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Portfolio (Quarterly) Guide ↗

BTG Pactual Asset Management US LLC

· CIK 0001569579
13F Portfolio $1.0B AUM 243 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 243 New
Page 5 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USHY ISHARES TR 60,725.0 $2.2M 0.22% NEW $36.81 +0.0%
82 LQD ISHARES TR 19,902.0 $2.2M 0.21% NEW $110.66 -2.5%
83 AVGO BROADCOM INC Technology 6,321.0 $2.2M 0.21% NEW $346.10 +21.4%
84 EMLP FIRST TR EXCHANGE-TRADED FD 55,680.0 $2.1M 0.20% NEW $37.51 +16.8%
85 BAYTEX ENERGY CORP 633,954.0 $2.1M 0.20% NEW $3.23
86 IBB ISHARES TR 15,976.0 $2.0M 0.20% NEW $126.51 +30.3%
87 BKH BLACK HILLS CORP Utilities 29,102.0 $2.0M 0.20% NEW $69.42 +6.6%
88 JMUB J P MORGAN EXCHANGE TRADED F 40,458.0 $2.0M 0.20% NEW $49.64 +0.7%
89 HIW HIGHWOODS PPTYS INC Real Estate 60,632.0 $2.0M 0.19% NEW $32.46 -22.1%
90 BSX BOSTON SCIENTIFIC CORP Healthcare 20,025.0 $1.9M 0.19% NEW $95.35 -43.6%
91 VTI VANGUARD INDEX FDS 5,399.0 $1.8M 0.18% NEW $337.85 +7.3%
92 SMH PUT VANECK ETF TRUST 5,000.0 $1.8M 0.17% NEW $360.13 +55.8%
93 AAPL APPLE INC Technology 6,592.0 $1.8M 0.17% NEW $271.86 +9.6%
94 TIP ISHARES TR 16,901.0 $1.8M 0.17% NEW $105.85 +4.4%
95 MORGAN STANLEY ETF TRUST 34,980.0 $1.8M 0.17% NEW $50.41
96 CFG CITIZENS FINL GROUP INC Financial Services 29,958.0 $1.7M 0.17% NEW $58.41 +4.6%
97 WBD CALL WARNER BROS DISCOVERY INC Communication Services 50,000.0 $1.4M 0.14% NEW $28.82 -6.5%
98 APP APPLOVIN CORP Technology 2,005.0 $1.4M 0.13% NEW $673.82 -25.8%
99 FLUTTER ENTMT PLC 4,425.0 $1.3M 0.12% NEW $285.76
100 VIG VANGUARD SPECIALIZED FUNDS 5,985.0 $1.2M 0.12% NEW $204.67 +11.9%
Page 5 of 13  ·  243 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 35.9%
Utilities 28.2%
Technology 10.8%
Communication Services 8.7%
Healthcare 5.1%
Consumer Cyclical 5.0%
Energy 4.0%
Industrials 1.7%
Real Estate 0.3%
Consumer Defensive 0.2%