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Portfolio (Quarterly) Guide ↗

Itau Unibanco Holding S.A.

· CIK 0001132597
13F Portfolio $4.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 342 New
Page 9 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLN MEDLINE INC Healthcare 15,000.0 $629K 0.01% NEW $41.92 -11.5%
162 PDBC INVESCO ACTIVELY MANAGD ETF 45,597.0 $604K 0.01% NEW $13.25 +38.2%
163 TIP ISHARES TR 5,437.0 $598K 0.01% NEW $109.91 +0.4%
164 GPRK GEOPARK LTD Energy 79,458.0 $586K 0.01% NEW $7.37 +31.8%
165 MA MASTERCARD INCORPORATED Financial Services 1,008.0 $582K 0.01% NEW $577.21 -13.4%
166 TLH ISHARES TR 5,692.0 $579K 0.01% NEW $101.67 -3.3%
167 SPDR INDEX SHS FDS 4,000.0 $556K 0.01% NEW $139.07
168 MCHI ISHARES TR 9,200.0 $553K 0.01% NEW $60.07 -6.8%
169 BMA BANCO MACRO SA Financial Services 6,030.0 $541K 0.01% NEW $89.79 -12.8%
170 INFY INFOSYS LTD Technology 30,382.0 $541K 0.01% NEW $17.82 -29.1%
171 NOC NORTHROP GRUMMAN CORP Industrials 900.0 $517K 0.01% NEW $574.48 -4.0%
172 IESC IES HLDGS INC Industrials 1,200.0 $473K 0.01% NEW $394.28 +64.3%
173 COF CAPITAL ONE FINL CORP Financial Services 1,903.0 $464K 0.01% NEW $243.77 -23.4%
174 TH TARGET HOSPITALITY CORP Industrials 47,000.0 $381K 0.01% NEW $8.11 +125.2%
175 VRT VERTIV HOLDINGS CO Industrials 2,302.0 $373K 0.01% NEW $162.01 +94.8%
176 IAU ISHARES GOLD TR Financial Services 4,464.0 $362K 0.01% NEW $81.17 +5.2%
177 SE SEA LTD Consumer Cyclical 2,326.0 $297K 0.01% NEW $127.57 -31.6%
178 GNRC GENERAC HLDGS INC Industrials 2,100.0 $289K 0.01% NEW $137.83 +79.8%
179 SLV ISHARES SILVER TRUST Financial Services 3,954.0 $255K 0.01% NEW $64.42 +7.8%
180 TRIP TRIPADVISOR INC Consumer Cyclical 17,000.0 $249K 0.01% NEW $14.64 -32.2%
Page 9 of 18  ·  342 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 39.6%
Technology 12.5%
Basic Materials 11.8%
Industrials 8.9%
Energy 8.6%
Consumer Cyclical 7.6%
Communication Services 4.2%
Consumer Defensive 4.0%
Utilities 1.7%
Healthcare 0.9%