Turim 21 Investimentos Ltda. Portfolio Stock Holdings

Turim 21 Investimentos Ltda. disclosed 117 stock positions valued at approximately $398.6 million in its latest SEC 13F filing. The largest holdings include SPDR S&P 500 ETF TRUST, SPDR GOLD SHARES, and VALE SA-SP ADR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
117
Portfolio Value
$398.6M
Holdings by Sector
Turim 21 Investimentos Ltda. Portfolio Holdings in Q1 2026

109 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR S&P 500 ETF TRUSTVTIOther33.03%202,435+71,509+54.62%$131,651,578
SPDR GOLD SHARESVTWOOther12.55%116,292+116,292+100.00%$50,039,285
VALE SA-SP ADRVALEBasic Materials10.69%2,678,876-452,770-14.46%$42,620,917
ISHARES 1-3 YR INT TREASURY BONDISHGOther8.58%460,975+460,975+100.00%$34,197,062
AMAZON.COM, INCAMZNConsumer Cyclical6.17%118,177+101,406+604.65%$24,612,724
ALPHABET INC-CL CGOOGCommunication Services5.41%75,202+68,974+1107.48%$21,572,446
MICROSOFT CORPMSFTTechnology5.32%57,284+50,852+790.61%$21,204,818
SPROTT PHYSICAL URANIUM TRUS CADBMAFinancial Services2.68%528,547+528,547+100.00%$10,672,730
ERICSSON (LM) TEL-SP ADRERICTechnology1.89%670,000--$7,550,900
ISHARES BITCOIN TRUSTIBITOther1.17%121,192+92,294+319.38%$4,656,197
SPROTT URANIUM MINERS ETFURNMOther0.76%47,482+49+0.10%$3,011,954
BERKSHIRE HATHAWAY INC-CL ABRK-AFinancial Services0.72%4--$2,872,560
AFYA LTD-CLASS AG68707101Other0.56%149,618+149,618+100.00%$2,224,820
SPDR BLOOMBERG 1-3 MONTH T-BBILOther0.53%23,246-820-3.41%$2,130,263
GRUPO FINANCIERO GALICIA-ADRGGALFinancial Services0.49%41,586+17,746+74.44%$1,942,482
APPLE INCAAPLTechnology0.44%6,967-133-1.87%$1,768,155
NEXGEN ENERGY LTDCROXConsumer Cyclical0.36%123,215--$1,429,294
WALT DISNEYDISCommunication Services0.34%14,169-1,010-6.65%$1,365,608
PAMPA ENERGIA SA-SPON ADRSWOther0.33%14,705--$1,301,393
KRANESHARES CSI CHINA INTERNKWEBOther0.25%35,359--$1,005,256
ISHARES USD TIPSELConsumer Defensive0.24%3,788+290+8.29%$969,160
INVESCO S&P 500 EQUAL WEIGHTXOPOther0.23%4,683-5,963-56.01%$898,761
ISHARES TIPS BOND ETFTIPOther0.18%6,570--$725,065
ISHARES 7-10 YEAR TREASURY BIEFOther0.14%6,026+3,860+178.21%$575,121
SIGMA LITHIUM CORP USSGMLBasic Materials0.14%45,000-10,000-18.18%$555,300
ISHARES CORE MSCI EMERGINGIEMGOther0.12%6,891-211,429-96.84%$480,647
ISHARES MSCI BRAZIL CAPPED ETFEWZOther0.11%11,273-10,510-48.25%$432,770
ISHARES CORE S&P 500 ETFIVVOther0.07%436+116+36.25%$284,800
GRAYSCALE ETHEREUM TRUSTETHEOther0.07%16,600-3,650-18.02%$283,362
VANGUARD INT-TERM CORPORATEVCITOther0.07%3,392+2,871+551.06%$280,688
ISHARES 3-7 YEAR TREASURY BOIEIOther0.07%2,335+168+7.75%$276,087
VANECK GOLD MINERSGDXOther0.06%2,788+2,788+100.00%$255,855
NVIDIA CORPORATIONNVDATechnology0.06%1,268+749+144.32%$221,139
HALLIBURTON COHALEnergy0.05%5,068+5,068+100.00%$197,601
SCHLUMBERGER LTDSLBEnergy0.05%3,731+3,731+100.00%$191,736
ALPHABET INC-CL A (COMMON STOCK)GOOGLCommunication Services0.04%593+119+25.11%$170,523
BLUE OWL CAPITAL CORPOBDCFinancial Services0.04%15,416--$170,501
ISHARES NATIONAL MUNI BOND EMUBOther0.04%1,514+1,514+100.00%$160,711
VANGUARD LARGE-CAP ETFVVOther0.04%505--$150,919
MORGAN STANLEY INV F - GLB BRNDS - ANXEEnergy0.03%579+579+100.00%$111,206
DIGIMARC CORPDMRCTechnology0.02%20,087-39,672-66.39%$98,627
ISHARES CORE MSCI DEV MKTSIDEVOther0.02%1,133--$94,685
SCHWAB US DVD EQUITY ETFSHELEnergy0.02%2,940--$90,199
GLOBAL X COPPER MINERS ETFIVEOther0.02%929-277-22.97%$70,929
UNITED STATES COPPER INDEXCPEROther0.02%1,884+1,884+100.00%$64,866
JPMORGAN CHASEJPMFinancial Services0.02%210+210+100.00%$61,774
VANECK BITCOIN TRUSTHODLOther0.01%2,708--$51,885
FIDELITY WISE ORIGIN BITCOINFBTCOther0.01%877--$51,769
ARK 21SHARES BITCOIN ETFARKBOther0.01%2,301--$51,749
BITWISE BITCOIN ETFBITBOther0.01%1,405--$51,718
ISHARES MSCI EMRG MARKET ETFEEMOther0.01%890-11,733-92.95%$50,543
ENERGY SELECT SECTOR SPDRXLEOther0.01%800--$49,008
ISHARES CORE MSCI EAFE ETFIEFAOther0.01%513-559-52.15%$46,442
CATERPILLAR INCCATIndustrials0.01%65+65+100.00%$46,050
ISHARES USD HY CORP USD ACCIGVOther0.01%6,100-40,000-86.77%$44,536
ISHARES GOLD TRUSTLHXIndustrials0.01%462+462+100.00%$40,730
TESLA INCTSLAConsumer Cyclical0.01%108-294-73.13%$40,149
RAYTHEON TECHNOLOGIES CORPCOMTOther0.01%197+197+100.00%$38,001
WALMARTWMTConsumer Defensive0.01%296+296+100.00%$36,787
VANGUARD TOTAL BOND MARKETBNDOther0.01%484--$35,642
NU HOLDINGS LTD - ASOXXOther0.01%2,450--$35,207
ASML HOLDING NV - NY REG SHSTSMTechnology0.01%26+26+100.00%$34,342
MORGAN STANLEYMSFinancial Services0.01%194+194+100.00%$31,927
BP PLC-SPONS ADRBAMOther0.01%620+620+100.00%$29,140
Goldman SachsGSFinancial Services0.01%29+29+100.00%$24,534
FREEPORT-MCMORAN INCFCXBasic Materials0.01%410+410+100.00%$24,100
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.01%24+24+100.00%$23,914
GSK PLC-SPON ADRGSKHealthcare0.01%404+404+100.00%$22,297
BANK OF AMERICA CORPBACFinancial Services0.01%447+447+100.00%$21,791
SUNCOR ENERGY INCEUFNOther0.01%329+329+100.00%$21,750
HOME DEPOT INCHDConsumer Cyclical0.01%65+65+100.00%$21,378
META PLATFORMS INC-CLASS AMETACommunication Services0.01%35+10+40.00%$20,025
AMERICAN EXPRESS COAXPFinancial Services0.00%63+63+100.00%$19,056
JOBY AVIATION INCG65163100Other0.00%2,057--$16,991
SHELL PLC-ADRCOPXOther0.00%182+182+100.00%$16,926
ITAU UNIBANCO H-SPON PRF ADRBBDFinancial Services0.00%1,980-64,021-97.00%$16,593
BANCO SANTANDER SA-SPON ADRSANFinancial Services0.00%1,699+1,699+100.00%$16,124
BROADCOM INCAVGOTechnology0.00%50-1-1.96%$15,476
BILL.COM HOLDINGS INCBILLTechnology0.00%392--$15,014
INTUITIVE SURGICAL INCISRGHealthcare0.00%32+32+100.00%$14,752
MERCK & CO INCMRKHealthcare0.00%114+114+100.00%$13,713
INGERSOLL-RAND INCIRIndustrials0.00%163+163+100.00%$13,060
NETFLIX INCNFLXCommunication Services0.00%110-30-21.43%$10,577
ARCHER AVIATION INC-AACHRIndustrials0.00%1,944--$10,050
BARCLAYS PLC-SPONS ADRBCSFinancial Services0.00%472+472+100.00%$9,988
FASTLY INC - CLASS AFSLYTechnology0.00%328--$9,532
ISHARES US PHARMACEUTICALS EIHEOther0.00%109+109+100.00%$9,448
ORACLEORCLTechnology0.00%63+63+100.00%$9,268
ABBVIE INCABBVHealthcare0.00%39+39+100.00%$8,482
HSBC ADRHSBCFinancial Services0.00%92+92+100.00%$7,589
SONY CORP-SPONSORED ADRSONYTechnology0.00%354+354+100.00%$7,328
SAP SE-SPONSORED ADRSAPTechnology0.00%41+41+100.00%$7,020
ELI LILLY & COLLYHealthcare0.00%7+7+100.00%$6,438
BLACKSKY TECHNOLOGY INCBKSYTechnology0.00%250--$6,290
COURSERA INCBPEnergy0.00%1,029--$5,989
NOVO-NORDISK A/S-SPONS ADRNVOHealthcare0.00%151+151+100.00%$5,549
LLOYDS BANKING GROUP PLC-ADRLYGFinancial Services0.00%1,064+1,064+100.00%$5,352
GRAYSCALE BITCN MINI TRU ETFBTCOther0.00%172--$5,158
UNION PACIFIC CORPUNPIndustrials0.00%21+21+100.00%$5,095
ADVISORSHARES PURE US CANNSPYDOther0.00%1,375--$4,881