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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGSB ISHARES TR 13,466.0 $706K 0.01% -5K -25.8% $52.41 -0.5%
82 JNK SPDR SERIES TRUST 7,137.0 $688K 0.01% -554.0 -7.2% $96.37 -0.7%
83 QCOM QUALCOMM INC Technology 3,552.0 $656K 0.01% -732.0 -17.1% $184.79 -13.3%
84 CEMB ISHARES INC 14,224.0 $649K 0.01% -1K -9.2% $45.65 -0.8%
85 LQD ISHARES TR 5,670.0 $618K 0.01% -3K -34.3% $109.07 -3.0%
86 CB CHUBB LIMITED Financial Services 1,765.0 $601K 0.01% -800.0 -31.2% $340.74 +1.3%
87 XLF SELECT SECTOR SPDR TR 10,750.0 $576K 0.01% -3K -24.1% $53.61 +7.9%
88 B BARRICK MNG CORP Basic Materials 14,060.0 $517K 0.01% -449.0 -3.1% $36.76 +14.5%
89 WDIV SPDR INDEX SHS FDS 6,285.0 $502K 0.01% -585.0 -8.5% $79.91 +6.0%
90 ASML ASML HLDG NV Technology 243.0 $483K 0.01% -15.0 -5.8% $1989.44 -9.4%
91 CVX CHEVRON CORPORATION Energy 2,640.0 $438K 0.01% -2K -45.7% $165.76 +24.1%
92 LUMN LUMEN TECHNOLOGIES INC Communication Services 55,000.0 $422K 0.01% -15K -21.4% $7.68 -20.2%
93 GLD SPDR GOLD TR Financial Services 975.0 $359K 0.00% -2K -71.1% $368.38 +8.2%
94 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 366.0 $342K 0.00% -41.0 -10.1% $935.47 +2.8%
95 BNTX BIONTECH SE Healthcare 3,560.0 $334K 0.00% -650.0 -15.4% $93.75 -1.1%
96 GRMN GARMIN LTD Technology 1,085.0 $258K 0.00% -150.0 -12.2% $237.54 +25.2%
97 EWU ISHARES TR 5,019.0 $232K 0.00% -5K -51.4% $46.14 +4.4%
98 COP CONOCOPHILLIPS Energy 2,132.0 $222K 0.00% -404.0 -15.9% $103.96 +24.8%
99 ZTS ZOETIS INC Healthcare 2,787.0 $200K 0.00% -7K -70.1% $71.86 +2.9%
100 ENPH ENPHASE ENERGY INC Energy 4,000.0 $197K 0.00% -5K -55.6% $49.24 -23.7%
Page 5 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%