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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PDBC INVESCO ACTIVELY MANAGD ETF 39,255.0 $680K 0.02% -6K -13.9% $17.32 +5.7%
42 QXO QXO INC Industrials 33,000.0 $641K 0.01% -27K -45.0% $19.42 -11.3%
43 GFI GOLD FIELDS LTD NEW Basic Materials 13,109.0 $595K 0.01% -1K -9.1% $45.40 -11.7%
44 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 1,977.0 $488K 0.01% -159K -98.8% $246.87 -1.1%
45 EFA ISHARES TR 5,000.0 $486K 0.01% -5K -47.5% $97.13 +7.3%
46 CMF ISHARES TR 6,510.0 $370K 0.01% -8K -56.1% $56.86 -0.2%
47 SCHW SCHWAB CHARLES CORP NEW Financial Services 3,384.0 $318K 0.01% -13K -79.6% $93.98 -4.1%
48 CALL INTEL CORP 500.0 $311K 0.01% -2K -75.0% $622.50
49 URA GLOBAL X FDS 5,420.0 $262K 0.01% -100.0 -1.8% $48.43 +0.9%
50 OKLO OKLO INC Utilities 5,000.0 $248K 0.01% -13K -72.2% $49.59 +31.3%
51 BKR BAKER HUGHES A GE CO Energy 2,889.0 $176K 0.00% -37K -92.8% $61.05 +7.8%
52 JPM JPMORGAN CHASE & CO Financial Services 484.0 $142K 0.00% -20K -97.7% $294.16 +3.0%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 509.0 $123K 0.00% -44K -98.8% $242.39 +4.4%
54 TRIP TRIPADVISOR INC Consumer Cyclical 10,000.0 $107K 0.00% -7K -41.2% $10.66 -6.8%
55 MRK MERCK & CO INC Healthcare 636.0 $77K 0.00% -58K -98.9% $120.29 -3.7%
56 UNP UNION PAC CORP Industrials 291.0 $71K 0.00% -231.0 -44.2% $242.62 +9.6%
57 DHR DANAHER CORP DEL Healthcare 369.0 $70K 0.00% -346.0 -48.4% $189.60 -8.6%
58 ILMN ILLUMINA INC Healthcare 495.0 $61K 0.00% -61.0 -11.0% $123.26 +17.5%
59 ISRG INTUITIVE SURGICAL INC Healthcare 111.0 $51K 0.00% -8K -98.6% $460.99 -4.6%
60 TV GRUPO TELEVISA SA Communication Services 12,882.0 $38K 0.00% -290K -95.8% $2.92 -3.0%
Page 3 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%