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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 25 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IPOS RENAISSANCE CAP GREENWICH FD NEW
482 SOLV SOLVENTUM CORP Healthcare -100.0%
483 MMM 3M CO Industrials -100.0%
484 VTI VANGUARD INDEX FDS NEW
485 VTRS VIATRIS INC Healthcare NEW
486 ICLR ICON PUB LTD CO Healthcare -100.0%
487 PUT ADVANCED MICRO DEVICES INC NEW
488 PUT ALPHABET INC NEW
489 PUT AMAZON COM INC NEW
490 CALL AMETEK INC NEW
491 PUT AMETEK INC NEW
492 CALL BAIDU INC NEW
493 PUT BANK OF AMER CORP NEW
494 PUT META PLATFORMS INC NEW
495 PUT ELI LILLY & CO NEW
496 CALL MICROSOFT CORP -100.0%
497 PUT MICROSOFT CORP NEW
498 PUT NETFLIX INC. NEW
499 CALL NVIDIA CORPORATION NEW
500 PUT PALANTIR TECHNOLOGIES INC NEW
Page 25 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%