COMENDADOR PLUS
Fechados de Ações · CNPJ 08.920.987/0001-74 · benchmark Não se aplica
Portfolio as of September 2026
AUM
R$62.2M
In stocks
R$27.2M
Stocks
18
YTD
▲ 12.4%
12 months
▲ 18.7%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. August 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 EQTL3 | Equatorial S.A. | 13.4% | R$3.6M | Held | ▲ 22.0% | Utilities |
 ITUB4 | Itau Unibanco Holding SA | 8.6% | R$2.3M | Held | ▲ 10.2% | Finance |
 EMBJ3 | Embraer S.A. | 8.4% | R$2.3M | Held | ▼ 6.7% | Electronic Technology |
 SLCE3 | SLC Agricola S.A. | 7.7% | R$2.1M | Held | ▲ 1.6% | Process Industries |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 6.4% | R$1.7M | Held | ▲ 18.6% | Utilities |
 VALE3 | Vale S.A. | 6.3% | R$1.7M | Held | ▼ 6.4% | Non-Energy Minerals |
 PRIO3 | Prio SA | 6.1% | R$1.7M | Held | ▲ 17.0% | Energy Minerals |
 AXIA7 | AXIA Energia SA | 5.7% | R$1.5M | Trimmed−R$729.1K | ▲ 7.6% | Utilities |
 ROXO34 | Nu Holdings Ltd. | 5.4% | R$1.5M | Held | ▲ 16.3% | BDR |
 SUZB3 | Suzano S.A. | 5.0% | R$1.3M | Held | ▼ 4.1% | Process Industries |
 BERK34 | Berkshire Hathaway Inc. B | 4.7% | R$1.3M | Held | ▲ 4.6% | BDR |
 AMZO34 | Amazon.com, Inc. | 4.5% | R$1.2M | Held | ▲ 1.7% | BDR |
 RAPT4 | Randoncorp S.A. | 4.1% | R$1.1M | Held | ▲ 58.6% | Producer Manufacturing |
 MELI34 | MercadoLibre, Inc. | 4.0% | R$1.1M | Held | ▲ 5.6% | BDR |
 KEPL3 | Kepler Weber SA | 3.7% | R$996.7K | Held | ▲ 22.3% | Producer Manufacturing |
 CSAN3 | Cosan S.A. | 3.5% | R$961.6K | Held | ▲ 33.1% | Utilities |
 AXIA3 | AXIA Energia SA | 1.7% | R$449.3K | AddedR$447.1K | ▲ 7.0% | Utilities |
 AXIA17 | – | 1.0% | R$283.3K | New | – | Other |