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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 12 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 REGN REGENERON PHARMACEUTICALS Healthcare 89.0 $69K 0.00% +3.0 +3.5% $772.64 -15.9%
222 PFE PFIZER INC Healthcare 2,442.0 $69K 0.00% +82.0 +3.5% $28.08 -7.6%
223 SHOP SHOPIFY INC Technology 560.0 $66K 0.00% NEW $118.62 -11.5%
224 CUBE CUBESMART Real Estate 1,800.0 $66K 0.00% NEW $36.65 +9.4%
225 HUT 8 CORP 1,395.0 $65K 0.00% +262.0 +23.1% $46.91
226 CRCL CIRCLE INTERNET GROUP INC Financial Services 679.0 $65K 0.00% $95.41 +20.4%
227 BIIB BIOGEN INC Healthcare 349.0 $64K 0.00% +12.0 +3.6% $183.33 +3.3%
228 VRTX VERTEX PHARMACEUTICALS INC Healthcare 142.0 $63K 0.00% +4.0 +2.9% $446.54 -3.6%
229 BBIO RIDGEBIO PHARMA INC COM Healthcare 848.0 $63K 0.00% +29.0 +3.5% $74.26 -5.4%
230 EBAY EBAY INC Consumer Cyclical 680.0 $62K 0.00% $91.02 +28.7%
231 ILMN ILLUMINA INC Healthcare 495.0 $61K 0.00% -61.0 -11.0% $123.26 +17.5%
232 SIRI SIRIUSXM HOLDINGS INC Communication Services 2,625.0 $61K 0.00% $23.08 +17.2%
233 WBD WARNER BROS DISCOVERY INC Communication Services 2,095.0 $58K 0.00% $27.46 -0.1%
234 FRONTVIEW REIT INC 3,714.0 $57K 0.00% NEW $15.47
235 EA ELECTRONIC ARTS INC Communication Services 280.0 $57K 0.00% $203.87 -1.0%
236 BIO BIO RAD LABS INC Healthcare 204.0 $57K 0.00% +7.0 +3.5% $278.75 +2.9%
237 XRN CHIRON REAL ESTATE INC Financial Services 1,696.0 $56K 0.00% NEW $33.08 +9.6%
238 GH GUARDANT HEALTH INC Healthcare 604.0 $56K 0.00% +20.0 +3.4% $92.37 +27.8%
239 RVTY PERKINELMER INC Healthcare 631.0 $55K 0.00% +22.0 +3.6% $87.61 +8.2%
240 TECH BIO TECHNE CORP Healthcare 1,044.0 $55K 0.00% +35.0 +3.5% $52.26 -10.6%
Page 12 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%