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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $9.2B AUM 717 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 105 New 93 Added 133 Reduced 40 Exited
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMCSA COMCAST CORP NEW Communication Services 240,453.0 $5.9M 0.06% +3K +1.5% $24.55 +4.2%
42 SGOV ISHARES TR 57,690.0 $5.8M 0.06% +45K +362.6% $100.67 -0.1%
43 USIG ISHARES TR 84,608.0 $4.3M 0.05% +13K +18.5% $51.29 -2.3%
44 GHYG ISHARES INC 87,320.0 $4.0M 0.04% +5K +5.7% $45.29 -0.0%
45 MELI MERCADOLIBRE INC Consumer Cyclical 2,323.0 $3.9M 0.04% +243.0 +11.7% $1697.39 +5.3%
46 ICVT ISHARES TR 30,593.0 $3.7M 0.04% +4K +14.9% $121.74 -2.2%
47 FERROVIAL NV 34,328.0 $2.4M 0.03% +328.0 +1.0% $68.58
48 ECL ECOLAB INC Basic Materials 8,165.0 $2.3M 0.03% +800.0 +10.9% $278.61 -1.0%
49 IWM ISHARES TR 7,239.0 $2.2M 0.02% +7K +1319.4% $300.45 +1.2%
50 SPUS TIDAL TRUST I 35,206.0 $2.0M 0.02% +11K +46.7% $57.50 +3.0%
51 CCK CROWN HLDGS INC Consumer Cyclical 15,975.0 $1.8M 0.02% +3K +26.1% $111.82 +4.0%
52 EXC EXELON CORP Utilities 32,390.0 $1.5M 0.02% +23K +233.2% $46.62 -2.3%
53 UNH UNITEDHEALTH GROUP INC Healthcare 3,439.0 $1.4M 0.01% +2K +143.2% $415.63 -4.8%
54 A AGILENT TECHNOLOGIES INC Healthcare 9,900.0 $1.3M 0.01% +400.0 +4.2% $132.83 +11.8%
55 UMAC UNUSUAL MACHS INC Financial Services 56,390.0 $1.3M 0.01% +18K +47.8% $22.30 +35.2%
56 T AT&T INC Communication Services 60,205.0 $1.2M 0.01% +12K +24.1% $20.70 +19.3%
57 TRMB TRIMBLE INC Technology 24,260.0 $1.2M 0.01% +20K +444.4% $51.18 +8.8%
58 MCO MOODYS CORP Financial Services 2,600.0 $1.2M 0.01% +100.0 +4.0% $452.92 +5.4%
59 RSG REPUBLIC SVCS INC Industrials 5,285.0 $1.1M 0.01% +5K +803.4% $213.08 +1.0%
60 C CITIGROUP INC Financial Services 6,807.0 $953K 0.01% +301.0 +4.6% $139.96 -1.0%
Page 3 of 5  ·  93 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
Technology 36.1%
Financial Services 15.0%
Healthcare 12.4%
Communication Services 11.7%
Consumer Cyclical 9.2%
Industrials 5.4%
Consumer Defensive 4.4%
Basic Materials 2.4%
Utilities 1.9%
Energy 1.5%