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Portfolio (Quarterly) Guide ↗

XP Advisory US, Inc.

· CIK 0002147967
13F Portfolio $183M AUM 81 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 81 New
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN Amazon Com Inc Consumer Cyclical 1,460.0 $348K 0.19% NEW $238.34 +11.8%
22 BUD Anheuser-Busch Inbev SPN ADR Consumer Defensive 4,222.0 $348K 0.19% NEW $82.40 -2.8%
23 XLF Financial Select Sector SPDR 5,832.0 $313K 0.17% NEW $53.61 +8.4%
24 ITUB Itau Unibanco H-Spon PRF ADR Financial Services 36,683.0 $300K 0.16% NEW $8.17 -8.2%
25 AAPL Apple Inc Com Technology 961.0 $278K 0.15% NEW $289.36 +10.5%
26 IAU Ishares Gold Trust - IAU Financial Services 3,676.0 $278K 0.15% NEW $75.51 +11.0%
27 B Barrick Mining Corp Registered SHS Basic Materials 7,500.0 $276K 0.15% NEW $36.76 +24.2%
28 GS Goldman Sachs Group Inc Financial Services 272.0 $275K 0.15% NEW $1011.37 +2.2%
29 BABA Alibaba Group Holding-SP ADR Consumer Cyclical 2,800.0 $269K 0.15% NEW $95.98 +23.9%
30 NVDA Nvidia Corp Technology 1,312.0 $263K 0.14% NEW $200.09 +8.7%
31 AVGO Broadcom Inc Technology 613.0 $232K 0.13% NEW $377.75 -2.4%
32 SMH Vaneck Vectors ETF TR Semiconductor ETF 295.0 $193K 0.11% NEW $655.89 -15.7%
33 META Facebook Inc-Class A Communication Services 285.0 $161K 0.09% NEW $563.29 +2.6%
34 CEG Constellation Energy Corp Com Utilities 591.0 $147K 0.08% NEW $248.37 +11.4%
35 MSFT Microsoft Corp Technology 358.0 $134K 0.07% NEW $373.02 +37.7%
36 KO Coca-Cola Co/The Consumer Defensive 1,468.0 $119K 0.07% NEW $81.27 +10.3%
37 INTC Intel Corp Technology 850.0 $119K 0.07% NEW $139.63 -35.9%
38 SHLD Global X FDS Global X Defense Tech ETF 1,555.0 $93K 0.05% NEW $59.71 +10.9%
39 EXC Exelon Corp Utilities 1,773.0 $83K 0.04% NEW $46.62 -5.8%
40 TEO Telecom Argentina S A Sponsored ADR Repstg 5 CL B Ord SHS Communication Services 6,300.0 $82K 0.04% NEW $13.00 +0.5%
Page 2 of 5  ·  81 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 97.5%
Technology 0.8%
Consumer Cyclical 0.5%
Consumer Defensive 0.4%
Communication Services 0.3%
Basic Materials 0.2%
Utilities 0.2%
Industrials 0.1%
Energy 0.1%