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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 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SMR NUSCALE PWR CORP Utilities 188,000 $2.7M 0.06% SOLD
22 IONQ IONQ INC Technology 58,000 $2.6M 0.06% SOLD
23 WWD WOODWARD INC Industrials 8,600 $2.6M 0.06% SOLD
24 KBWB INVESCO EXCHNG TRADED FD TR 25,584 $2.2M 0.05% SOLD
25 QCOM QUALCOMM INC Technology 12,000 $2.1M 0.05% SOLD
26 AMKR AMKOR TECHNOLOGY INC Technology 50,000 $2.0M 0.05% SOLD
27 KKR KKR & CO INC Financial Services 14,140 $1.8M 0.04% SOLD
28 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,844 $1.8M 0.04% SOLD
29 RTX RAYTHEON TECHNOLOGIES CORP Industrials 9,857 $1.8M 0.04% SOLD
30 GLW CORNING INC Technology 20,000 $1.8M 0.04% SOLD
31 USB US BANCORP DEL Financial Services 33,142 $1.8M 0.04% SOLD
32 WVE WAVE LIFE SCIENCES LTD Healthcare 102,000 $1.7M 0.04% SOLD
33 ICLN ISHARES TR 102,000 $1.7M 0.04% SOLD
34 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 5,990 $1.7M 0.04% SOLD
35 RACE FERRARI N V Consumer Cyclical 4,034 $1.5M 0.04% SOLD
36 IFS INTERCORP FINL SVCS INC Financial Services 33,170 $1.4M 0.03% SOLD
37 GTLB GITLAB INC Technology 31,000 $1.2M 0.03% SOLD
38 HUBB HUBBELL INC Industrials 2,231 $991K 0.02% SOLD
39 ON ON SEMICONDUCTOR CORP Technology 18,000 $976K 0.02% SOLD
40 FERG FERGUSON ENTERPRISES INC Industrials 4,019 $906K 0.02% SOLD
Page 2 of 6  ·  103 positions
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%