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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NXT NEXTPOWER INC Technology 10,044 $875K 0.02% SOLD
42 ARRY ARRAY TECHNOLOGIES INC Energy 92,931 $857K 0.02% SOLD
43 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 99,679 $847K 0.02% SOLD
44 INTC INTEL CORP Technology 20,201 $745K 0.02% SOLD
45 PWR QUANTA SVCS INC Industrials 1,500 $643K 0.01% SOLD
46 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,200 $637K 0.01% SOLD
47 MDLN MEDLINE INC Healthcare 15,000 $629K 0.01% SOLD
48 GPRK GEOPARK LTD Energy 79,458 $586K 0.01% SOLD
49 INFY INFOSYS LTD Technology 30,382 $541K 0.01% SOLD
50 NOC NORTHROP GRUMMAN CORP Industrials 900 $517K 0.01% SOLD
51 IESC IES HLDGS INC Industrials 1,200 $473K 0.01% SOLD
52 TH TARGET HOSPITALITY CORP Industrials 47,000 $381K 0.01% SOLD
53 GNRC GENERAC HLDGS INC Industrials 2,100 $289K 0.01% SOLD
54 QUAL ISHARES TR 1,054 $209K 0.01% SOLD
55 EPP ISHARES INC 4,000 $204K 0.01% SOLD
56 UBS UBS GROUP AG Financial Services 3,916 $181K 0.00% SOLD
57 MCO MOODYS CORP Financial Services 331 $169K 0.00% SOLD
58 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,500 $162K 0.00% SOLD
59 ESTC ELASTIC N V Technology 1,857 $140K 0.00% SOLD
60 TENB TENABLE HLDGS INC Technology 5,000 $119K 0.00% SOLD
Page 3 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%