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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 15 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FRT FEDERAL RLTY INVT TR NEW Real Estate 199.0 $21K NEW $106.21 +11.7%
282 OHI OMEGA HEALTHCARE INVS INC Real Estate 476.0 $21K $43.82 +10.1%
283 ENPH ENPHASE ENERGY INC Energy 540.0 $20K $37.81 +64.9%
284 WASHINGTON REAL ESTATE INVT 10,099.0 $20K NEW $2.01
285 VTR VENTAS INC Real Estate 246.0 $20K NEW $81.78 +8.3%
286 WAB WABTEC CORP Industrials 79.0 $20K $249.91 +3.7%
287 SBET SHARPLINK INC Financial Services 2,934.0 $19K NEW $6.45 -1.9%
288 BCS BARCLAYS PLC Financial Services 865.0 $18K NEW $21.16 +13.3%
289 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,162.0 $17K $15.05 -8.8%
290 BITFARMS LTD 8,825.0 $17K NEW $1.95
291 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 535.0 $17K -388.0 -42.0% $32.01 +2.5%
292 BROOKFIELD ASSET MANAGMT LTD 338.0 $15K NEW $44.45
293 TLN TALEN ENERGY CORP Utilities 46.0 $15K -11K -99.6% $319.24 +7.9%
294 DAR DARLING INGREDIENTS INC Consumer Defensive 231.0 $14K $61.85 -6.4%
295 CLH CLEAN HARBORS INC Industrials 48.0 $14K $286.73 -1.5%
296 WFC WELLS FARGO CO NEW Financial Services 164.0 $13K NEW $79.61 -4.8%
297 LIBERTY MEDIA CORP DEL 151.0 $13K NEW $85.02
298 AES AES CORP Utilities 880.0 $12K -258K -99.7% $14.09 +4.3%
299 AESI ATLAS ENERGY SOLUTIONS INC Energy 908.0 $12K NEW $13.12 +48.4%
300 BLDR BUILDERS FIRSTSOURCE INC Industrials 143.0 $12K -86.0 -37.5% $82.33 -10.3%
Page 15 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%