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Portfolio (Quarterly) Guide ↗

Wealth High Governance Capital Ltda

· CIK 0002028828
13F Portfolio $534M AUM 46 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 9 Added 5 Reduced 21 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HPE HEWLETT PACKARD ENTERPRISE C Technology 183,079.0 $4.4M 0.82% -357K -66.1% $24.02 +56.5%
42 IAG IAMGOLD CORP Basic Materials 244,105.0 $4.0M 0.75% -356K -59.3% $16.49 +0.2%
43 GAP GAP INC Consumer Cyclical 122,052.0 $3.1M 0.58% NEW $25.60 -8.6%
44 EAT BRINKER INTL INC Consumer Cyclical 18,308.0 $2.6M 0.49% -102K -84.7% $143.52 -4.3%
45 ROST ROSS STORES INC Consumer Cyclical 12,205.0 $2.2M 0.41% NEW $180.14 +30.3%
46 WMT WALMART INC Consumer Defensive 6,103.0 $680K 0.13% NEW $111.41 +8.0%
Page 3 of 3  ·  46 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
Technology 22.0%
Basic Materials 18.4%
Industrials 16.9%
Consumer Cyclical 12.5%
Financial Services 10.4%
Utilities 9.5%
Energy 5.5%
Consumer Defensive 4.7%