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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 12 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WDIV SPDR INDEX SHS FDS 6,285.0 $502K 0.01% -585.0 -8.5% $79.91 +6.0%
222 WFC WELLS FARGO & CO Financial Services 6,000.0 $496K 0.01% $82.64 +5.7%
223 ITA ISHARES TR 2,000.0 $486K 0.01% $242.86 +3.7%
224 SMH VANECK ETF TRUST 738.0 $484K 0.01% NEW $655.89 -13.4%
225 ASML ASML HLDG NV Technology 243.0 $483K 0.01% -15.0 -5.8% $1989.44 -9.9%
226 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,236.0 $478K 0.01% NEW $386.73 +3.9%
227 KGC KINROSS GOLD CORP Basic Materials 19,550.0 $463K 0.01% $23.67 +15.2%
228 JBLU JETBLUE AIRWAYS CORP Industrials 80,500.0 $461K 0.01% $5.73 -11.6%
229 EQIX EQUINIX INC Real Estate 441.0 $460K 0.01% $1042.39 +4.2%
230 VRT VERTIV HOLDINGS CO Industrials 1,350.0 $452K 0.01% $334.82 -18.5%
231 F FORD MTR CO Consumer Cyclical 32,071.0 $446K 0.01% +7K +26.6% $13.90 +0.8%
232 CVX CHEVRON CORPORATION Energy 2,640.0 $438K 0.01% -2K -45.7% $165.76 +24.0%
233 SNAP SNAP INC Communication Services 96,344.0 $428K 0.01% $4.44 +16.6%
234 LUMN LUMEN TECHNOLOGIES INC Communication Services 55,000.0 $422K 0.01% -15K -21.4% $7.68 -20.0%
235 PUT NVIDIA CORPORATION 31,900.0 $421K 0.01% $13.20
236 COPX GLOBAL X FDS 5,200.0 $400K 0.00% +1K +30.0% $76.97 +11.3%
237 TFC TRUIST FINL CORP Financial Services 8,000.0 $399K 0.00% $49.82 +5.6%
238 LIT GLOBAL X FDS 5,000.0 $391K 0.00% +1K +35.1% $78.28 -5.5%
239 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,100.0 $364K 0.00% $330.46 -0.7%
240 GLD SPDR GOLD TR Financial Services 975.0 $359K 0.00% -2K -71.1% $368.38 +8.4%
Page 12 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%