BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 TDG TRANSDIGM GROUP INC Industrials 178 $237K 0.02% SOLD
62 MET METLIFE INC Financial Services 2,937 $232K 0.02% SOLD
63 SF STIFEL FINL CORP Financial Services 1,776 $222K 0.02% SOLD
64 SHOP SHOPIFY INC Technology 1,372 $221K 0.02% SOLD
65 UNM UNUM GROUP Financial Services 2,732 $212K 0.02% SOLD
66 RL RALPH LAUREN CORP Consumer Cyclical 592 $209K 0.02% SOLD
67 MGY MAGNOLIA OIL & GAS CORP Energy 9,427 $206K 0.02% SOLD
68 FHN FIRST HORIZON CORPORATION Financial Services 8,544 $204K 0.02% SOLD
69 LNC LINCOLN NATL CORP IND Financial Services 4,547 $202K 0.02% SOLD
70 NTES NETEASE INC Technology 1,457 $201K 0.02% SOLD
71 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,472 $154K 0.01% SOLD
72 PAGS PAGSEGURO DIGITAL LTD Technology 15,418 $149K 0.01% SOLD
73 XRAY DENTSPLY SIRONA INC Healthcare 12,959 $148K 0.01% SOLD
74 ALIT ALIGHT INC Technology 60,226 $117K 0.01% SOLD
75 LX LEXINFINTECH HLDGS LTD Financial Services 31,336 $102K 0.01% SOLD
76 AMGN CALL AMGEN INC Healthcare 300 $98K 0.01% SOLD
77 AMGN PUT AMGEN INC Healthcare 300 $98K 0.01% SOLD
78 TELEFONICA S A 17,404 $91K 0.01% SOLD
79 AMGN AMGEN INC Healthcare 262 $86K 0.01% SOLD
80 XRX XEROX HOLDINGS CORP Technology 32,860 $78K 0.01% SOLD
Page 4 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%