BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 REGN REGENERON PHARMACEUTICALS Healthcare 550.0 $343K 0.00% $623.54 +29.9%
242 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 366.0 $342K 0.00% -41.0 -10.1% $935.47 +2.8%
243 BNTX BIONTECH SE Healthcare 3,560.0 $334K 0.00% -650.0 -15.4% $93.75 -1.1%
244 EPP ISHARES INC 6,150.0 $328K 0.00% $53.26 +7.0%
245 SKYY FIRST TR EXCHANGE-TRADED FD 2,425.0 $326K 0.00% $134.56 +19.9%
246 STLA STELLANTIS N.V Consumer Cyclical 57,015.0 $324K 0.00% +3K +5.5% $5.69 -11.2%
247 MAR MARRIOTT INTL INC NEW Consumer Cyclical 860.0 $319K 0.00% $370.59 -3.6%
248 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,137.0 $309K 0.00% NEW $271.95 -9.6%
249 CVS CVS HEALTH CORP Healthcare 2,932.0 $303K 0.00% +212.0 +7.8% $103.45 -8.3%
250 INTU INTUIT Technology 1,140.0 $298K 0.00% $261.00 +34.3%
251 NLR VANECK ETF TRUST 2,540.0 $295K 0.00% +340.0 +15.4% $115.98 -1.3%
252 NRG NRG ENERGY INC Utilities 2,000.0 $292K 0.00% $146.06 -20.9%
253 MIR MIRION TECHNOLOGIES INC Industrials 16,044.0 $288K 0.00% NEW $17.93 -14.5%
254 CORZ CORE SCIENTIFIC INC NEW Technology 11,200.0 $287K 0.00% $25.59 -26.3%
255 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,800.0 $264K 0.00% $45.52 +9.9%
256 SHEL SHELL PLC Energy 3,400.0 $264K 0.00% $77.54 +18.7%
257 CRWV COREWEAVE INC Technology 2,625.0 $261K 0.00% +2K +262.1% $99.54 -6.4%
258 GRMN GARMIN LTD Technology 1,085.0 $258K 0.00% -150.0 -12.2% $237.54 +25.2%
259 BLFS BIOLIFE SOLUTIONS INC Healthcare 9,000.0 $254K 0.00% $28.24 +23.7%
260 ESLT ELBIT SYS LTD Industrials 335.0 $254K 0.00% NEW $758.53 +4.9%
Page 13 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%