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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 14 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPRE TIDAL TRUST I 8,600.0 $168K 0.00% NEW $19.58 +8.2%
262 CORZ CORE SCIENTIFIC INC NEW Technology 11,200.0 $163K 0.00% NEW $14.56 +70.5%
263 GDX VANECK ETF TRUST 1,900.0 $163K 0.00% NEW $85.77 +0.3%
264 ROKU ROKU INC Communication Services 1,500.0 $163K 0.00% NEW $108.49 +14.4%
265 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,100.0 $161K 0.00% NEW $13.28 -19.4%
266 FDX FEDEX CORP Industrials 550.0 $159K 0.00% NEW $288.86 +34.6%
267 BUNGE GLOBAL SA 1,765.0 $157K 0.00% NEW $89.08
268 PPA INVESCO EXCHANGE TRADED FD T 1,000.0 $157K 0.00% NEW $156.63 +7.2%
269 LUMN LUMEN TECHNOLOGIES INC Communication Services 20,000.0 $155K 0.00% NEW $7.77 +21.5%
270 ICVT ISHARES TR 1,560.0 $154K 0.00% NEW $98.50 +19.8%
271 SHEL SHELL PLC Energy 2,030.0 $149K 0.00% NEW $73.48 +18.0%
272 TTD THE TRADE DESK INC Technology 3,880.0 $147K 0.00% NEW $37.96 -44.6%
273 KNSL KINSALE CAP GROUP INC Financial Services 375.0 $147K 0.00% NEW $391.12 -20.2%
274 DIA SPDR DOW JONES INDL AVERAGE Financial Services 300.0 $144K 0.00% NEW $480.57 +4.7%
275 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 5,890.0 $144K 0.00% NEW $24.37 -28.8%
276 PSX PHILLIPS 66 Energy 1,112.0 $143K 0.00% NEW $129.04 +39.0%
277 QRVO QORVO INC Technology 1,690.0 $143K 0.00% NEW $84.51 +16.9%
278 PDD PDD HOLDINGS INC Consumer Cyclical 1,250.0 $142K 0.00% NEW $113.39 -13.8%
279 ARES ARES MANAGEMENT CORPORATION Financial Services 870.0 $141K 0.00% NEW $161.63 -23.3%
280 EMHY ISHARES INC 3,480.0 $140K 0.00% NEW $40.37 -0.7%
Page 14 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%