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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $9.2B AUM 611 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 449 New
Page 10 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIO RIO TINTO PLC Basic Materials 8,500.0 $680K 0.01% NEW $80.03 +29.1%
182 TRIVAGO N V 230,000.0 $667K 0.01% NEW $2.90
183 ONON ON HLDG AG Consumer Cyclical 13,872.0 $645K 0.01% NEW $46.48 -15.7%
184 BLOCK INC 9,711.0 $632K 0.01% NEW $65.09
185 COPX GLOBAL X FDS 8,600.0 $617K 0.01% NEW $71.79 +15.6%
186 UNH UNITEDHEALTH GROUP INC Healthcare 1,841.0 $608K 0.01% NEW $330.11 +16.1%
187 TRMB TRIMBLE INC Technology 7,728.0 $605K 0.01% NEW $78.35 -28.6%
188 XLC SELECT SECTOR SPDR TR 5,015.0 $590K 0.01% NEW $117.72 -1.4%
189 COST COSTCO WHSL CORP NEW Consumer Defensive 678.0 $585K 0.01% NEW $862.34 +21.8%
190 XYL XYLEM INC Industrials 4,282.0 $583K 0.01% NEW $136.18 -20.5%
191 WFC WELLS FARGO CO NEW Financial Services 6,250.0 $582K 0.01% NEW $93.20 -18.7%
192 VKTX VIKING THERAPEUTICS INC Healthcare 16,245.0 $571K 0.01% NEW $35.18 -16.3%
193 HOOD ROBINHOOD MKTS INC Financial Services 5,000.0 $566K 0.01% NEW $113.10 -32.9%
194 KGC KINROSS GOLD CORP Basic Materials 19,550.0 $551K 0.01% NEW $28.20 +1.6%
195 SNAP SNAP INC Communication Services 68,039.0 $549K 0.01% NEW $8.07 -30.3%
196 SNOW SNOWFLAKE INC Technology 2,500.0 $548K 0.01% NEW $219.36 -23.9%
197 ENPH ENPHASE ENERGY INC Energy 17,000.0 $545K 0.01% NEW $32.05 +94.5%
198 JCI JOHNSON CTLS INTL PLC Industrials 4,500.0 $539K 0.01% NEW $119.75 +13.1%
199 DHR DANAHER CORPORATION Healthcare 2,240.0 $513K 0.01% NEW $228.92 -24.3%
200 AAL AMERICAN AIRLS GROUP INC Industrials 32,500.0 $498K 0.01% NEW $15.33 -11.4%
Page 10 of 23  ·  449 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 35.3%
Financial Services 16.1%
Communication Services 13.7%
Healthcare 10.6%
Consumer Cyclical 10.1%
Industrials 5.1%
Consumer Defensive 4.7%
Basic Materials 2.4%
Utilities 1.6%
Energy 0.4%