  • AddedVAUCHER, JEAN-JACQUES · CHIEF OPERATING OFFICER · Less than 5% · control person
Jan 14, 2014 filing
  • No longer listedBERTHERAT, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • No longer listedBEST, REMY, ANTOINE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • No longer listedDE PLANTA, RENAUD FERNAND · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • No longer listedDE SAUSSURE, JACQUES, JOSEPH · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • No longer listedDEMOLE, BERTRAND, FRANCOIS LAMBERT · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2011
  • No longer listedDEMOLE, JEAN FRANCOIS · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • No longer listedPICTET, MARC, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2011
  • No longer listedPICTET, NICOLAS, LUCIEN · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person · listed since Jan 2007
  • AddedBERTHERAT, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedBEST, REMY, ANTOINE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedDE PLANTA, RENAUD FERNAND · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedDE SAUSSURE, JACQUES, JOSEPH · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedDEMOLE, BERTRAND, FRANCOIS LAMBERT · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedDEMOLE, JEAN FRANCOIS · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedPICTET, MARC, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
  • AddedPICTET, NICOLAS, LUCIEN · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE GROUP SCA · control person
Nov 15, 2013 filing
  • No longer listedGRIFFITHS, ELDON, WYLIE · DIRECTOR · Less than 5% · control person · listed since Oct 2011
  • No longer listedOPPENHEIM, CHRISTOPHE · VICE-CHAIRMAN/DIRECTOR · Less than 5% · control person · listed since Mar 2009
  • AddedLINIGER, PHILIPPE · DIRECTOR · Less than 5% · control person
  • AddedMCNEEL, DAVID, ELLIS · DIRECTOR · Less than 5% · control person
Jul 15, 2013 filing
  • No longer listedPICTET & CIE · SH · 75% or more · control person · listed since Jan 2007
  • AddedPICTET & CIE GROUP SCA · SH · 75% or more · control person
Jul 2, 2013 filing
  • No longer listedMARTI, ROMAIN · DIRECTOR · Less than 5% · control person · listed since May 2009
Jan 3, 2013 filing
  • No longer listedBEAUMIER, ERIKA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2008
  • AddedDIMITRAKAKIS, MELINA, A · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedLINDSEY, LAWRENCE, BENJAMIN · DIRECTOR · Less than 5% · control person
  • ChangedWEIBEL, FELIX, A · title DEPUTY CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
Jun 14, 2012 filing
  • No longer listedGUENTENSPERGER, JOSEF · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2008
Mar 30, 2012 filing (earliest on record)
  • ListedAREAN, RAMON · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ListedBEAUMIER, ERIKA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedBERTHERAT, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedBEST, REMY, ANTOINE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedDE PLANTA, RENAUD FERNAND · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedDE SAUSSURE, JACQUES, JOSEPH · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedDEMOLE, BERTRAND, FRANCOIS LAMBERT · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedDEMOLE, JEAN FRANCOIS · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedGRIFFITHS, ELDON, WYLIE · DIRECTOR · Less than 5% · control person
  • ListedGUENTENSPERGER, JOSEF · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedMARTI, ROMAIN · DIRECTOR · Less than 5% · control person
  • ListedOPPENHEIM, CHRISTOPHE · VICE-CHAIRMAN/DIRECTOR · Less than 5% · control person
  • ListedPICTET & CIE · SH · 75% or more · control person
  • ListedPICTET, MARC, PHILIPPE · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedPICTET, NICOLAS, LUCIEN · PARTNER · General partner, trustee or manager · indirect via PICTET & CIE · control person
  • ListedTURRETTINI, MAURICE, ROBERT · DIRECTOR · Less than 5% · control person
  • ListedVIANI, GIOVANNI · CHAIRMAN/DIRECTOR · Less than 5% · control person
  • ListedWEIBEL, FELIX, A · DEPUTY CHIEF EXECUTIVE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 51 →

Top Trims

Show all 46 →

Pictet North America Advisors SA Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $82.5M 6.92% 180,906 SH
2 SPDR GOLD TR GLD 78463V107 $54.2M 4.55% 142,928 SH
3 MICROSOFT CORP MSFT 594918104 $52.6M 4.42% 103,024 SH
4 ALPHABET INC GOOGL 02079K305 $45.7M 3.83% 132,688 SH
5 SONY GROUP CORP SONY 835699307 $40.2M 3.37% 1,708,561 SH
6 AMAZON COM INC AMZN 023135106 $39.4M 3.31% 158,144 SH
7 PIMCO ETF TR PYLD 72201R585 $33.3M 2.80% 1,313,381 SH
8 ASTRAZENECA PLC AZN G0593M107 $31.3M 2.63% 191,962 SH
9 BURFORD CAPITAL LIMITED BUR G17977110 $29.5M 2.48% 7,647,727 SH
10 YUM CHINA HLDGS INC YUMC 98850P109 $28.4M 2.38% 693,919 SH
11 ALCON AG ALC H01301128 $27.1M 2.28% 419,509 SH
12 ISHARES INC URTH 464286392 $26.5M 2.22% 128,256 SH
13 MERCADOLIBRE INC MELI 58733R102 $25.6M 2.15% 14,816 SH
14 UBS GROUP AG UBS H42097107 $24.8M 2.08% 513,916 SH
15 META PLATFORMS INC META 30303M102 $24.2M 2.03% 33,415 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $22.3M 1.87% 67,484 SH
17 VISA INC V 92826C839 $21.7M 1.82% 60,403 SH
18 NVIDIA CORPORATION NVDA 67066G104 $21.5M 1.81% 94,351 SH
19 2023 ETF SERIES TRUST RISE 900934878 $20.3M 1.70% 1,119,186 SH
20 MICRON TECHNOLOGY INC MU 595112103 $20.1M 1.69% 18,891 SH
21 ISHARES GOLD TR IAU 464285204 $19.4M 1.62% 247,824 SH
22 VANGUARD INDEX FDS VOO 922908363 $19.3M 1.62% 27,529 SH
23 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $18.2M 1.53% 176,311 SH
24 APPLE INC AAPL 037833100 $18.1M 1.52% 54,485 SH
25 BROOKFIELD CORP BN 11271J107 $17.4M 1.46% 476,251 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $16.9M 1.42% 34,005 SH
27 S&P GLOBAL INC SPGI 78409V104 $15.2M 1.27% 38,468 SH
28 VANGUARD INTL EQUITY INDEX F VT 922042742 $15.1M 1.27% 95,704 SH
29 ASML HLDG NV ASML N07059210 $13.6M 1.14% 7,530 SH
30 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $13.1M 1.10% 41,252 SH
31 2023 ETF SERIES TRUST EMFI 900934860 $13.1M 1.10% 274,635 SH
32 ADVANCED MICRO DEVICES INC AMD 007903107 $12.9M 1.08% 21,084 SH
33 OREILLY AUTOMOTIVE INC ORLY 67103H107 $12.2M 1.02% 142,523 SH
34 TPG INC TPG 872657101 $11.6M 0.97% 263,200 SH
35 MCDONALDS CORP MCD 580135101 $11.5M 0.96% 49,776 SH
36 GE AEROSPACE GE 369604301 $11.3M 0.95% 36,258 SH
37 ALPHABET INC GOOG 02079K107 $11.0M 0.93% 32,412 SH
38 HARBOR ETF TRUST SIHY 41151J109 $10.8M 0.91% 245,515 SH
39 AUTOMATIC DATA PROCESSING IN ADP 053015103 $10.7M 0.90% 41,453 SH
40 BROADCOM INC AVGO 11135F101 $9.8M 0.82% 27,987 SH
41 CME GROUP INC CME 12572Q105 $9.4M 0.79% 35,734 SH
42 ELI LILLY & CO LLY 532457108 $8.5M 0.72% 7,369 SH
43 MASTERCARD INCORPORATED MA 57636Q104 $8.2M 0.69% 14,908 SH
44 UBER TECHNOLOGIES INC UBER 90353T100 $7.9M 0.67% 115,982 SH
45 OTIS WORLDWIDE CORP OTIS 68902V107 $7.8M 0.65% 121,114 SH
46 ISHARES INC EWL 464286749 $6.7M 0.56% 113,646 SH
47 LINDE PLC LIN G54950103 $6.4M 0.54% 13,441 SH
48 ISHARES TR EWU 46435G334 $6.2M 0.52% 133,883 SH
49 THERMO FISHER SCIENTIFIC INC TMO 883556102 $6.0M 0.50% 8,862 SH
50 RELX PLC RELX 759530108 $5.8M 0.48% 174,151 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-21 $1.19B 189 0001599576-26-000006
2026-06-30 2026-07-24 $1.13B 154 0001599576-26-000005
2026-03-31 2026-04-14 $1.01B 154 0001599576-26-000004
2025-12-31 2026-01-16 $1.05B 152 0001599576-26-000001
Filer Information
Address
ROUTE DES ACACIAS 48
GENEVA 73, V8 1211
Phone
01141223079000
Filing Manager
Pictet North America Advisors SA
GENEVA 73, V8
Signatory
MARYAM YOUSEFIAN
Chief Compliance Officer