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Portfolio (Quarterly) Guide ↗

Itau Unibanco Holding S.A.

· CIK 0001132597
13F Portfolio $4.3B AUM 400 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 95 Added 82 Reduced 103 Exited
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 23,769.0 $4.8M 0.11% +20K +582.6% $203.43 +121.0%
42 LLY LILLY ELI & CO Healthcare 4,663.0 $4.3M 0.10% +2K +57.5% $919.77 +13.3%
43 ASML ASML HOLDING N V Technology 3,182.0 $4.2M 0.10% +2K +135.7% $1320.83 +20.5%
44 KVUE KENVUE INC Consumer Defensive 204,600.0 $3.5M 0.08% +25K +13.9% $17.24 +1.3%
45 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 17,231.0 $3.4M 0.08% +17K +7359.3% $197.50 +19.8%
46 VST VISTRA ENERGY CORP Utilities 22,036.0 $3.3M 0.08% +21K +2577.5% $150.33 -4.2%
47 TGS TRANSPORTADORA DE GAS SUR Energy 95,234.0 $3.3M 0.08% +46K +94.2% $34.61 -17.3%
48 NEM NEWMONT MINING CORP Basic Materials 29,458.0 $3.2M 0.07% +2K +8.2% $108.25 +0.1%
49 ABBV ABBVIE INC Healthcare 13,648.0 $3.0M 0.07% +715.0 +5.5% $217.49 -1.3%
50 LOMA LOMA NEGRA CORP Basic Materials 232,825.0 $2.6M 0.06% +42K +21.9% $11.09 +1.8%
51 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 30,395.0 $2.5M 0.06% +945.0 +3.2% $80.95 -3.1%
52 KO COCA COLA CO Consumer Defensive 32,320.0 $2.5M 0.06% +1K +4.5% $76.05 +6.7%
53 C CITIGROUP INC Financial Services 18,411.0 $2.1M 0.05% +18K +10000.0% $113.41 +10.4%
54 CSX CSX CORP Industrials 47,636.0 $2.0M 0.04% +47K +6516.1% $41.05 +11.8%
55 TLH ISHARES TR 18,856.0 $1.9M 0.04% +13K +231.3% $100.72 -2.4%
56 SONY SONY CORP Technology 79,878.0 $1.7M 0.04% +52K +182.3% $20.70 +10.2%
57 MRVL MARVELL TECHNOLOGY INC Technology 16,000.0 $1.6M 0.04% +4K +29.3% $99.05 +92.5%
58 RBLX ROBLOX CORP Technology 24,499.0 $1.4M 0.03% +23K +1443.7% $56.56 -19.0%
59 TIP ISHARES TR 12,295.0 $1.4M 0.03% +7K +126.1% $110.36 +0.0%
60 SE SEA LTD Consumer Cyclical 14,030.0 $1.2M 0.03% +12K +503.2% $82.81 +5.4%
Page 3 of 5  ·  95 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 35.1%
Basic Materials 17.0%
Energy 15.1%
Technology 9.5%
Consumer Cyclical 6.0%
Consumer Defensive 5.9%
Industrials 4.6%
Communication Services 4.2%
Utilities 2.0%
Healthcare 0.5%