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Portfolio (Quarterly) Guide ↗

BTG Pactual Asset Management US LLC

· CIK 0001569579
13F Portfolio $1.2B AUM 330 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 167 New 90 Added 50 Reduced 80 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PNC PNC FINL SVCS GROUP INC Financial Services 6,644.0 $1.4M 0.12% +2K +48.5% $208.09 +2.3%
42 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,833.0 $1.4M 0.12% +2K +277.7% $484.91 -9.9%
43 HIW HIGHWOODS PPTYS INC Real Estate 63,597.0 $1.4M 0.12% +3K +4.9% $21.41 +19.0%
44 MA MASTERCARD INCORPORATED Financial Services 2,333.0 $1.2M 0.10% +633.0 +37.2% $499.66 -1.1%
45 TJX TJX COS INC NEW Consumer Cyclical 6,816.0 $1.1M 0.09% +3K +83.0% $159.70 -7.7%
46 GS GOLDMAN SACHS GROUP INC Financial Services 1,239.0 $1.0M 0.09% +948.0 +325.8% $845.99 +12.1%
47 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,340.0 $974K 0.08% +6K +33.1% $38.42 +13.3%
48 IEMG ISHARES INC 13,267.0 $925K 0.08% +1K +11.1% $69.75 +13.8%
49 APP APPLOVIN CORP Technology 2,166.0 $862K 0.07% +161.0 +8.0% $398.00 +23.7%
50 INTC INTEL CORP Technology 18,303.0 $808K 0.07% +4K +23.6% $44.13 +146.5%
51 AJG GALLAGHER ARTHUR J & CO Financial Services 3,460.0 $749K 0.07% +786.0 +29.4% $216.58 -4.4%
52 PREF PRINCIPAL EXCHANGE TRADED FD 38,820.0 $731K 0.06% +7K +23.3% $18.82 +0.6%
53 AMD ADVANCED MICRO DEVICES INC Technology 3,416.0 $695K 0.06% +1K +41.4% $203.43 +106.9%
54 GE GE AEROSPACE Industrials 2,333.0 $662K 0.06% +43.0 +1.9% $283.77 -0.8%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 155.0 $653K 0.06% +45.0 +40.9% $4210.32 -96.3%
56 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,250.0 $642K 0.06% +1K +80.6% $197.50 +22.8%
57 STIP ISHARES TR 6,041.0 $625K 0.05% +110.0 +1.9% $103.47 +0.1%
58 FLUTTER ENTMT PLC 5,984.0 $610K 0.05% +2K +35.2% $101.95
59 C CITIGROUP INC Financial Services 5,125.0 $581K 0.05% +95.0 +1.9% $113.41 +7.9%
60 BAC BANK AMERICA CORP Financial Services 10,378.0 $506K 0.04% +1K +11.7% $48.75 +2.1%
Page 3 of 5  ·  90 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
Utilities 28.9%
Financial Services 19.8%
Technology 13.2%
Communication Services 10.2%
Consumer Cyclical 6.4%
Energy 6.4%
Healthcare 5.7%
Basic Materials 4.6%
Industrials 3.3%
Consumer Defensive 1.3%