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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 6 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAGP PLAINS GP HLDGS L P Energy 11,914.0 $289K 0.03% NEW $24.28 -0.7%
102 PRU PRUDENTIAL FINL INC Financial Services 2,899.0 $283K 0.03% NEW $97.69 +5.6%
103 PML PIMCO MUN INCOME FD II Financial Services 37,342.0 $283K 0.02% NEW $7.57 -2.2%
104 GIS GENERAL MILLS INC Consumer Defensive 7,478.0 $278K 0.02% NEW $37.22 -11.0%
105 IMO IMPERIAL OIL LTD Energy 2,115.0 $277K 0.02% NEW $130.82 +1.2%
106 PNR PENTAIR PLC Industrials 3,107.0 $271K 0.02% NEW $87.11 -14.0%
107 ET ENERGY TRANSFER L P Energy 13,953.0 $269K 0.02% NEW $19.30 +5.5%
108 UBS UBS GROUP AG Financial Services 6,972.0 $268K 0.02% NEW $38.44 +20.6%
109 SRE SEMPRA Utilities 2,721.0 $264K 0.02% NEW $97.17 -4.4%
110 AOS SMITH A O CORP Industrials 3,987.0 $263K 0.02% NEW $65.94 -15.1%
111 MTB M & T BK CORP Financial Services 1,268.0 $262K 0.02% NEW $206.72 -0.5%
112 ORA ORMAT TECHNOLOGIES INC Utilities 2,327.0 $260K 0.02% NEW $111.92 +21.0%
113 ARCC ARES CAPITAL CORP Financial Services 14,141.0 $255K 0.02% NEW $18.02 +4.9%
114 SANDISK CORP 400.0 $254K 0.02% NEW $635.34
115 JNJ JOHNSON & JOHNSON Healthcare 1,032.0 $252K 0.02% NEW $244.44 -5.6%
116 LAUR LAUREATE ED INC Consumer Defensive 7,240.0 $252K 0.02% NEW $34.84 -6.7%
117 CPT CAMDEN PPTY TR Real Estate 2,000.0 $252K 0.02% NEW $125.80 -17.3%
118 EIX EDISON INTL Utilities 3,419.0 $250K 0.02% NEW $73.18 -3.3%
119 ATHM AUTOHOME INC Communication Services 14,344.0 $249K 0.02% NEW $17.37 -1.8%
120 GVA GRANITE CONSTR INC Industrials 2,062.0 $247K 0.02% NEW $119.88 +17.6%
Page 6 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%