Wealth High Governance Capital Ltda Top Holdings and 13F Report (2026) About Wealth High Governance Capital LtdaInvestment ActivityWealth High Governance Capital Ltda has $334.35 million in total holdings as of June 30, 2026.Wealth High Governance Capital Ltda owns shares of 35 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 60.17% of the portfolio was purchased this quarter.About 71.85% of the portfolio was sold this quarter.This quarter, Wealth High Governance Capital Ltda has purchased 46 new stocks and bought additional shares in 3 stocks.Wealth High Governance Capital Ltda sold shares of 13 stocks and completely divested from 30 stocks this quarter.Largest Holdings Generac $24,246,132Corning $17,628,246Parker-Hannifin $16,197,667Timken $16,049,867Advanced Micro Devices $16,034,278 Largest New Holdings this Quarter 368736104 - Generac $24,246,132 Holding219350105 - Corning $17,628,246 Holding007903107 - Advanced Micro Devices $16,034,278 Holding44812J104 - HUT 8 CORP $12,752,401 Holding34631F102 - FORGENT POWER SOLUTIONS INC $12,335,229 Holding Largest Purchases this Quarter Generac 82,805 shares (about $24.25M)Corning 69,014 shares (about $17.63M)Advanced Micro Devices 27,602 shares (about $16.03M)HUT 8 CORP 110,463 shares (about $12.75M)FORGENT POWER SOLUTIONS INC 220,824 shares (about $12.34M) Largest Sales this Quarter Comfort Systems USA 7,119 shares (about $14.11M)DIGITALOCEAN HLDGS INC 67,402 shares (about $10.58M)Ross Stores 46,286 shares (about $9.85M)Ciena 14,219 shares (about $6.98M)SK Telecom 181,367 shares (about $5.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth High Governance Capital Ltda Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGNRCGenerac$24,246,132$24,246,132 ▲New Holding82,8057.3%IndustrialsGLWCorning$17,628,246$17,628,246 ▲New Holding69,0145.3%TechnologyPHParker-Hannifin$16,197,667$4,409,365 ▼-21.4%16,5604.8%IndustrialsTKRTimken$16,049,867$5,850,874 ▲57.4%110,4454.8%IndustrialsAMDAdvanced Micro Devices$16,034,278$16,034,278 ▲New Holding27,6024.8%TechnologySNSharkNinja$14,710,957$1,345,001 ▼-8.4%96,6114.4%Consumer DiscretionaryDDOGDatadog$14,378,641$5,369,404 ▲59.6%55,2264.3%TechnologyFIXComfort Systems USA$13,683,383$14,109,502 ▼-50.8%6,9044.1%IndustrialsHUT 8 CORP$12,752,401$12,752,401 ▲New Holding110,4633.8%COMCWCurtiss-Wright$12,553,052$764,580 ▼-5.7%16,5663.8%IndustrialsFORGENT POWER SOLUTIONS INC$12,335,229$12,335,229 ▲New Holding220,8243.7%COM SHS CL AMKSIMKS$12,276,480$12,276,480 ▲New Holding27,6003.7%TechnologyAMATApplied Materials$11,972,880$11,972,880 ▲New Holding16,5603.6%TechnologyUCTTUltra Clean$11,812,583$11,812,583 ▲New Holding82,8433.5%TechnologyCATCaterpillar$11,756,496$11,756,496 ▲New Holding11,0403.5%IndustrialsFANFirst Trust Global Wind Energy ETF$9,656,144$9,656,144 ▲New Holding386,5552.9%ETFRBLXRoblox$9,007,394$9,007,394 ▲New Holding165,6382.7%Communication ServicesSOLARIS ENERGY INFRAS INC$8,889,382$993,681 ▼-10.1%110,4822.7%COM CL AROSTRoss Stores$8,813,054$9,851,975 ▼-52.8%41,4052.6%Consumer DiscretionaryDIGITALOCEAN HLDGS INC$8,671,511$10,584,136 ▼-55.0%55,2222.6%COMNXTNextpower$8,226,617$2,222,676 ▼-21.3%69,0502.5%IndustrialsJBHTJ.B. Hunt Transport Services$7,988,557$7,988,557 ▲New Holding27,6012.4%IndustrialsSOLV ENERGY INC$7,520,011$7,520,011 ▲New Holding220,8522.2%COM SHS CL ABTDRBitdeer Technologies Group$7,008,589$7,008,589 ▲New Holding441,6252.1%TechnologyCIENCiena$6,776,105$6,975,272 ▼-50.7%13,8132.0%TechnologyHYPERLIQUID STRATEGIES INC$6,516,738$6,516,738 ▲New Holding828,0481.9%COMAMER SPORTS INC$5,604,344$1,531,598 ▼-21.5%165,6131.7%COM SHSBTIBritish American Tobacco$5,115,210$1,383,733 ▼-21.3%82,8241.5%Consumer StaplesENLTEnlight Renewable Energy$4,915,862$3,039,677 ▲162.0%55,2221.5%UtilitiesEATBrinker International$3,709,608$3,709,608 ▲New Holding22,0811.1%Consumer DiscretionarySKMSK Telecom$2,665,421$5,832,763 ▼-68.6%82,8800.8%Communication ServicesALMONTY INDS INC$1,829,267$1,829,267 ▲New Holding110,4630.5%COM NEWCRDOCredo Technology Group$1,501,164$1,501,164 ▲New Holding5,5200.4%TechnologyDPC HOLDINGS PLC$1,354,105$1,354,105 ▲New Holding27,6010.4%ORDINARY SHARESAGI INC$195,649$1,791,292 ▼-90.2%27,6340.1%COM SHS CL APAASPan American Silver$0$17,273,951 ▼-100.0%00.0%MaterialsNRGNRG Energy$0$12,816,186 ▼-100.0%00.0%UtilitiesFCXFreeport-McMoRan$0$12,391,764 ▼-100.0%00.0%MaterialsVSTVistra$0$10,542,944 ▼-100.0%00.0%UtilitiesECHOSTAR CORP$0$10,253,459 ▼-100.0%00.0%CL ACELESTICA INC$0$9,870,631 ▼-100.0%00.0%COMLITELumentum$0$9,849,884 ▼-100.0%00.0%TechnologyCELHCelsius$0$8,705,976 ▼-100.0%00.0%Consumer StaplesNETCloudflare$0$8,688,358 ▼-100.0%00.0%TechnologyCENXCentury Aluminum$0$8,247,412 ▼-100.0%00.0%MaterialsVISTVista Energy$0$7,941,104 ▼-100.0%00.0%EnergyALBAlbemarle$0$7,560,367 ▼-100.0%00.0%MaterialsAGIAlamos Gold$0$6,240,682 ▼-100.0%00.0%MaterialsBARRICK MINING CORP$0$5,729,404 ▼-100.0%00.0%COM SHSKGCKinross Gold$0$5,357,542 ▼-100.0%00.0%MaterialsCORE NATURAL RESOURCES INC$0$4,406,096 ▼-100.0%00.0%COM SHSAURA MINERALS INC$0$4,297,546 ▼-100.0%00.0%SHS NEWTANInvesco Solar ETF$0$3,908,892 ▼-100.0%00.0%ETFHLIHoulihan Lokey$0$3,707,694 ▼-100.0%00.0%FinanceBTUPeabody Energy$0$3,463,078 ▼-100.0%00.0%EnergyPAMPampa Energia$0$2,570,306 ▼-100.0%00.0%UtilitiesMEOHMethanex$0$2,506,991 ▼-100.0%00.0%MaterialsECEcopetrol$0$2,417,078 ▼-100.0%00.0%EnergyBKRBaker Hughes$0$2,145,785 ▼-100.0%00.0%EnergySNOWSnowflake$0$2,112,385 ▼-100.0%00.0%TechnologyXPXP$0$2,001,256 ▼-100.0%00.0%FinancePBRPetroleo Brasileiro S.A.- Petrobras$0$1,453,185 ▼-100.0%00.0%EnergyPALANTIR TECHNOLOGIES INC$0$1,023,521 ▼-100.0%00.0%CL ANOWServiceNow$0$732,164 ▼-100.0%00.0%TechnologySRADSportradar Group$0$234,243 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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