Wealth High Governance Asset Management Ltda. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Wealth High Governance Asset Management Ltda. disclosed 50 stock positions valued at approximately $939.51M as of quarter-end June 30, 2026. The largest holdings include GENERAC HLDGS INC, CORNING INC, and PARKER-HANNIFIN CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $939.51M
Holdings by Sector
Wealth High Governance Asset Management Ltda. Portfolio Holdings in Q2 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GENERAC HLDGS INC | GNRC | Industrials | 6.77% | 217,195 | +217,195 | +100.00% | $63,596,868 |
| CORNING INC | GLW | Technology | 4.92% | 180,986 | +180,986 | +100.00% | $46,229,254 |
| PARKER-HANNIFIN CORP | PH | Industrials | 4.52% | 43,440 | +25,576 | +143.17% | $42,489,533 |
| TIMKEN CO | TKR | Industrials | 4.48% | 289,555 | +229,921 | +385.55% | $42,078,133 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.48% | 72,398 | +72,398 | +100.00% | $42,056,722 |
| SHARKNINJA INC | SN | Other | 4.11% | 253,389 | +164,277 | +184.35% | $38,583,543 |
| DATADOG INC | DDOG | Technology | 4.01% | 144,774 | +115,380 | +392.53% | $37,693,359 |
| COMFORT SYS USA INC | FIX | Industrials | 3.82% | 18,096 | +6,142 | +51.38% | $35,865,367 |
| HUT 8 CORP | HUT | Financial Services | 3.56% | 289,537 | +157,223 | +118.83% | $33,425,599 |
| CURTISS WRIGHT CORP | CW | Industrials | 3.50% | 43,434 | +28,584 | +192.48% | $32,912,548 |
| MKS INC. | MKSI | Technology | 3.43% | 72,400 | +72,400 | +100.00% | $32,203,520 |
| APPLIED MATLS INC | AMAT | Technology | 3.34% | 43,440 | +43,440 | +100.00% | $31,407,120 |
| ULTRA CLEAN HLDGS INC | UCTT | Technology | 3.30% | 217,157 | +217,157 | +100.00% | $30,964,417 |
| CATERPILLAR INC | CAT | Industrials | 3.28% | 28,960 | +28,960 | +100.00% | $30,839,504 |
| FIRST TR EXCHANGE-TRADED FD | FAN | Other | 3.01% | 1,132,771 | +1,132,771 | +100.00% | $28,296,620 |
| ROBLOX CORP | RBLX | Communication Services | 2.51% | 434,362 | +434,362 | +100.00% | $23,620,606 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 2.48% | 289,518 | +185,182 | +177.49% | $23,294,618 |
| ROSS STORES INC | ROST | Consumer Cyclical | 2.46% | 108,595 | +33,977 | +45.53% | $23,114,446 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 2.42% | 144,778 | +40,026 | +38.21% | $22,734,489 |
| NEXTPOWER INC | NXT | Technology | 2.29% | 180,950 | +106,362 | +142.60% | $21,558,383 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 2.23% | 72,399 | +72,399 | +100.00% | $20,954,443 |
| CIENA CORP | CIEN | Technology | 1.89% | 36,187 | +12,251 | +51.18% | $17,751,895 |
| AMER SPORTS INC | AS | Other | 1.56% | 434,387 | +256,133 | +143.69% | $14,699,656 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 1.43% | 217,176 | +127,634 | +142.54% | $13,412,790 |
| BRINKER INTL INC | EAT | Consumer Cyclical | 1.04% | 57,919 | +51,303 | +775.44% | $9,730,392 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.92% | 11,542 | +11,542 | +100.00% | $8,619,219 |
| SK TELECOM CO LTD | SKM | Communication Services | 0.74% | 217,120 | -7,428 | -3.31% | $6,982,579 |
| WISDOMTREE TR | USDU | Other | 0.53% | 186,800 | +186,800 | +100.00% | $4,996,900 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.42% | 14,480 | +14,480 | +100.00% | $3,937,836 |
| FRANKLIN TEMPLETON ETF TR | FLSP | Other | 0.40% | 135,674 | +135,674 | +100.00% | $3,756,813 |
| INVESCO EXCH TRADED FD TR II | CQQQ | Other | 0.26% | 43,583 | +43,583 | +100.00% | $2,485,538 |
| NEW YORK LIFE INVESTMENTS ET | QAI | Other | 0.26% | 67,699 | +67,699 | +100.00% | $2,477,783 |
| LITMAN GREGORY FDS TR | DBMF | Other | 0.26% | 80,250 | +80,250 | +100.00% | $2,456,452 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 10,146 | +10,146 | +100.00% | $2,418,198 |
| GLOBAL X FDS | QYLD | Other | 0.17% | 86,131 | +86,131 | +100.00% | $1,587,394 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.17% | 17,255 | +17,255 | +100.00% | $1,554,676 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.16% | 35,100 | +35,100 | +100.00% | $1,534,221 |
| VANGUARD WELLINGTON FD | VFMO | Other | 0.15% | 5,802 | +5,802 | +100.00% | $1,447,657 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.12% | 34,300 | +34,300 | +100.00% | $1,141,847 |
| PACER FDS TR | SRVR | Other | 0.07% | 21,500 | +21,500 | +100.00% | $683,055 |