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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 7 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 240,453.0 $5.9M 0.06% +3K +1.5% $24.55 +6.7%
122 SGOV ISHARES TR 57,690.0 $5.8M 0.06% +45K +362.6% $100.67 -0.1%
123 CAT CATERPILLAR INC Industrials 5,149.0 $5.5M 0.06% $1064.90 -21.0%
124 PWR QUANTA SVCS INC Industrials 7,445.0 $5.4M 0.06% NEW $720.04 -3.3%
125 USB US BANCORP Financial Services 86,740.0 $5.2M 0.06% $60.40 +7.3%
126 CSX CSX CORP Industrials 108,245.0 $5.1M 0.06% -177K -62.0% $47.53 +5.7%
127 EWL ISHARES INC 76,227.0 $4.8M 0.05% -4K -4.8% $62.85 +0.1%
128 USIG ISHARES TR 84,608.0 $4.3M 0.05% +13K +18.5% $51.29 -2.2%
129 PINS PINTEREST INC Communication Services 205,690.0 $4.3M 0.05% -5K -2.3% $21.03 +9.7%
130 GHYG ISHARES INC 87,320.0 $4.0M 0.04% +5K +5.7% $45.29 -0.3%
131 MELI MERCADOLIBRE INC Consumer Cyclical 2,323.0 $3.9M 0.04% +243.0 +11.7% $1697.39 +4.8%
132 ICVT ISHARES TR 30,593.0 $3.7M 0.04% +4K +14.9% $121.74 -4.4%
133 NEBIUS GROUP N.V. 12,979.0 $3.6M 0.04% -220.0 -1.7% $276.17
134 AGG ISHARES TR 35,867.0 $3.6M 0.04% -12K -24.7% $98.98 -1.6%
135 NKE NIKE INC Consumer Cyclical 78,616.0 $3.2M 0.04% -7K -8.2% $41.05 -2.4%
136 BSX BOSTON SCIENTIFIC CORP Healthcare 71,353.0 $3.0M 0.03% -3K -3.5% $42.68 +18.3%
137 XME SPDR SERIES TRUST 28,075.0 $3.0M 0.03% $106.93 +6.3%
138 CG CARLYLE GROUP INC Financial Services 62,005.0 $2.6M 0.03% $42.11 +14.9%
139 FERROVIAL NV 34,328.0 $2.4M 0.03% +328.0 +1.0% $68.58
140 ECL ECOLAB INC Basic Materials 8,165.0 $2.3M 0.03% +800.0 +10.9% $278.61 +0.5%
Page 7 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%