Wealth High Governance Asset Management Ltda. 13F Holdings · Q2 2026
Wealth High Governance Asset Management Ltda. reported 50 securities worth $939.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GNRC (6.77%), GLW (4.92%), PH (4.52%). Among its top 25 positions this quarter: 15 new, 7 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GNRC | GENERAC HLDGS INC | $63.6M | 6.77% | 217,195 | New |
| 2 | GLW | CORNING INC | $46.2M | 4.92% | 180,986 | New |
| 3 | PH | PARKER-HANNIFIN CORP | $42.5M | 4.52% | 43,440 | Added |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $42.1M | 4.48% | 72,398 | New |
| 5 | TKR | TIMKEN CO | $42.1M | 4.48% | 289,555 | Added |
| 6 | SN | SHARKNINJA INC | $38.6M | 4.11% | 253,389 | Added |
| 7 | DDOG | DATADOG INC | $37.7M | 4.01% | 144,774 | Added |
| 8 | FIX | COMFORT SYS USA INC | $35.9M | 3.82% | 18,096 | Trimmed |
| 9 | HUT | HUT 8 CORP | $33.4M | 3.56% | 289,537 | New |
| 10 | CW | CURTISS WRIGHT CORP | $32.9M | 3.50% | 43,434 | Added |
| 11 | FPS | FORGENT POWER SOLUTIONS INC | $32.4M | 3.44% | 579,176 | New |
| 12 | MKSI | MKS INC. | $32.2M | 3.43% | 72,400 | New |
| 13 | AMAT | APPLIED MATLS INC | $31.4M | 3.34% | 43,440 | New |
| 14 | UCTT | ULTRA CLEAN HLDGS INC | $31.0M | 3.30% | 217,157 | New |
| 15 | CAT | CATERPILLAR INC | $30.8M | 3.28% | 28,960 | New |
| 16 | FAN | FIRST TR EXCHANGE-TRADED FD | $28.3M | 3.01% | 1.1M | New |
| 17 | THYP | 21SHARES HYPERLIQUID ETF | $23.9M | 2.55% | 632,614 | New |
| 18 | RBLX | ROBLOX CORP | $23.6M | 2.51% | 434,362 | New |
| 19 | SEI | SOLARIS ENERGY INFRAS INC | $23.3M | 2.48% | 289,518 | Added |
| 20 | ROST | ROSS STORES INC | $23.1M | 2.46% | 108,595 | Trimmed |
| 21 | DOCN | DIGITALOCEAN HLDGS INC | $22.7M | 2.42% | 144,778 | Trimmed |
| 22 | NXT | NEXTPOWER INC | $21.6M | 2.29% | 180,950 | Added |
| 23 | JBHT | HUNT J B TRANS SVCS INC | $21.0M | 2.23% | 72,399 | New |
| 24 | MWH | SOLV ENERGY INC | $19.7M | 2.10% | 579,148 | New |
| 25 | BTDR | BITDEER TECHNOLOGIES GROUP | $18.4M | 1.96% | 1.2M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR