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

About Compagnie Lombard Odier Scma

Investment Activity

Compagnie Lombard Odier Scma has $7.59 billion in total holdings as of June 30, 2025.
Compagnie Lombard Odier Scma owns shares of 462 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 4.40% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Compagnie Lombard Odier Scma has purchased 502 new stocks and bought additional shares in 91 stocks.
Compagnie Lombard Odier Scma sold shares of 106 stocks and completely divested from 146 stocks this quarter.

Largest Holdings

Microsoft: $771,666,055
NVIDIA: $610,498,895
Alphabet: $507,638,553
Visa: $366,520,086
Broadcom: $336,084,478

Largest New Holdings this Quarter

H2927K103 - AMRIZE LTD: $23,459,898 Holding
75960P104 - REMITLY GLOBAL INC: $938,500 Holding
46432F339 - iShares MSCI USA Quality Factor ETF: $771,500 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $604,284 Holding
81369Y852 - Communication Services Select Sector SPDR Fund: $544,279 Holding

Largest Purchases this Quarter

Trane Technologies: 106,956 shares (about $46.78M)
AMRIZE LTD: 471,800 shares (about $23.46M)
UBS Group: 689,228 shares (about $23.25M)
Marsh & McLennan Companies: 104,484 shares (about $22.84M)
Home Depot: 62,104 shares (about $22.77M)

Largest Sales this Quarter

McDonald's: 81,595 shares (about $23.84M)
Chubb: 49,241 shares (about $14.27M)
Sempra Energy: 176,179 shares (about $13.35M)
LINDE PLC: 26,456 shares (about $12.41M)
Alphabet: 68,502 shares (about $12.15M)

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	$771,666,055	$4,016,586 ▲	0.5%	1,551,368	10.2%	Computer and Technology
NVDA NVIDIA	$610,498,895	$12,890,722 ▲	2.2%	3,864,161	8.0%	Computer and Technology
GOOGL Alphabet	$507,638,553	$9,405,750 ▲	1.9%	2,880,545	6.7%	Computer and Technology
V Visa	$366,520,086	$2,380,967 ▼	-0.6%	1,032,305	4.8%	Business Services
AVGO Broadcom	$336,084,478	$4,256,038 ▲	1.3%	1,219,243	4.4%	Computer and Technology
META Meta Platforms	$315,370,412	$4,820,467 ▼	-1.5%	427,279	4.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$295,672,316	$3,159,730 ▲	1.1%	1,019,876	3.9%	Finance
LINDE PLC	$218,244,265	$12,412,628 ▼	-5.4%	465,161	2.9%	SHS
PANW Palo Alto Networks	$202,396,527	$6,581,632 ▼	-3.1%	989,037	2.7%	Computer and Technology
PG Procter & Gamble	$195,737,535	$9,824,309 ▲	5.3%	1,228,581	2.6%	Consumer Staples
LLY Eli Lilly and Company	$184,695,631	$12,527,829 ▲	7.3%	236,932	2.4%	Medical
UBS UBS Group	$181,448,678	$23,248,749 ▲	14.7%	5,379,193	2.4%	Finance
NOW ServiceNow	$159,112,860	$7,823,689 ▲	5.2%	154,767	2.1%	Computer and Technology
HD Home Depot	$156,994,154	$22,769,811 ▲	17.0%	428,197	2.1%	Retail/Wholesale
ICE Intercontinental Exchange	$124,316,185	$18,190,872 ▲	17.1%	677,583	1.6%	Finance
TT Trane Technologies	$114,566,026	$46,783,639 ▲	69.0%	261,919	1.5%	Construction
TMO Thermo Fisher Scientific	$113,824,020	$12,350,722 ▲	12.2%	280,728	1.5%	Medical
WM Waste Management	$97,396,558	$6,411,080 ▲	7.0%	425,647	1.3%	Business Services
KO CocaCola	$96,406,031	$6,526,619 ▼	-6.3%	1,362,629	1.3%	Consumer Staples
HON Honeywell International	$86,656,514	$3,278,485 ▼	-3.6%	372,108	1.1%	Multi-Sector Conglomerates
SPGI S&P Global	$83,928,232	$2,518,865 ▼	-2.9%	159,169	1.1%	Finance
RACE Ferrari	$81,556,886	$287,674 ▼	-0.4%	166,984	1.1%	Auto/Tires/Trucks
MCD McDonald's	$80,207,112	$23,839,617 ▼	-22.9%	274,522	1.1%	Retail/Wholesale
GIS General Mills	$78,803,010		0.0%	1,521,000	1.0%	Consumer Staples
ALC Alcon	$73,566,896	$7,772,806 ▲	11.8%	834,167	1.0%	Medical
DIS Walt Disney	$73,422,733	$1,870,071 ▼	-2.5%	592,071	1.0%	Consumer Discretionary
BX Blackstone	$70,253,397	$2,001,829 ▼	-2.8%	469,671	0.9%	Finance
NFLX Netflix	$70,194,522	$4,977,547 ▼	-6.6%	52,418	0.9%	Consumer Discretionary
ETN Eaton	$69,853,665	$4,853,279 ▼	-6.5%	195,674	0.9%	Industrials
DDOG Datadog	$67,405,996	$7,074,759 ▲	11.7%	501,794	0.9%	Computer and Technology
MDLZ Mondelez International	$63,838,367	$1,925,007 ▼	-2.9%	946,595	0.8%	Consumer Staples
PGR Progressive	$61,733,794	$11,742,374 ▼	-16.0%	231,334	0.8%	Finance
UBER Uber Technologies	$61,459,328	$10,914,701 ▼	-15.1%	658,728	0.8%	Computer and Technology
CRM Salesforce	$57,584,507	$423,488 ▲	0.7%	211,172	0.8%	Computer and Technology
ABBV AbbVie	$57,561,507	$6,135,669 ▼	-9.6%	310,104	0.8%	Medical
CSCO Cisco Systems	$55,895,651	$304,925 ▼	-0.5%	805,645	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$54,961,504	$8,806,234 ▼	-13.8%	694,309	0.7%	Medical
ADBE Adobe	$52,649,725	$5,113,006 ▼	-8.9%	136,088	0.7%	Computer and Technology
JNJ Johnson & Johnson	$49,426,541	$1,831,778 ▲	3.8%	323,578	0.7%	Medical
SPOT Spotify Technology	$48,527,352	$8,779,137 ▼	-15.3%	63,241	0.6%	Computer and Technology
MMC Marsh & McLennan Companies	$45,601,090	$22,844,382 ▲	100.4%	208,567	0.6%	Finance
TSLA Tesla	$39,789,139	$3,167,070 ▼	-7.4%	125,257	0.5%	Auto/Tires/Trucks
SMURFIT WESTROCK PLC	$38,814,877	$2,186,067 ▲	6.0%	899,533	0.5%	SHS
NEE NextEra Energy	$36,869,031	$2,279,336 ▲	6.6%	531,101	0.5%	Utilities
SRE Sempra Energy	$36,024,929	$13,349,085 ▼	-27.0%	475,451	0.5%	Utilities
BLACKROCK INC	$31,552,004	$6,698,414 ▼	-17.5%	30,071	0.4%	COM
TXN Texas Instruments	$30,313,143	$5,606 ▼	0.0%	146,003	0.4%	Computer and Technology
IBM International Business Machines	$29,105,692		0.0%	98,737	0.4%	Computer and Technology
VZ Verizon Communications	$28,654,570	$261,524 ▲	0.9%	662,227	0.4%	Computer and Technology
BAM Brookfield Asset Management	$26,760,495	$234,387 ▲	0.9%	484,090	0.4%	Finance
CSX CSX	$26,700,943	$4,666,712 ▼	-14.9%	818,294	0.4%	Transportation
BKNG Booking	$25,987,898		0.0%	4,489	0.3%	Retail/Wholesale
CHENIERE ENERGY INC	$25,176,314	$2,653,150 ▼	-9.5%	103,385	0.3%	COM NEW
UL Unilever	$23,978,640		0.0%	392,000	0.3%	Consumer Staples
EL Estee Lauder Companies	$23,880,198	$4,131,142 ▲	20.9%	295,547	0.3%	Consumer Staples
AMRIZE LTD	$23,459,898	$23,459,898 ▲	New Holding	471,800	0.3%	SHS
PINS Pinterest	$22,559,920	$5,195,253 ▲	29.9%	629,111	0.3%	Computer and Technology
CL Colgate-Palmolive	$21,965,076		0.0%	241,640	0.3%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$18,617,768	$3,750,027 ▲	25.2%	136,574	0.2%	CL A
IVV iShares Core S&P 500 ETF	$18,251,358	$574,333 ▼	-3.1%	29,395	0.2%	ETF
ISRG Intuitive Surgical	$18,101,533	$15,634,995 ▲	633.9%	33,311	0.2%	Medical
DB Deutsche Bank Aktiengesellschaft	$18,070,257	$2,259,742 ▲	14.3%	611,636	0.2%	Finance
IQV IQVIA	$18,017,583	$2,089,644 ▼	-10.4%	114,332	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$17,779,244	$8,984,635 ▼	-33.6%	78,499	0.2%	Computer and Technology
GOOG Alphabet	$17,716,471	$12,151,569 ▼	-40.7%	99,873	0.2%	Computer and Technology
J Jacobs Solutions	$16,857,018	$6,484,166 ▲	62.5%	128,239	0.2%	Business Services
DXCM DexCom	$15,983,847	$4,634,401 ▲	40.8%	183,112	0.2%	Medical
APTIV PLC	$15,035,689	$5,380,989 ▼	-26.4%	220,400	0.2%	COM SHS
MET MetLife	$14,377,812	$9,980,928 ▼	-41.0%	178,784	0.2%	Finance
KMB Kimberly-Clark	$14,194,092		0.0%	110,100	0.2%	Consumer Staples
BABA Alibaba Group	$11,984,952	$426,422 ▼	-3.4%	105,678	0.2%	Retail/Wholesale
BMY Bristol Myers Squibb	$11,109,600	$20,136 ▼	-0.2%	240,000	0.1%	Medical
INTC Intel	$10,779,484	$226,352 ▲	2.1%	481,227	0.1%	Computer and Technology
KEYS Keysight Technologies	$10,606,986	$106,017 ▼	-1.0%	64,732	0.1%	Computer and Technology
FDX FedEx	$10,353,971		0.0%	45,550	0.1%	Transportation
GE GE Aerospace	$10,324,942	$4,442,809 ▲	75.5%	40,114	0.1%	Aerospace
KHC Kraft Heinz	$10,297,016		0.0%	398,800	0.1%	Consumer Staples
IFF International Flavors & Fragrances	$9,682,491	$1,809,845 ▲	23.0%	131,645	0.1%	Basic Materials
WMT Walmart	$9,612,557	$4,067,453 ▼	-29.7%	98,308	0.1%	Retail/Wholesale
PFE Pfizer	$9,512,214	$566,780 ▲	6.3%	392,418	0.1%	Medical
TRMB Trimble	$9,230,811	$10,399,535 ▼	-53.0%	121,490	0.1%	Industrials
ORCL Oracle	$9,119,057	$27,329 ▼	-0.3%	41,710	0.1%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$9,031,829	$665,455 ▲	8.0%	393,030	0.1%	ETF
MDT Medtronic	$8,528,015	$423,559 ▼	-4.7%	97,832	0.1%	Medical
CMCSA Comcast	$8,458,530	$2,677 ▼	0.0%	237,000	0.1%	Consumer Discretionary
DE Deere & Company	$8,437,883	$233,905 ▼	-2.7%	16,594	0.1%	Industrials
URTH iShares MSCI World ETF	$8,185,967	$780,673 ▲	10.5%	48,329	0.1%	ETF
PEP PepsiCo	$7,453,528	$14,128 ▼	-0.2%	56,449	0.1%	Consumer Staples
K Kellanova	$7,284,948		0.0%	91,600	0.1%	Consumer Discretionary
NKE NIKE	$7,281,173	$863,846 ▲	13.5%	102,494	0.1%	Consumer Discretionary
GS The Goldman Sachs Group	$6,925,334	$1,706,385 ▼	-19.8%	9,785	0.1%	Finance
RS Reliance	$6,489,883	$4,604,599 ▼	-41.5%	20,675	0.1%	Basic Materials
ISHARES BITCOIN TRUST ETF	$6,427,295	$1,223,527 ▲	23.5%	105,004	0.1%	SHS BEN INT
MELI MercadoLibre	$6,006,121	$392,044 ▲	7.0%	2,298	0.1%	Retail/Wholesale
EZU iShares MSCI Eurozone ETF	$5,679,320	$799,187 ▲	16.4%	95,531	0.1%	ETF
VRTX Vertex Pharmaceuticals	$5,593,938		0.0%	12,565	0.1%	Medical
CG Carlyle Group	$5,500,057		0.0%	107,005	0.1%	Finance
MS Morgan Stanley	$4,754,025	$112,688 ▼	-2.3%	33,750	0.1%	Finance
EWJ iShares MSCI Japan ETF	$4,522,194	$207,067 ▼	-4.4%	60,320	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,344,960	$19,840 ▲	0.5%	43,800	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

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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