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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 15 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 URI UNITED RENTALS INC Industrials 168.0 $122K 0.00% $728.56 +28.5%
282 SBUX STARBUCKS CORP Consumer Cyclical 1,364.0 $122K 0.00% $89.59 +18.9%
283 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,000.0 $121K 0.00% $60.65 -1.8%
284 TD TORONTO DOMINION BK ONT Financial Services 1,295.0 $121K 0.00% $93.09 +17.7%
285 AUPH AURINIA PHARMACEUTICALS INC Healthcare 8,000.0 $119K 0.00% $14.82 +4.3%
286 COKE OCA COLA CONS INC Consumer Defensive 602.0 $115K 0.00% NEW $191.74 -8.0%
287 TTEK ETRA TECH INC NEW Industrials 3,800.0 $114K 0.00% $30.12 -8.9%
288 MANU MANCHESTER UTD PLC NEW Communication Services 6,800.0 $114K 0.00% $16.82 +19.1%
289 PH PARKER-HANNIFIN CORP Industrials 127.0 $114K 0.00% $895.24 -4.0%
290 CL COLGATE PALMOLIVE CO Consumer Defensive 1,260.0 $107K 0.00% -1K -52.3% $85.23 +6.1%
291 CLF LEVELAND-CLIFFS INC NEW Basic Materials 12,100.0 $102K 0.00% $8.45 +26.6%
292 DD DUPONT DE NEMOURS INC Basic Materials 2,203.0 $101K 0.00% NEW $45.80 +2.9%
293 WLK WESTLAKE CORPORATION Basic Materials 860.0 $100K 0.00% NEW $116.82 -24.2%
294 SUZ SUZANO S A Basic Materials 9,555.0 $96K 0.00% $10.01 -15.6%
295 NOC NORTHROP GRUMMAN CORP Industrials 140.0 $96K 0.00% NEW $682.24 -19.2%
296 ARES ARES MANAGEMENT CORPORATION Financial Services 870.0 $95K 0.00% $109.10 +13.6%
297 AIQ GLOBAL X FDS 2,000.0 $93K 0.00% $46.67 +34.2%
298 NIO NIO INC Consumer Cyclical 15,393.0 $93K 0.00% $6.03 -7.1%
299 KNOP KNOT OFFSHORE PARTNERS LP Industrials 9,000.0 $91K 0.00% $10.08 +14.4%
300 NTES NETEASE COM INC Technology 800.0 $90K 0.00% $111.94 +2.1%
Page 15 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%