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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WFC WELLS FARGO CO NEW Financial Services 164.0 $13K NEW $79.61 -4.8%
102 LIBERTY MEDIA CORP DEL 151.0 $13K NEW $85.02
103 AESI ATLAS ENERGY SOLUTIONS INC Energy 908.0 $12K NEW $13.12 +48.4%
104 WULF TERAWULF INC Financial Services 744.0 $11K NEW $14.43 +49.9%
105 VSEC VSE CORP Industrials 53.0 $10K NEW $184.40 -7.5%
106 MOD MODINE MFG CO Consumer Cyclical 45.0 $10K NEW $216.71 +15.4%
107 AIR AAR CORP Industrials 83.0 $9K NEW $109.46 -0.8%
108 ANET ARISTA NETWORKS INC Technology 63.0 $8K NEW $122.78 +21.0%
109 BTM BITCOIN DEPOT INC Financial Services 3,535.0 $8K NEW $2.18 -73.3%
110 SEI SOLARIS OILFIELD INFRSTR INC Energy 127.0 $7K NEW $56.51 +26.4%
111 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 66.0 $6K NEW $98.42 -4.1%
112 FRMI FERMI INC Utilities 1,079.0 $6K NEW $5.84 +3.8%
113 UUUU ENERGY FUELS INC Energy 322.0 $6K NEW $18.25 -8.1%
114 OLLI OLLIES BARGAIN OUTLT HLDGS I Consumer Defensive 62.0 $6K NEW $92.03 -9.7%
115 BTCS BTCS INC Financial Services 3,714.0 $5K NEW $1.39 +23.0%
116 CPNG COUPANG INC Consumer Cyclical 190.0 $4K NEW $18.88 -16.7%
117 GREENIDGE GENERATION HLDGS I 2,432.0 $3K NEW $1.10
118 FOLD HLDGS INC 1,612.0 $2K NEW $1.32
119 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 1,065.0 $2K NEW $1.90 +102.6%
120 IDAI T STAMP INC Technology 204.0 $488.0 NEW $2.39 -17.2%
Page 6 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%