Bank Pictet & Cie (Europe) Ag Top Holdings and 13F Report (2023) About Bank Pictet & Cie (Europe) AgInvestment ActivityBank Pictet & Cie (Europe) Ag has $4.23 billion in total holdings as of September 30, 2023.Bank Pictet & Cie (Europe) Ag owns shares of 153 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Bank Pictet & Cie (Europe) Ag has purchased 154 new stocks and bought additional shares in 66 stocks.Bank Pictet & Cie (Europe) Ag sold shares of 51 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $385,417,169Amazon.com $365,557,473NVIDIA $282,164,383Alphabet $281,291,717Visa $171,910,013 Largest New Holdings this Quarter Johnson Controls International $4,106,656 HoldingSMURFIT WESTROCK PLC $1,479,536 HoldingIllumina $383,014 HoldingImmunovant $261,380 HoldingPenumbra $244,442 Holding Largest Purchases this Quarter Cintas 383,124 shares (about $78.88M)Broadcom 179,776 shares (about $31.01M)Visa 71,968 shares (about $19.79M)Freeport-McMoRan 323,670 shares (about $16.16M)Chipotle Mexican Grill 240,362 shares (about $13.85M) Largest Sales this Quarter Danaher 75,650 shares (about $21.03M)Salesforce 39,678 shares (about $10.86M)NVIDIA 81,038 shares (about $9.84M)Costco Wholesale 10,000 shares (about $8.87M)Honeywell International 29,040 shares (about $6.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBank Pictet & Cie (Europe) Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$385,417,169$5,872,914 ▲1.5%898,4239.1%Computer and TechnologyAMZNAmazon.com$365,557,473$122,046 ▲0.0%1,961,8828.6%Retail/WholesaleNVDANVIDIA$282,164,383$9,841,255 ▼-3.4%2,323,4886.7%Computer and TechnologyGOOGLAlphabet$281,291,717$4,564,358 ▲1.6%1,696,0616.7%Computer and TechnologyVVisa$171,910,013$19,787,602 ▲13.0%625,2414.1%Business ServicesUNHUnitedHealth Group$148,381,844$2,591,302 ▲1.8%253,7833.5%MedicalMETAMeta Platforms$122,428,888$3,793,560 ▲3.2%213,8722.9%Computer and TechnologyCTASCintas$105,170,092$78,877,569 ▲300.0%510,8322.5%Industrial ProductsTMOThermo Fisher Scientific$94,453,165$1,024,970 ▲1.1%152,6962.2%MedicalISRGIntuitive Surgical$93,383,549$3,118,091 ▼-3.2%190,0862.2%MedicalTSMTaiwan Semiconductor Manufacturing$83,744,542$2,541,139 ▲3.1%482,2052.0%Computer and TechnologyGOOGAlphabet$81,200,839$5,002,325 ▼-5.8%485,6801.9%Computer and TechnologyPEPPepsiCo$78,027,272$2,131,237 ▼-2.7%458,8491.8%Consumer StaplesZTSZoetis$77,772,963$3,458,226 ▼-4.3%398,0601.8%MedicalCOSTCostco Wholesale$71,692,872$8,865,200 ▼-11.0%80,8701.7%Retail/WholesaleCMGChipotle Mexican Grill$71,409,964$13,849,658 ▲24.1%1,239,3261.7%Retail/WholesaleMRKMerck & Co., Inc.$67,856,983$1,204,872 ▲1.8%597,5431.6%MedicalAAPLApple$66,120,973$515,163 ▼-0.8%283,7811.6%Computer and TechnologyBRK.ABerkshire Hathaway$61,515,0200.0%891.5%FinanceDHID.R. Horton$59,923,528$9,008,732 ▲17.7%314,1141.4%ConstructionMCDMcDonald's$55,326,422$4,447,064 ▼-7.4%181,6901.3%Retail/WholesaleLLYEli Lilly and Company$55,096,609$624,588 ▲1.1%62,1901.3%MedicalCRMSalesforce$54,050,882$10,860,265 ▼-16.7%197,4751.3%Computer and TechnologyWFCWells Fargo & Company$53,304,811$1,462,018 ▲2.8%943,6151.3%FinanceIDXXIDEXX Laboratories$44,964,5800.0%89,0001.1%MedicalDHRDanaher$43,649,418$21,032,213 ▼-32.5%157,0011.0%Multi-Sector ConglomeratesIFFInternational Flavors & Fragrances$41,799,9150.0%398,3601.0%Basic MaterialsABBVAbbVie$40,793,641$1,972,825 ▲5.1%206,5711.0%MedicalJPMJPMorgan Chase & Co.$40,264,3500.0%190,9531.0%FinanceORLYO'Reilly Automotive$39,249,983$4,347,290 ▲12.5%34,0830.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$39,059,799$7,192,070 ▲22.6%68,0770.9%FinanceAMDAdvanced Micro Devices$38,517,616$296,657 ▼-0.8%234,7490.9%Computer and TechnologyHONHoneywell International$38,359,175$6,002,858 ▼-13.5%185,5700.9%Multi-Sector ConglomeratesSPGIS&P Global$37,230,737$13,122,148 ▲54.4%72,0660.9%Business ServicesBRK.BBerkshire Hathaway$36,104,635$566,580 ▲1.6%78,4440.9%FinanceMRNAModerna$35,398,915$471,820 ▲1.4%529,6860.8%MedicalQQQInvesco QQQ$34,283,013$1,625,273 ▼-4.5%70,2420.8%FinanceNGNovaGold Resources$33,062,6290.0%8,000,0000.8%Basic MaterialsAVGOBroadcom$32,770,515$31,011,360 ▲1,762.9%189,9740.8%Computer and TechnologyLINDE PLC$31,751,246$334,756 ▲1.1%66,5840.8%SHSMAMastercard$31,119,276$4,447,163 ▼-12.5%63,0200.7%Business ServicesEAElectronic Arts$30,090,556$245,139 ▲0.8%209,7780.7%Consumer DiscretionaryMCOMoody's$29,892,051$492,624 ▲1.7%62,9850.7%FinanceAMEAMETEK$25,440,210$343,592 ▲1.4%148,1580.6%Computer and TechnologyBACBank of America$25,147,557$786,497 ▲3.2%633,7590.6%FinanceTXNTexas Instruments$24,893,751$3,077,893 ▼-11.0%120,5100.6%Computer and TechnologyMDLZMondelez International$24,405,987$668,113 ▼-2.7%331,2880.6%Consumer StaplesAONAON$23,564,341$462,935 ▲2.0%68,1070.6%FinanceWMWaste Management$22,602,242$2,636,105 ▼-10.4%108,8740.5%Business ServicesFCXFreeport-McMoRan$21,190,740$16,157,606 ▲321.0%424,4940.5%Basic MaterialsVALValaris$20,122,5170.0%360,9420.5%Oils/EnergyEOGEOG Resources$19,530,873$5,455,265 ▲38.8%158,8780.5%Oils/EnergyABTAbbott Laboratories$17,095,229$756,228 ▲4.6%149,9450.4%MedicalPARAParamount Global$15,930,0000.0%1,500,0000.4%Consumer DiscretionarySBUXStarbucks$15,570,751$359,617 ▲2.4%160,2030.4%Retail/WholesaleIVViShares Core S&P 500 ETF$15,308,8030.0%26,5400.4%ETFNKENIKE$15,295,587$2,732,002 ▼-15.2%173,0270.4%Consumer DiscretionaryCMECME Group$14,873,575$336,271 ▲2.3%67,4080.4%FinanceADBEAdobe$14,608,127$1,067,662 ▲7.9%28,2130.3%Computer and TechnologyLYBLyondellBasell Industries$14,262,536$5,854,887 ▲69.6%148,7230.3%Basic MaterialsIVEiShares S&P 500 Value ETF$12,384,2480.0%62,8100.3%ETFCIThe Cigna Group$11,895,017$872,682 ▼-6.8%34,3350.3%MedicalTSLATesla$10,826,511$3,187,177 ▲41.7%41,3810.3%Auto/Tires/TrucksGLDSPDR Gold Shares$10,228,400$97,171 ▼-0.9%42,2100.2%FinancePGProcter & Gamble$9,972,163$265,862 ▲2.7%57,5760.2%Consumer StaplesICEIntercontinental Exchange$9,149,733$45,461 ▼-0.5%56,9580.2%FinanceEXASExact Sciences$8,683,733$558,584 ▼-6.0%127,4770.2%MedicalELEstée Lauder Companies$8,624,182$1,755,840 ▼-16.9%86,5100.2%Consumer StaplesMUMicron Technology$7,439,844$120,304 ▼-1.6%71,7370.2%Computer and TechnologyDXCMDexCom$7,310,913$1,636,513 ▲28.8%109,0530.2%MedicalBKNGBooking$7,291,180$147,424 ▲2.1%1,7310.2%Retail/WholesaleOTISOtis Worldwide$7,245,450$593,393 ▲8.9%69,7080.2%ConstructionPANWPalo Alto Networks$6,972,378$379,740 ▲5.8%20,3990.2%Computer and TechnologyCVXChevron$4,910,571$188,653 ▼-3.7%33,3440.1%Oils/EnergyMRVLMarvell Technology$4,777,950$210,230 ▲4.6%66,2500.1%Computer and TechnologyHDHome Depot$4,716,123$840,790 ▲21.7%11,6390.1%Retail/WholesalePHParker-Hannifin$4,551,631$172,487 ▲3.9%7,2040.1%Industrial ProductsBSXBoston Scientific$4,351,147$2,297,461 ▼-34.6%51,9230.1%MedicalJCIJohnson Controls International$4,106,656$4,106,656 ▲New Holding52,9140.1%ConstructionSLBSchlumberger$3,830,245$1,827,552 ▲91.3%91,3050.1%Oils/EnergyTJXTJX Companies$3,783,260$154,330 ▲4.3%32,1870.1%Retail/WholesaleMDTMedtronic$3,326,879$2,233,104 ▼-40.2%36,9530.1%MedicalROLRollins$3,133,431$111,276 ▲3.7%61,9500.1%ConstructionENPHEnphase Energy$2,902,354$82,053 ▼-2.7%25,6800.1%Oils/EnergyIBBiShares Biotechnology ETF$2,370,3680.0%16,2800.1%FinanceSESEA$2,342,198$1,029,820 ▲78.5%24,8430.1%Computer and TechnologyNEOGNeogen$2,084,440$73,124 ▲3.6%124,0000.0%MedicalCNHICNH Industrial$1,911,664$755,921 ▼-28.3%172,2220.0%IndustrialsJNJJohnson & Johnson$1,903,071$100,477 ▼-5.0%11,7430.0%MedicalRIORio Tinto Group$1,887,073$3,123,225 ▼-62.3%26,5150.0%Basic MaterialsSNOWSnowflake$1,854,9890.0%16,1500.0%Computer and TechnologyECLEcolab$1,499,808$436,614 ▼-22.5%5,8740.0%Basic MaterialsSMURFIT WESTROCK PLC$1,479,536$1,479,536 ▲New Holding29,9380.0%SHSVERXVertex$1,479,169$53,914 ▲3.8%38,4100.0%Computer and TechnologyCSCOCisco Systems$1,476,083$106,117 ▼-6.7%27,8200.0%Computer and TechnologyRPRXRoyalty Pharma$1,414,5000.0%50,0000.0%FinanceKOCoca-Cola$1,223,776$221,329 ▲22.1%17,0300.0%Consumer StaplesLMTLockheed Martin$1,169,1200.0%2,0000.0%AerospaceRACEFerrari$1,144,785$559,277 ▲95.5%2,4440.0%Auto/Tires/TrucksNFLXNetflix$1,144,762$43,975 ▼-3.7%1,6140.0%Consumer DiscretionaryShowing largest 100 holdings. 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