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Institutional

BTG Pactual Asset Management US LLC

CIK 0001569579
$1.16B
Reported AUM
308
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · BTG Pactual Asset Management US LLC · Q1 2026

AI · grounded in 13F

BTG Pactual Asset Management US LLC established a new position in VOO valued at $104.18M. The fund also opened new stakes in XLE for $39.89M and TTE for $26.66M. On the sell side, the fund closed positions in EVRG, BA, and DTE. Additionally, it significantly reduced its holdings in SPY and HYG.

Portfolio · Q1 2026

VOO$104.2MIWF$73.3MXLEMGKMGVTTENVDAAMZNSPYVGKOther$702.1MBL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$104.2M9.02%+174,352NEW
2IWFISHARES TR$122.69-3.26%20.87%79.95%$73.3M6.34%6,667−3.7%
3XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$39.9M3.45%+651,200NEW
4MGKVANGUARD WORLD FD$87.47-3.73%24.66%86.95%$36.0M3.11%+4,335+4.6%
5MGVVANGUARD WORLD FD$157.73-1.46%25.64%75.60%$31.1M2.69%+20,222+10.4%
6TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$26.7M2.31%+300,000NEW
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$25.9M2.24%+41,611+38.8%
8AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$25.2M2.18%+20,916+20.9%
9SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$24.6M2.13%183,282−82.9%
10VGKVANGUARD INTL EQUITY INDEX F$87.13-1.98%15.78%48.09%$23.5M2.03%18,583−6.1%
11GOOGALPHABET INC$365.76-0.95%109.82%172.71%$21.8M1.88%3,453−4.4%
12BRK/BBERKSHIRE HATHAWAY INC DEL$21.6M1.87%3,010−6.3%
13MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$21.6M1.87%+37,936+186.9%
14GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$19.4M1.68%199−0.4%
15TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$16.9M1.47%1,278−2.5%
16PBRPETROLEO BRASILEIRO S A$17.75-1.72%66.79%434.90%$15.2M1.32%+732,870NEW
17JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$15.2M1.31%4,067−7.3%
18AEEAMEREN CORP$109.272.13%17.06%49.71%$14.6M1.26%+72,585+120.7%
19XLVSELECT SECTOR SPDR TR$153.010.61%15.89%25.01%$13.4M1.16%42,645−31.7%
20DDOMINION ENERGY INC$66.900.60%25.25%11.68%$12.5M1.08%+83,112+69.8%
21KOS 3.125 03/15/30KOSMOS ENERGY LTD$12.5M1.08%HELD
22WECWEC ENERGY GROUP INC$112.951.55%10.56%42.08%$12.3M1.06%+1,101+1.0%
23AEPAMERICAN ELEC PWR CO INC$129.141.06%30.89%75.55%$12.2M1.06%+14,824+19.0%
24VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$11.8M1.02%4,540−10.0%
25GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$11.4M0.99%422−3.1%
26METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$11.3M0.98%11,260−36.3%
27ITUBITAU UNIBANCO HLDG S A$7.54-1.31%29.35%147.34%$11.3M0.97%+1,343,809NEW
28LLYELI LILLY & CO$1131.420.55%48.00%387.10%$11.0M0.95%+2,140+21.8%
29VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$10.8M0.93%+21,028+11.8%
30XELXCEL ENERGY INC$79.041.63%19.02%34.82%$10.7M0.93%54,024−28.6%
31EWJISHARES INC$90.72-3.62%$9.9M0.85%+2,390+2.1%
32NFLXNETFLIX INC.$82.180.76%$9.6M0.83%+100,000NEW
33VALEVALE S A$15.23-3.42%$9.4M0.81%+590,567NEW
34OGSONE GAS INC$78.401.42%$9.1M0.78%+18,870+21.8%
35TAT&T INC$22.75-0.09%$8.8M0.76%+286,274+1688.4%
36WTRGESSENTIAL UTILS INC$37.361.66%$8.8M0.76%+217,672NEW
37PCGPG&E CORP$17.111.72%$8.5M0.73%+230,124+90.9%
38VSTVISTRA CORP$148.76-3.21%$8.4M0.73%+16,853+42.9%
39VONGVANGUARD SCOTTSDALE FDS$126.34-3.25%$8.2M0.71%+75,145NEW
40NUNU HLDGS LTD$11.97-1.24%$7.4M0.64%+456,111+789.6%
41VVISA INC$323.571.06%$7.3M0.63%9,645−28.6%
42VISNVISTANCE NETWORKS INC$11.75-5.32%$7.3M0.63%+400,000NEW
43FEFIRSTENERGY CORP$46.421.71%$7.2M0.62%+142,494NEW
44VBVANGUARD INDEX FDS$288.20-2.44%$7.0M0.60%3,561−11.8%
45EOGEOG RES INC$137.78-2.20%$7.0M0.60%2,357−4.7%
46CEGCONSTELLATION ENERGY CORP$254.83-3.69%$6.9M0.59%746−2.9%
47VHTVANGUARD WORLD FD$284.130.26%$6.7M0.58%+1,383+5.9%
48URIUNITED RENTALS INC$1067.77-1.55%$6.5M0.57%+1,272+16.5%
49NSCNORFOLK SOUTHN CORP$313.452.04%$6.5M0.56%+22,619NEW
50UTESETFIS SER TR I$78.82-0.19%$6.4M0.56%+4,713+6.2%
51VFHVANGUARD WORLD FD$128.080.14%$6.3M0.54%+4,180+8.8%
52MLPXGLOBAL X FDS$73.56-1.02%$6.2M0.54%5,331−5.9%
53ABBVABBVIE INC$227.231.02%$6.2M0.54%+5,598+24.5%
54VGTVANGUARD WORLD FD$115.28-6.14%$5.9M0.51%130−1.5%
55TIGOMILLICOM INTL CELLULAR S A$82.66-5.30%$5.8M0.50%1,115−1.4%
56OGEOGE ENERGY CORP$47.801.77%$5.7M0.50%220,556−64.8%
57CMSCMS ENERGY CORP$72.042.39%$5.5M0.48%+70,873NEW
58MARA 0 03/01/30MARA HOLDINGS INC$5.3M0.46%+6,000,000NEW
59LQDISHARES TR$108.17-0.62%$5.3M0.46%+28,346+142.4%
60WBSWEBSTER FINL CORP$72.27-0.86%$4.9M0.42%+70,000NEW
61SBSCOMPANHIA DE SANEAMENTO BASI$5.35-2.55%$4.9M0.42%+159,201NEW
62SQMSOCIEDAD QUIMICA Y MINERA DE$75.43-2.91%$4.8M0.41%+58,700NEW
63EAELECTRONIC ARTS INC$203.00-0.20%$4.7M0.41%+23,000NEW
64QQQINVESCO QQQ TR$705.06-4.80%$4.6M0.40%7,000−46.6%
65EDCONSOLIDATED EDISON INC$106.262.09%$4.6M0.40%+40,438NEW
66VTEBVANGUARD MUN BD FDS$50.30-0.16%$4.5M0.39%4,307−4.6%
67GOOGLALPHABET INC$368.53-0.98%$4.5M0.39%+7,756+98.9%
68CVXCHEVRON CORPORATION$187.31-0.55%$4.4M0.38%979−4.4%
69MELIMERCADOLIBRE INC$1607.80-1.65%$4.4M0.38%+2,029+405.8%
70HCAHCA HEALTHCARE INC$372.132.85%$4.3M0.37%+1,719+23.1%
71ENICENEL CHILE SA$4.17-0.71%$4.3M0.37%+1,089,800NEW
72EPPISHARES INC$53.14-3.40%$4.2M0.37%1,004−1.2%
73WBDWARNER BROS DISCOVERY INC$26.24-2.81%$3.9M0.34%+92,000+184.0%
74KVUEKENVUE INC$17.714.92%$3.9M0.33%+223,921NEW
75USHYISHARES TR$36.78-0.43%$3.9M0.33%+43,932+72.3%
76PPLPPL CORP$35.741.65%$3.8M0.33%+99,328NEW
77MUNIPIMCO ETF TR$52.31-0.15%$3.6M0.31%+11,704+20.3%
78SYKSTRYKER CORPORATION$305.661.48%$3.5M0.31%+1,706+21.9%
79SATSECHOSTAR CORP$116.28-6.71%$3.5M0.30%+30,000NEW
80PGPROCTER & GAMBLE CO$146.544.09%$3.5M0.30%+24,305NEW
81VNQVANGUARD INDEX FDS$96.790.72%$3.5M0.30%+166+0.4%
82AVGOBROADCOM INC$385.73-7.92%$3.2M0.27%+3,880+61.4%
83RPRXROYALTY PHARMA PLC$55.871.54%$2.9M0.25%7,035−10.5%
84BKHBLACK HILLS CORP$72.781.22%$2.8M0.25%+11,899+40.9%
85CFGCITIZENS FINL GROUP INC$63.980.13%$2.8M0.24%+17,187+57.4%
86TIPISHARES TR$109.25-0.48%$2.8M0.24%+9,328+55.2%
87GGBGERDAU SA$4.59-2.55%$2.8M0.24%+765,924NEW
88BBARRICK MNG CORP$39.46-7.78%$2.7M0.23%+66,254NEW
89IBBISHARES TR$168.44-1.74%$2.7M0.23%+21+0.1%
90XAGGMORGAN STANLEY ETF TRUST$49.77-0.50%$2.6M0.23%+16,363+46.8%
91AAPLAPPLE INC$307.34-1.25%$2.6M0.22%+3,526+53.5%
92JMUBJ P MORGAN EXCHANGE TRADED F$50.37-0.18%$2.5M0.22%+9,916+24.5%
93EMLPFIRST TR EXCHANGE-TRADED FD$43.460.16%$2.5M0.22%+1,769+3.2%
94SLBSLB LIMITED$54.87-5.41%$2.3M0.20%+44,621NEW
95TACTRANSALTA CORP$12.68-2.16%$2.2M0.19%17,807−9.5%
96CNPCENTERPOINT ENERGY INC$42.692.01%$2.2M0.19%247,230−83.1%
97AMLPALPS ETF TR$52.77-0.90%$2.1M0.18%26,691−39.7%
98BKBANK NEW YORK MELLON CORP$142.39-1.13%$2.1M0.18%4,514−20.3%
99IEFISHARES TR$93.62-0.53%$2.0M0.17%+13,409+177.5%
100BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$2.0M0.17%+1,103+5.5%
101TVATEXAS VENTURES ACQUISITION I$1.9M0.17%+186,531NEW
102ARANTERO RESOURCES CORP$1.9M0.17%+45,281NEW
103SUZSUZANO S A$1.8M0.16%+182,120NEW
104BBDBANCO BRADESCO S A$1.8M0.16%+494,580NEW
105TDAYUSA TODAY CO INC$1.8M0.15%+250,000NEW
106VTIVANGUARD INDEX FDS$1.7M0.15%HELD
107AESAES CORP$1.7M0.15%+120,000NEW
108OXYOCCIDENTAL PETE CORP$1.6M0.14%+17,926+255.9%
109TXNMTXNM ENERGY INC$1.6M0.14%+26,846NEW
110SMSM ENERGY COMPANY$1.5M0.13%+49,460NEW
111HIGHARTFORD INSURANCE GROUP INC$1.5M0.13%21,788−66.3%
112KOCOCA COLA CO$1.4M0.12%+18,976NEW
113SUSUNCOR ENERGY INC NEW$1.4M0.12%+21,737NEW
114INSWINTERNATIONAL SEAWAYS INC$1.4M0.12%+19,182NEW
115PNCPNC FINL SVCS GROUP INC$1.4M0.12%+2,171+48.5%
116SPOTSPOTIFY TECHNOLOGY S A$1.4M0.12%+2,083+277.7%
117HIWHIGHWOODS PPTYS INC$1.4M0.12%+2,965+4.9%
118TRPTC ENERGY CORP$1.4M0.12%+21,719NEW
119TRMDTORM PLC$1.4M0.12%+48,498NEW
120PAASPAN AMERN SILVER CORP$1.3M0.11%+23,576NEW
121VIGVANGUARD SPECIALIZED FUNDS$1.3M0.11%44−0.7%
122SLSRSOLARIS RES INC$1.2M0.11%+143,208NEW
123STUBSTUBHUB HLDGS INC$1.2M0.11%+71,445NEW
124OVVOVINTIV INC$1.2M0.11%+20,540NEW
125SBLKSTAR BULK CARRIERS CORP.$1.2M0.10%+51,584NEW
126MAMASTERCARD INCORPORATED$1.2M0.10%+633+37.2%
127CMBTCMB.TECH NV$1.1M0.10%+89,003NEW
128TJXTJX COS INC NEW$1.1M0.09%+3,092+83.0%
129EWLISHARES INC$1.1M0.09%HELD
130WPMWHEATON PRECIOUS METALS CORP$1.1M0.09%+8,076NEW
131GSGOLDMAN SACHS GROUP INC$1.0M0.09%+948+325.8%
132CNRCORE NATURAL RESOURCES INC$1.0M0.09%+9,927NEW
133CSANCOSAN S A$1.0M0.09%+247,680NEW
134GOVTISHARES TR$990K0.09%+43,195NEW
135IBITISHARES BITCOIN TRUST ETF$974K0.08%+6,300+33.1%
136ULTAULTA BEAUTY INC$961K0.08%+1,838NEW
137ASMLASML HLDG NV$958K0.08%+725NEW
138IEMGISHARES INC$925K0.08%+1,320+11.0%
139XBISPDR SERIES TRUST$913K0.08%136−1.9%
140VOXVANGUARD WORLD FD$884K0.08%333−6.3%
141APPAPPLOVIN CORP$862K0.07%639−22.8%
142VEAVANGUARD TAX-MANAGED FDS$847K0.07%+17,128NEW
143SSRMSSR MINING IN$846K0.07%+28,767NEW
144INTCINTEL CORP$808K0.07%+3,500+23.6%
145CLCOLGATE PALMOLIVE CO$800K0.07%+9,389NEW
146EMXCISHARES INC$787K0.07%+10,006NEW
147AJGGALLAGHER ARTHUR J & CO$749K0.06%+786+29.4%
148IVZINVESCO LTD$740K0.06%+30,481NEW
149MCOMOODYS CORP$737K0.06%+1,690NEW
150PREFPRINCIPAL EXCHANGE TRADED FD$731K0.06%+7,342+23.3%
151BTGB2GOLD CORP$730K0.06%+161,097NEW
152SPHQINVESCO EXCHANGE TRADED FD T$730K0.06%+9,705NEW
153UBERUBER TECHNOLOGIES INC$728K0.06%2,600−20.4%
154HYGISHARES TR$724K0.06%800,000−98.9%
155GBDCGOLUB CAP BDC INC$698K0.06%+729NEW
156AMDADVANCED MICRO DEVICES INC$695K0.06%+1,000+41.4%
157VRTVERTIV HOLDINGS CO$676K0.06%715−20.9%
158GEGE AEROSPACE$662K0.06%+43+1.9%
159BKNGBOOKING HOLDINGS INC$653K0.06%+45+40.9%
160TTWOTAKE-TWO INTERACTIVE SOFTWAR$642K0.06%+1,450+80.6%
161STIPISHARES TR$625K0.05%+110+1.9%
162FLUTFLUTTER ENTMT PLC$610K0.05%+1,559+35.2%
163IGVISHARES TR$603K0.05%+7,539NEW
164MHDBLACKROCK MUNIHOLDINGS FD IN$582K0.05%+51,554NEW
165CCITIGROUP INC$581K0.05%+95+1.9%
166BABAALIBABA GROUP HLDG LTD$553K0.05%HELD
167CEMBISHARES INC$543K0.05%HELD
168IVVISHARES TR$532K0.05%93−10.2%
169DIHPDIMENSIONAL ETF TRUST$513K0.04%+15,924NEW
170XOMEXXON MOBIL CORP$507K0.04%+2,990NEW
171BACBANK AMERICA CORP$506K0.04%+1,084+11.7%
172IWMISHARES TR$496K0.04%HELD
173JQUAJ P MORGAN EXCHANGE TRADED F$477K0.04%+7,780NEW
174MUMICRON TECHNOLOGY INC$436K0.04%+1,290NEW
175INTUINTUIT$432K0.04%+1,000NEW
176JEPIJ P MORGAN EXCHANGE TRADED F$427K0.04%+7,529NEW
177CRWDCROWDSTRIKE HLDGS INC$426K0.04%10,367−90.5%
178XLFSELECT SECTOR SPDR TR$425K0.04%+155+1.8%
179VTRSVIATRIS INC$424K0.04%+15,209+94.0%
180ILFISHARES TR$422K0.04%HELD
181RTXRTX CORPORATION$422K0.04%+2,188NEW
182VXUSVANGUARD STAR FDS$419K0.04%+100+1.9%
183IQLTISHARES TR$415K0.04%+11,038NEW
184SKYTSKYWATER TECHNOLOGY INC$411K0.04%+15,000NEW
185INGRINGREDION INC$363K0.03%+3,221NEW
186HDHOME DEPOT INC$348K0.03%HELD
187MSCIMSCI INC$347K0.03%+644NEW
188BLWBLACKROCK LTD DURATION INCOM$343K0.03%+6,652+32.3%
189IGSBISHARES TR$337K0.03%HELD
190MSMORGAN STANLEY$328K0.03%+1,992NEW
191BGBBLACKSTONE STRATEGIC CRED 20$326K0.03%+8,972+44.3%
192OCSLOAKTREE SPECIALTY LENDING$322K0.03%+28,466NEW
193NXDTNEXPOINT DIVERSIFIED REL ET$318K0.03%+2,012+3.0%
194BAPCREDICORP LTD$313K0.03%+924NEW
195FHIFEDERATED HERMES INC$313K0.03%+33+0.6%
196TROWPRICE T ROWE GROUP INC$310K0.03%+3,436NEW
197MQYBLACKROCK MUNIYILD QULT FD I$310K0.03%+28,203NEW
198NTRSNORTHERN TR CORP$308K0.03%+2,208NEW
199RNRRENAISSANCERE HLDGS LTD$308K0.03%+69+7.1%
200JFLXJ P MORGAN EXCHANGE TRADED F$306K0.03%HELD
201KHCKRAFT HEINZ CO$306K0.03%+13,607NEW
202PEGPUBLIC SVC ENTERPRISE GROUP$306K0.03%46,167−92.4%
203DTMDT MIDSTREAM INC$302K0.03%+2,243NEW
204HIMUBLACKROCK ETF TRUST II$302K0.03%+6,289NEW
205DVYISHARES TR$300K0.03%HELD
206WMT2WELLS FARGO & CO$297K0.03%2,156−36.6%
207BLKBLACKROCK INC$296K0.03%HELD
208MTGMGIC INVT CORP WIS$292K0.03%+11,136NEW
209STTSTATE STR CORP$292K0.03%+433+23.1%
210OTISOTIS WORLDWIDE CORP$291K0.03%+616+19.5%
211PAGPPLAINS GP HLDGS L P$289K0.03%+11,914NEW
212AXSAXIS CAP HLDGS LTD$284K0.02%+409+17.1%
213PRUPRUDENTIAL FINL INC$283K0.02%+2,899NEW
214PMLPIMCO MUN INCOME FD II$283K0.02%+37,342NEW
215BYDBOYD GAMING CORP$279K0.02%+473+16.2%
216GISGENERAL MILLS INC$278K0.02%+7,478NEW
217IMOIMPERIAL OIL LTD$277K0.02%+2,115NEW
218CCUCOMPANIA CERVECERIAS UNIDAS$273K0.02%+5,134+27.1%
219VBILVANGUARD INSTL INDEX FD$272K0.02%+687+23.6%
220PNRPENTAIR PLC$271K0.02%+3,107NEW
221ETENERGY TRANSFER L P$269K0.02%+13,953NEW
222UBSUBS GROUP AG$268K0.02%+6,972NEW
223SNXTD SYNNEX CORPORATION$267K0.02%+217+15.9%
224SRESEMPRA$264K0.02%+2,721NEW
225AOSSMITH A O CORP$263K0.02%+3,987NEW
226MTBM & T BK CORP$262K0.02%+1,268NEW
227ORAORMAT TECHNOLOGIES INC$260K0.02%+2,327NEW
228ABEVAMBEV SA$257K0.02%+7,635+9.5%
229CMICUMMINS INC$255K0.02%+24+5.3%
230VTVANGUARD INTL EQUITY INDEX F$255K0.02%104−5.3%
231ARCCARES CAPITAL CORP$255K0.02%+14,141NEW
232AMANTERO MIDSTREAM CORP$254K0.02%200,476−94.7%
233SNDKSANDISK CORP$254K0.02%+400NEW
234JNJJOHNSON & JOHNSON$252K0.02%+1,032NEW
235LAURLAUREATE ED INC$252K0.02%+7,240NEW
236BONDPIMCO ETF TR$252K0.02%HELD
237CPTCAMDEN PPTY TR$252K0.02%+2,000NEW
238PAGPENSKE AUTOMOTIVE GRP INC$251K0.02%+325+24.0%
239EIXEDISON INTL$250K0.02%+3,419NEW
240ATHMAUTOHOME INC$249K0.02%+14,344NEW
241ALVAUTOLIV INC$248K0.02%+547+30.1%
242GVAGRANITE CONSTR INC$247K0.02%+2,062NEW
243EQHEQUITABLE HLDGS INC$244K0.02%+2,244+51.8%
244FFORD MTR CO$244K0.02%+3,566+20.3%
245TFCTRUIST FINL CORP$242K0.02%+5,268NEW
246SPHDINVESCO EXCH TRADED FD TR II$242K0.02%HELD
247ANAUTONATION INC$240K0.02%+1,230NEW
248DEIDOUGLAS EMMETT INC$239K0.02%+25,320NEW
249ADIANALOG DEVICES INC$238K0.02%+748NEW
250BPOPPOPULAR INC$237K0.02%295−14.3%
251CWCURTISS WRIGHT CORP$237K0.02%+348NEW
252CAHCARDINAL HEALTH INC$237K0.02%+14+1.3%
253CNNECANNAE HLDGS INC$236K0.02%+8,259+66.3%
254RFREGIONS FINANCIAL CORP NEW$235K0.02%+9,012NEW
255FXIISHARES TR$235K0.02%+114+1.8%
256WMKWEIS MKTS INC$234K0.02%+3,423NEW
257OZKBANK OZK LITTLE ROCK ARK$234K0.02%+5,095NEW
258JBGSJBG SMITH PPTYS$227K0.02%+15,532NEW
259VNETVNET GROUP INC$224K0.02%3,334−11.1%
260ADTADT INC DEL$224K0.02%+2,419+7.7%
261GPIGROUP 1 AUTOMOTIVE INC$223K0.02%+674NEW
262HDVISHARES TR$221K0.02%+1,632NEW
263AMRXAMNEAL PHARMACEUTICALS INC$221K0.02%+17,785NEW
264CPBTHE CAMPBELLS COMPANY$220K0.02%+9,901NEW
265ABMABM INDS INC$218K0.02%+5,666NEW
266WKCWORLD KINECT CORPORATION$218K0.02%+9,453NEW
267MLIMUELLER INDS INC$218K0.02%+1,967NEW
268TNLTRAVEL PLUS LEISURE CO$217K0.02%+3,137NEW
269MCHIISHARES TR$216K0.02%+3,851NEW
270CNXCNX RES CORP$216K0.02%+5,601NEW
271PFFISHARES TR$215K0.02%+7,099NEW
272JXNJACKSON FINANCIAL INC$215K0.02%+2,031NEW
273VRTSVIRTUS INVT PARTNERS INC$215K0.02%+1,598NEW
274HPQHP INC$214K0.02%+11,154NEW
275XLPSELECT SECTOR SPDR TR$213K0.02%+2,600NEW
276NEMNEWMONT CORP$212K0.02%231−10.5%
277SYFSYNCHRONY FINANCIAL$212K0.02%+3,114NEW
278CPACOPA HOLDINGS SA$211K0.02%370−16.6%
279CHTRCHARTER COMMUNICATIONS INC$211K0.02%+977NEW
280NVGSNAVIGATOR HLDGS LTD$211K0.02%+10,907NEW
281GMGENERAL MTRS CO$210K0.02%99,580−97.2%
282LGNDLIGAND PHARMACEUTICALS INC$209K0.02%+1,049NEW
283GPKGRAPHIC PACKAGING HLDG CO$209K0.02%+7,208+52.2%
284FTITECHNIPFMC PLC$208K0.02%+3,009NEW
285OBDCBLUE OWL CAPITAL CORPORATION$206K0.02%+18,651NEW
286NOMDNOMAD FOODS LTD$206K0.02%+3,547+19.8%
287AMGAFFILIATED MANAGERS GROUP$206K0.02%+743NEW
288DINOHF SINCLAIR CORP$204K0.02%1,345−29.2%
289BCSFBAIN CAP SPECIALTY FIN INC$203K0.02%+6,234+61.6%
290VCITVANGUARD SCOTTSDALE FDS$202K0.02%HELD
291KNKNOWLES CORP$202K0.02%+7,867NEW
292EPDENTERPRISE PRODS PARTNERS L$202K0.02%+5,334NEW
293INCYINCYTE CORP$202K0.02%+2,142NEW
294APHAMPHENOL CORP$200K0.02%+1,585NEW
295AVTAVNET INC$200K0.02%+3,246NEW
296IHSIHS HOLDING LIMITED$189K0.02%555,280−96.0%
297WTWISDOMTREE INC$186K0.02%+12,794NEW
298NAVINAVIENT CORPORATION$176K0.02%+21,493NEW
299AVALGRUPO AVAL ACCIONES Y VALORE$157K0.01%+568+1.6%
300STNESTONECO LTD$142K0.01%+10,053NEW
301PRGOPERRIGO CO PLC$137K0.01%+12,729NEW
302VYXNCR VOYIX CORPORATION$136K0.01%+21,560NEW
303TMETENCENT MUSIC ENTMT GROUP$126K0.01%+13,629NEW
304AVTRAVANTOR INC$122K0.01%+15,524NEW
305OGNORGANON & CO$117K0.01%+3,199+19.7%
306MOMOHELLO GROUP INC$85K0.01%+14,736NEW
307MINMFS INTER INCOME TR$72K0.01%HELD
308ACPABRDN INCOME CREDIT STRATEGI$53K0.00%HELD
309EVRGEVERGY INC178,628EXITED
310BABOEING CO56,600EXITED
311DTEDTE ENERGY CO92,354EXITED
312EXCEXELON CORP206,408EXITED
313PNWPINNACLE WEST CAP CORP89,414EXITED
314SUNCSUNOCOCORP LLC75,526EXITED
315CNQCANADIAN NAT RES LTD86,373EXITED
316DUKDUKE ENERGY CORP NEW21,739EXITED
317DHTDHT HOLDINGS INC205,782EXITED
318CMCANADIAN IMPERIAL BANK OF CO26,446EXITED
319BTEBAYTEX ENERGY CORP633,954EXITED
320SMHVANECK ETF TRUST5,000EXITED
321NOWSERVICENOW INC7,800EXITED
322EWZISHARES INC27,049EXITED
323PGRPROGRESSIVE CORP2,923EXITED
324VTVVANGUARD INDEX FDS3,184EXITED
325URTHISHARES INC3,567EXITED
326IAUISHARES GOLD TR7,670EXITED
327ABTABBOTT LABS3,327EXITED
328VZVERIZON COMMUNICATIONS INC9,510EXITED
329DVADAVITA INC3,006EXITED
330LLOEWS CORP3,229EXITED
331CCEPCOCA-COLA EUROPACIFIC PARTNE3,697EXITED
332LOGILOGITECH INTL S A3,247EXITED
333RSGREPUBLIC SVCS INC1,561EXITED
334GILDGILEAD SCIENCES INC2,691EXITED
335MDTMEDTRONIC PLC3,027EXITED
336AGOASSURED GUARANTY LTD3,212EXITED
337AMGNAMGEN INC862EXITED
338SSNCSS&C TECHNOLOGIES HLDGS INC3,219EXITED
339KRKROGER CO4,496EXITED
340CORCENCORA INC830EXITED
341GLGLOBE LIFE INC1,933EXITED
342AIGAMERICAN INTL GROUP INC3,126EXITED
343ESNTESSENT GROUP LTD4,074EXITED
344AERAERCAP HOLDINGS NV1,819EXITED
345NFGNATIONAL FUEL GAS CO3,260EXITED
346AZOAUTOZONE INC76EXITED
347MCKMCKESSON CORP314EXITED
348CNOCNO FINL GROUP INC6,006EXITED
349CSCOCISCO SYS INC3,297EXITED
350BLACKROCK MUNIHOLDINGS QUALI26,357EXITED
351ITTITT INC1,410EXITED
352RSRELIANCE INC840EXITED
353TMUST-MOBILE US INC1,192EXITED
354JCIJOHNSON CTLS INTL PLC2,011EXITED
355FCFSFIRSTCASH HOLDINGS INC1,507EXITED
356EHCENCOMPASS HEALTH CORP2,259EXITED
357BENFRANKLIN RESOURCES INC10,036EXITED
358BWABORGWARNER INC5,287EXITED
359TDGTRANSDIGM GROUP INC178EXITED
360METMETLIFE INC2,937EXITED
361SFSTIFEL FINL CORP1,776EXITED
362SHOPSHOPIFY INC1,372EXITED
363UNMUNUM GROUP2,732EXITED
364RLRALPH LAUREN CORP592EXITED
365MGYMAGNOLIA OIL & GAS CORP9,427EXITED
366FHNFIRST HORIZON CORPORATION8,544EXITED
367LNCLINCOLN NATL CORP IND4,547EXITED
368NTESNETEASE INC1,457EXITED
369PENNPENN ENTERTAINMENT INC10,472EXITED
370PAGSPAGSEGURO DIGITAL LTD15,418EXITED
371XRAYDENTSPLY SIRONA INC12,959EXITED
372ALITALIGHT INC60,226EXITED
373LXLEXINFINTECH HLDGS LTD31,336EXITED
374TELFYTELEFONICA S A17,404EXITED
375XRXXEROX HOLDINGS CORP32,860EXITED

Source: SEC EDGAR · accession 0001569579-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.