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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  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APH AMPHENOL CORP NEW Technology 3,200.0 $404K 0.01% NEW $126.35 -1.2%
42 BSBR BANCO SANTANDER BRASIL S A Financial Services 61,639.0 $361K 0.01% NEW $5.85 -5.0%
43 BTU PEABODY ENERGY CORP NEW Energy 10,000.0 $330K 0.01% NEW $32.95 -25.9%
44 KRMN KARMAN HLDGS INC Industrials 3,500.0 $280K 0.01% NEW $80.05 -18.4%
45 GDX VANECK VECTORS ETF TR 3,000.0 $275K 0.01% NEW $91.77 -6.2%
46 ARES ARES MANAGEMENT CORPORATION Financial Services 2,000.0 $218K 0.01% NEW $109.10 +13.6%
47 CIFR CIPHER DIGITAL INC Financial Services 16,430.0 $211K 0.01% NEW $12.87 +67.2%
48 AMERICAN BITCOIN CORP. 220,335.0 $204K 0.01% NEW $0.92
49 FR FIRST INDUSTRIAL REALTY TRUS Real Estate 2,719.0 $157K 0.00% NEW $57.85 +7.9%
50 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,775.0 $129K 0.00% NEW $72.69 +6.1%
51 SKM SK TELECOM LTD Communication Services 4,366.0 $128K 0.00% NEW $29.29 +29.6%
52 T AT&T INC Communication Services 4,385.0 $127K 0.00% NEW $28.99 -14.0%
53 BK BANK NEW YORK MELLON CORP Financial Services 1,065.0 $126K 0.00% NEW $118.63 +17.2%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 2,509.0 $126K 0.00% NEW $50.20 -4.7%
55 KR KROGER CO Consumer Defensive 1,724.0 $125K 0.00% NEW $72.36 -7.3%
56 LMT LOCKHEED MARTIN CORP Industrials 206.0 $125K 0.00% NEW $604.39 -13.5%
57 IVT INVENTRUST PPTYS CORP Real Estate 4,040.0 $123K 0.00% NEW $30.46 +7.6%
58 INTU INTUIT Technology 283.0 $122K 0.00% NEW $432.38 -29.0%
59 CME CME GROUP INC Financial Services 414.0 $122K 0.00% NEW $295.35 -2.1%
60 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,929.0 $118K 0.00% NEW $61.35 -14.7%
Page 3 of 6  ·  120 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%