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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $957M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 30 Added 48 Reduced 100 Exited
Page 12 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SBRA SABRA HEALTH CARE REIT INC Real Estate 13,027.0 $251K 0.03% NEW $19.23 +9.5%
222 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,936.0 $249K 0.03% NEW $63.35 +13.1%
223 IT GARTNER INC Technology 1,572.0 $249K 0.03% NEW $158.34 -0.7%
224 DUOL DUOLINGO INC Technology 2,513.0 $248K 0.03% NEW $98.57 +7.2%
225 EOG EOG RES INC Energy 1,707.0 $247K 0.03% NEW $144.57 -3.2%
226 LYFT LYFT INC Technology 18,366.0 $244K 0.03% NEW $13.30 +1.4%
227 F FORD MTR CO Consumer Cyclical 21,031.0 $243K 0.03% NEW $11.54 +18.5%
228 FERG FERGUSON ENTERPRISES INC Industrials 1,038.0 $242K 0.03% NEW $233.26 -4.1%
229 OMC OMNICOM GROUP INC Communication Services 3,197.0 $241K 0.03% NEW $75.31 -2.0%
230 PAYX PAYCHEX INC Industrials 2,612.0 $241K 0.03% NEW $92.12 +2.3%
231 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 7,761.0 $239K 0.03% NEW $30.85 -2.3%
232 DCH CALL DAUCH CORP Industrials 40,000.0 $237K 0.03% -60K -60.0% $5.93 +3.7%
233 TRV TRAVELERS COMPANIES INC Financial Services 811.0 $237K 0.03% NEW $291.68 +5.2%
234 TT TRANE TECHNOLOGIES PLC Industrials 567.0 $236K 0.03% NEW $416.74 +8.4%
235 VSNT VERSANT MEDIA GROUP INC Industrials 6,344.0 $235K 0.03% NEW $37.02 +13.1%
236 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,500.0 $235K 0.03% NEW $67.07 +25.0%
237 PNC PNC FINL SVCS GROUP INC Financial Services 1,123.0 $234K 0.02% NEW $208.09 +4.2%
238 CW CURTISS WRIGHT CORP Industrials 342.0 $233K 0.02% NEW $681.12 +6.7%
239 ALL ALLSTATE CORP Financial Services 1,123.0 $233K 0.02% NEW $207.34 +3.4%
240 EWZ ISHARES INC 6,000.0 $230K 0.02% NEW $38.39 -3.6%
Page 12 of 14  ·  263 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 25.0%
Industrials 21.3%
Technology 14.0%
Energy 8.1%
Healthcare 7.5%
Financial Services 7.1%
Communication Services 5.9%
Basic Materials 4.9%
Utilities 2.2%
Consumer Defensive 2.1%