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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 23 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 OPRX OPTIMIZERX CORP Healthcare 410.0 $2K $5.72 +43.6%
442 GTX GARRETT MOTION INC Consumer Cyclical 64.0 $2K $36.23 -25.0%
443 HPE HEWLETT PACKARD ENTERPRISE C Technology 50.0 $2K $45.12 +17.4%
444 OGN ORGANON & CO Healthcare 130.0 $2K $13.54 +1.3%
445 HERTZ GLOBAL HLDGS INC 1,529.0 $2K $1.09
446 KD KYNDRYL HLDGS INC Technology 129.0 $1K $11.31 +11.6%
447 U UNITY SOFTWARE INC Technology 50.0 $1K $28.58 +64.0%
448 HOLO MICROCLOUD HOLOGRAM INC Technology 750.0 $1K $1.54 +10.7%
449 BOC BOSTON OMAHA CORP Communication Services 75.0 $1K $13.64 +1.9%
450 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 125.0 $968.0 $7.74 +7.5%
451 RIG TRANSOCEAN LTD Energy 128.0 $626.0 $4.89 +19.7%
452 SBET SHARPLINK INC Financial Services 120.0 $576.0 $4.80 +44.8%
453 BZUN BAOZUN INC Consumer Cyclical 200.0 $566.0 $2.83 -0.5%
454 WAB WABTEC Industrials 2.0 $539.0 -10.0 -83.3% $269.50 +8.5%
455 ASIX ADVANSIX INC Basic Materials 25.0 $497.0 $19.88 -13.4%
456 ONL ORION PROPERTIES INC Real Estate 150.0 $434.0 $2.89 +0.4%
457 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 219.0 $335.0 $1.53 +10.5%
458 AMTM AMENTUM HOLDINGS INC Industrials 15.0 $310.0 NEW $20.67 +3.3%
459 AURORA CANNABIS INC 96.0 $267.0 $2.78
460 CANOPY GROWTH CORPORATION 250.0 $243.0 $0.97
Page 23 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%