1y return+12.4%S&P 500 +20.9%
3y return+60.0%S&P 500 +68.5%
5y return+54.5%S&P 500 +74.5%
10y return+226.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $326 against $357 in the S&P 500.2
Compagnie Lombard Odier SCmAS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $710.8M | 7.7% | −5.7% |
| NVDANvidia Corporation | $685.8M | 7.4% | −8.6% |
| AAPLApple Inc | $645.6M | 7.0% | +2.8% |
| MSFTMicrosoft Corp | $561.2M | 6.1% | −1.9% |
| AMZNAmazon Com Inc | $477.6M | 5.2% | −2.1% |
| VVisa Inc | $316.9M | 3.4% | +2.2% |
| AVGOBroadcom Inc | $312.8M | 3.4% | −16.5% |
| LLYEli Lilly & Co | $310.3M | 3.4% | −2.7% |
| JPMJpmorgan Chase & Co | $303.7M | 3.3% | +38.4% |
| PANWPalo Alto Networks Inc | $283.0M | 3.1% | −27.7% |
| Ubs Group AgCUSIP H42097107 | $267.3M | 2.9% | +2.1% |
| METAMeta Platforms Inc | $180.0M | 1.9% | −5.3% |
| TMOThermo Fisher Scientific Inc | $160.3M | 1.7% | +6.9% |
| PGProcter & Gamble Co | $138.2M | 1.5% | −3.3% |
| Linde PLCCUSIP G54950103 | $133.0M | 1.4% | −20.2% |
| Totalenergies SeCUSIP F92124100 | $122.0M | 1.3% | −10.8% |
| AMEAmetek Inc | $121.9M | 1.3% | −30.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $117.3M | 1.3% | −7.0% |
| RTXRtx Corporation | $105.9M | 1.1% | New |
| MRKMerck & Co Inc | $101.6M | 1.1% | |
| JNJJohnson & Johnson | $95.3M | 1.0% | +2.7% |
| BACBank Of Amer Corp | $94.6M | 1.0% | −45.1% |
| Alcon AgCUSIP H01301128 | $92.7M | 1.0% | −2.4% |
| MCDMcdonalds Corp | $86.7M | 0.9% | −1.4% |
| KOCoca Cola Co | $86.1M | 0.9% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $685.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $312.8M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $283.0M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $310.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $710.8M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $59.4M |
| Ubs Group AgCUSIP H42097107 | June 30, 2020 | +329.5% | $267.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $303.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $117.3M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $69.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $44.2M
- Bitfarms LtdCUSIP 09173B107 was $353K
- PTCPtc Inc was $285K
- TDToronto Dominion Bk Ont was $121K
- CLColgate Palmolive Co was $107K
- Dupont De Nemours IncCUSIP 26614N102 was $101K
- FTSFortis Inc was $83K
- KOFCoca-cola Femsa Sab De Cv was $62K
- PSIXPower Solutions Intl Inc was $61K
- TRPTc Energy Corp was $40K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −7.7% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +11.7% | +10.5% |
| March 31, 2025 | −5.3% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +13.9% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +8.7% | +8.3% |
| March 31, 2023 | +9.8% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −8.0% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −7.7% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Compagnie Lombard Odier SCmA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1615423&type=13F-HR&dateb=&owner=include&count=40CIK 1615423
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1615423/000142050626001330/Filed July 29, 2026 · accession 0001420506-26-001330