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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $9.2B AUM 611 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 449 New
Page 13 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AER AERCAP HOLDINGS NV Industrials 1,650.0 $237K 0.00% NEW $143.76 -2.9%
242 NUKZ EXCHANGE TRADED CONCEPTS TRU 3,550.0 $225K 0.00% NEW $63.50 +10.0%
243 PYPL PAYPAL HLDGS INC Financial Services 3,822.0 $223K 0.00% NEW $58.38 -24.0%
244 VRT VERTIV HOLDINGS CO Industrials 1,350.0 $219K 0.00% NEW $162.01 +94.8%
245 BLFS BIOLIFE SOLUTIONS INC Healthcare 9,000.0 $218K 0.00% NEW $24.18 +2.3%
246 HWM HOWMET AEROSPACE INC Industrials 1,030.0 $211K 0.00% NEW $205.02 +26.8%
247 CL COLGATE PALMOLIVE CO Consumer Defensive 2,640.0 $209K 0.00% NEW $79.02 +14.5%
248 WAB WABTEC Industrials 970.0 $207K 0.00% NEW $213.45 +21.4%
249 CNQ CANADIAN NAT RES LTD Energy 6,100.0 $207K 0.00% NEW $33.92 +43.6%
250 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,246.0 $206K 0.00% NEW $48.58 +73.9%
251 ETHA ISHARES ETHEREUM TR Financial Services 9,060.0 $203K 0.00% NEW $22.43 -28.0%
252 OTIS OTIS WORLDWIDE CORP Industrials 2,268.0 $198K 0.00% NEW $87.35 -18.0%
253 SYK STRYKER CORPORATION Healthcare 555.0 $195K 0.00% NEW $351.47 -8.5%
254 VOOV VANGUARD ADMIRAL FDS INC 950.0 $195K 0.00% NEW $204.85 +6.6%
255 GEV GE VERNOVA INC Utilities 280.0 $183K 0.00% NEW $653.57 +59.7%
256 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,000.0 $182K 0.00% NEW $90.78 +26.5%
257 COP CONOCOPHILLIPS Energy 1,912.0 $179K 0.00% NEW $93.61 +28.8%
258 VLTO VERALTO CORP Industrials 1,739.0 $174K 0.00% NEW $99.78 -13.6%
259 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 1,900.0 $171K 0.00% NEW $89.92 -5.0%
260 WIT WIPRO LTD Technology 60,000.0 $170K 0.00% NEW $2.84 -30.6%
Page 13 of 23  ·  449 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 35.3%
Financial Services 16.1%
Communication Services 13.7%
Healthcare 10.6%
Consumer Cyclical 10.1%
Industrials 5.1%
Consumer Defensive 4.7%
Basic Materials 2.4%
Utilities 1.6%
Energy 0.4%