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Portfolio (Quarterly) Guide ↗

Itau Unibanco Holding S.A.

· CIK 0001132597
13F Portfolio $4.3B AUM 400 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 95 Added 82 Reduced 103 Exited
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SQUARE INC 694.0 $42K 0.00% NEW $60.18
82 WSR WHITESTONE REIT Real Estate 2,502.0 $40K 0.00% NEW $16.15 +17.5%
83 BKKT BAKKT INC Technology 5,478.0 $40K 0.00% NEW $7.36 +67.4%
84 ESRT EMPIRE ST RLTY TR INC Real Estate 6,903.0 $36K 0.00% NEW $5.20 +8.5%
85 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,915.0 $35K 0.00% NEW $9.02 +12.3%
86 AHRT ARMADA HOFFLER PPTYS INC Financial Services 5,928.0 $33K 0.00% NEW $5.50 +24.7%
87 CPT CAMDEN PPTY TR Real Estate 332.0 $32K 0.00% NEW $97.66 +8.7%
88 TFSL TFS FINL CORP Financial Services 2,072.0 $29K 0.00% NEW $14.05 +12.0%
89 SLG SL GREEN RLTY CORP Real Estate 758.0 $28K 0.00% NEW $36.94 +12.2%
90 UMH UMH PPTYS INC Real Estate 1,918.0 $28K 0.00% NEW $14.43 +6.6%
91 PYPL PAYPAL HLDGS INC Financial Services 611.0 $28K 0.00% NEW $45.23 -1.9%
92 SATS ECHOSTAR CORP Technology 219.0 $26K 0.00% NEW $117.07 +21.1%
93 PDM PIEDMONT OFFICE REALTY TR IN Real Estate 3,738.0 $25K 0.00% NEW $6.57 +23.0%
94 FRT FEDERAL RLTY INVT TR NEW Real Estate 199.0 $21K NEW $106.21 +11.7%
95 WASHINGTON REAL ESTATE INVT 10,099.0 $20K NEW $2.01
96 VTR VENTAS INC Real Estate 246.0 $20K NEW $81.78 +8.3%
97 SBET SHARPLINK INC Financial Services 2,934.0 $19K NEW $6.45 -1.9%
98 BCS BARCLAYS PLC Financial Services 865.0 $18K NEW $21.16 +13.3%
99 BITFARMS LTD 8,825.0 $17K NEW $1.95
100 BROOKFIELD ASSET MANAGMT LTD 338.0 $15K NEW $44.45
Page 5 of 6  ·  120 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
Financial Services 35.1%
Basic Materials 17.0%
Energy 15.1%
Technology 9.5%
Consumer Cyclical 6.0%
Consumer Defensive 5.9%
Industrials 4.6%
Communication Services 4.2%
Utilities 2.0%
Healthcare 0.5%