Stock Taper 
BTG PACTUAL ASSET MANAGEMENT US LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 142 | $281.44K |
 Monolithic Power Systems, Inc. | MPWR | 192 | $265.41K |
 IES Holdings, Inc. | IESC | 280 | $205.71K |
 White Mountains Insurance Group, Ltd. | WTM | 289 | $599.21K |
 Walmart Inc. | WMT | 318 | $36.02K |
 Caterpillar Inc. | CAT | 364 | $387.62K |
 Applied Materials, Inc. | AMAT | 378 | $273.29K |
 EMCOR Group, Inc. | EME | 416 | $345.23K |
 Fabrinet | FN | 427 | $240.01K |
 Nova Ltd. | NVMI | 446 | $242.15K |
 Teradyne, Inc. | TER | 447 | $216.28K |
 Ciena Corporation | CIEN | 461 | $226.15K |
 Quanta Services, Inc. | PWR | 499 | $359.3K |
 MKS Inc. | MKSI | 532 | $236.63K |
 Onto Innovation Inc. | ONTO | 542 | $205.12K |
 Cummins Inc. | CMI | 550 | $392.27K |
 Lam Research Corporation | LRCX | 565 | $244.83K |
 MYR Group Inc. | MYRG | 580 | $290.23K |
 Regeneron Pharmaceuticals, Inc. | REGN | 591 | $368.51K |
 Coherent, Inc. | COHR | 630 | $248.52K |