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Portfolio (Quarterly) Guide ↗

CapitalatWork S.A.

· CIK 0002135126
13F Portfolio $4.0B AUM 93 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 93 New
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TRUST Financial Services 3,674.0 $1.4M 0.03% NEW $368.26 +8.2%
62 FCX FREEPORT-MCMORAN INC Basic Materials 20,000.0 $1.3M 0.03% NEW $62.90 +14.5%
63 AAPL APPLE INC Technology 4,000.0 $1.2M 0.03% NEW $289.25 +17.2%
64 DAL DELTA AIR LINES INC (DE) Industrials 8,200.0 $768K 0.02% NEW $93.66 -13.1%
65 LIN LINDE PLC Basic Materials 1,396.0 $724K 0.02% NEW $518.62 -11.7%
66 CEF SPROTT PHYSICAL GOLD AND SILVER TRUST Financial Services 15,045.0 $605K 0.01% NEW $40.21 +10.3%
67 JPM JPMORGAN CHASE & CO Financial Services 1,655.0 $542K 0.01% NEW $327.49 +7.2%
68 EA ELECTRONIC ARTS INC Communication Services 2,550.0 $523K 0.01% NEW $205.10 +2.2%
69 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,500.0 $497K 0.01% NEW $76.46 -17.0%
70 NDAQ NASDAQ INC Financial Services 6,126.0 $483K 0.01% NEW $78.84 +18.7%
71 SNPS SYNOPSYS INC Technology 1,055.0 $471K 0.01% NEW $446.45 -10.2%
72 GDX VANECK GOLD MINERS ETF 6,205.0 $468K 0.01% NEW $75.42 +24.7%
73 GOOGL ALPHABET INC Communication Services 1,061.0 $379K 0.01% NEW $357.21 -0.5%
74 GDXJ VANECK JUNIOR GOLD MINERS ETF 3,690.0 $363K 0.01% NEW $98.37 +24.4%
75 NEBIUS GROUP N.V. 1,250.0 $345K 0.01% NEW $276.00
76 PFE PFIZER INC Healthcare 13,657.0 $329K 0.01% NEW $24.09 +14.8%
77 NXPI NXP SEMICONDUCTORS N.V. Technology 1,028.0 $289K 0.01% NEW $281.13 -18.1%
78 MRK MERCK & CO INC Healthcare 1,950.0 $251K 0.01% NEW $128.72 +15.8%
79 JNJ JOHNSON & JOHNSON Healthcare 800.0 $203K 0.01% NEW $253.75 +6.9%
80 TV GRUPO TELEVISA S.A.B Communication Services 62,280.0 $169K 0.00% NEW $2.71 -5.6%
Page 4 of 5  ·  93 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 36.6%
Financial Services 19.2%
Consumer Cyclical 16.9%
Communication Services 12.9%
Healthcare 6.6%
Industrials 5.6%
Utilities 1.6%
Energy 0.6%
Basic Materials 0.1%