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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 15 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 URI UNITED RENTALS INC Industrials 168.0 $190K 0.00% $1132.89 -1.5%
282 HWM HOWMET AEROSPACE INC Industrials 700.0 $188K 0.00% -330.0 -32.0% $268.86 +8.8%
283 LITE LUMENTUM HLDGS INC Technology 213.0 $183K 0.00% $858.06 +1.8%
284 SPRE TIDAL TRUST I 8,600.0 $182K 0.00% $21.15 +1.4%
285 EMHY ISHARES INC 4,380.0 $178K 0.00% $40.66 -1.0%
286 FORTINET INC 1,083.0 $166K 0.00% NEW $153.62
287 TSEM TOWER SEMICONDUCTOR LTD Technology 637.0 $166K 0.00% NEW $260.64 -7.7%
288 EMR EMERSON ELEC CO Industrials 1,159.0 $166K 0.00% -1K -54.0% $143.15 +10.2%
289 PYPL PAYPAL HLDGS INC Financial Services 3,822.0 $165K 0.00% $43.18 +39.9%
290 RPRX ROYALTY PHARMA PLC Healthcare 2,900.0 $163K 0.00% $56.07 +6.5%
291 OTIS OTIS WORLDWIDE CORP Industrials 2,268.0 $162K 0.00% $71.60 -1.7%
292 LEMB ISHARES INC 3,700.0 $157K 0.00% $42.43 +1.3%
293 DIA STATE STR SPDR DOW JONES IND Financial Services 300.0 $157K 0.00% $522.39 +2.0%
294 MANU MANCHESTER UTD PLC NEW Communication Services 6,800.0 $156K 0.00% $22.93 +2.5%
295 VLUE ISHARES TR 779.0 $156K 0.00% -1K -59.6% $199.81 +0.4%
296 VLTO VERALTO CORP Industrials 1,739.0 $154K 0.00% $88.68 +8.3%
297 O REALTY INCOME CORP Real Estate 2,430.0 $151K 0.00% +2K +465.1% $61.96 +0.4%
298 GD GENERAL DYNAMICS CORP Industrials 400.0 $142K 0.00% $354.24 +11.1%
299 CEREBRAS SYSTEMS INC 636.0 $141K 0.00% NEW $221.00
300 FITB FIFTH THIRD BANCORP Financial Services 2,459.0 $139K 0.00% NEW $56.37 +1.6%
Page 15 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%