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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 9 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 A AGILENT TECHNOLOGIES INC Healthcare 9,900.0 $1.3M 0.01% +400.0 +4.2% $132.83 +12.4%
162 VGLT VANGUARD SCOTTSDALE FDS 22,883.0 $1.3M 0.01% -4K -16.4% $55.18 -4.8%
163 UMAC UNUSUAL MACHS INC Financial Services 56,390.0 $1.3M 0.01% +18K +47.8% $22.30 +37.7%
164 T AT&T INC Communication Services 60,205.0 $1.2M 0.01% +12K +24.1% $20.70 +20.8%
165 TRMB TRIMBLE INC Technology 24,260.0 $1.2M 0.01% +20K +444.4% $51.18 +12.0%
166 IEI ISHARES TR 10,533.0 $1.2M 0.01% -825.0 -7.3% $117.45 -0.7%
167 VKTX VIKING THERAPEUTICS INC Healthcare 30,245.0 $1.2M 0.01% $39.01 -14.6%
168 MCO MOODYS CORP Financial Services 2,600.0 $1.2M 0.01% +100.0 +4.0% $452.92 +8.0%
169 LXRX LEXICON PHARMACEUTICALS INC Healthcare 480,000.0 $1.2M 0.01% -30K -5.9% $2.40 +0.6%
170 RSG REPUBLIC SVCS INC Industrials 5,285.0 $1.1M 0.01% +5K +803.4% $213.08 +2.5%
171 NXPI NXP SEMICONDUCTORS N V Technology 4,000.0 $1.1M 0.01% $281.03 -19.0%
172 EEM ISHARES TR 16,258.0 $1.1M 0.01% $68.41 -4.3%
173 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 17,020.0 $1.1M 0.01% -1K -6.0% $64.01 +14.1%
174 MO ALTRIA GROUP INC Consumer Defensive 15,000.0 $1.1M 0.01% $71.95 -9.7%
175 DAL DELTA AIR LINES INC Industrials 11,400.0 $1.1M 0.01% $93.66 -8.0%
176 KEEL KEEL INFRASTRUCTURE CORP Technology 180,200.0 $1.0M 0.01% NEW $5.74 -44.5%
177 MA MASTERCARD INCORPORATED Financial Services 1,995.0 $1.0M 0.01% $513.60 +12.5%
178 AI C3 AI INC Technology 110,000.0 $1000K 0.01% $9.09 +8.0%
179 NVO NOVO-NORDISK A S Healthcare 20,029.0 $960K 0.01% -751.0 -3.6% $47.94 -4.5%
180 C CITIGROUP INC Financial Services 6,807.0 $953K 0.01% +301.0 +4.6% $139.96 -1.7%
Page 9 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%