BTG Pactual Asset Management US LLC

data from 31/03/2026

Capitalization

$ 1.156 B

12.52%

Performance

$ 130.917 M

15.95%

Average holding period

3 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BTG Pactual Asset Management US LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 VOO VANGUARD INDEX FDS 9.02% 104.184 M $ 174352 2024/12/31 0.000 $ 0.00 %
2026/03/31 IWF ISHARES TR 6.34% 73.300 M $ 171905 2024/06/30 -8.375 M $ -11.05 %
2026/03/31 MGK VANGUARD WORLD FD 3.11% 35.988 M $ 97943 2024/09/30 -4.243 M $ -12.38 %
2026/03/31 MGV VANGUARD WORLD FD 2.69% 31.059 M $ 214276 2024/09/30 735.464 K $ 2.89 %
2026/03/31 NVDA NVIDIA CORPORATION 2.24% 25.938 M $ 148729 2024/06/30 -1.296 M $ -6.49 %
2026/03/31 AMZN AMAZON COM INC 2.18% 25.155 M $ 120781 2024/06/30 -2.252 M $ -9.77 %
2026/03/31 VGK VANGUARD INTL EQUITY INDEX F 2.03% 23.465 M $ 284666 2024/09/30 -357.833 K $ -1.52 %
2026/03/31 GOOG ALPHABET INC 1.88% 21.757 M $ 75844 2024/06/30 -2.136 M $ -8.59 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.87% 21.562 M $ 44995 2024/06/30 -1.098 M $ -4.67 %
2026/03/31 XLE SELECT SECTOR SPDR TR 1.73% 19.946 M $ 325600 2026/03/31 0.000 $ 0.00 %
2026/03/31 XLE SELECT SECTOR SPDR TR 1.73% 19.946 M $ 325600 2026/03/31 0.000 $ 0.00 %
2026/03/31 GLD SPDR GOLD TR 1.62% 18.674 M $ 43399 2024/09/30 1.278 M $ 8.57 %
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 1.50% 17.322 M $ 26635 2024/06/30 -6.250 M $ -4.63 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 1.47% 16.948 M $ 50148 2024/06/30 1.752 M $ 11.21 %
2026/03/31 JPM JPMORGAN CHASE & CO 1.31% 15.183 M $ 51616 2024/06/30 -1.562 M $ -8.71 %
2026/03/31 AEE AMEREN CORP 1.26% 14.590 M $ 132735 2025/03/31 605.109 K $ 10.07 %
2026/03/31 XLV SELECT SECTOR SPDR TR 1.16% 13.447 M $ 91722 2024/06/30 -1.100 M $ -5.26 %
2026/03/31 TOTB.DE TOTALENERGIES SE 1.15% 13.332 M $ 150000 2026/03/31 0.000 $ 0.00 %
2026/03/31 TOTB.DE TOTALENERGIES SE 1.15% 13.332 M $ 150000 2026/03/31 0.000 $ 0.00 %
2026/03/31 D DOMINION ENERGY INC 1.08% 12.497 M $ 202152 2025/12/31 384.499 K $ 5.51 %
2026/03/31 KOSMOS ENERGY LTD 1.08% 12.487 M $ 15705000 2025/09/30 5.754 M $ 85.45 %
2026/03/31 WEC WEC ENERGY GROUP INC 1.06% 12.280 M $ 106076 2025/12/31 1.082 M $ 9.78 %
2026/03/31 AEP AMERICAN ELEC PWR CO INC 1.06% 12.193 M $ 93020 2025/06/30 1.233 M $ 13.68 %
2026/03/31 VO VANGUARD INDEX FDS 1.02% 11.753 M $ 40926 2024/09/30 -138.216 K $ -1.09 %
2026/03/31 PBR PETROLEO BRASILEIRO S A 1.01% 11.709 M $ 564270 2026/03/31 0.000 $ 0.00 %
2026/03/31 GEV GE VERNOVA INC 0.99% 11.436 M $ 13101 2024/09/30 2.966 M $ 33.56 %
2026/03/31 META META PLATFORMS INC 0.98% 11.289 M $ 19732 2024/06/30 -1.547 M $ -13.33 %
2026/03/31 ITUB ITAU UNIBANCO HLDG S A 0.97% 11.261 M $ 1343809 2026/03/31 0.000 $ 0.00 %
2026/03/31 LLY ELI LILLY & CO 0.95% 10.981 M $ 11939 2024/06/30 -1.518 M $ -14.41 %
2026/03/31 VWO VANGUARD INTL EQUITY INDEX F 0.93% 10.798 M $ 199778 2024/06/30 51.837 K $ 0.59 %
2026/03/31 XEL XCEL ENERGY INC 0.93% 10.737 M $ 135164 2024/06/30 1.056 M $ 7.55 %
2026/03/31 EWJ ISHARES INC 0.85% 9.861 M $ 116782 2024/09/30 423.250 K $ 4.67 %
2026/03/31 VALE VALE S A 0.81% 9.396 M $ 590567 2026/03/31 0.000 $ 0.00 %
2026/03/31 OGS ONE GAS INC 0.78% 9.068 M $ 105278 2025/12/31 767.303 K $ 11.50 %
2026/03/31 WTRG ESSENTIAL UTILS INC 0.76% 8.766 M $ 217672 2025/06/30 0.000 $ 0.00 %
2026/03/31 PCG PG&E CORP 0.73% 8.491 M $ 483276 2024/06/30 379.728 K $ 9.33 %
2026/03/31 VST VISTRA CORP 0.73% 8.445 M $ 56176 2024/09/30 -432.553 K $ -6.82 %
2026/03/31 VONG VANGUARD SCOTTSDALE FDS 0.71% 8.243 M $ 75145 2026/03/31 0.000 $ 0.00 %
2026/03/31 MSFT MICROSOFT CORP 0.64% 7.403 M $ 20000 2026/03/31 0.000 $ 0.00 %
2026/03/31 MSFT MICROSOFT CORP 0.64% 7.403 M $ 20000 2026/03/31 0.000 $ 0.00 %
2026/03/31 NU NU HLDGS LTD 0.64% 7.384 M $ 513877 2024/06/30 -136.905 K $ -14.16 %
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 0.63% 7.284 M $ 11200 2024/09/30 -732.655 K $ -4.63 %
2026/03/31 V VISA INC 0.63% 7.283 M $ 24098 2024/06/30 -1.636 M $ -13.82 %
2026/03/31 VISTANCE NETWORKS INC 0.63% 7.280 M $ 400000 2026/03/31 0.000 $ 0.00 %
2026/03/31 FE FIRSTENERGY CORP 0.62% 7.219 M $ 142494 2024/06/30 0.000 $ 0.00 %
2026/03/31 VB VANGUARD INDEX FDS 0.60% 6.989 M $ 26683 2024/09/30 120.068 K $ 1.68 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.59% 6.856 M $ 24551 2024/06/30 -1.872 M $ -20.95 %
2026/03/31 MSFT MICROSOFT CORP 0.58% 6.749 M $ 18232 2024/06/30 -2.303 M $ -23.46 %
2026/03/31 VHT VANGUARD WORLD FD 0.58% 6.711 M $ 24642 2024/09/30 -360.979 K $ -6.25 %
2026/03/31 URI UNITED RENTALS INC 0.57% 6.540 M $ 8976 2024/06/30 -622.175 K $ -9.98 %
2026/03/31 NSC NORFOLK SOUTHN CORP 0.56% 6.492 M $ 22619 2026/03/31 0.000 $ 0.00 %
2026/03/31 UTES ETFIS SER TR I 0.56% 6.420 M $ 80676 2025/09/30 72.164 K $ 1.19 %
2026/03/31 VFH VANGUARD WORLD FD 0.54% 6.267 M $ 51872 2024/09/30 -604.734 K $ -9.96 %
2026/03/31 MLPX GLOBAL X FDS 0.54% 6.249 M $ 84519 2024/09/30 1.205 M $ 21.40 %
2026/03/31 ABBV ABBVIE INC 0.54% 6.193 M $ 28476 2024/09/30 -251.658 K $ -4.81 %
2026/03/31 VGT VANGUARD WORLD FD 0.51% 5.942 M $ 8517 2024/09/30 -484.750 K $ -8.45 %
2026/03/31 TIGO MILLICOM INTL CELLULAR S A 0.50% 5.821 M $ 77672 2024/09/30 1.536 M $ 35.17 %
2026/03/31 OGE OGE ENERGY CORP 0.50% 5.741 M $ 119712 2025/09/30 1.790 M $ 12.32 %
2026/03/31 CMS CMS ENERGY CORP 0.48% 5.498 M $ 70873 2026/03/31 0.000 $ 0.00 %
2026/03/31 MARA HOLDINGS INC 0.46% 5.298 M $ 6000000 2026/03/31 0.000 $ 0.00 %
2026/03/31 LQD ISHARES TR 0.46% 5.259 M $ 48248 2024/06/30 -23.882 K $ -1.08 %
2026/03/31 WBS WEBSTER FINL CORP 0.42% 4.859 M $ 70000 2026/03/31 0.000 $ 0.00 %
2026/03/31 SBS COMPANHIA DE SANEAMENTO BASI 0.42% 4.857 M $ 159201 2026/03/31 0.000 $ 0.00 %
2026/03/31 NFLX NETFLIX INC. 0.42% 4.808 M $ 50000 2026/03/31 0.000 $ 0.00 %
2026/03/31 NFLX NETFLIX INC. 0.42% 4.808 M $ 50000 2026/03/31 0.000 $ 0.00 %
2026/03/31 SQM SOCIEDAD QUIMICA Y MINERA DE 0.41% 4.751 M $ 58700 2026/03/31 0.000 $ 0.00 %
2026/03/31 EA ELECTRONIC ARTS INC 0.41% 4.689 M $ 23000 2026/03/31 0.000 $ 0.00 %
2026/03/31 QQQ INVESCO QQQ TR 0.40% 4.617 M $ 8000 2025/03/31 -371.299 K $ -6.04 %
2026/03/31 ED CONSOLIDATED EDISON INC 0.40% 4.577 M $ 40438 2026/03/31 0.000 $ 0.00 %
2026/03/31 VTEB VANGUARD MUN BD FDS 0.39% 4.503 M $ 90255 2024/09/30 -37.824 K $ -0.82 %
2026/03/31 GOOGL ALPHABET INC 0.39% 4.485 M $ 15596 2024/06/30 -199.449 K $ -8.13 %
2026/03/31 CVX CHEVRON CORPORATION 0.38% 4.397 M $ 21251 2025/12/31 1.211 M $ 35.75 %
2026/03/31 MELI MERCADOLIBRE INC 0.38% 4.373 M $ 2529 2024/06/30 -142.620 K $ -14.16 %
2026/03/31 T AT&T INC 0.38% 4.349 M $ 150000 2026/03/31 0.000 $ 0.00 %
2026/03/31 T AT&T INC 0.38% 4.349 M $ 150000 2026/03/31 0.000 $ 0.00 %
2026/03/31 HCA HCA HEALTHCARE INC 0.37% 4.328 M $ 9145 2024/06/30 47.377 K $ 1.37 %
2026/03/31 ENIC ENEL CHILE SA 0.37% 4.294 M $ 1089800 2026/03/31 0.000 $ 0.00 %
2026/03/31 EPP ISHARES INC 0.37% 4.218 M $ 79380 2024/09/30 214.625 K $ 5.41 %
2026/03/31 WBD WARNER BROS DISCOVERY INC 0.34% 3.899 M $ 142000 2026/03/31 0.000 $ 0.00 %
2026/03/31 KVUE KENVUE INC 0.33% 3.860 M $ 223921 2026/03/31 0.000 $ 0.00 %
2026/03/31 USHY ISHARES TR 0.33% 3.852 M $ 104657 2024/06/30 -34.005 K $ -1.52 %
2026/03/31 PPL PPL CORP 0.33% 3.794 M $ 99328 2026/03/31 0.000 $ 0.00 %
2026/03/31 MUNI PIMCO ETF TR 0.31% 3.620 M $ 69355 2024/09/30 -12.683 K $ -0.43 %
2026/03/31 SYK STRYKER CORPORATION 0.31% 3.539 M $ 9508 2024/06/30 -178.509 K $ -6.15 %
2026/03/31 SATS ECHOSTAR CORP 0.30% 3.512 M $ 30000 2026/03/31 0.000 $ 0.00 %
2026/03/31 VNQ VANGUARD INDEX FDS 0.30% 3.501 M $ 39469 2024/09/30 8.253 K $ 0.24 %
2026/03/31 EOG EOG RES INC 0.28% 3.282 M $ 22700 2026/03/31 0.000 $ 0.00 %
2026/03/31 EOG EOG RES INC 0.28% 3.282 M $ 22700 2026/03/31 0.000 $ 0.00 %
2026/03/31 AVGO BROADCOM INC 0.27% 3.157 M $ 10201 2024/06/30 -231.285 K $ -10.57 %
2026/03/31 RPRX ROYALTY PHARMA PLC 0.25% 2.862 M $ 59659 2024/09/30 622.255 K $ 24.15 %
2026/03/31 BKH BLACK HILLS CORP 0.25% 2.846 M $ 41001 2025/09/30 -291.000 $ -0.01 %
2026/03/31 CFG CITIZENS FINL GROUP INC 0.24% 2.827 M $ 47145 2025/09/30 46.734 K $ 2.67 %
2026/03/31 TIP ISHARES TR 0.24% 2.776 M $ 26229 2025/12/31 7.605 K $ 0.43 %
2026/03/31 GGB GERDAU SA 0.24% 2.765 M $ 765924 2026/03/31 0.000 $ 0.00 %
2026/03/31 B BARRICK MNG CORP 0.23% 2.703 M $ 66254 2026/03/31 0.000 $ 0.00 %
2026/03/31 IBB ISHARES TR 0.23% 2.701 M $ 15997 2024/06/30 1.278 K $ 0.06 %
2026/03/31 MORGAN STANLEY ETF TRUST 0.23% 2.628 M $ 51343 2025/12/31 27.284 K $ 1.55 %
2026/03/31 AAPL APPLE INC 0.22% 2.568 M $ 10118 2024/06/30 -119.117 K $ -6.65 %
2026/03/31 JMUB J P MORGAN EXCHANGE TRADED F 0.22% 2.518 M $ 50374 2025/06/30 -20.633 K $ -1.03 %
2026/03/31 EMLP FIRST TR EXCHANGE-TRADED FD 0.22% 2.508 M $ 57449 2024/09/30 322.387 K $ 15.44 %