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Portfolio (Quarterly) Guide ↗

BTG Pactual Asset Management US LLC

· CIK 0001569579
13F Portfolio $1.0B AUM 243 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 243 New
Page 3 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA PUT BOEING CO Industrials 28,300.0 $6.1M 0.60% NEW $217.12 +1.6%
42 QQQ PUT INVESCO QQQ TR Financial Services 10,000.0 $6.1M 0.60% NEW $614.31 +15.4%
43 VFH VANGUARD WORLD FD 47,692.0 $6.1M 0.59% NEW $127.30 -1.6%
44 UTES ETFIS SER TR I 75,963.0 $6.0M 0.59% NEW $79.58 -2.9%
45 AEE AMEREN CORP Utilities 60,150.0 $6.0M 0.58% NEW $99.86 +6.5%
46 VHT VANGUARD WORLD FD 23,259.0 $5.8M 0.56% NEW $248.34 +9.0%
47 VGT VANGUARD WORLD FD 8,647.0 $5.7M 0.56% NEW $663.28 -82.9%
48 MLPX GLOBAL X FDS 89,850.0 $5.6M 0.55% NEW $62.66 +21.5%
49 CRWD CROWDSTRIKE HLDGS INC Technology 11,457.0 $5.4M 0.52% NEW $468.76 +23.7%
50 EOG EOG RES INC Energy 50,438.0 $5.3M 0.52% NEW $105.01 +29.5%
51 ABBV ABBVIE INC Healthcare 22,878.0 $5.2M 0.51% NEW $228.49 -7.9%
52 VTEB VANGUARD MUN BD FDS 94,562.0 $4.6M 0.45% NEW $49.03 +1.6%
53 HIG HARTFORD INSURANCE GROUP INC Financial Services 32,886.0 $4.5M 0.44% NEW $137.80 -2.6%
54 META PUT META PLATFORMS INC Communication Services 6,700.0 $4.4M 0.43% NEW $660.09 -6.3%
55 META CALL META PLATFORMS INC Communication Services 6,700.0 $4.4M 0.43% NEW $660.09 -6.3%
56 TIGO MILLICOM INTL CELLULAR S A Communication Services 78,787.0 $4.4M 0.42% NEW $55.44 +47.3%
57 IHS IHS HOLDING LIMITED Communication Services 578,278.0 $4.3M 0.42% NEW $7.46 +10.2%
58 GM CALL GENERAL MTRS CO Consumer Cyclical 51,200.0 $4.2M 0.41% NEW $81.32 -4.4%
59 GM PUT GENERAL MTRS CO Consumer Cyclical 51,200.0 $4.2M 0.41% NEW $81.32 -4.4%
60 PCG PG&E CORP Utilities 253,152.0 $4.1M 0.40% NEW $16.07 +4.6%
Page 3 of 13  ·  243 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
Financial Services 35.9%
Utilities 28.2%
Technology 10.8%
Communication Services 8.7%
Healthcare 5.1%
Consumer Cyclical 5.0%
Energy 4.0%
Industrials 1.7%
Real Estate 0.3%
Consumer Defensive 0.2%