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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 22 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ITOC PHETON HLDGS LTD Healthcare 140.0 $60.0 NEW $0.43 -31.4%
422 APOS APOLLO GLOBAL MGMT INC Financial Services NEW
423 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services NEW
424 CLSK CLEANSPARK INC Technology NEW
425 GLW CORNING INC Technology NEW
426 PAVE GLOBAL X FDS NEW
427 PNC PNC FINL SVCS GROUP INC Financial Services NEW
428 PKG PACKAGING CORP AMER Consumer Cyclical NEW
429 TMUS T-MOBILE US INC Communication Services NEW
430 UPS UNITED PARCEL SERVICE INC Industrials NEW
431 ACGL ARCH CAP GROUP LTD Financial Services NEW
432 PUT ADOBE INC NEW
433 CALL ALIBABA GROUP HLDG LTD NEW
434 CALL BROADCOM INC NEW
435 CALL META PLATFORMS INC NEW
436 PUT META PLATFORMS INC NEW
437 CALL JPMORGAN CHASE & CO. NEW
438 PUT JPMORGAN CHASE & CO. NEW
439 PUT ELI LILLY & CO NEW
440 PUT MICROSOFT CORP NEW
Page 22 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%