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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 5 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY LILLY ELI & CO Healthcare 4,663.0 $4.3M 0.10% +2K +57.5% $919.77 +13.3%
82 ASML ASML HOLDING N V Technology 3,182.0 $4.2M 0.10% +2K +135.7% $1320.83 +20.5%
83 ETN EATON CORP PLC Industrials 11,442.0 $4.1M 0.10% -58K -83.5% $357.67 +6.7%
84 CALL ISHARES INC 1,500.0 $4.0M 0.09% NEW $2651.73
85 SGML SIGMA LITHIUM CORPORATION Basic Materials 306,267.0 $3.8M 0.09% NEW $12.34 +24.3%
86 ECH ISHARES INC 93,659.0 $3.7M 0.09% NEW $39.76 +2.5%
87 CAT CATERPILLAR INC DEL Industrials 5,062.0 $3.6M 0.08% NEW $708.46 +22.2%
88 KVUE KENVUE INC Consumer Defensive 204,600.0 $3.5M 0.08% +25K +13.9% $17.24 +1.3%
89 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 17,231.0 $3.4M 0.08% +17K +7359.3% $197.50 +19.8%
90 NEE NEXTERA ENERGY INC Utilities 35,922.0 $3.3M 0.08% -32K -47.3% $92.88 -3.4%
91 VST VISTRA ENERGY CORP Utilities 22,036.0 $3.3M 0.08% +21K +2577.5% $150.33 -4.2%
92 TGS TRANSPORTADORA DE GAS SUR Energy 95,234.0 $3.3M 0.08% +46K +94.2% $34.61 -17.3%
93 IVV ISHARES TR 5,039.0 $3.3M 0.08% -39K -88.7% $653.21 +14.2%
94 NEM NEWMONT MINING CORP Basic Materials 29,458.0 $3.2M 0.07% +2K +8.2% $108.25 +0.1%
95 GEV GE VERNOVA INC Utilities 3,531.0 $3.1M 0.07% -986.0 -21.8% $872.90 +19.6%
96 ABBV ABBVIE INC Healthcare 13,648.0 $3.0M 0.07% +715.0 +5.5% $217.49 -1.3%
97 MSGS MADISON SQUARE GARDEN CO NEW Communication Services 9,000.0 $2.9M 0.07% NEW $321.40 +9.6%
98 TKO TKO GROUP HOLDINGS INC Communication Services 14,000.0 $2.8M 0.07% NEW $201.65 -3.7%
99 LOMA LOMA NEGRA CORP Basic Materials 232,825.0 $2.6M 0.06% +42K +21.9% $11.09 +1.8%
100 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 30,395.0 $2.5M 0.06% +945.0 +3.2% $80.95 -3.1%
Page 5 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%