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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WAB WABTEC Industrials 2.0 $539.0 -10.0 -83.3% $269.50 +9.5%
122 ALLY ALLY FINL INC Financial Services -100.0%
123 COF CAPITAL ONE FINL CORP Financial Services -100.0%
124 COKE COCA COLA CONS INC Consumer Defensive -100.0%
125 UUUU ENERGY FUELS INC Energy -100.0%
126 AIQ GLOBAL X FDS -100.0%
127 FLOT ISHARES TR -100.0%
128 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare -100.0%
129 QRVO QORVO INC Technology -100.0%
130 SOLV SOLVENTUM CORP Healthcare -100.0%
131 MMM 3M CO Industrials -100.0%
132 ICLR ICON PUB LTD CO Healthcare -100.0%
133 CALL MICROSOFT CORP -100.0%
Page 7 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%