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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 6 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NKE NIKE INC Consumer Cyclical 87,246.0 $5.6M 0.06% NEW $63.71 -30.3%
102 EWL ISHARES INC 82,196.0 $4.9M 0.05% NEW $59.96 +4.8%
103 FCX FREEPORT-MCMORAN INC Basic Materials 95,352.0 $4.8M 0.05% NEW $50.79 +22.7%
104 AGG ISHARES TR 47,617.0 $4.8M 0.05% NEW $99.88 -1.5%
105 USB US BANCORP DEL Financial Services 86,740.0 $4.6M 0.05% NEW $53.36 +2.1%
106 MELI MERCADOLIBRE INC Consumer Cyclical 2,090.0 $4.2M 0.05% NEW $2014.26 -16.7%
107 MRNA MODERNA INC Healthcare 140,880.0 $4.2M 0.04% NEW $29.49 +60.3%
108 CG CARLYLE GROUP INC Financial Services 62,005.0 $3.7M 0.04% NEW $59.11 -23.7%
109 IAU ISHARES GOLD TR Financial Services 42,789.0 $3.5M 0.04% NEW $81.17 +5.2%
110 TKO TKO GROUP HOLDINGS INC Communication Services 15,220.0 $3.2M 0.04% NEW $209.00 -7.0%
111 XME SPDR SERIES TRUST 30,500.0 $3.2M 0.03% NEW $103.61 +11.4%
112 USIG ISHARES TR 60,780.0 $3.1M 0.03% NEW $51.77 -1.6%
113 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 188,081.0 $3.0M 0.03% NEW $15.99 +1.7%
114 GHYG ISHARES INC 65,134.0 $3.0M 0.03% NEW $46.13 -1.6%
115 IBIT ISHARES BITCOIN TRUST ETF Financial Services 60,028.0 $3.0M 0.03% NEW $49.65 -11.4%
116 MU MICRON TECHNOLOGY INC Technology 10,037.0 $2.9M 0.03% NEW $285.41 +167.0%
117 STLA STELLANTIS N.V Consumer Cyclical 250,022.0 $2.8M 0.03% NEW $11.11 -32.2%
118 SCI SERVICE CORP INTL Consumer Cyclical 31,342.0 $2.4M 0.03% NEW $77.97 -0.6%
119 VCIT VANGUARD SCOTTSDALE FDS 27,479.0 $2.3M 0.03% NEW $83.75 -1.9%
120 NVO NOVO-NORDISK A S Healthcare 45,160.0 $2.3M 0.03% NEW $50.88 -12.8%
Page 6 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%