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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 6 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 32,320.0 $2.5M 0.06% +1K +4.5% $76.05 +6.7%
102 EEM ISHARES TR 42,017.0 $2.4M 0.06% -729K -94.5% $56.79 +16.3%
103 HCA HCA HEALTHCARE INC Healthcare 4,849.0 $2.3M 0.05% NEW $473.24 -17.0%
104 CRWV COREWEAVE INC Technology 28,695.0 $2.2M 0.05% NEW $77.47 +38.9%
105 XLE SELECT SECTOR SPDR TR 36,038.0 $2.2M 0.05% -40K -52.8% $61.26 -3.5%
106 KWEB KRANESHARES TR 74,800.0 $2.1M 0.05% NEW $28.43 -2.8%
107 STNE STONECO LTD Technology 150,484.0 $2.1M 0.05% -367K -70.9% $14.12 -21.7%
108 CSGP COSTAR GROUP INC Real Estate 52,539.0 $2.1M 0.05% -35K -40.1% $40.34 -15.9%
109 ZETA ZETA GLOBAL HOLDINGS CORP Technology 133,078.0 $2.1M 0.05% NEW $15.92 +15.2%
110 C CITIGROUP INC Financial Services 18,411.0 $2.1M 0.05% +18K +10000.0% $113.41 +10.4%
111 VIST VISTA ENERGY S.A.B. DE C.V. Energy 26,408.0 $2.0M 0.05% NEW $75.47 -0.2%
112 RKT ROCKET COS INC Financial Services 137,500.0 $2.0M 0.04% NEW $14.25 -4.4%
113 CSX CSX CORP Industrials 47,636.0 $2.0M 0.04% +47K +6516.1% $41.05 +11.8%
114 TLH ISHARES TR 18,856.0 $1.9M 0.04% +13K +231.3% $100.72 -2.4%
115 GDS GDS HLDGS LTD Technology 46,999.0 $1.9M 0.04% NEW $40.29 -12.7%
116 CDNS CADENCE DESIGN SYSTEM INC Technology 6,000.0 $1.7M 0.04% NEW $277.87 +29.0%
117 SONY SONY CORP Technology 79,878.0 $1.7M 0.04% +52K +182.3% $20.70 +10.2%
118 SNPS SYNOPSYS INC Technology 4,000.0 $1.6M 0.04% NEW $396.48 +25.8%
119 MRVL MARVELL TECHNOLOGY INC Technology 16,000.0 $1.6M 0.04% +4K +29.3% $99.05 +92.5%
120 XME SPDR SERIES TRUST 14,000.0 $1.5M 0.04% NEW $108.01 +6.8%
Page 6 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%