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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 5 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 39,853.0 $12.3M 0.13% NEW $308.03 -2.0%
82 MET METLIFE INC Financial Services 153,413.0 $12.1M 0.13% NEW $78.94 +6.8%
83 CSX CSX CORP Industrials 322,176.0 $11.7M 0.13% NEW $36.25 +26.6%
84 URTH ISHARES INC 57,396.0 $10.7M 0.12% NEW $185.77 +8.8%
85 MDT MEDTRONIC PLC Healthcare 110,850.0 $10.6M 0.12% NEW $96.06 -18.6%
86 KHC KRAFT HEINZ CO Consumer Defensive 398,800.0 $9.7M 0.10% NEW $24.25 -2.9%
87 PFE PFIZER INC Healthcare 386,225.0 $9.6M 0.10% NEW $24.90 +4.2%
88 GOVT ISHARES TR 412,154.0 $9.5M 0.10% NEW $23.02 -1.7%
89 APTIV PLC 121,045.0 $9.2M 0.10% NEW $76.09
90 INTC INTEL CORP Technology 235,816.0 $8.7M 0.10% NEW $36.90 +221.1%
91 GS GOLDMAN SACHS GROUP INC Financial Services 9,685.0 $8.5M 0.09% NEW $879.00 +12.4%
92 PEP PEPSICO INC Consumer Defensive 56,441.0 $8.1M 0.09% NEW $143.52 +3.7%
93 IEMG ISHARES INC 107,184.0 $7.2M 0.08% NEW $67.22 +19.9%
94 CMCSA COMCAST CORP NEW Communication Services 237,000.0 $7.1M 0.08% NEW $29.89 -16.1%
95 EZU ISHARES INC 107,168.0 $6.9M 0.07% NEW $64.10 +6.5%
96 TXN TEXAS INSTRS INC Technology 38,927.0 $6.8M 0.07% NEW $173.49 +75.7%
97 MS MORGAN STANLEY Financial Services 34,100.0 $6.1M 0.07% NEW $177.53 +12.9%
98 EWJ ISHARES INC 71,608.0 $5.8M 0.06% NEW $80.74 +13.2%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 12,665.0 $5.7M 0.06% NEW $453.36 -5.1%
100 CAT CATERPILLAR INC Industrials 9,810.0 $5.6M 0.06% NEW $572.87 +51.2%
Page 5 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%