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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 375.0 $136K 0.00% NEW $362.67 +6.3%
82 BRIGHTSTAR LOTTERY 12,550.0 $135K 0.00% NEW $10.76
83 TSSI TSS INC Technology 10,000.0 $123K 0.00% NEW $12.30 -31.2%
84 VSNT VERSANT MEDIA GROUP INC Industrials 3,140.0 $113K 0.00% NEW $35.99 -2.2%
85 NTGR NETGEAR INC Technology 4,000.0 $93K 0.00% NEW $23.25 -6.6%
86 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 3,565.0 $92K 0.00% NEW $25.81 +17.0%
87 CSCO CISCO SYSTEMS INC Technology 600.0 $70K 0.00% NEW $116.67 -6.1%
88 LX LEXINFINTECH HOLDINGS LTD Financial Services 20,000.0 $39K 0.00% NEW $1.95 -61.7%
89 FLUX FLUX POWER HOLDINGS INC Industrials 40,000.0 $35K 0.00% NEW $0.88 -37.1%
90 EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 445.0 $33K 0.00% NEW $74.16 -2.2%
91 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 795.0 $32K 0.00% NEW $40.25 +5.1%
92 VNM VANECK VIETNAM ETF 1,500.0 $28K 0.00% NEW $18.67 -5.6%
93 BERKSHIRE HATHAWAY INC 19.0 $10K NEW $526.32
Page 5 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%