$789 Million is the total value of Pictet North America Advisors SA's 123 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSX | New | BOSTON SCIENTIFIC CORP | $3,555,000 | – | 98,897 | +100.0% | 0.45% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,584,000 | – | 8,137 | +100.0% | 0.20% | – |
| DEO | New | DIAGEO PLCspon adr new | $228,000 | – | 5,795 | +100.0% | 0.03% | – |
| ANSS | New | ANSYS INC | $218,000 | – | 600 | +100.0% | 0.03% | – |
| CB | New | CHUBB LIMITED | $215,000 | – | 1,400 | +100.0% | 0.03% | – |
| ACN | New | ACCENTURE PLC IRELAND | $204,000 | – | 780 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $200,000 | – | 2,819 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR GOLD TRUST | 40 | Q3 2023 | 6.1% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.2% |
| MCDONALDS CORP | 40 | Q3 2023 | 2.5% |
| ORACLE CORP | 40 | Q3 2023 | 0.9% |
| APPLE INC | 39 | Q3 2023 | 11.5% |
| VISA INC | 39 | Q3 2023 | 4.1% |
| ISHARES INC | 39 | Q3 2023 | 3.6% |
| ISHARES INC | 39 | Q3 2023 | 4.8% |
| ISHARES INC | 39 | Q3 2023 | 0.9% |
| PEPSICO INC | 39 | Q3 2023 | 0.8% |
View Pictet North America Advisors SA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-03-22 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-04 |
View Pictet North America Advisors SA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.