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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 22 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARKG ARK ETF TR 310.0 $13K $42.06 +13.5%
422 TECHNIPFMC PLC 196.0 $13K $66.30
423 BRO BROWN & BROWN INC Financial Services 200.0 $13K NEW $64.15 +11.4%
424 PPG PPG INDS INC Basic Materials 100.0 $12K $121.29 -6.1%
425 UHS UNIVERSAL HLTH SVCS INC Healthcare 80.0 $12K NEW $148.69 +15.9%
426 PODD INSULET CORP Healthcare 75.0 $11K NEW $152.25 -0.5%
427 IPX IPERIONX LTD Basic Materials 290.0 $9K NEW $29.73 -27.4%
428 JXN JACKSON FINANCIAL INC Financial Services 82.0 $8K $102.39 +28.0%
429 ACHR ARCHER AVIATION INC Industrials 1,535.0 $7K $4.73 +36.4%
430 VEEV VEEVA SYS INC Healthcare 35.0 $6K $177.46 +41.4%
431 SOPH SOPHIA GENETICS SA Healthcare 1,055.0 $6K $5.77 +43.5%
432 LARGO INC 9,250.0 $6K $0.62
433 ETH GRAYSCALE ETHEREUM STAKING Financial Services 350.0 $5K $15.03 +33.5%
434 TDOC TELADOC HEALTH INC Healthcare 618.0 $5K $8.48 -21.5%
435 HL HECLA MINING COMPANY Basic Materials 300.0 $5K $15.43 +33.1%
436 BITO PROSHARES TR 578.0 $5K $7.98 +15.9%
437 PJT PJT PARTNERS INC Financial Services 30.0 $5K $150.93 +14.6%
438 REZI RESIDEO TECHNOLOGIES INC Industrials 106.0 $3K $31.10 -30.7%
439 CALL BROADCOM INC 100.0 $3K NEW $26.75
440 BAND BANDWIDTH INC Technology 40.0 $3K $63.30 -17.4%
Page 22 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%