Wealth High Governance Asset Management Ltda. Top Holdings and 13F Report (2026) About Wealth High Governance Asset Management Ltda.Investment ActivityWealth High Governance Asset Management Ltda. has $283.32 million in total holdings as of March 31, 2026.Wealth High Governance Asset Management Ltda. owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 62.21% of the portfolio was purchased this quarter.About 35.33% of the portfolio was sold this quarter.This quarter, Wealth High Governance Asset Management Ltda. has purchased 46 new stocks and bought additional shares in 14 stocks.Wealth High Governance Asset Management Ltda. sold shares of 9 stocks and completely divested from 23 stocks this quarter.Largest Holdings Comfort Systems USA $16,484,446Ross Stores $16,164,497Parker-Hannifin $15,992,567Pan American Silver $14,619,097NRG Energy $10,902,629 Largest New Holdings this Quarter 199908104 - Comfort Systems USA $16,484,446 Holding35671D857 - Freeport-McMoRan $10,484,471 Holding171779309 - Ciena $9,292,673 Holding25402D102 - DIGITALOCEAN HLDGS INC $8,985,627 Holding92840M102 - Vistra $8,980,113 Holding Largest Purchases this Quarter Comfort Systems USA 11,954 shares (about $16.48M)Ross Stores 70,208 shares (about $15.21M)Freeport-McMoRan 178,368 shares (about $10.48M)Pan American Silver 179,562 shares (about $9.81M)Ciena 23,936 shares (about $9.29M) Largest Sales this Quarter Lumentum 7,880 shares (about $5.54M)Invesco Solar ETF 70,469 shares (about $3.93M)Albemarle 19,440 shares (about $3.49M)XP 130,740 shares (about $2.49M)Sportradar Group 120,300 shares (about $2.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth High Governance Asset Management Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIXComfort Systems USA$16,484,446$16,484,446 â–²New Holding11,9545.8%ConstructionROSTRoss Stores$16,164,497$15,209,159 â–²1,592.0%74,6185.7%Retail/WholesalePHParker-Hannifin$15,992,567$9,083,105 â–²131.5%17,8645.6%IndustrialsPAASPan American Silver$14,619,097$9,809,472 â–²204.0%267,6025.2%Basic MaterialsNRGNRG Energy$10,902,629$1,988,381 â–¼-15.4%74,6043.8%UtilitiesFCXFreeport-McMoRan$10,484,471$10,484,471 â–²New Holding178,3683.7%Basic MaterialsCWCurtiss-Wright$10,114,632$2,604,603 â–²34.7%14,8503.6%AerospaceSNSharkNinja$9,436,961$3,598,482 â–²61.6%89,1123.3%Retail/WholesaleCIENCiena$9,292,673$9,292,673 â–²New Holding23,9363.3%Computer and TechnologyNXTNextpower$8,991,583$1,642,132 â–¼-15.4%74,5883.2%EnergyDIGITALOCEAN HLDGS INC$8,985,627$8,985,627 â–²New Holding104,7523.2%COMVSTVistra$8,980,113$8,980,113 â–²New Holding59,7363.2%UtilitiesSATSEchoStar$8,760,582$1,015,465 â–²13.1%74,8323.1%Computer and TechnologyCELESTICA INC$8,426,739$3,457,340 â–²69.6%29,9163.0%COMLITELumentum$8,410,632$5,537,749 â–¼-39.7%11,9683.0%Computer and TechnologyCELHCelsius$7,424,048$3,511,952 â–²89.8%209,2462.6%Consumer StaplesNETCloudflare$7,384,083$7,384,083 â–²New Holding35,7862.6%Computer and TechnologyCENXCentury Aluminum$6,981,176$3,745,479 â–²115.8%118,9502.5%IndustrialsVISTVista Energy$6,758,791$6,758,791 â–²New Holding89,5562.4%EnergySKMSK Telecom$6,577,011$6,577,011 â–²New Holding224,5482.3%Computer and TechnologyALBAlbemarle$6,422,865$3,490,063 â–¼-35.2%35,7762.3%Basic MaterialsTKRTimken$5,997,391$1,099,632 â–¼-15.5%59,6342.1%Computer and TechnologySOLARIS ENERGY INFRAS INC$5,896,027$1,529,500 â–²35.0%104,3362.1%COM CL AAMER SPORTS INC$5,868,122$4,416,218 â–²304.2%178,2542.1%COM SHSAGIAlamos Gold$5,290,636$5,290,636 â–²New Holding119,0781.9%Basic MaterialsBTIBritish American Tobacco$5,235,521$2,656,760 â–²103.0%89,5421.8%Consumer StaplesBARRICK MNG CORP$4,857,192$3,065,042 â–²171.0%119,0781.7%COM SHSKGCKinross Gold$4,544,916$4,544,916 â–²New Holding148,9161.6%Basic MaterialsCORE NATURAL RESOURCES INC$3,755,408$3,755,408 â–²New Holding35,8581.3%COM SHSAURA MINERALS INC$3,644,909$3,644,909 â–²New Holding44,6681.3%SHS NEWDDOGDatadog$3,469,962$3,469,962 â–²New Holding29,3941.2%Computer and TechnologyTANInvesco Solar ETF$3,445,385$3,925,828 â–¼-53.3%61,8451.2%ETFHLIHoulihan Lokey$3,155,044$12,064 â–¼-0.4%21,9681.1%FinanceBTUPeabody Energy$2,958,844$2,958,844 â–²New Holding89,7981.0%EnergyPAMPampa Energia$2,187,189$430,641 â–²24.5%24,7140.8%UtilitiesMEOHMethanex$2,130,818$2,130,818 â–²New Holding35,7880.8%Basic MaterialsECEcopetrol$2,056,748$2,056,748 â–²New Holding137,2080.7%EnergyBKRBaker Hughes$1,813,429$1,813,429 â–²New Holding29,7040.6%EnergySNOWSnowflake$1,808,030$1,808,030 â–²New Holding11,9880.6%Computer and TechnologyAGI INC$1,735,480$1,735,480 â–²New Holding238,7180.6%COM SHS CL AXPXP$1,709,487$2,489,289 â–¼-59.3%89,7840.6%FinancePBRPetroleo Brasileiro S.A.- Petrobras$1,243,630$1,243,630 â–²New Holding59,9340.4%EnergyENLTEnlight Renewable Energy$1,218,304$1,218,304 â–²New Holding17,8480.4%EnergyPALANTIR TECHNOLOGIES INC$878,558$878,558 â–²New Holding6,0060.3%CL ANOWServiceNow$626,673$626,673 â–²New Holding5,9940.2%Computer and TechnologySRADSportradar Group$201,114$2,013,818 â–¼-90.9%12,0140.1%Consumer DiscretionarySQMSociedad Quimica y Minera$0$7,586,026 â–¼-100.0%00.0%Basic MaterialsHUT 8 CORP$0$6,078,505 â–¼-100.0%00.0%COMCHRWC.H. Robinson Worldwide$0$5,672,256 â–¼-100.0%00.0%TransportationCVNACarvana$0$5,605,270 â–¼-100.0%00.0%Retail/WholesaleHBMHudBay Minerals$0$5,255,722 â–¼-100.0%00.0%Basic MaterialsCCitigroup$0$5,146,496 â–¼-100.0%00.0%Financial ServicesMSMorgan Stanley$0$4,697,799 â–¼-100.0%00.0%FinanceTTMITTM Technologies$0$4,564,902 â–¼-100.0%00.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$0$4,287,700 â–¼-100.0%00.0%ETFCRH PLC$0$4,128,134 â–¼-100.0%00.0%ORDCCJCameco$0$4,035,075 â–¼-100.0%00.0%Basic MaterialsTRUTransUnion$0$3,781,918 â–¼-100.0%00.0%Business ServicesRLRalph Lauren$0$2,339,484 â–¼-100.0%00.0%Consumer DiscretionaryDECKDeckers Outdoor$0$2,286,131 â–¼-100.0%00.0%Retail/WholesaleFLUTTER ENTMT PLC$0$1,897,083 â–¼-100.0%00.0%SHSVIKING HOLDINGS LTD$0$1,889,651 â–¼-100.0%00.0%ORD SHSKGSKodiak Gas Services$0$1,649,490 â–¼-100.0%00.0%EnergyCMGChipotle Mexican Grill$0$1,631,848 â–¼-100.0%00.0%Retail/WholesaleHPEHewlett Packard Enterprise$0$1,589,115 â–¼-100.0%00.0%Computer and TechnologyIAGIamgold$0$1,454,583 â–¼-100.0%00.0%Basic MaterialsGAP INC$0$1,129,062 â–¼-100.0%00.0%COMEATBrinker International$0$949,528 â–¼-100.0%00.0%Retail/WholesaleWALMART INC$0$245,770 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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