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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 195,737 $44.2M 0.54% SOLD
2 BITFARMS LTD 180,200 $353K 0.00% SOLD
3 PTC PTC INC Technology 2,000 $285K 0.00% SOLD
4 TD TORONTO DOMINION BK ONT Financial Services 1,295 $121K 0.00% SOLD
5 CL COLGATE PALMOLIVE CO Consumer Defensive 1,260 $107K 0.00% SOLD
6 DD DUPONT DE NEMOURS INC Basic Materials 2,203 $101K 0.00% SOLD
7 FTS FORTIS INC Utilities 1,488 $83K 0.00% SOLD
8 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 640 $62K 0.00% SOLD
9 PSIX POWER SOLUTIONS INTL INC Industrials 1,000 $61K 0.00% SOLD
10 TRP TC ENERGY CORP Energy 640 $40K SOLD
11 LYV LIVE NATION ENTERTAINMENT IN Communication Services 200 $31K SOLD
12 CHD CHURCH & DWIGHT CO INC Consumer Defensive 312 $29K SOLD
13 EKSO EKSO BIONICS HLDGS INC Healthcare 1,666 $18K SOLD
14 KLARNA GROUP PLC 1,000 $13K SOLD
15 LI LI AUTO INC Consumer Cyclical 650 $12K SOLD
16 GETY GETTY IMAGES HOLDINGS INC Communication Services 12,800 $10K SOLD
17 XPEV XPENG INC Consumer Cyclical 450 $8K SOLD
18 RH PLC 67 $7K SOLD
19 IVZ INVESCO LTD Financial Services 110 $3K SOLD
20 CALL ALIBABA GROUP HLDG LTD SOLD
Page 1 of 2  ·  40 positions
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%