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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 KR KROGER CO Consumer Defensive 4,496 $281K 0.03% SOLD
42 CENCORA INC 830 $280K 0.03% SOLD
43 GL GLOBE LIFE INC Financial Services 1,933 $270K 0.03% SOLD
44 AIG AMERICAN INTL GROUP INC Financial Services 3,126 $267K 0.03% SOLD
45 ESNT ESSENT GROUP LTD Financial Services 4,074 $265K 0.03% SOLD
46 AER AERCAP HOLDINGS NV Industrials 1,819 $261K 0.03% SOLD
47 NFG NATIONAL FUEL GAS CO Energy 3,260 $261K 0.03% SOLD
48 AZO AUTOZONE INC Consumer Cyclical 76 $258K 0.03% SOLD
49 MCK MCKESSON CORP Healthcare 314 $258K 0.03% SOLD
50 CNO CNO FINL GROUP INC Financial Services 6,006 $255K 0.03% SOLD
51 CSCO CISCO SYS INC Technology 3,297 $254K 0.03% SOLD
52 BLACKROCK MUNIHOLDINGS QUALI 26,357 $252K 0.03% SOLD
53 ITT ITT INC Industrials 1,410 $245K 0.02% SOLD
54 RS RELIANCE INC Basic Materials 840 $243K 0.02% SOLD
55 TMUS T-MOBILE US INC Communication Services 1,192 $242K 0.02% SOLD
56 JCI JOHNSON CTLS INTL PLC Industrials 2,011 $241K 0.02% SOLD
57 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,507 $240K 0.02% SOLD
58 EHC ENCOMPASS HEALTH CORP Healthcare 2,259 $240K 0.02% SOLD
59 BEN FRANKLIN RESOURCES INC Financial Services 10,036 $240K 0.02% SOLD
60 BWA BORGWARNER INC Consumer Cyclical 5,287 $238K 0.02% SOLD
Page 3 of 4  ·  80 positions
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%