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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $8.1B AUM 643 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 97 Added 125 Reduced 37 Exited
Page 10 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIO RIO TINTO PLC Basic Materials 7,500.0 $700K 0.01% -1K -11.8% $93.29 +10.7%
182 XLF SELECT SECTOR SPDR TR 14,165.0 $699K 0.01% $49.37 +4.8%
183 COF CAPITAL ONE FINL CORP Financial Services 3,650.0 $666K 0.01% $182.43 +2.3%
184 BKR BAKER HUGHES COMPANY Energy 10,500.0 $641K 0.01% $61.05 +7.8%
185 PDD PDD HOLDINGS INC Consumer Cyclical 6,200.0 $634K 0.01% +5K +396.0% $102.18 -4.3%
186 SPY TATE STR SPDR S&P 500 ETF T Financial Services 963.0 $626K 0.01% -1K -57.6% $650.34 +14.2%
187 KGC KINROSS GOLD CORP Basic Materials 19,550.0 $596K 0.01% $30.47 -5.9%
188 B BARRICK MNG CORP Basic Materials 14,509.0 $591K 0.01% -2K -12.4% $40.74 +1.2%
189 XLC SELECT SECTOR SPDR TR 5,015.0 $556K 0.01% $110.86 +4.7%
190 QCOM QUALCOMM INC Technology 4,284.0 $552K 0.01% -40.0 -0.9% $128.78 +57.3%
191 IGF ISHARES TR 8,129.0 $545K 0.01% +1K +22.1% $67.00 +0.7%
192 BLOCK INC 8,896.0 $535K 0.01% -815.0 -8.4% $60.18
193 WDIV SPDR INDEX SHS FDS 6,870.0 $530K 0.01% NEW $77.15 +5.8%
194 XYL XYLEM INC Industrials 4,282.0 $512K 0.01% $119.50 -9.4%
195 UNP UNION PAC CORP Industrials 2,080.0 $505K 0.01% $242.62 +9.6%
196 INTU INTUIT Technology 1,140.0 $493K 0.01% $432.38 -29.0%
197 LUMN LUMEN TECHNOLOGIES INC Communication Services 70,000.0 $486K 0.01% +50K +250.0% $6.95 +35.8%
198 WFC ELLS FARGO & CO Financial Services 6,000.0 $478K 0.01% -250.0 -4.0% $79.61 -4.8%
199 EXC XELON CORP Utilities 9,721.0 $477K 0.01% +817.0 +9.2% $49.02 -7.5%
200 UMAC UNUSUAL MACHS INC Financial Services 38,155.0 $473K 0.01% +18K +86.3% $12.40 +15.9%
Page 10 of 23  ·  454 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 34.1%
Financial Services 14.8%
Communication Services 12.2%
Healthcare 11.7%
Consumer Cyclical 9.8%
Industrials 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Energy 2.3%
Utilities 1.8%