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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 12 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DVY ISHARES TR 1,979.0 $300K 0.03% $151.41 -0.3%
222 WFC WELLS FARGO & CO Financial Services 3,736.0 $297K 0.03% -2K -36.6% $79.61 -7.3%
223 BLK BLACKROCK INC Financial Services 308.0 $296K 0.03% $961.71 +12.5%
224 MTG MGIC INVT CORP WIS Financial Services 11,136.0 $292K 0.03% NEW $26.25 -1.3%
225 STT STATE STR CORP Financial Services 2,304.0 $292K 0.03% +433.0 +23.1% $126.56 +21.5%
226 OTIS OTIS WORLDWIDE CORP Industrials 3,769.0 $291K 0.03% +616.0 +19.5% $77.08 -5.2%
227 PAGP PLAINS GP HLDGS L P Energy 11,914.0 $289K 0.03% NEW $24.28 -0.7%
228 AXS AXIS CAP HLDGS LTD Financial Services 2,802.0 $284K 0.03% +409.0 +17.1% $101.41 -2.3%
229 PRU PRUDENTIAL FINL INC Financial Services 2,899.0 $283K 0.03% NEW $97.69 +5.6%
230 PML PIMCO MUN INCOME FD II Financial Services 37,342.0 $283K 0.02% NEW $7.57 -2.2%
231 BYD BOYD GAMING CORP Consumer Cyclical 3,390.0 $279K 0.02% +473.0 +16.2% $82.18 -3.8%
232 GIS GENERAL MILLS INC Consumer Defensive 7,478.0 $278K 0.02% NEW $37.22 -11.0%
233 IMO IMPERIAL OIL LTD Energy 2,115.0 $277K 0.02% NEW $130.82 +1.2%
234 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 24,083.0 $273K 0.02% +5K +27.1% $11.35 +0.2%
235 VBIL VANGUARD INSTL INDEX FD 3,596.0 $272K 0.02% +687.0 +23.6% $75.65 -0.1%
236 PNR PENTAIR PLC Industrials 3,107.0 $271K 0.02% NEW $87.11 -14.0%
237 ET ENERGY TRANSFER L P Energy 13,953.0 $269K 0.02% NEW $19.30 +5.5%
238 UBS UBS GROUP AG Financial Services 6,972.0 $268K 0.02% NEW $38.44 +20.6%
239 SNX TD SYNNEX CORPORATION Technology 1,581.0 $267K 0.02% +217.0 +15.9% $168.71 +38.9%
240 SRE SEMPRA Utilities 2,721.0 $264K 0.02% NEW $97.17 -4.4%
Page 12 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%