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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 8 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUK DUKE ENERGY CORP NEW Utilities 17,500.0 $2.2M 0.02% $126.58 -1.5%
142 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,100.0 $2.2M 0.02% $109.77 -0.6%
143 EMB ISHARES TR 22,599.0 $2.2M 0.02% -971.0 -4.1% $96.44 -1.9%
144 IWM ISHARES TR 7,239.0 $2.2M 0.02% +7K +1319.4% $300.45 +0.2%
145 SCI SERVICE CORP INTL Consumer Cyclical 26,940.0 $2.0M 0.02% -2K -7.8% $75.96 +9.5%
146 SPUS TIDAL TRUST I 35,206.0 $2.0M 0.02% +11K +46.7% $57.50 +2.0%
147 XLK SELECT SECTOR SPDR TR 10,425.0 $2.0M 0.02% -2K -16.1% $190.52 -2.6%
148 TJX TJX COS INC NEW Consumer Cyclical 12,512.0 $1.9M 0.02% -2K -11.5% $151.50 -0.1%
149 LMT LOCKHEED MARTIN CORP Industrials 3,620.0 $1.8M 0.02% $509.46 +19.9%
150 CRWD CROWDSTRIKE HLDGS INC Technology 2,345.0 $1.8M 0.02% $190.78 +10.9%
151 CCK CROWN HLDGS INC Consumer Cyclical 15,975.0 $1.8M 0.02% +3K +26.1% $111.82 +5.3%
152 IBIT ISHARES BITCOIN TRUST ETF Financial Services 52,977.0 $1.8M 0.02% -9K -14.9% $33.29 +10.1%
153 VCIT VANGUARD SCOTTSDALE FDS 19,431.0 $1.6M 0.02% -1K -6.7% $82.65 -1.9%
154 EXC EXELON CORP Utilities 32,390.0 $1.5M 0.02% +23K +233.2% $46.62 -1.5%
155 OCULIS HOLDING AG 105,455.0 $1.5M 0.02% $13.87
156 ITW ILLINOIS TOOL WKS INC Industrials 5,300.0 $1.4M 0.02% $270.47 +5.5%
157 UNH UNITEDHEALTH GROUP INC Healthcare 3,439.0 $1.4M 0.01% +2K +143.2% $415.63 -4.8%
158 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 17,800.0 $1.4M 0.01% -4K -20.1% $79.22 +3.0%
159 EEMA ISHARES INC 11,515.0 $1.3M 0.01% -630.0 -5.2% $116.96 -2.4%
160 PM PHILIP MORRIS INTL INC Consumer Defensive 7,410.0 $1.3M 0.01% $180.91 +3.8%
Page 8 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%