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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 10 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIHP DIMENSIONAL ETF TRUST 15,924.0 $513K 0.04% NEW $32.22 +4.6%
182 XOM EXXON MOBIL CORP Energy 2,990.0 $507K 0.04% NEW $169.66 -8.3%
183 BAC BANK AMERICA CORP Financial Services 10,378.0 $506K 0.04% +1K +11.7% $48.75 +2.7%
184 J P MORGAN EXCHANGE TRADED F 7,780.0 $477K 0.04% NEW $61.32
185 MU MICRON TECHNOLOGY INC Technology 1,290.0 $436K 0.04% NEW $337.84 +122.4%
186 INTU INTUIT Technology 1,000.0 $432K 0.04% NEW $432.38 -9.4%
187 JEPI J P MORGAN EXCHANGE TRADED F 7,529.0 $427K 0.04% NEW $56.68 -1.6%
188 CRWD CROWDSTRIKE HLDGS INC Technology 1,090.0 $426K 0.04% -10K -90.5% $390.41 +53.4%
189 XLF SELECT SECTOR SPDR TR 8,617.0 $425K 0.04% +155.0 +1.8% $49.37 +3.7%
190 VTRS VIATRIS INC Healthcare 31,389.0 $424K 0.04% +15K +94.0% $13.51 +22.9%
191 ILF ISHARES TR 11,893.0 $422K 0.04% $35.52 -2.7%
192 RTX RTX CORPORATION Industrials 2,188.0 $422K 0.04% NEW $192.90 -11.0%
193 VXUS VANGUARD STAR FDS 5,429.0 $419K 0.04% +100.0 +1.9% $77.11 +8.5%
194 ISHARES TR 11,038.0 $415K 0.04% NEW $37.59
195 SKYT SKYWATER TECHNOLOGY INC Technology 15,000.0 $411K 0.04% NEW $27.41 +23.5%
196 EOG EOG RES INC Energy 2,681.0 $388K 0.03% -48K -94.7% $144.57 -4.3%
197 INGR INGREDION INC Consumer Defensive 3,221.0 $363K 0.03% NEW $112.66 -8.4%
198 HD HOME DEPOT INC Consumer Cyclical 1,058.0 $348K 0.03% $328.89 -9.2%
199 MSCI MSCI INC Financial Services 644.0 $347K 0.03% NEW $539.01 +5.1%
200 GLD CALL SPDR GOLD TR Financial Services 800.0 $344K 0.03% -6K -88.2% $430.29 -2.4%
Page 10 of 17  ·  330 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%