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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 11 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GLD PUT SPDR GOLD TR Financial Services 800.0 $344K 0.03% $430.29 -2.9%
202 BLW BLACKROCK LTD DURATION INCOM Financial Services 27,230.0 $343K 0.03% +7K +32.3% $12.59 -1.9%
203 IGSB ISHARES TR 6,407.0 $337K 0.03% $52.56 -0.6%
204 MS MORGAN STANLEY Financial Services 1,992.0 $328K 0.03% NEW $164.57 +16.8%
205 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 29,223.0 $326K 0.03% +9K +44.3% $11.15 +2.2%
206 OAKTREE SPECIALTY LENDING 28,466.0 $322K 0.03% NEW $11.30
207 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 68,123.0 $318K 0.03% +2K +3.0% $4.67 +3.6%
208 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 3,700.0 $315K 0.03% NEW $85.23 +4.8%
209 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 3,700.0 $315K 0.03% NEW $85.23 +4.8%
210 BAP CREDICORP LTD Financial Services 924.0 $313K 0.03% NEW $339.18 -9.5%
211 FEDERATED HERMES INC 5,523.0 $313K 0.03% +33.0 +0.6% $56.71
212 TROW PRICE T ROWE GROUP INC Financial Services 3,436.0 $310K 0.03% NEW $90.14 +13.1%
213 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 28,203.0 $310K 0.03% NEW $10.98 +1.1%
214 NTRS NORTHERN TR CORP Financial Services 2,208.0 $308K 0.03% NEW $139.57 +18.1%
215 RNR RENAISSANCERE HLDGS LTD Financial Services 1,036.0 $308K 0.03% +69.0 +7.1% $297.23 +0.5%
216 JFLX J P MORGAN EXCHANGE TRADED F 6,164.0 $306K 0.03% $49.67 +0.4%
217 KHC KRAFT HEINZ CO Consumer Defensive 13,607.0 $306K 0.03% NEW $22.49 +1.6%
218 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,775.0 $306K 0.03% -46K -92.4% $80.95 -5.7%
219 DTM DT MIDSTREAM INC Energy 2,243.0 $302K 0.03% NEW $134.67 +9.9%
220 BLACKROCK ETF TRUST II 6,289.0 $302K 0.03% NEW $47.98
Page 11 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%