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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 21 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PJT PJT PARTNERS INC Financial Services 30.0 $4K $139.73 +11.1%
402 REZI ESIDEO TECHNOLOGIES INC Industrials 106.0 $4K $33.72 -14.2%
403 HERTZ GLOBAL HLDGS INC 1,529.0 $3K $2.28
404 TDOC TELADOC HEALTH INC Healthcare 618.0 $3K $5.45 +18.9%
405 WAB WABTEC Industrials 12.0 $3K -958.0 -98.8% $249.92 +3.7%
406 IVZ INVESCO LTD Financial Services 110.0 $3K $24.29 +11.1%
407 OPRX OPTIMIZERX CORP Healthcare 410.0 $3K $6.28 -21.3%
408 KD KYNDRYL HLDGS INC Technology 129.0 $2K $13.12 -8.0%
409 HOLO MICROCLOUD HOLOGRAM INC Technology 750.0 $2K $2.05 -9.8%
410 HPE HEWLETT PACKARD ENTERPRISE C Technology 50.0 $1K $23.82 +42.6%
411 GTX GARRETT MOTION INC Consumer Cyclical 64.0 $1K $18.17 +82.8%
412 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 125.0 $1K $9.28 -14.3%
413 U UNITY SOFTWARE INC Technology 50.0 $1K $21.94 +19.6%
414 BOC BOSTON OMAHA CORP Communication Services 75.0 $876.0 $11.68 +5.6%
415 RIG TRANSOCEAN LTD Energy 128.0 $848.0 $6.62 +10.8%
416 OGN ORGANON & CO Healthcare 130.0 $779.0 $5.99 +124.0%
417 SBET SHARPLINK INC Financial Services 120.0 $774.0 $6.45 -1.9%
418 BAND BANDWIDTH INC Technology 40.0 $713.0 $17.82 +228.4%
419 SOLV SOLVENTUM CORP Healthcare 10.0 $653.0 $65.30 +16.6%
420 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 219.0 $615.0 NEW $2.81 -25.9%
Page 21 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%