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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $957M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 30 Added 48 Reduced 100 Exited
Page 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV TRAVELERS COMPANIES INC Financial Services 811.0 $237K 0.03% NEW $291.68 +5.2%
122 TT TRANE TECHNOLOGIES PLC Industrials 567.0 $236K 0.03% NEW $416.74 +8.4%
123 VSNT VERSANT MEDIA GROUP INC Industrials 6,344.0 $235K 0.03% NEW $37.02 +13.1%
124 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,500.0 $235K 0.03% NEW $67.07 +25.0%
125 PNC PNC FINL SVCS GROUP INC Financial Services 1,123.0 $234K 0.02% NEW $208.09 +4.2%
126 CW CURTISS WRIGHT CORP Industrials 342.0 $233K 0.02% NEW $681.12 +6.7%
127 ALL ALLSTATE CORP Financial Services 1,123.0 $233K 0.02% NEW $207.34 +3.4%
128 EWZ ISHARES INC 6,000.0 $230K 0.02% NEW $38.39 -3.6%
129 VFC V F CORP Consumer Cyclical 13,122.0 $223K 0.02% NEW $16.99 -4.6%
130 ABNB AIRBNB INC Consumer Cyclical 1,745.0 $220K 0.02% NEW $126.28 +6.3%
131 MEDP MEDPACE HLDGS INC Healthcare 458.0 $220K 0.02% NEW $480.19 -10.4%
132 MCO MOODYS CORP Financial Services 500.0 $218K 0.02% NEW $436.25 +2.1%
133 CVCO CAVCO INDS INC DEL Consumer Cyclical 449.0 $217K 0.02% NEW $484.29 +1.5%
134 WEBULL CORP 45,038.0 $216K 0.02% NEW $4.80
135 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,977.0 $216K 0.02% NEW $72.46 +19.1%
136 COKE COCA COLA CONS INC Consumer Defensive 1,099.0 $211K 0.02% NEW $191.74 -8.0%
137 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 13,980.0 $210K 0.02% NEW $15.05 -8.8%
138 WIX WIX COM LTD Technology 2,330.0 $210K 0.02% NEW $90.07 -39.2%
139 RHI ROBERT HALF INC. Industrials 8,111.0 $206K 0.02% NEW $25.40 +3.3%
140 CFG CITIZENS FINL GROUP INC Financial Services 3,424.0 $205K 0.02% NEW $59.97 +4.7%
Page 7 of 8  ·  150 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
Consumer Cyclical 25.0%
Industrials 21.3%
Technology 14.0%
Energy 8.1%
Healthcare 7.5%
Financial Services 7.1%
Communication Services 5.9%
Basic Materials 4.9%
Utilities 2.2%
Consumer Defensive 2.1%