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Portfolio (Quarterly) Guide ↗

Banco BTG Pactual S.A.

· CIK 0001536080
13F Portfolio $1.1B AUM 185 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 13 Added 20 Reduced 130 Exited
Page 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO PUT COCA COLA CO Consumer Defensive 12,500.0 $951K 0.08% NEW $76.05 +7.3%
102 PUT CRH PLC 9,000.0 $946K 0.08% NEW $105.12
103 LLY CALL ELI LILLY & CO Healthcare 1,000.0 $920K 0.08% NEW $919.77 +17.7%
104 LLY PUT ELI LILLY & CO Healthcare 1,000.0 $920K 0.08% NEW $919.77 +17.7%
105 A PUT AGILENT TECHNOLOGIES INC Healthcare 8,000.0 $912K 0.08% NEW $113.98 +1.6%
106 EXPAND ENERGY CORPORATION 8,096.0 $889K 0.08% NEW $109.78
107 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 40,000.0 $865K 0.08% NEW $21.62 +16.0%
108 WDC PUT WESTERN DIGITAL CORP Technology 3,000.0 $811K 0.07% NEW $270.49 +94.0%
109 XEL CALL XCEL ENERGY INC Utilities 10,000.0 $794K 0.07% NEW $79.44 +1.7%
110 WELL CALL WELLTOWER INC Real Estate 4,000.0 $791K 0.07% NEW $197.71 +10.3%
111 VST PUT VISTRA CORP Utilities 5,000.0 $752K 0.07% NEW $150.33 +6.5%
112 MA CALL MASTERCARD INCORPORATED Financial Services 1,500.0 $749K 0.07% NEW $499.66 -0.9%
113 CI THE CIGNA GROUP Healthcare 2,768.0 $738K 0.07% NEW $266.75 +7.1%
114 ZETA ZETA GLOBAL HOLDINGS CORP Technology 41,960.0 $668K 0.06% NEW $15.92 +23.4%
115 XME SPDR SERIES TRUST 5,900.0 $637K 0.06% NEW $108.01 +13.8%
116 HODL VANECK BITCOIN ETF 32,263.0 $618K 0.05% NEW $19.16 +10.6%
117 ARKK ARK ETF TR 9,001.0 $608K 0.05% NEW $67.59 +15.3%
118 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 135,321.0 $595K 0.05% NEW $4.40 +8.2%
119 AAPL APPLE INC Technology 2,224.0 $564K 0.05% NEW $253.79 +22.5%
120 RSP INVESCO EXCHANGE TRADED FD T 2,900.0 $557K 0.05% NEW $191.92 +8.1%
Page 6 of 8  ·  152 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 38.3%
Technology 19.4%
Consumer Cyclical 14.3%
Consumer Defensive 7.1%
Industrials 7.1%
Basic Materials 5.8%
Energy 3.2%
Real Estate 1.9%
Healthcare 1.3%
Utilities 0.9%