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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PUT AMAZON COM INC NEW
82 CALL AMETEK INC NEW
83 PUT AMETEK INC NEW
84 CALL BAIDU INC NEW
85 PUT BANK OF AMER CORP NEW
86 PUT META PLATFORMS INC NEW
87 PUT ELI LILLY & CO NEW
88 PUT MICROSOFT CORP NEW
89 PUT NETFLIX INC. NEW
90 CALL NVIDIA CORPORATION NEW
91 PUT PALANTIR TECHNOLOGIES INC NEW
92 PUT PALO ALTO NETWORKS INC NEW
93 CALL PINTEREST INC NEW
94 CALL PROCTER & GAMBLE CO NEW
95 PUT RTX CORPORATION NEW
96 PUT SLB LIMITED NEW
97 TEMA ETF TRUST NEW
98 PUT THERMO FISHER SCIENTIFIC INC NEW
99 PUT UBER TECHNOLOGIES INC NEW
100 CALL VERIZON COMMUNICATIONS INC NEW
Page 5 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%