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 â–²New Holding82,8057.3%IndustrialsGLWCorning$17,628,246$17,628,246 â–²New Holding69,0145.3%TechnologyPHParker-Hannifin$16,197,667$4,409,365 â–¼-21.4%16,5604.8%IndustrialsTKRTimken$16,049,867$5,850,874 â–²57.4%110,4454.8%IndustrialsAMDAdvanced Micro Devices$16,034,278$16,034,278 â–²New Holding27,6024.8%TechnologySNSharkNinja$14,710,957$1,345,001 â–¼-8.4%96,6114.4%Consumer DiscretionaryDDOGDatadog$14,378,641$5,369,404 â–²59.6%55,2264.3%TechnologyFIXComfort Systems USA$13,683,383$14,109,502 â–¼-50.8%6,9044.1%IndustrialsHUT 8 CORP$12,752,401$12,752,401 â–²New Holding110,4633.8%COMCWCurtiss-Wright$12,553,052$764,580 â–¼-5.7%16,5663.8%IndustrialsFORGENT POWER SOLUTIONS INC$12,335,229$12,335,229 â–²New Holding220,8243.7%COM SHS CL AMKSIMKS$12,276,480$12,276,480 â–²New Holding27,6003.7%TechnologyAMATApplied Materials$11,972,880$11,972,880 â–²New Holding16,5603.6%TechnologyUCTTUltra Clean$11,812,583$11,812,583 â–²New Holding82,8433.5%TechnologyCATCaterpillar$11,756,496$11,756,496 â–²New Holding11,0403.5%IndustrialsFANFirst Trust Global Wind Energy ETF$9,656,144$9,656,144 â–²New Holding386,5552.9%ETFRBLXRoblox$9,007,394$9,007,394 â–²New Holding165,6382.7%Communication ServicesSOLARIS ENERGY INFRAS INC$8,889,382$993,681 â–¼-10.1%110,4822.7%COM CL AROSTRoss Stores$8,813,054$9,851,975 â–¼-52.8%41,4052.6%Consumer DiscretionaryDIGITALOCEAN HLDGS INC$8,671,511$10,584,136 â–¼-55.0%55,2222.6%COMNXTNextpower$8,226,617$2,222,676 â–¼-21.3%69,0502.5%IndustrialsJBHTJ.B. Hunt Transport Services$7,988,557$7,988,557 â–²New Holding27,6012.4%IndustrialsSOLV ENERGY INC$7,520,011$7,520,011 â–²New Holding220,8522.2%COM SHS CL ABTDRBitdeer Technologies Group$7,008,589$7,008,589 â–²New Holding441,6252.1%TechnologyCIENCiena$6,776,105$6,975,272 â–¼-50.7%13,8132.0%TechnologyHYPERLIQUID STRATEGIES INC$6,516,738$6,516,738 â–²New Holding828,0481.9%COMAMER SPORTS INC$5,604,344$1,531,598 â–¼-21.5%165,6131.7%COM SHSBTIBritish American Tobacco$5,115,210$1,383,733 â–¼-21.3%82,8241.5%Consumer StaplesENLTEnlight Renewable Energy$4,915,862$3,039,677 â–²162.0%55,2221.5%UtilitiesEATBrinker International$3,709,608$3,709,608 â–²New Holding22,0811.1%Consumer DiscretionarySKMSK Telecom$2,665,421$5,832,763 â–¼-68.6%82,8800.8%Communication ServicesALMONTY INDS INC$1,829,267$1,829,267 â–²New Holding110,4630.5%COM NEWCRDOCredo Technology Group$1,501,164$1,501,164 â–²New Holding5,5200.4%TechnologyDPC HOLDINGS PLC$1,354,105$1,354,105 â–²New Holding27,6010.4%ORDINARY SHARESAGI INC$195,649$1,791,292 â–¼-90.2%27,6340.1%COM SHS CL APAASPan American Silver$0$17,273,951 â–¼-100.0%00.0%MaterialsNRGNRG Energy$0$12,816,186 â–¼-100.0%00.0%UtilitiesFCXFreeport-McMoRan$0$12,391,764 â–¼-100.0%00.0%MaterialsVSTVistra$0$10,542,944 â–¼-100.0%00.0%UtilitiesECHOSTAR CORP$0$10,253,459 â–¼-100.0%00.0%CL ACELESTICA INC$0$9,870,631 â–¼-100.0%00.0%COMLITELumentum$0$9,849,884 â–¼-100.0%00.0%TechnologyCELHCelsius$0$8,705,976 â–¼-100.0%00.0%Consumer StaplesNETCloudflare$0$8,688,358 â–¼-100.0%00.0%TechnologyCENXCentury Aluminum$0$8,247,412 â–¼-100.0%00.0%MaterialsVISTVista Energy$0$7,941,104 â–¼-100.0%00.0%EnergyALBAlbemarle$0$7,560,367 â–¼-100.0%00.0%MaterialsAGIAlamos Gold$0$6,240,682 â–¼-100.0%00.0%MaterialsBARRICK MINING CORP$0$5,729,404 â–¼-100.0%00.0%COM SHSKGCKinross Gold$0$5,357,542 â–¼-100.0%00.0%MaterialsCORE NATURAL RESOURCES INC$0$4,406,096 â–¼-100.0%00.0%COM SHSAURA MINERALS INC$0$4,297,546 â–¼-100.0%00.0%SHS NEWTANInvesco Solar ETF$0$3,908,892 â–¼-100.0%00.0%ETFHLIHoulihan Lokey$0$3,707,694 â–¼-100.0%00.0%FinanceBTUPeabody Energy$0$3,463,078 â–¼-100.0%00.0%EnergyPAMPampa Energia$0$2,570,306 â–¼-100.0%00.0%UtilitiesMEOHMethanex$0$2,506,991 â–¼-100.0%00.0%MaterialsECEcopetrol$0$2,417,078 â–¼-100.0%00.0%EnergyBKRBaker Hughes$0$2,145,785 â–¼-100.0%00.0%EnergySNOWSnowflake$0$2,112,385 â–¼-100.0%00.0%TechnologyXPXP$0$2,001,256 â–¼-100.0%00.0%FinancePBRPetroleo Brasileiro S.A.- Petrobras$0$1,453,185 â–¼-100.0%00.0%EnergyPALANTIR TECHNOLOGIES INC$0$1,023,521 â–¼-100.0%00.0%CL ANOWServiceNow$0$732,164 â–¼-100.0%00.0%TechnologySRADSportradar Group$0$234,243 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
