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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BBY BEST BUY INC Consumer Cyclical 102,296.0 $6.6M 0.15% -5K -4.7% $64.20 -4.8%
22 WMB WILLIAMS COS INC DEL Energy 75,724.0 $5.5M 0.13% -9K -11.1% $72.78 +7.0%
23 XOP SPDR SER TR 29,000.0 $5.3M 0.12% -6K -16.7% $181.83 -6.1%
24 TSLA TESLA INC Consumer Cyclical 12,704.0 $4.7M 0.11% -89K -87.5% $371.75 +12.2%
25 RKLB ROCKET LAB CORP Industrials 70,100.0 $4.5M 0.10% -18K -20.3% $64.22 +109.1%
26 ETN EATON CORP PLC Industrials 11,442.0 $4.1M 0.10% -58K -83.5% $357.67 +6.7%
27 NEE NEXTERA ENERGY INC Utilities 35,922.0 $3.3M 0.08% -32K -47.3% $92.88 -3.4%
28 IVV ISHARES TR 5,039.0 $3.3M 0.08% -39K -88.7% $653.21 +14.2%
29 GEV GE VERNOVA INC Utilities 3,531.0 $3.1M 0.07% -986.0 -21.8% $872.90 +19.6%
30 EEM ISHARES TR 42,017.0 $2.4M 0.06% -729K -94.5% $56.79 +16.3%
31 XLE SELECT SECTOR SPDR TR 36,038.0 $2.2M 0.05% -40K -52.8% $61.26 -3.5%
32 STNE STONECO LTD Technology 150,484.0 $2.1M 0.05% -367K -70.9% $14.12 -21.7%
33 CSGP COSTAR GROUP INC Real Estate 52,539.0 $2.1M 0.05% -35K -40.1% $40.34 -15.9%
34 NU NU HLDGS LTD Financial Services 79,742.0 $1.1M 0.03% -12.5M -99.4% $14.37 -8.4%
35 BIL SPDR SER TR 11,364.0 $1.0M 0.02% -2K -13.4% $91.64 -0.1%
36 XLB SELECT SECTOR SPDR TR 16,490.0 $824K 0.02% -135K -89.1% $49.97 +0.1%
37 IYR ISHARES TR 7,965.0 $753K 0.02% -800.0 -9.1% $94.56 +8.5%
38 EVEX EVE HLDG INC Industrials 299,486.0 $743K 0.02% -121K -28.7% $2.48 +18.5%
39 GOOG ALPHABET INC Communication Services 2,400.0 $688K 0.02% -3K -51.3% $286.86 +33.7%
40 DIS DISNEY WALT CO Communication Services 7,064.0 $681K 0.02% -1K -16.9% $96.38 +7.5%
Page 2 of 5  ·  82 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%