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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 10 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IGOV ISHARES TR 23,183.0 $951K 0.01% $41.03 +0.2%
182 FSLR FIRST SOLAR INC Energy 4,000.0 $944K 0.01% -2K -36.0% $235.96 -7.0%
183 QIAGEN NV 24,096.0 $934K 0.01% $38.76
184 TRIVAGO N V 169,542.0 $927K 0.01% -100K -37.2% $5.47
185 CM CANADIAN IMPERIAL BANK OF CO Financial Services 8,000.0 $921K 0.01% +6K +300.0% $115.12 +5.1%
186 BIDU BAIDU INC Communication Services 7,815.0 $893K 0.01% NEW $114.29 -20.7%
187 STN STANTEC INC Industrials 12,018.0 $829K 0.01% $68.95 +9.4%
188 BLOCK INC 10,896.0 $828K 0.01% +2K +22.5% $76.00
189 REET ISHARES TR 29,190.0 $806K 0.01% -9K -24.0% $27.62 +1.3%
190 SLF SUN LIFE FINANCIAL INC. Financial Services 10,178.0 $799K 0.01% -6K -35.6% $78.49 +2.5%
191 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,063.0 $794K 0.01% +100.0 +10.4% $746.77 +2.9%
192 TIP ISHARES TR 7,230.0 $791K 0.01% -4K -34.2% $109.43 -2.3%
193 SNOW SNOWFLAKE INC Technology 3,100.0 $789K 0.01% +600.0 +24.0% $254.50 +27.2%
194 ONON ON HLDG AG Consumer Cyclical 21,186.0 $750K 0.01% +9K +71.9% $35.42 -11.7%
195 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.01% NEW $748850.00
196 QUAL ISHARES TR 3,400.0 $746K 0.01% -820.0 -19.4% $219.43 +2.2%
197 XLU SELECT SECTOR SPDR TR 15,979.0 $724K 0.01% -721.0 -4.3% $45.34 -2.0%
198 RIO RIO TINTO PLC Basic Materials 7,500.0 $712K 0.01% $94.93 +2.2%
199 PPA INVESCO EXCHANGE TRADED FD T 4,000.0 $707K 0.01% +2K +100.0% $176.65 +3.5%
200 IGSB ISHARES TR 13,466.0 $706K 0.01% -5K -25.8% $52.41 -0.5%
Page 10 of 26  ·  514 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%