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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 12 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASML ASML HLDG NV Technology 258.0 $341K 0.00% $1320.83 +20.5%
222 ENPH ENPHASE ENERGY INC Energy 9,000.0 $340K 0.00% -8K -47.1% $37.81 +64.9%
223 VRT VERTIV HOLDINGS CO Industrials 1,350.0 $338K 0.00% $250.58 +26.0%
224 COP ONOCOPHILLIPS Energy 2,536.0 $335K 0.00% +624.0 +32.6% $132.00 -8.7%
225 HLT ILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,100.0 $334K 0.00% $304.08 +6.1%
226 PPA INVESCO EXCHANGE TRADED FD T 2,000.0 $331K 0.00% +1K +100.0% $165.70 +1.3%
227 EMR EMERSON ELEC CO Industrials 2,517.0 $330K 0.00% $131.02 +3.0%
228 EPP ISHARES INC 6,150.0 $327K 0.00% $53.14 +4.2%
229 SHEL HELL PLC Energy 3,400.0 $316K 0.00% +1K +67.5% $93.00 -6.8%
230 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,800.0 $306K 0.00% -250.0 -4.1% $52.76 +14.2%
231 COPX GLOBAL X FDS 4,000.0 $305K 0.00% -5K -53.5% $76.35 +8.7%
232 ETHA ISHARES ETHEREUM TR Financial Services 19,060.0 $302K 0.00% +10K +110.4% $15.83 +2.0%
233 DHR DANAHER CORP DEL Healthcare 1,587.0 $301K 0.00% -653.0 -29.1% $189.60 -8.6%
234 NLR ANECK ETF TRUST 2,200.0 $293K 0.00% $133.19 -2.4%
235 NRG RG ENERGY INC Utilities 2,000.0 $292K 0.00% $146.14 -6.3%
236 F FORD MTR CO Consumer Cyclical 25,325.0 $292K 0.00% +775.0 +3.2% $11.54 +18.5%
237 TRMB TRIMBLE INC Technology 4,456.0 $291K 0.00% -3K -42.3% $65.23 -14.2%
238 GRMN GARMIN LTD Technology 1,235.0 $287K 0.00% -6K -83.1% $232.01 +3.3%
239 PTC PTC INC Technology 2,000.0 $285K 0.00% $142.49 +3.8%
240 MAR MARRIOTT INTL INC NEW Consumer Cyclical 860.0 $281K 0.00% $327.07 +13.3%
Page 12 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%