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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 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUPONT DE NEMOURS INC 734.0 $100K 0.00% NEW $135.64
42 URA GLOBAL X FDS 2,200.0 $96K 0.00% NEW $43.70 +3.5%
43 SNDK SANDISK CORP Technology 35.0 $80K 0.00% NEW $2273.74 -21.4%
44 BAX BAXTER INTL INC Healthcare 3,700.0 $79K 0.00% NEW $21.32 +21.5%
45 AON AON PLC Financial Services 231.0 $77K 0.00% NEW $331.69 +4.7%
46 AXP AMERICAN EXPRESS CO Financial Services 210.0 $71K 0.00% NEW $338.25 -0.6%
47 SILJ AMPLIFY ETF TR 2,300.0 $60K 0.00% NEW $25.92 +15.4%
48 UPST UPSTART HLDGS INC Financial Services 1,300.0 $46K NEW $35.43 -16.0%
49 FEDEX FGHT HLDG CO INC 275.0 $42K NEW $151.00
50 EW EDWARDS LIFESCIENCES CORP Healthcare 450.0 $41K NEW $90.46 +0.4%
51 CHRONOSCALE CORP 1,666.0 $37K NEW $22.22
52 AEHR AEHR TEST SYS Technology 350.0 $34K NEW $96.06 +51.6%
53 AVAV AEROVIRONMENT INC Industrials 170.0 $28K NEW $165.07 +9.7%
54 AJG GALLAGHER ARTHUR J & CO Financial Services 118.0 $27K NEW $229.57 +8.0%
55 BHC BAUSCH HEALTH COS INC Healthcare 5,150.0 $25K NEW $4.93 +33.6%
56 KMI KINDER MORGAN INC DEL Energy 743.0 $24K NEW $31.97 +1.1%
57 WDAY WORKDAY INC Technology 180.0 $22K NEW $122.42 +56.2%
58 NAVN NAVAN INC Technology 960.0 $22K NEW $22.87 +25.6%
59 SLI STANDARD LITHIUM CORP Basic Materials 6,450.0 $18K NEW $2.84 -19.5%
60 BRO BROWN & BROWN INC Financial Services 200.0 $13K NEW $64.15 +7.3%
Page 3 of 6  ·  105 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%