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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 18 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AAON AAON INC Industrials 65.0 $5K $82.75 +60.0%
342 TTEK TETRA TECH INC NEW Industrials 176.0 $5K $30.12 -8.9%
343 AWI ARMSTRONG WORLD INDS INC NEW Industrials 32.0 $5K $164.81 -4.6%
344 BERKSHIRE HATHAWAY INC DEL 11.0 $5K -158.0 -93.5% $479.18
345 BTCS BTCS INC Financial Services 3,714.0 $5K NEW $1.39 +23.0%
346 RIOT RIOT BLOCKCHAIN INC Financial Services 411.0 $5K -19K -97.9% $12.36 +91.5%
347 BLD TOPBUILD CORP Industrials 14.0 $5K $351.29 +17.1%
348 AYI ACUITY BRANDS INC Industrials 17.0 $5K $280.24 +0.3%
349 COST COSTCO WHSL CORP NEW Consumer Defensive 4.0 $4K -65.0 -94.2% $996.50 +5.4%
350 CPNG COUPANG INC Consumer Cyclical 190.0 $4K NEW $18.88 -16.7%
351 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K -528.0 -99.8% $3378.00 +1.8%
352 GREENIDGE GENERATION HLDGS I 2,432.0 $3K NEW $1.10
353 TDG TRANSDIGM GROUP INC Industrials 2.0 $2K -47.0 -95.9% $1159.00 +3.4%
354 FOLD HLDGS INC 1,612.0 $2K NEW $1.32
355 VICI VICI PPTYS INC Real Estate 77.0 $2K -757.0 -90.8% $27.32 +3.9%
356 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 1,065.0 $2K NEW $1.90 +102.6%
357 HDB HDFC BANK LTD Financial Services 77.0 $2K -537.0 -87.5% $24.88 -1.1%
358 NKE NIKE INC Consumer Cyclical 28.0 $1K $52.82 -16.0%
359 IDAI T STAMP INC Technology 204.0 $488.0 NEW $2.39 -17.2%
Page 18 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%