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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 11 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EQIX EQUINIX INC Real Estate 116.0 $114K 0.00% $980.24 +10.0%
202 CSCO CISCO SYS INC Technology 1,440.0 $112K 0.00% NEW $77.59 +52.3%
203 TRIP TRIPADVISOR INC Consumer Cyclical 10,000.0 $107K 0.00% -7K -41.2% $10.66 -6.8%
204 CTO CTO RLTY GROWTH INC NEW Real Estate 5,657.0 $105K 0.00% NEW $18.49 +10.8%
205 CAN CANAAN INC Technology 235,362.0 $102K 0.00% NEW $0.43 -2.7%
206 COIN COINBASE GLOBAL INC Financial Services 581.0 $101K 0.00% NEW $174.61 +10.9%
207 BAC BANK AMER CORP Financial Services 1,980.0 $97K 0.00% NEW $48.75 +5.6%
208 SUI SUN CMNTYS INC Real Estate 746.0 $94K 0.00% NEW $125.96 -2.4%
209 FROG JFROG LTD Technology 2,000.0 $94K 0.00% NEW $46.93 +52.2%
210 SILA SILA REALTY TRUST INC Real Estate 3,870.0 $92K 0.00% NEW $23.68 +27.7%
211 WM WASTE MGMT INC DEL Industrials 359.0 $82K 0.00% $229.79 -4.4%
212 SNDA SONIDA SENIOR LIVING INC Healthcare 2,453.0 $79K 0.00% NEW $32.25 +13.6%
213 MRK MERCK & CO INC Healthcare 636.0 $77K 0.00% -58K -98.9% $120.29 -3.7%
214 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,218.0 $74K 0.00% +41.0 +3.5% $60.65 -1.8%
215 GILD GILEAD SCIENCES INC Healthcare 519.0 $72K 0.00% +17.0 +3.4% $139.37 -6.4%
216 UNP UNION PAC CORP Industrials 291.0 $71K 0.00% -231.0 -44.2% $242.62 +9.6%
217 DHR DANAHER CORP DEL Healthcare 369.0 $70K 0.00% -346.0 -48.4% $189.60 -8.6%
218 PEN PENUMBRA INC Healthcare 213.0 $70K 0.00% +7.0 +3.4% $328.37 -0.1%
219 TMO THERMO FISHER SCIENTIFIC INC Healthcare 142.0 $70K 0.00% +31.0 +27.9% $491.53 -8.1%
220 AMGN AMGEN INC Healthcare 196.0 $69K 0.00% +7.0 +3.7% $351.85 -4.1%
Page 11 of 18  ·  359 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%