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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN REGENERON PHARMACEUTICALS Healthcare 89.0 $69K 0.00% +3.0 +3.5% $772.64 -15.9%
82 PFE PFIZER INC Healthcare 2,442.0 $69K 0.00% +82.0 +3.5% $28.08 -7.6%
83 HUT 8 CORP 1,395.0 $65K 0.00% +262.0 +23.1% $46.91
84 BIIB BIOGEN INC Healthcare 349.0 $64K 0.00% +12.0 +3.6% $183.33 +3.3%
85 VRTX VERTEX PHARMACEUTICALS INC Healthcare 142.0 $63K 0.00% +4.0 +2.9% $446.54 -3.6%
86 BBIO RIDGEBIO PHARMA INC COM Healthcare 848.0 $63K 0.00% +29.0 +3.5% $74.26 -5.4%
87 BIO BIO RAD LABS INC Healthcare 204.0 $57K 0.00% +7.0 +3.5% $278.75 +2.9%
88 GH GUARDANT HEALTH INC Healthcare 604.0 $56K 0.00% +20.0 +3.4% $92.37 +27.8%
89 RVTY PERKINELMER INC Healthcare 631.0 $55K 0.00% +22.0 +3.6% $87.61 +8.2%
90 TECH BIO TECHNE CORP Healthcare 1,044.0 $55K 0.00% +35.0 +3.5% $52.26 -10.6%
91 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 146.0 $48K 0.00% +5.0 +3.5% $330.87 -9.2%
92 WAT WATERS CORP Healthcare 160.0 $48K 0.00% +5.0 +3.2% $297.80 +14.6%
93 DOCU DOCUSIGN INC Technology 987.0 $47K 0.00% +123.0 +14.2% $47.41 +3.3%
94 RGEN REPLIGEN CORP Healthcare 391.0 $46K 0.00% +13.0 +3.4% $117.82 -5.2%
95 CWEN CLEARWAY ENERGY INC Utilities 168.0 $7K +1.0 +0.6% $39.29 -2.9%
Page 5 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%