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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 17 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WTRG ESSENTIAL UTILS INC Utilities 171.0 $7K $40.27 -9.3%
322 CWEN CLEARWAY ENERGY INC Utilities 168.0 $7K +1.0 +0.6% $39.29 -2.9%
323 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 66.0 $6K NEW $98.42 -4.1%
324 HIW HIGHWOODS PPTYS INC Real Estate 301.0 $6K $21.41 +19.3%
325 TREX TREX CO INC Industrials 175.0 $6K $36.42 +5.0%
326 VNO VORNADO RLTY TR Real Estate 244.0 $6K $25.99 +21.6%
327 CSL CARLISLE COS INC Industrials 19.0 $6K $333.63 -0.4%
328 FRMI FERMI INC Utilities 1,079.0 $6K NEW $5.84 +3.8%
329 CNM CORE & MAIN INC Industrials 126.0 $6K $49.40 -4.5%
330 BA BOEING CO Industrials 31.0 $6K -710.0 -95.8% $199.03 +10.3%
331 PGR PROGRESSIVE CORP OHIO Financial Services 30.0 $6K -120.0 -80.0% $198.23 +2.2%
332 UUUU ENERGY FUELS INC Energy 322.0 $6K NEW $18.25 -8.1%
333 BEPC BROOKFIELD RENEWABLE CORP Utilities 147.0 $6K $39.83 -5.5%
334 LCID LUCID GROUP INC Consumer Cyclical 614.0 $6K $9.53 -38.7%
335 ADBE ADOBE SYSTEMS INCORPORATED Technology 24.0 $6K -1.0 -4.0% $243.08 +0.4%
336 OLLI OLLIES BARGAIN OUTLT HLDGS I Consumer Defensive 62.0 $6K NEW $92.03 -9.7%
337 MAS MASCO CORP Industrials 94.0 $6K $60.37 +11.2%
338 KRC KILROY RLTY CORP Real Estate 195.0 $6K $28.21 +21.0%
339 WMS ADVANCED DRAIN SYS INC DEL Industrials 40.0 $5K $137.12 -0.2%
340 LPX LOUISIANA PAC CORP Basic Materials 74.0 $5K $72.76 -3.6%
Page 17 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%