AC PREV EQUITIES

Ações Livre · CNPJ 41.536.282/0001-23 · benchmark Ibovespa

Portfolio as of June 2026

AUM

R$124.3M

In stocks

R$92.1M

Stocks

YTD

▲ 33.2%

12 months

▲ 38.9%

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. April 2026

Stock	Company	% of stock portfolio	Value	Month	Since then	Sector
SBSP3	Companhia de Saneamento Basico do Estado de Sao Paulo SABESP	8.7%	R$8.0M	Trimmed−R$703.0K	▲ 9.8%	Utilities
VALE3	Vale S.A.	7.9%	R$7.3M	Held	▼ 16.0%	Non-Energy Minerals
PETR4	Petroleo Brasileiro SA	7.1%	R$6.5M	AddedR$2.2M	▲ 54.0%	Energy Minerals
CPLE3	Companhia Paranaense de Energia	6.6%	R$6.1M	Trimmed−R$987.6K	▲ 17.5%	Utilities
BEEF3	Minerva S.A.	5.7%	R$5.2M	Held	▲ 16.7%	Distribution Services
EMBJ3	Embraer S.A.	4.4%	R$4.1M	New	▲ 11.0%	Electronic Technology
AXIA3	AXIA Energia SA	4.3%	R$4.0M	Held	▲ 9.0%	Utilities
AXIA7	AXIA Energia SA	3.8%	R$3.5M	AddedR$3.1M	▲ 12.2%	Utilities
CYRE3	Cyrela Brazil Realty SA Empreendimentos e Participacoes	3.6%	R$3.3M	AddedR$1.4M	▲ 49.5%	Finance
EQTL3	Equatorial S.A.	3.5%	R$3.2M	Trimmed−R$378.1K	▲ 27.3%	Utilities
CBAV3	Companhia Brasileira de Aluminio	3.3%	R$3.0M	Held	▲ 4.6%	Non-Energy Minerals
MULT3	Multiplan Empreendimentos Imobiliarios SA	3.2%	R$3.0M	Trimmed−R$444.7K	▲ 29.7%	Finance
RENT3	Localiza Rent A Car SA	3.2%	R$3.0M	Trimmed−R$658.2K	▲ 27.3%	Finance
TEND3	Construtora Tenda SA	3.1%	R$2.9M	Trimmed−R$2.2M	▼ 21.8%	Finance
RDOR3	Rede D'Or Sao Luiz SA	2.8%	R$2.5M	Trimmed−R$187.3K	▲ 27.0%	Health Services
CSMG3	Companhia de Saneamento de Minas Gerais	2.5%	R$2.3M	Trimmed−R$516.4K	▲ 6.0%	Utilities
ECOR3	EcoRodovias Infraestrutura e Logistica S.A.	2.5%	R$2.3M	Trimmed−R$788.7K	▲ 84.6%	Transportation
WEGE3	WEG SA	2.2%	R$2.0M	Trimmed−R$452.6K	▲ 4.0%	Producer Manufacturing
B3SA3	B3 SA - Brasil, Bolsa, Balcao	2.1%	R$1.9M	Trimmed−R$555.5K	▲ 63.2%	Finance
SMFT3	Smartfit Escola de Ginastica e Danca SA	1.9%	R$1.7M	New	▲ 30.3%	Consumer Services
ISAE4	Isa Energia Brasil SA	1.8%	R$1.7M	Trimmed−R$357.9K	▲ 3.5%	Utilities
TOTS3	TOTVS S.A.	1.7%	R$1.6M	New	▲ 46.6%	Technology Services
RAPT4	Randoncorp S.A.	1.3%	R$1.2M	Held	▲ 83.6%	Producer Manufacturing
PINE4	Banco PINE S.A.	1.3%	R$1.2M	Trimmed−R$889.5K	▲ 38.1%	Finance
EZTC3	EZ TEC Empreendimentos e Participacoes SA	1.2%	R$1.1M	Held	▲ 45.8%	Finance
AZZA3	Azzas 2154 SA	1.2%	R$1.1M	New	▲ 52.0%	Consumer Non-Durables
LREN3	Lojas Renner S.A.	1.2%	R$1.1M	Trimmed−R$2.0M	▲ 1.2%	Retail Trade
SUZB3	Suzano S.A.	1.1%	R$1.0M	Trimmed−R$72.6K	▲ 6.7%	Process Industries
MRVE3	MRV Engenharia e Participacoes S.A.	1.1%	R$1.0M	Trimmed−R$62.9K	▲ 58.1%	Consumer Durables
VBBR3	Vibra Energia SA	1.1%	R$1.0M	Held	▲ 22.7%	Retail Trade
RIAA3	RIACHUELO	1.0%	R$921.9K	AddedR$718.4K	▲ 22.5%	Distribution Services
LWSA3	LWSA S.A.	0.8%	R$728.2K	Trimmed−R$847.0K	▲ 40.3%	Technology Services
RADL3	Raia Drogasil S.A.	0.8%	R$718.8K	Trimmed−R$1.5M	▲ 28.6%	Retail Trade
NATU3	Natura Cosmeticos SA	0.5%	R$423.2K	Held	▼ 12.4%	Consumer Non-Durables
MATD3	Hospital Mater Dei SA	0.4%	R$376.8K	Held	▲ 31.4%	Health Services
PNVL3	Dimed S.A. Distribuidora de Medicamentos	0.3%	R$316.8K	Held	▲ 46.0%	Retail Trade
PRNR3	Priner Servicos Industriais SA	0.3%	R$306.8K	Held	▲ 18.4%	Industrial Services
RENT4	Localiza Rent A Car SA	0.2%	R$197.8K	Held	▲ 28.5%	Finance
SIMH3	Simpar SA	0.2%	R$154.1K	Held	▲ 114.1%	Transportation
HYPE3	Hypera S.A.	0.1%	R$47.9K	New	▲ 30.9%	Health Technology
WEST3	Westwing Comercio Varejista SA	0.0%	R$33.1K	Held	▲ 7.9%	Retail Trade
PRIO3	Prio SA	0.0%	R$1.6K	Held	▲ 36.6%	Energy Minerals
PGMN3	Empreendimentos Pague Menos SA	0.0%	R$166.06	Trimmed−R$197.3K	▲ 57.9%	Retail Trade