JUBA II
Fechados de Ações · CNPJ 44.230.038/0001-26 · benchmark Não se aplica
Portfolio as of February 2026
AUM
R$70.5M
In stocks
R$7.3M
Stocks
7
YTD
▲ 19.1%
12 months
▲ 25.7%
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. January 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 25.9% | R$1.9M | Held | ▲ 5.9% | Utilities |
 PETR4 | Petroleo Brasileiro SA | 22.7% | R$1.7M | Held | ▲ 48.0% | Energy Minerals |
 FRAS3 | Frasle Mobility S.A. | 21.2% | R$1.6M | Held | ▲ 19.4% | Producer Manufacturing |
 VALE3 | Vale S.A. | 13.7% | R$999.7K | Held | ▼ 26.0% | Non-Energy Minerals |
 RDOR3 | Rede D'Or Sao Luiz SA | 11.1% | R$810.0K | Held | ▲ 9.4% | Health Services |
 VAMO3 | Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA | 5.0% | R$367.8K | Held | ▲ 50.9% | Finance |
 AMOB3 | Automob Participacoes S.A | 0.4% | R$25.7K | Held | ▲ 26.2% | Retail Trade |