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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB ISHARES TR 22,599.0 $2.2M 0.02% -971.0 -4.1% $96.44 -1.9%
62 SCI SERVICE CORP INTL Consumer Cyclical 26,940.0 $2.0M 0.02% -2K -7.8% $75.96 +8.4%
63 XLK SELECT SECTOR SPDR TR 10,425.0 $2.0M 0.02% -2K -16.1% $190.52 -2.6%
64 TJX TJX COS INC NEW Consumer Cyclical 12,512.0 $1.9M 0.02% -2K -11.5% $151.50 -0.4%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 52,977.0 $1.8M 0.02% -9K -14.9% $33.29 +9.9%
66 VCIT VANGUARD SCOTTSDALE FDS 19,431.0 $1.6M 0.02% -1K -6.7% $82.65 -1.9%
67 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 17,800.0 $1.4M 0.01% -4K -20.1% $79.22 +2.2%
68 EEMA ISHARES INC 11,515.0 $1.3M 0.01% -630.0 -5.2% $116.96 -2.4%
69 VGLT VANGUARD SCOTTSDALE FDS 22,883.0 $1.3M 0.01% -4K -16.4% $55.18 -4.8%
70 IEI ISHARES TR 10,533.0 $1.2M 0.01% -825.0 -7.3% $117.45 -0.7%
71 LXRX LEXICON PHARMACEUTICALS INC Healthcare 480,000.0 $1.2M 0.01% -30K -5.9% $2.40 +0.8%
72 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 17,020.0 $1.1M 0.01% -1K -6.0% $64.01 +13.5%
73 NVO NOVO-NORDISK A S Healthcare 20,029.0 $960K 0.01% -751.0 -3.6% $47.94 -4.7%
74 FSLR FIRST SOLAR INC Energy 4,000.0 $944K 0.01% -2K -36.0% $235.96 -6.8%
75 TRIVAGO N V 169,542.0 $927K 0.01% -100K -37.2% $5.47
76 REET ISHARES TR 29,190.0 $806K 0.01% -9K -24.0% $27.62 +0.9%
77 SLF SUN LIFE FINANCIAL INC. Financial Services 10,178.0 $799K 0.01% -6K -35.6% $78.49 +2.5%
78 TIP ISHARES TR 7,230.0 $791K 0.01% -4K -34.2% $109.43 -2.2%
79 QUAL ISHARES TR 3,400.0 $746K 0.01% -820.0 -19.4% $219.43 +2.1%
80 XLU SELECT SECTOR SPDR TR 15,979.0 $724K 0.01% -721.0 -4.3% $45.34 -2.9%
Page 4 of 7  ·  133 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%