ITAÚ
Ações Livre · CNPJ 19.675.030/0001-26 · benchmark OUTROS
Portfolio as of January 2026
AUM
R$276.9M
In stocks
R$284.4M
Stocks
21
YTD
▲ 6.0%
12 months
▲ 14.6%
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. December 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 EXXO34 | ExxonMobil Holdings Corporation | 7.5% | R$21.2M | Held | ▲ 20.0% | BDR |
 MSFT34 | Microsoft Corp | 7.5% | R$21.2M | Held | ▲ 17.5% | BDR |
 JPMC34 | JPMorgan Chase & Co. | 7.4% | R$21.0M | Held | ▲ 4.4% | BDR |
 AAPL34 | Apple Inc. | 7.2% | R$20.5M | Held | ▲ 24.6% | BDR |
 AMZO34 | Amazon.com, Inc. | 6.7% | R$19.0M | Held | ▲ 4.3% | BDR |
 GOGL34 | Alphabet Inc | 6.4% | R$18.2M | Held | ▼ 3.7% | BDR |
 GOGL35 | Alphabet Inc | 5.3% | R$15.0M | Held | ▼ 5.8% | BDR |
 BERK34 | Berkshire Hathaway Inc. B | 5.2% | R$14.8M | Held | ▲ 6.9% | BDR |
 CTGP34 | Citigroup Inc. | 4.9% | R$13.9M | Held | ▲ 1.0% | BDR |
 JNJB34 | Johnson & Johnson | 4.6% | R$13.1M | Held | ▲ 8.7% | BDR |
 CHVX34 | Chevron Corporation | 4.6% | R$13.0M | Held | ▲ 22.0% | BDR |
 BOAC34 | Bank of America Corp | 4.5% | R$12.8M | Held | ▼ 9.8% | BDR |
 WALM34 | Walmart Inc | 3.8% | R$10.7M | Held | ▼ 5.6% | BDR |
 WFCO34 | Wells Fargo & Company | 3.7% | R$10.5M | Held | ▼ 14.0% | BDR |
 VERZ34 | Verizon Communications Inc | 3.6% | R$10.3M | Held | ▼ 4.6% | BDR |
 M1TA34 | Meta Platforms Inc | 3.6% | R$10.2M | Held | ▼ 6.9% | BDR |
 CVSH34 | CVS Health Corp | 3.2% | R$9.2M | Held | ▲ 21.8% | BDR |
 ATTB34 | AT&T Inc | 3.1% | R$8.8M | Held | ▼ 11.3% | BDR |
 PFIZ34 | Pfizer Inc | 2.8% | R$8.0M | Held | ▲ 8.9% | BDR |
 UNHH34 | Unitedhealth Group Inc | 2.3% | R$6.6M | Held | ▲ 39.4% | BDR |
 CMCS34 | Comcast Corp | 2.2% | R$6.3M | Held | ▼ 28.5% | BDR |