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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 26 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PUT PALO ALTO NETWORKS INC NEW
502 CALL PINTEREST INC NEW
503 CALL PROCTER & GAMBLE CO NEW
504 PUT RTX CORPORATION NEW
505 PUT SLB LIMITED NEW
506 TEMA ETF TRUST NEW
507 PUT THERMO FISHER SCIENTIFIC INC NEW
508 PUT UBER TECHNOLOGIES INC NEW
509 CALL VERIZON COMMUNICATIONS INC NEW
510 PUT VISA INC NEW
511 CALL TOTALENERGIES SE NEW
512 PUT EATON CORP PLC NEW
513 CALL NEBIUS GROUP N.V. NEW
514 PUT NEBIUS GROUP N.V. NEW
Page 26 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%