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

About Compagnie Lombard Odier Scma

Investment Activity

Compagnie Lombard Odier Scma has $6.78 billion in total holdings as of December 31, 2024.
Compagnie Lombard Odier Scma owns shares of 486 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 9.21% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Compagnie Lombard Odier Scma has purchased 481 new stocks and bought additional shares in 110 stocks.
Compagnie Lombard Odier Scma sold shares of 103 stocks and completely divested from 118 stocks this quarter.

Largest Holdings

Microsoft: $608,043,931
Alphabet: $530,992,268
NVIDIA: $464,904,303
Visa: $334,629,170
Broadcom: $258,273,227

Largest New Holdings this Quarter

BLACKROCK INC: $38,408,828 Holding
APTIV PLC: $20,160,159 Holding
Jacobs Solutions: $4,328,887 Holding
iShares TIPS Bond ETF: $1,134,758 Holding
iShares iBoxx $ Investment Grade Corporate Bond ETF: $895,319 Holding

Largest Purchases this Quarter

Palo Alto Networks: 486,623 shares (about $88.55M)
Intercontinental Exchange: 295,407 shares (about $44.02M)
Eli Lilly and Company: 56,285 shares (about $43.45M)
McDonald's: 134,123 shares (about $38.88M)
BLACKROCK INC: 37,468 shares (about $38.41M)

Largest Sales this Quarter

Exxon Mobil: 322,588 shares (about $34.70M)
Blackstone: 154,721 shares (about $26.68M)
Trane Technologies: 71,319 shares (about $26.34M)
Spotify Technology: 39,660 shares (about $17.74M)
Home Depot: 37,842 shares (about $14.72M)

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	$608,043,931	$25,734,272 ▲	4.4%	1,442,571	9.0%	Computer and Technology
GOOGL Alphabet	$530,992,268	$7,258,710 ▼	-1.3%	2,805,030	7.8%	Computer and Technology
NVDA NVIDIA	$464,904,303	$19,165,605 ▲	4.3%	3,461,942	6.9%	Computer and Technology
V Visa	$334,629,170	$4,870,177 ▲	1.5%	1,058,819	4.9%	Business Services
AVGO Broadcom	$258,273,227	$12,488,525 ▲	5.1%	1,114,015	3.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$235,883,081	$11,674,838 ▲	5.2%	984,035	3.5%	Finance
META Meta Platforms	$232,473,865	$23,857,195 ▲	11.4%	397,045	3.4%	Computer and Technology
LINDE PLC	$212,913,033	$3,042,057 ▲	1.4%	508,546	3.1%	SHS
PG Procter & Gamble	$190,838,174	$17,600,751 ▲	10.2%	1,138,312	2.8%	Consumer Staples
PANW Palo Alto Networks	$184,284,178	$88,545,922 ▲	92.5%	1,012,773	2.7%	Computer and Technology
MRK Merck & Co., Inc.	$144,593,270	$2,094,352 ▼	-1.4%	1,453,491	2.1%	Medical
HD Home Depot	$139,865,274	$14,720,163 ▼	-9.5%	359,560	2.1%	Retail/Wholesale
NOW ServiceNow	$131,765,490	$8,319,821 ▲	6.7%	124,293	1.9%	Computer and Technology
UBS UBS Group	$126,117,005	$17,803,958 ▲	16.4%	4,121,657	1.9%	Finance
TMO Thermo Fisher Scientific	$100,870,561	$9,663,797 ▼	-8.7%	193,896	1.5%	Medical
LLY Eli Lilly and Company	$98,545,028	$43,452,020 ▲	78.9%	127,649	1.5%	Medical
GIS General Mills	$96,994,170		0.0%	1,521,000	1.4%	Consumer Staples
KO Coca-Cola	$94,713,344	$1,228,079 ▼	-1.3%	1,521,255	1.4%	Consumer Staples
MCD McDonald's	$93,200,538	$38,880,930 ▲	71.6%	321,503	1.4%	Retail/Wholesale
SPGI S&P Global	$91,770,008	$5,096,840 ▼	-5.3%	184,266	1.4%	Business Services
ADBE Adobe	$86,804,209	$8,624,569 ▼	-9.0%	195,206	1.3%	Computer and Technology
BX Blackstone	$83,888,712	$26,676,996 ▼	-24.1%	486,537	1.2%	Finance
HON Honeywell International	$80,698,099	$8,313,432 ▲	11.5%	357,245	1.2%	Multi-Sector Conglomerates
RACE Ferrari	$78,129,797	$11,867,677 ▲	17.9%	182,953	1.2%	Auto/Tires/Trucks
CRM Salesforce	$71,459,703	$6,571,257 ▼	-8.4%	213,740	1.1%	Computer and Technology
ICE Intercontinental Exchange	$71,444,807	$44,018,613 ▲	160.5%	479,463	1.1%	Finance
DIS Walt Disney	$69,208,836	$11,980,373 ▼	-14.8%	621,543	1.0%	Consumer Discretionary
WM Waste Management	$69,168,408	$16,556,476 ▲	31.5%	342,774	1.0%	Business Services
SRE Sempra	$64,969,738	$6,462,333 ▲	11.0%	740,649	1.0%	Utilities
ABBV AbbVie	$63,598,837	$2,041,951 ▲	3.3%	357,900	0.9%	Medical
ALC Alcon	$63,499,503	$3,081,176 ▼	-4.6%	748,328	0.9%	Medical
TT Trane Technologies	$62,184,908	$26,341,687 ▼	-29.8%	168,363	0.9%	Construction
TSLA Tesla	$59,319,252	$16,275,560 ▲	37.8%	146,888	0.9%	Auto/Tires/Trucks
PGR Progressive	$59,020,507	$13,346,519 ▲	29.2%	246,319	0.9%	Finance
ETN Eaton	$58,137,985	$6,766,498 ▲	13.2%	175,183	0.9%	Industrial Products
DDOG Datadog	$54,140,317	$2,250,518 ▲	4.3%	378,895	0.8%	Computer and Technology
NFLX Netflix	$53,300,937	$10,726,145 ▼	-16.8%	59,800	0.8%	Consumer Discretionary
SPOT Spotify Technology	$53,223,462	$17,743,093 ▼	-25.0%	118,967	0.8%	Business Services
MDLZ Mondelez International	$51,511,399	$1,013,379 ▼	-1.9%	862,404	0.8%	Consumer Staples
SMURFIT WESTROCK PLC	$48,880,329	$5,693,272 ▲	13.2%	907,544	0.7%	SHS
CSCO Cisco Systems	$48,127,824	$189,795 ▲	0.4%	812,970	0.7%	Computer and Technology
JNJ Johnson & Johnson	$45,260,565	$3,865,837 ▲	9.3%	312,962	0.7%	Medical
BLACKROCK INC	$38,408,828	$38,408,828 ▲	New Holding	37,468	0.6%	COM
NEE NextEra Energy	$37,180,021	$4,502,133 ▼	-10.8%	518,622	0.5%	Utilities
UBER Uber Technologies	$33,032,195	$30,025,062 ▲	998.5%	547,616	0.5%	Computer and Technology
GOOG Alphabet	$31,490,393	$2,598,744 ▼	-7.6%	165,356	0.5%	Computer and Technology
CSX CSX	$31,480,813	$641,302 ▲	2.1%	975,544	0.5%	Transportation
VZ Verizon Communications	$28,964,564	$424,654 ▼	-1.4%	724,295	0.4%	Computer and Technology
TXN Texas Instruments	$27,382,085	$111,193 ▲	0.4%	146,030	0.4%	Computer and Technology
IQV IQVIA	$26,130,135	$5,875,060 ▼	-18.4%	132,971	0.4%	Medical
BAM Brookfield Asset Management	$26,003,072	$785,755 ▲	3.1%	479,850	0.4%	Finance
MET MetLife	$25,161,559	$1,415,132 ▼	-5.3%	307,298	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$22,794,102	$2,687,642 ▼	-10.5%	115,419	0.3%	Computer and Technology
BKNG Booking	$22,303,238	$124,211 ▲	0.6%	4,489	0.3%	Retail/Wholesale
UL Unilever	$22,226,400	$56,700 ▲	0.3%	392,000	0.3%	Consumer Staples
IBM International Business Machines	$22,054,884	$78,040 ▲	0.4%	100,327	0.3%	Computer and Technology
CL Colgate-Palmolive	$21,969,311		0.0%	241,660	0.3%	Consumer Staples
CHENIERE ENERGY INC	$21,025,675	$6,010,989 ▲	40.0%	97,853	0.3%	COM NEW
APTIV PLC	$20,160,159	$20,160,159 ▲	New Holding	333,336	0.3%	COM SHS
MMC Marsh & McLennan Companies	$19,309,768	$4,273,689 ▲	28.4%	90,908	0.3%	Finance
UNH UnitedHealth Group	$18,836,204	$1,733,582 ▲	10.1%	37,236	0.3%	Medical
EL Estée Lauder Companies	$18,801,988	$617,160 ▼	-3.2%	250,760	0.3%	Consumer Staples
WMT Walmart	$18,515,341	$298,336 ▼	-1.6%	204,929	0.3%	Retail/Wholesale
TRMB Trimble	$18,041,403	$4,111,917 ▲	29.5%	255,327	0.3%	Industrial Products
CB Chubb	$17,934,084	$6,446,357 ▼	-26.4%	64,908	0.3%	Finance
IVV iShares Core S&P 500 ETF	$16,619,613	$10,410,217 ▲	167.7%	28,232	0.2%	ETF
KMB Kimberly-Clark	$14,427,504	$2,358,720 ▼	-14.1%	110,100	0.2%	Consumer Staples
BMY Bristol-Myers Squibb	$13,599,004		0.0%	240,435	0.2%	Medical
FDX FedEx	$12,814,582	$28,133 ▼	-0.2%	45,550	0.2%	Transportation
PINS Pinterest	$12,564,424	$135,546 ▲	1.1%	433,256	0.2%	Computer and Technology
KHC Kraft Heinz	$12,247,148	$153,550 ▼	-1.2%	398,800	0.2%	Consumer Staples
BABA Alibaba Group	$11,242,819	$2,103,471 ▼	-15.8%	132,596	0.2%	Retail/Wholesale
KEYS Keysight Technologies	$10,670,492	$43,370 ▼	-0.4%	66,429	0.2%	Computer and Technology
DXCM DexCom	$10,484,176	$1,281,105 ▼	-10.9%	134,810	0.2%	Medical
RS Reliance	$9,791,370	$5,083,628 ▲	108.0%	36,364	0.1%	Basic Materials
PFE Pfizer	$9,790,526	$442,255 ▼	-4.3%	369,036	0.1%	Medical
IFF International Flavors & Fragrances	$9,653,836	$964,377 ▲	11.1%	114,179	0.1%	Basic Materials
INTC Intel	$9,492,113	$123,408 ▲	1.3%	473,422	0.1%	Computer and Technology
CMCSA Comcast	$8,897,425	$7,011,730 ▲	371.8%	237,075	0.1%	Consumer Discretionary
PEP PepsiCo	$8,602,187	$1,134,368 ▲	15.2%	56,571	0.1%	Consumer Staples
MDT Medtronic	$8,440,120	$1,990,130 ▲	30.9%	105,660	0.1%	Medical
PALANTIR TECHNOLOGIES INC	$8,241,780	$7,641,278 ▼	-48.1%	108,975	0.1%	CL A
GOVT iShares U.S. Treasury Bond ETF	$7,701,011	$1,079,118 ▲	16.3%	335,118	0.1%	ETF
DE Deere & Company	$7,624,482	$48,726 ▲	0.6%	17,995	0.1%	Industrial Products
CAT Caterpillar	$7,527,634	$320,317 ▼	-4.1%	20,751	0.1%	Industrial Products
K Kellanova	$7,416,852		0.0%	91,600	0.1%	Consumer Discretionary
INTU Intuit	$7,288,717	$5,493,720 ▼	-43.0%	11,597	0.1%	Computer and Technology
ORCL Oracle	$7,186,016	$322,448 ▼	-4.3%	43,123	0.1%	Computer and Technology
GS The Goldman Sachs Group	$6,711,679	$202,135 ▲	3.1%	11,721	0.1%	Finance
URTH iShares MSCI World ETF	$6,685,258	$3,437,484 ▲	105.8%	42,992	0.1%	ETF
NKE NIKE	$6,154,618	$3,684,901 ▼	-37.5%	81,335	0.1%	Consumer Discretionary
GPN Global Payments	$5,915,424	$654,430 ▼	-10.0%	52,788	0.1%	Business Services
NVO Novo Nordisk A/S	$5,827,426	$275,264 ▲	5.0%	67,745	0.1%	Medical
LOGI Logitech International	$5,791,060	$493,753 ▼	-7.9%	69,938	0.1%	Computer and Technology
CG The Carlyle Group	$5,402,682		0.0%	107,005	0.1%	Finance
MRNA Moderna	$5,001,490	$333,388 ▼	-6.2%	120,286	0.1%	Medical
ACN Accenture	$4,959,185	$84,430 ▼	-1.7%	14,097	0.1%	Computer and Technology
J Jacobs Solutions	$4,328,887	$4,328,887 ▲	New Holding	32,397	0.1%	Business Services
MS Morgan Stanley	$4,243,050	$12,572 ▼	-0.3%	33,750	0.1%	Finance
USB U.S. Bancorp	$4,137,295	$1,263,621 ▲	44.0%	86,500	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

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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