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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 12,923.0 $1.1M 0.03% +8K +189.5% $88.16 -3.1%
62 COF CAPITAL ONE FINL CORP Financial Services 5,361.0 $978K 0.02% +3K +181.7% $182.43 +2.3%
63 AXON AXON ENTERPRISE INC Industrials 2,100.0 $892K 0.02% +2K +10000.0% $424.69 -8.2%
64 APP APPLOVIN CORP Technology 2,113.0 $841K 0.02% +2K +3201.6% $398.00 +22.1%
65 GLOB GLOBANT S A Technology 15,219.0 $702K 0.02% +3K +25.7% $46.11 -11.9%
66 CEG CONSTELLATION ENERGY CORP Utilities 2,255.0 $630K 0.01% +261.0 +13.1% $279.25 +2.4%
67 CALL BEST BUY INC 2,820.0 $602K 0.01% +470.0 +20.0% $213.39
68 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,071.0 $511K 0.01% +4K +985.6% $125.46 +4.8%
69 A AGILENT TECHNOLOGIES INC Healthcare 413,373.0 $463K 0.01% +413K +10000.0% $1.12 +10141.8%
70 SLV ISHARES SILVER TRUST Financial Services 4,504.0 $307K 0.01% +550.0 +13.9% $68.14 +1.9%
71 ORCL ORACLE CORP Technology 1,897.0 $279K 0.01% +1K +187.4% $147.11 +29.0%
72 WMT WALMART INC Consumer Defensive 1,017.0 $126K 0.00% +878.0 +631.6% $124.28 +5.3%
73 CRM SALESFORCE COM INC Technology 668.0 $125K 0.00% +423.0 +172.7% $186.67 -5.5%
74 LIT GLOBAL X FDS 1,623.0 $121K 0.00% +711.0 +78.0% $74.35 +13.5%
75 MRNA MODERNA INC Healthcare 2,250.0 $114K 0.00% +76.0 +3.5% $50.80 -7.0%
76 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,218.0 $74K 0.00% +41.0 +3.5% $60.65 -1.8%
77 GILD GILEAD SCIENCES INC Healthcare 519.0 $72K 0.00% +17.0 +3.4% $139.37 -6.4%
78 PEN PENUMBRA INC Healthcare 213.0 $70K 0.00% +7.0 +3.4% $328.37 -0.1%
79 TMO THERMO FISHER SCIENTIFIC INC Healthcare 142.0 $70K 0.00% +31.0 +27.9% $491.53 -8.1%
80 AMGN AMGEN INC Healthcare 196.0 $69K 0.00% +7.0 +3.7% $351.85 -4.1%
Page 4 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%