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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JXN JACKSON FINANCIAL INC Financial Services 2,031.0 $215K 0.02% NEW $105.72 +5.3%
142 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,598.0 $215K 0.02% NEW $134.35 +5.9%
143 HPQ HP INC Technology 11,154.0 $214K 0.02% NEW $19.21 +8.1%
144 XLP SELECT SECTOR SPDR TR 2,600.0 $213K 0.02% NEW $81.98 +3.2%
145 SYF SYNCHRONY FINANCIAL Financial Services 3,114.0 $212K 0.02% NEW $68.02 +4.8%
146 CHTR CHARTER COMMUNICATIONS INC Communication Services 977.0 $211K 0.02% NEW $215.88 -35.0%
147 NVGS NAVIGATOR HLDGS LTD Energy 10,907.0 $211K 0.02% NEW $19.33 +22.5%
148 GM GENERAL MTRS CO Consumer Cyclical 2,820.0 $210K 0.02% NEW $74.50 +4.4%
149 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,049.0 $209K 0.02% NEW $199.65 +9.7%
150 TECHNIPFMC PLC 3,009.0 $208K 0.02% NEW $69.13
151 BLUE OWL CAPITAL CORPORATION 18,651.0 $206K 0.02% NEW $11.06
152 AMG AFFILIATED MANAGERS GROUP Financial Services 743.0 $206K 0.02% NEW $276.70 +6.2%
153 KN KNOWLES CORP Technology 7,867.0 $202K 0.02% NEW $25.68 +39.9%
154 EPD ENTERPRISE PRODS PARTNERS L Energy 5,334.0 $202K 0.02% NEW $37.84 +3.7%
155 INCY INCYTE CORP Healthcare 2,142.0 $202K 0.02% NEW $94.12 +3.7%
156 APH AMPHENOL CORP Technology 1,585.0 $200K 0.02% NEW $126.35 -1.1%
157 AVT AVNET INC Technology 3,246.0 $200K 0.02% NEW $61.62 +36.4%
158 WT WISDOMTREE INC Financial Services 12,794.0 $186K 0.02% NEW $14.56 +36.1%
159 NAVI NAVIENT CORPORATION Financial Services 21,493.0 $176K 0.01% NEW $8.18 -0.6%
160 CL COLGATE PALMOLIVE CO Consumer Defensive 1,989.0 $170K 0.01% NEW $85.23 +3.4%
Page 8 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%