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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 7 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OCULIS HOLDING AG 105,455.0 $2.8M 0.03% -2K -1.7% $26.59
122 ICVT ISHARES TR 26,615.0 $2.7M 0.03% +25K +1606.1% $101.79 +15.9%
123 SCI SERVICE CORP INTL Consumer Cyclical 29,210.0 $2.4M 0.03% -2K -6.8% $82.51 -6.0%
124 IBIT ISHARES BITCOIN TRUST ETF Financial Services 62,222.0 $2.4M 0.03% +2K +3.6% $38.42 +14.5%
125 DUK UKE ENERGY CORP NEW Utilities 17,500.0 $2.3M 0.03% -1K -6.7% $130.94 -4.8%
126 TJX TJX COS INC NEW Consumer Cyclical 14,134.0 $2.3M 0.03% +6K +76.7% $159.70 -0.3%
127 EMB ISHARES TR 23,570.0 $2.2M 0.03% +5K +26.9% $93.93 +1.1%
128 LMT LOCKHEED MARTIN CORP Industrials 3,620.0 $2.2M 0.03% +140.0 +4.0% $604.39 -13.5%
129 FERROVIAL SE 34,000.0 $2.2M 0.03% +18K +108.6% $63.85
130 MICC AGNUM ICE CREAM CO NV Consumer Defensive 141,845.0 $2.1M 0.03% -46K -24.6% $14.64 +11.1%
131 ECL ECOLAB INC Basic Materials 7,365.0 $2.0M 0.02% +1K +23.9% $266.02 -6.0%
132 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,100.0 $1.9M 0.02% $96.47 +2.3%
133 VCIT VANGUARD SCOTTSDALE FDS 20,836.0 $1.7M 0.02% -7K -24.2% $82.75 -0.7%
134 XLK SELECT SECTOR SPDR TR 12,430.0 $1.7M 0.02% +4K +56.5% $132.90 +34.4%
135 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 22,293.0 $1.6M 0.02% $72.55 +3.7%
136 VGLT ANGUARD SCOTTSDALE FDS 27,370.0 $1.5M 0.02% +3K +12.6% $55.35 -2.6%
137 GLD SPDR GOLD TR Financial Services 3,370.0 $1.5M 0.02% +40.0 +1.2% $430.29 -3.1%
138 T AT&T INC Communication Services 48,500.0 $1.4M 0.02% +16K +48.8% $28.99 -14.0%
139 ITW ILLINOIS TOOL WKS INC Industrials 5,300.0 $1.4M 0.02% $260.29 -4.0%
140 NEBIUS GROUP N.V. 13,199.0 $1.4M 0.02% +545.0 +4.3% $103.76
Page 7 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%