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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 7 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RBLX ROBLOX CORP Technology 24,499.0 $1.4M 0.03% +23K +1443.7% $56.56 -19.0%
122 TIP ISHARES TR 12,295.0 $1.4M 0.03% +7K +126.1% $110.36 +0.0%
123 EPI WISDOMTREE TR 29,770.0 $1.2M 0.03% $40.80 +3.2%
124 SE SEA LTD Consumer Cyclical 14,030.0 $1.2M 0.03% +12K +503.2% $82.81 +5.4%
125 NU NU HLDGS LTD Financial Services 79,742.0 $1.1M 0.03% -12.5M -99.4% $14.37 -8.4%
126 IAU ISHARES GOLD TR Financial Services 12,923.0 $1.1M 0.03% +8K +189.5% $88.16 -3.1%
127 BKNG BOOKING HOLDINGS INC Consumer Cyclical 270.0 $1.1M 0.03% NEW $4210.32 -96.2%
128 BIL SPDR SER TR 11,364.0 $1.0M 0.02% -2K -13.4% $91.64 -0.1%
129 NTRA NATERA INC Healthcare 4,900.0 $980K 0.02% NEW $199.99 +1.9%
130 COF CAPITAL ONE FINL CORP Financial Services 5,361.0 $978K 0.02% +3K +181.7% $182.43 +2.3%
131 TXN TEXAS INSTRS INC Technology 5,018.0 $974K 0.02% NEW $194.14 +57.0%
132 AXON AXON ENTERPRISE INC Industrials 2,100.0 $892K 0.02% +2K +10000.0% $424.69 -8.2%
133 APP APPLOVIN CORP Technology 2,113.0 $841K 0.02% +2K +3201.6% $398.00 +22.1%
134 XLB SELECT SECTOR SPDR TR 16,490.0 $824K 0.02% -135K -89.1% $49.97 +0.1%
135 JNJ JOHNSON & JOHNSON Healthcare 3,214.0 $786K 0.02% $244.44 -5.2%
136 BRZE BRAZE INC Technology 33,261.0 $785K 0.02% NEW $23.61 -0.8%
137 ALAB ASTERA LABS INC Technology 7,000.0 $767K 0.02% NEW $109.60 +171.8%
138 IYR ISHARES TR 7,965.0 $753K 0.02% -800.0 -9.1% $94.56 +8.5%
139 EVEX EVE HLDG INC Industrials 299,486.0 $743K 0.02% -121K -28.7% $2.48 +18.5%
140 MUB ISHARES TR 6,640.0 $705K 0.02% NEW $106.15 -0.1%
Page 7 of 18  ·  359 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%