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Portfolio (Quarterly) Guide ↗

Verde Servicos Internacionais S.A.

· CIK 0001629290
13F Portfolio $326M AUM 50 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 7 Added 12 Reduced 8 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLV ISHARES SILVER TR Financial Services 453,527.0 $30.9M 9.47% NEW $68.14 -12.7%
2 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 144,880.0 $13.1M 4.02% NEW $90.67 +6.9%
3 BA BOEING CO Industrials 45,693.0 $9.1M 2.79% NEW $199.02 +11.9%
4 PBR PETROLEO BRASILEIRO S A Energy 355,500.0 $7.4M 2.26% NEW $20.75 -19.3%
5 AGBK AGI INC Financial Services 784,971.0 $5.7M 1.75% NEW $7.27 -4.7%
6 FCX FREEPORT MCMORAN INC Basic Materials 80,770.0 $4.7M 1.46% NEW $58.78 +16.8%
7 AUGO AURA MINERALS INC Basic Materials 45,900.0 $3.7M 1.15% NEW $81.59 -22.1%
8 XP XP INC Financial Services 168,923.0 $3.2M 0.98% NEW $19.04 -19.0%
9 APP APPLOVIN CORP Technology 6,700.0 $2.7M 0.82% NEW $398.06 +18.0%
10 LLY ELI LILLY & CO Healthcare 2,000.0 $1.8M 0.56% NEW $920.00 +19.4%
11 META META PLATFORMS INC Communication Services 3,000.0 $1.7M 0.53% NEW $572.00 +0.9%
12 KWEB KRANESHARES TRUST 50,000.0 $1.4M 0.44% NEW $28.44 -11.0%
13 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 20,000.0 $934K 0.29% NEW $46.70 +20.7%
14 LTM LATAM AIRLINES GROUP SA Industrials 18,000.0 $890K 0.27% NEW $49.44 +13.0%
15 TEO TELECOM ARGENTINA SA Communication Services 60,000.0 $701K 0.21% NEW $11.68 +17.7%
16 IRSA INVERSIONES Y REP S A 40,000.0 $648K 0.20% NEW $16.20
17 VIST VISTA ENERGY S.A.B. DE C.V. Energy 8,000.0 $604K 0.18% NEW $75.50 -9.2%
18 STNE STONECO LTD Technology 36,000.0 $508K 0.16% NEW $14.11 -25.0%
19 META PLATFORMS INC 276.0 $8K 0.00% NEW $28.99
20 ISHARES TR 384.0 $4K 0.00% NEW $10.42
Page 1 of 2  ·  26 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 47.3%
Technology 14.7%
Consumer Cyclical 13.8%
Consumer Defensive 7.2%
Industrials 6.1%
Basic Materials 4.1%
Healthcare 3.4%
Energy 2.6%
Communication Services 0.8%