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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSI MOTOROLA SOLUTIONS INC Technology 5,163.0 $2.0M 0.18% NEW $383.32 +5.4%
82 MSFT MICROSOFT CORP Technology 4,092.0 $2.0M 0.18% NEW $483.62 -13.5%
83 QXO QXO INC Industrials 101,717.0 $2.0M 0.18% NEW $19.29 -13.6%
84 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 21,490.0 $2.0M 0.18% NEW $91.21 +0.6%
85 AZO AUTOZONE INC Consumer Cyclical 559.0 $1.9M 0.18% NEW $3391.50 +0.4%
86 SLB SLB LIMITED Energy 47,000.0 $1.8M 0.17% NEW $38.38 +49.2%
87 SANDISK CORP 7,538.0 $1.8M 0.17% NEW $237.38
88 SILJ AMPLIFY ETF TR 64,288.0 $1.8M 0.17% NEW $27.67 +4.2%
89 AJG GALLAGHER ARTHUR J & CO Financial Services 6,862.0 $1.8M 0.17% NEW $258.79 -20.9%
90 CNI CANADIAN NATL RY CO Industrials 17,847.0 $1.8M 0.16% NEW $98.85 +15.6%
91 BRO BROWN & BROWN INC Financial Services 22,001.0 $1.8M 0.16% NEW $79.70 -27.5%
92 DAR DARLING INGREDIENTS INC Consumer Defensive 47,232.0 $1.7M 0.16% NEW $36.00 +62.8%
93 FDX FEDEX CORP Industrials 5,873.0 $1.7M 0.16% NEW $288.86 +36.5%
94 GLD SPDR GOLD TR Financial Services 4,234.0 $1.7M 0.16% NEW $396.31 +4.4%
95 FSLR FIRST SOLAR INC Energy 6,391.0 $1.7M 0.15% NEW $261.23 -1.3%
96 CSCO PUT CISCO SYS INC Technology 20,000.0 $1.5M 0.14% NEW $77.03 +56.3%
97 ODFL OLD DOMINION FREIGHT LINE IN Industrials 9,781.0 $1.5M 0.14% NEW $156.80 +34.2%
98 WFRD WEATHERFORD INTL PLC Energy 19,500.0 $1.5M 0.14% NEW $78.26 +39.0%
99 THOMSON REUTERS CORP 10,897.0 $1.4M 0.13% NEW $132.02
100 DECK DECKERS OUTDOOR CORP Consumer Cyclical 13,750.0 $1.4M 0.13% NEW $103.67 +2.9%
Page 5 of 11  ·  213 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
Industrials 26.7%
Technology 17.7%
Consumer Cyclical 13.9%
Energy 8.7%
Financial Services 7.3%
Communication Services 7.1%
Basic Materials 6.3%
Utilities 5.3%
Healthcare 4.3%
Consumer Defensive 2.6%