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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $8.1B AUM 643 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 97 Added 125 Reduced 37 Exited
Page 14 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EMHY ISHARES INC 4,380.0 $172K 0.00% +900.0 +25.9% $39.38 +1.8%
262 BLFS BIOLIFE SOLUTIONS INC Healthcare 9,000.0 $172K 0.00% $19.08 +29.7%
263 WIT WIPRO LTD Technology 80,000.0 $170K 0.00% +20K +33.3% $2.12 -7.1%
264 SPRE TIDAL TRUST I 8,600.0 $168K 0.00% $19.59 +8.1%
265 CORZ CORE SCIENTIFIC INC NEW Technology 11,200.0 $168K 0.00% $14.96 +65.9%
266 DELL ELL TECHNOLOGIES INC Technology 968.0 $159K 0.00% $164.13 +54.1%
267 VLTO VERALTO CORP Industrials 1,739.0 $154K 0.00% $88.42 -2.5%
268 LEMB ISHARES INC 3,700.0 $151K 0.00% +2K +146.7% $40.80 +2.3%
269 LITE UMENTUM HLDGS INC Technology 213.0 $150K 0.00% $702.76 +37.2%
270 MCHI ISHARES TR 2,602.0 $146K 0.00% +2K +155.1% $56.18 -0.4%
271 ROKU ROKU INC Communication Services 1,500.0 $142K 0.00% $94.62 +31.2%
272 RPRX ROYALTY PHARMA PLC Healthcare 2,900.0 $139K 0.00% $47.97 +10.6%
273 DIA TATE STR SPDR DOW JONES IND Financial Services 300.0 $139K 0.00% $463.19 +8.6%
274 GD GENERAL DYNAMICS CORP Industrials 400.0 $137K 0.00% +200.0 +100.0% $343.22 -1.3%
275 QRVO QORVO INC Technology 1,690.0 $131K 0.00% $77.40 +27.6%
276 RSG REPUBLIC SVCS INC Industrials 585.0 $128K 0.00% $219.02 -3.1%
277 KNSL KINSALE CAP GROUP INC Financial Services 375.0 $128K 0.00% $341.66 -8.7%
278 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 7,500.0 $128K 0.00% +2K +27.3% $17.07 +1.6%
279 IWM ISHARES TR 510.0 $126K 0.00% +100.0 +24.4% $248.00 +13.9%
280 ARTY ISHARES TR 2,700.0 $126K 0.00% $46.53 +46.4%
Page 14 of 23  ·  454 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 34.1%
Financial Services 14.8%
Communication Services 12.2%
Healthcare 11.7%
Consumer Cyclical 9.8%
Industrials 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Energy 2.3%
Utilities 1.8%