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
| 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 | +4,508 | +11.58% | $42,489,533 |
| TIMKEN CO | TKR | Industrials | 4.48% | 289,555 | +159,738 | +123.05% | $42,078,133 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.48% | 72,398 | +72,398 | +100.00% | $42,056,722 |
| SHARKNINJA INC | SN | Consumer Cyclical | 4.11% | 253,389 | +58,833 | +30.24% | $38,583,543 |
| DATADOG INC | DDOG | Technology | 4.01% | 144,774 | +80,777 | +126.22% | $37,693,359 |
| COMFORT SYS USA INC | FIX | Industrials | 3.82% | 18,096 | -7,881 | -30.34% | $35,865,367 |
| HUT 8 CORP | HUT | Financial Services | 3.56% | 289,537 | -76,620 | -20.93% | $33,425,599 |
| CURTISS WRIGHT CORP | CW | Industrials | 3.50% | 43,434 | +11,009 | +33.95% | $32,912,548 |
| FORGENT POWER SOLUTIONS INC | FPS | Industrials | 3.44% | 579,176 | +579,176 | +100.00% | $32,352,771 |
| 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 |
| 21SHARES HYPERLIQUID ETF | THYP | Other | 2.55% | 632,614 | +632,614 | +100.00% | $23,948,236 |
| 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 | +62,350 | +27.45% | $23,294,618 |
| ROSS STORES INC | ROST | Consumer Cyclical | 2.46% | 108,595 | -53,714 | -33.09% | $23,114,446 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 2.42% | 144,778 | -82,598 | -36.33% | $22,734,489 |
| NEXTPOWER INC | NXT | Technology | 2.29% | 180,950 | +18,656 | +11.50% | $21,558,383 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 2.23% | 72,399 | +72,399 | +100.00% | $20,954,443 |
| SOLV ENERGY INC | MWH | Utilities | 2.10% | 579,148 | +579,148 | +100.00% | $19,719,989 |
| BITDEER TECHNOLOGIES GROUP | BTDR | Technology | 1.96% | 1,158,375 | +1,158,375 | +100.00% | $18,383,411 |
| CIENA CORP | CIEN | Technology | 1.89% | 36,187 | -15,781 | -30.37% | $17,751,895 |
| HYPERLIQUID STRATEGIES INC | PURR | Financial Services | 1.82% | 2,171,952 | +2,171,952 | +100.00% | $17,093,262 |
| AMER SPORTS INC | AS | Consumer Cyclical | 1.56% | 434,387 | +45,260 | +11.63% | $14,699,656 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 1.43% | 217,176 | +22,405 | +11.50% | $13,412,790 |
| ENLIGHT RENEWABLE ENERGY LTD | ENLT | Utilities | 1.37% | 144,778 | +105,854 | +271.95% | $12,888,138 |
Showing 30 of 50 holdings in the latest reporting period.