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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 APOS APOLLO GLOBAL MGMT INC Financial Services 132 $19K SOLD
82 WCN WASTE CONNECTIONS INC Industrials 107 $19K SOLD
83 FICO FAIR ISAAC CORP Technology 11 $19K SOLD
84 COP CONOCOPHILLIPS Energy 195 $18K SOLD
85 PG PROCTER AND GAMBLE CO Consumer Defensive 127 $18K SOLD
86 BE BLOOM ENERGY CORP Industrials 207 $18K SOLD
87 DKNG DRAFTKINGS INC NEW Consumer Cyclical 393 $14K SOLD
88 PNC PNC FINL SVCS GROUP INC Financial Services 64 $13K SOLD
89 ESS ESSEX PPTY TR INC Real Estate 51 $13K SOLD
90 ASX ASE TECHNOLOGY HOLDING CO LT Technology 802 $13K SOLD
91 TAC TRANSALTA CORP Utilities 989 $13K SOLD
92 PNM RES INC 201 $12K SOLD
93 SAIA SAIA INC Industrials 36 $12K SOLD
94 XOM EXXON MOBIL CORP Energy 96 $12K SOLD
95 CRS CARPENTER TECHNOLOGY CORP Industrials 36 $11K SOLD
96 UNH UNITEDHEALTH GROUP INC Healthcare 33 $11K SOLD
97 AME AMETEK INC NEW Industrials 53 $11K SOLD
98 MP MP MATERIALS CORP Basic Materials 210 $11K SOLD
99 RH RH Consumer Cyclical 40 $7K SOLD
100 APD AIR PRODS & CHEMS INC Basic Materials 27 $7K SOLD
Page 5 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%