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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 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSAN COSAN S A Energy 247,680.0 $1.0M 0.09% NEW $4.12 -13.7%
62 GOVT ISHARES TR 43,195.0 $990K 0.09% NEW $22.91 -1.5%
63 ULTA ULTA BEAUTY INC Consumer Cyclical 1,838.0 $961K 0.08% NEW $522.71 -6.1%
64 ASML ASML HLDG NV Technology 725.0 $958K 0.08% NEW $1320.83 +14.1%
65 VEA VANGUARD TAX-MANAGED FDS 17,128.0 $847K 0.07% NEW $49.44 +40.8%
66 SSRM SSR MINING IN Basic Materials 28,767.0 $846K 0.07% NEW $29.40 +8.3%
67 EMXC ISHARES INC 10,006.0 $787K 0.07% NEW $78.66 +20.2%
68 IVZ INVESCO LTD Financial Services 30,481.0 $740K 0.06% NEW $24.29 +11.4%
69 PG PROCTER & GAMBLE CO Consumer Defensive 5,105.0 $737K 0.06% NEW $144.44 -1.1%
70 MCO MOODYS CORP Financial Services 1,690.0 $737K 0.06% NEW $436.25 -1.2%
71 BTG B2GOLD CORP Basic Materials 161,097.0 $730K 0.06% NEW $4.53 +7.7%
72 SPHQ INVESCO EXCHANGE TRADED FD T 9,705.0 $730K 0.06% NEW $75.19 +9.7%
73 KO PUT COCA COLA CO Consumer Defensive 9,400.0 $715K 0.06% NEW $76.05 +5.8%
74 KO CALL COCA COLA CO Consumer Defensive 9,400.0 $715K 0.06% NEW $76.05 +5.8%
75 GBDC GOLUB CAP BDC INC Financial Services 729.0 $698K 0.06% NEW $957.93 -98.6%
76 IGV ISHARES TR 7,539.0 $603K 0.05% NEW $80.05 +13.9%
77 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 51,554.0 $582K 0.05% NEW $11.28 +1.8%
78 DIHP DIMENSIONAL ETF TRUST 15,924.0 $513K 0.04% NEW $32.22 +4.6%
79 XOM EXXON MOBIL CORP Energy 2,990.0 $507K 0.04% NEW $169.66 -8.3%
80 J P MORGAN EXCHANGE TRADED F 7,780.0 $477K 0.04% NEW $61.32
Page 4 of 9  ·  167 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%