Compagnie Lombard Odier Scma Top Holdings and 13F Report (2025)

About Compagnie Lombard Odier Scma

Investment Activity

Compagnie Lombard Odier Scma has $8.15 billion in total holdings as of March 31, 2025.
Compagnie Lombard Odier Scma owns shares of 516 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 23.88% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Compagnie Lombard Odier Scma has purchased 476 new stocks and bought additional shares in 100 stocks.
Compagnie Lombard Odier Scma sold shares of 124 stocks and completely divested from 115 stocks this quarter.

Largest Holdings

Microsoft: $579,336,643
Apple: $545,090,710
Alphabet: $437,194,036
NVIDIA: $409,954,800
Amazon.com: $400,538,376

Largest New Holdings this Quarter

037833100 - Apple: $545,090,710 Holding
023135106 - Amazon.com: $400,538,376 Holding
031100100 - AMETEK: $113,316,995 Holding
002824100 - Abbott Laboratories: $100,092,183 Holding
084670702 - Berkshire Hathaway: $91,331,074 Holding

Largest Purchases this Quarter

Apple: 2,453,927 shares (about $545.09M)
Amazon.com: 2,105,216 shares (about $400.54M)
AMETEK: 658,284 shares (about $113.32M)
Abbott Laboratories: 754,559 shares (about $100.09M)
Berkshire Hathaway: 171,488 shares (about $91.33M)

Largest Sales this Quarter

Merck & Co., Inc.: 647,936 shares (about $58.16M)
Spotify Technology: 44,285 shares (about $24.36M)
Adobe: 45,902 shares (about $17.60M)
S&P Global: 20,320 shares (about $10.32M)
LINDE PLC: 16,929 shares (about $7.88M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$579,336,643	$37,810,024 ▲	7.0%	1,543,293	7.1%	Computer and Technology
AAPL Apple	$545,090,710	$545,090,710 ▲	New Holding	2,453,927	6.7%	Computer and Technology
GOOGL Alphabet	$437,194,036	$3,424,194 ▲	0.8%	2,827,173	5.4%	Computer and Technology
NVDA NVIDIA	$409,954,800	$34,749,552 ▲	9.3%	3,782,569	5.0%	Computer and Technology
AMZN Amazon.com	$400,538,376	$400,538,376 ▲	New Holding	2,105,216	4.9%	Retail/Wholesale
V Visa	$364,131,743	$6,941,911 ▼	-1.9%	1,039,011	4.5%	Business Services
META Meta Platforms	$250,030,733	$21,189,876 ▲	9.3%	433,810	3.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$247,501,970	$6,118,270 ▲	2.5%	1,008,977	3.0%	Finance
LINDE PLC	$228,916,537	$7,882,819 ▼	-3.3%	491,617	2.8%	SHS
AVGO Broadcom	$201,552,672	$15,033,200 ▲	8.1%	1,203,803	2.5%	Computer and Technology
PG Procter & Gamble	$198,865,979	$4,874,864 ▲	2.5%	1,166,917	2.4%	Consumer Staples
LLY Eli Lilly and Company	$182,411,262	$76,984,703 ▲	73.0%	220,861	2.2%	Medical
PANW Palo Alto Networks	$174,257,391	$1,437,813 ▲	0.8%	1,021,199	2.1%	Computer and Technology
UBS UBS Group	$142,439,817	$17,260,190 ▲	13.8%	4,689,965	1.7%	Finance
HD Home Depot	$134,169,398	$2,394,279 ▲	1.8%	366,093	1.6%	Retail/Wholesale
TMO Thermo Fisher Scientific	$124,532,869	$28,050,212 ▲	29.1%	250,267	1.5%	Medical
NOW ServiceNow	$117,157,546	$18,202,941 ▲	18.4%	147,157	1.4%	Computer and Technology
AME AMETEK	$113,316,995	$113,316,995 ▲	New Holding	658,284	1.4%	Computer and Technology
MCD McDonald's	$111,240,224	$10,812,371 ▲	10.8%	356,117	1.4%	Retail/Wholesale
KO Coca-Cola	$104,198,357	$4,753,920 ▼	-4.4%	1,454,878	1.3%	Consumer Staples
ABT Abbott Laboratories	$100,092,183	$100,092,183 ▲	New Holding	754,559	1.2%	Medical
ICE Intercontinental Exchange	$99,779,774	$17,072,482 ▲	20.6%	578,434	1.2%	Finance
WM Waste Management	$92,055,045	$12,699,475 ▲	16.0%	397,629	1.1%	Business Services
BRK.B Berkshire Hathaway	$91,331,074	$91,331,074 ▲	New Holding	171,488	1.1%	Finance
GIS General Mills	$90,940,590		0.0%	1,521,000	1.1%	Consumer Staples
SPGI S&P Global	$83,300,952	$10,324,591 ▼	-11.0%	163,946	1.0%	Business Services
HON Honeywell International	$81,774,802	$6,128,250 ▲	8.1%	386,186	1.0%	Multi-Sector Conglomerates
PGR Progressive	$77,922,818	$8,212,099 ▲	11.8%	275,336	1.0%	Finance
MRK Merck & Co., Inc.	$72,306,621	$58,158,739 ▼	-44.6%	805,555	0.9%	Medical
ABBV AbbVie	$71,898,672	$3,088,534 ▼	-4.1%	343,159	0.9%	Medical
RACE Ferrari	$70,998,661	$6,516,321 ▼	-8.4%	167,573	0.9%	Auto/Tires/Trucks
ALC Alcon	$70,174,493	$215,970 ▼	-0.3%	746,032	0.9%	Medical
BX Blackstone	$67,521,280	$486,854 ▼	-0.7%	483,054	0.8%	Finance
BAC Bank of America	$66,758,601	$66,758,601 ▲	New Holding	1,599,775	0.8%	Finance
MDLZ Mondelez International	$66,163,162	$7,649,068 ▲	13.1%	975,139	0.8%	Consumer Staples
AMGN Amgen	$65,704,645	$65,704,645 ▲	New Holding	210,896	0.8%	Medical
ARISTA NETWORKS INC	$62,808,385	$62,808,385 ▲	New Holding	810,640	0.8%	COM SHS
DIS Walt Disney	$59,925,797	$1,420,490 ▼	-2.3%	607,151	0.7%	Consumer Discretionary
ADBE Adobe	$57,262,549	$17,604,790 ▼	-23.5%	149,304	0.7%	Computer and Technology
ETN Eaton	$56,885,589	$9,265,597 ▲	19.5%	209,269	0.7%	Industrials
UBER Uber Technologies	$56,518,449	$16,619,147 ▲	41.7%	775,713	0.7%	Computer and Technology
CRM Salesforce	$56,253,354	$1,105,912 ▼	-1.9%	209,619	0.7%	Computer and Technology
NFLX Netflix	$52,347,569	$3,417,722 ▼	-6.1%	56,135	0.6%	Consumer Discretionary
TT Trane Technologies	$52,210,127	$4,514,727 ▼	-8.0%	154,963	0.6%	Construction
JNJ Johnson & Johnson	$51,673,422	$228,196 ▼	-0.4%	311,586	0.6%	Medical
CSCO Cisco Systems	$49,987,569	$180,810 ▼	-0.4%	810,040	0.6%	Computer and Technology
SRE Sempra	$46,500,317	$6,352,396 ▼	-12.0%	651,630	0.6%	Utilities
DDOG Datadog	$44,557,880	$6,967,715 ▲	18.5%	449,127	0.5%	Computer and Technology
SPOT Spotify Technology	$41,077,337	$24,358,076 ▼	-37.2%	74,682	0.5%	Business Services
SMURFIT WESTROCK PLC	$38,250,125	$2,643,805 ▼	-6.5%	848,871	0.5%	SHS
AEM Agnico Eagle Mines	$36,599,556	$36,599,556 ▲	New Holding	337,855	0.4%	Basic Materials
NEE NextEra Energy	$35,322,142	$1,442,966 ▼	-3.9%	498,267	0.4%	Utilities
TSLA Tesla	$35,045,430	$3,022,065 ▼	-7.9%	135,227	0.4%	Auto/Tires/Trucks
BLACKROCK INC	$34,503,929	$958,784 ▼	-2.7%	36,455	0.4%	COM
VZ Verizon Communications	$29,764,464	$3,089,561 ▼	-9.4%	656,183	0.4%	Computer and Technology
CSX CSX	$28,291,438	$418,818 ▼	-1.5%	961,313	0.3%	Transportation
CHENIERE ENERGY INC	$26,444,392	$3,801,208 ▲	16.8%	114,280	0.3%	COM NEW
GOOG Alphabet	$26,305,227	$471,658 ▲	1.8%	168,375	0.3%	Computer and Technology
TXN Texas Instruments	$26,241,591		0.0%	146,030	0.3%	Computer and Technology
MMC Marsh & McLennan Companies	$25,399,373	$3,215,095 ▲	14.5%	104,083	0.3%	Finance
IBM International Business Machines	$24,551,942	$395,369 ▼	-1.6%	98,737	0.3%	Computer and Technology
MET MetLife	$24,319,354	$353,597 ▼	-1.4%	302,894	0.3%	Finance
UL Unilever	$23,343,600		0.0%	392,000	0.3%	Consumer Staples
BAM Brookfield Asset Management	$23,248,732		0.0%	479,850	0.3%	Finance
CL Colgate-Palmolive	$22,641,668	$1,874 ▼	0.0%	241,640	0.3%	Consumer Staples
IQV IQVIA	$22,494,464	$948,317 ▼	-4.0%	127,592	0.3%	Medical
BKNG Booking	$20,680,419		0.0%	4,489	0.3%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$19,615,888	$456,334 ▲	2.4%	118,168	0.2%	Computer and Technology
UNH UnitedHealth Group	$19,515,449	$13,094 ▲	0.1%	37,261	0.2%	Medical
APTIV PLC	$17,806,975	$2,026,510 ▼	-10.2%	299,277	0.2%	COM SHS
IVV iShares Core S&P 500 ETF	$17,036,805	$1,173,247 ▲	7.4%	30,320	0.2%	ETF
TRMB Trimble	$16,961,453	$199,248 ▲	1.2%	258,362	0.2%	Industrials
BALL Ball	$16,713,316	$16,713,316 ▲	New Holding	320,978	0.2%	Industrials
CB Chubb	$16,463,889	$3,137,676 ▼	-16.0%	54,518	0.2%	Finance
EL Estée Lauder Companies	$16,131,654	$418,506 ▼	-2.5%	244,419	0.2%	Consumer Staples
KMB Kimberly-Clark	$15,658,422		0.0%	110,100	0.2%	Consumer Staples
PINS Pinterest	$15,011,285	$1,580,349 ▲	11.8%	484,235	0.2%	Computer and Technology
BMY Bristol-Myers Squibb	$14,664,131		0.0%	240,435	0.2%	Medical
BABA Alibaba Group	$14,470,984	$3,062,182 ▼	-17.5%	109,438	0.2%	Retail/Wholesale
DB Deutsche Bank Aktiengesellschaft	$12,614,439	$9,694,361 ▲	332.0%	535,149	0.2%	Finance
WMT Walmart	$12,282,343	$5,708,367 ▼	-31.7%	139,906	0.2%	Retail/Wholesale
KHC Kraft Heinz	$12,135,484		0.0%	398,800	0.1%	Consumer Staples
FDX FedEx	$11,104,179		0.0%	45,550	0.1%	Transportation
INTC Intel	$10,699,178	$52,233 ▼	-0.5%	471,122	0.1%	Computer and Technology
RS Reliance	$10,205,578	$294,525 ▼	-2.8%	35,344	0.1%	Basic Materials
KEYS Keysight Technologies	$9,791,812	$157,258 ▼	-1.6%	65,379	0.1%	Computer and Technology
J Jacobs Solutions	$9,539,551	$5,623,078 ▲	143.6%	78,911	0.1%	Business Services
PFE Pfizer	$9,351,372		0.0%	369,036	0.1%	Medical
MDT Medtronic	$9,227,812	$266,794 ▼	-2.8%	102,691	0.1%	Medical
PALANTIR TECHNOLOGIES INC	$9,205,086	$7,596 ▲	0.1%	109,065	0.1%	CL A
DXCM DexCom	$8,879,064	$327,109 ▼	-3.6%	130,020	0.1%	Medical
CMCSA Comcast	$8,748,067		0.0%	237,075	0.1%	Consumer Discretionary
PEP PepsiCo	$8,480,005	$2,249 ▼	0.0%	56,556	0.1%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$8,368,194	$665,508 ▲	8.6%	364,072	0.1%	ETF
IFF International Flavors & Fragrances	$8,307,217	$554,213 ▼	-6.3%	107,038	0.1%	Basic Materials
DE Deere & Company	$8,004,295	$441,658 ▼	-5.2%	17,054	0.1%	Industrials
TRV Travelers Companies	$7,801,570	$7,801,570 ▲	New Holding	29,500	0.1%	Finance
K Kellanova	$7,556,084		0.0%	91,600	0.1%	Consumer Discretionary
URTH iShares MSCI World ETF	$6,697,029	$111,515 ▲	1.7%	43,720	0.1%	ETF
GS The Goldman Sachs Group	$6,662,552	$259,488 ▲	4.1%	12,196	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Compagnie Lombard Odier Scma Top Holdings and 13F Report (2025)

About Compagnie Lombard Odier Scma

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Compagnie Lombard Odier Scma Top Holdings and 13F Report (2025)

About Compagnie Lombard Odier Scma

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCompagnie Lombard Odier Scma

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools