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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 14 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EQH EQUITABLE HLDGS INC Financial Services 6,580.0 $244K 0.02% +2K +51.8% $37.11 +14.6%
262 F FORD MTR CO Consumer Cyclical 21,115.0 $244K 0.02% +4K +20.3% $11.54 +25.5%
263 TFC TRUIST FINL CORP Financial Services 5,268.0 $242K 0.02% NEW $45.97 +2.5%
264 SPHD INVESCO EXCH TRADED FD TR II 4,877.0 $242K 0.02% $49.61 -1.1%
265 AN AUTONATION INC Consumer Cyclical 1,230.0 $240K 0.02% NEW $195.26 -5.7%
266 DEI DOUGLAS EMMETT INC Real Estate 25,320.0 $239K 0.02% NEW $9.42 +23.1%
267 ADI ANALOG DEVICES INC Technology 748.0 $238K 0.02% NEW $318.14 +31.2%
268 BPOP POPULAR INC Financial Services 1,767.0 $237K 0.02% -295.0 -14.3% $134.17 +7.4%
269 CW CURTISS WRIGHT CORP Industrials 348.0 $237K 0.02% NEW $681.12 +10.2%
270 CAH CARDINAL HEALTH INC Healthcare 1,121.0 $237K 0.02% +14.0 +1.3% $211.31 -7.6%
271 CNNE CANNAE HLDGS INC Consumer Cyclical 20,714.0 $236K 0.02% +8K +66.3% $11.37 +15.4%
272 RF REGIONS FINANCIAL CORP NEW Financial Services 9,012.0 $235K 0.02% NEW $26.12 +2.6%
273 FXI ISHARES TR 6,555.0 $235K 0.02% +114.0 +1.8% $35.90 +0.8%
274 WMK WEIS MKTS INC Consumer Defensive 3,423.0 $234K 0.02% NEW $68.39 +4.1%
275 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,095.0 $234K 0.02% NEW $45.89 +2.7%
276 JBGS JBG SMITH PPTYS Real Estate 15,532.0 $227K 0.02% NEW $14.61 +0.5%
277 VNET VNET GROUP INC Technology 26,666.0 $224K 0.02% -3K -11.1% $8.39 +24.6%
278 ADT ADT INC DEL Industrials 34,019.0 $224K 0.02% +2K +7.7% $6.57 +4.0%
279 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 674.0 $223K 0.02% NEW $330.63 +1.1%
280 HDV ISHARES TR 1,632.0 $221K 0.02% NEW $135.72 -79.9%
Page 14 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%