Wealth High Governance Capital Ltda Top Holdings and 13F Report (2026) About Wealth High Governance Capital LtdaInvestment ActivityWealth High Governance Capital Ltda has $333.15 million in total holdings as of March 31, 2026.Wealth High Governance Capital Ltda owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 53.80% of the portfolio was purchased this quarter.About 63.68% of the portfolio was sold this quarter.This quarter, Wealth High Governance Capital Ltda has purchased 46 new stocks and bought additional shares in 10 stocks.Wealth High Governance Capital Ltda sold shares of 13 stocks and completely divested from 23 stocks this quarter.Largest Holdings Comfort Systems USA $19,337,577Ross Stores $18,996,501Parker-Hannifin $18,860,916Pan American Silver $17,273,951NRG Energy $12,816,186 Largest New Holdings this Quarter 199908104 - Comfort Systems USA $19,337,577 Holding35671D857 - Freeport-McMoRan $12,391,764 Holding171779309 - Ciena $10,882,863 Holding92840M102 - Vistra $10,542,944 Holding25402D102 - DIGITALOCEAN HLDSG INC $10,518,687 Holding Largest Purchases this Quarter Comfort Systems USA 14,023 shares (about $19.34M)Ross Stores 79,896 shares (about $17.31M)Freeport-McMoRan 210,816 shares (about $12.39M)Ciena 28,032 shares (about $10.88M)Vistra 70,132 shares (about $10.54M) Largest Sales this Quarter Lumentum 21,060 shares (about $14.80M)NRG Energy 68,197 shares (about $9.97M)Albemarle 55,280 shares (about $9.92M)Invesco Solar ETF 163,678 shares (about $9.12M)Nextpower 68,189 shares (about $8.22M) 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 PortfolioSectorFIXComfort Systems USA$19,337,577$19,337,577 â–²New Holding14,0235.8%ConstructionROSTRoss Stores$18,996,501$17,307,870 â–²1,025.0%87,6915.7%Retail/WholesalePHParker-Hannifin$18,860,916$6,648,947 â–²54.4%21,0685.7%IndustrialsPAASPan American Silver$17,273,951$8,752,764 â–²102.7%316,1995.2%Basic MaterialsNRGNRG Energy$12,816,186$9,966,310 â–¼-43.7%87,6983.8%UtilitiesFCXFreeport-McMoRan$12,391,764$12,391,764 â–²New Holding210,8163.7%Basic MaterialsCWCurtiss-Wright$11,970,684$1,302,301 â–¼-9.8%17,5753.6%AerospaceSNSharkNinja$11,166,520$848,259 â–²8.2%105,4443.4%Retail/WholesaleCIENCiena$10,882,863$10,882,863 â–²New Holding28,0323.3%Computer and TechnologyNXTNextpower$10,572,958$8,220,184 â–¼-43.7%87,7063.2%EnergyVSTVistra$10,542,944$10,542,944 â–²New Holding70,1323.2%UtilitiesDIGITALOCEAN HLDSG INC$10,518,687$10,518,687 â–²New Holding122,6243.2%COMSATSEchoStar$10,253,459$3,434,483 â–¼-25.1%87,5843.1%Computer and TechnologyCELESTICA INC$9,870,631$1,088,130 â–²12.4%35,0423.0%COMLITELumentum$9,849,884$14,800,125 â–¼-60.0%14,0163.0%Computer and TechnologyCELHCelsius$8,705,976$1,792,024 â–²25.9%245,3772.6%Consumer StaplesNETCloudflare$8,688,358$8,688,358 â–²New Holding42,1072.6%Computer and TechnologyCENXCentury Aluminum$8,247,412$2,529,011 â–²44.2%140,5252.5%IndustrialsVISTVista Energy$7,941,104$7,941,104 â–²New Holding105,2222.4%EnergySKMSK Telecom$7,739,795$7,739,795 â–²New Holding264,2472.3%Computer and TechnologyALBAlbemarle$7,560,367$9,924,418 â–¼-56.8%42,1122.3%Basic MaterialsTKRTimken$7,058,304$5,484,384 â–¼-43.7%70,1832.1%Computer and TechnologyAMER SPORTS INC$6,941,939$4,375,891 â–²170.5%210,8732.1%COM SHSSOLARIS ENERGY INFRAS INC$6,941,236$764,750 â–¼-9.9%122,8322.1%COM CL AAGIAlamos Gold$6,240,682$6,240,682 â–²New Holding140,4611.9%Basic MaterialsBTIBritish American Tobacco$6,152,740$1,595,120 â–²35.0%105,2291.8%Consumer StaplesBARRICK MINING CORP$5,729,404$2,546,479 â–²80.0%140,4611.7%COM SHSKGCKinross Gold$5,357,542$5,357,542 â–²New Holding175,5421.6%Basic MaterialsCORE NATURAL RESOURCES INC$4,406,096$4,406,096 â–²New Holding42,0711.3%COM SHSAURA MINERALS INC$4,297,546$4,297,546 â–²New Holding52,6661.3%SHS NEWDDOGDatadog$4,084,884$4,084,884 â–²New Holding34,6031.2%Computer and TechnologyTANInvesco Solar ETF$3,908,892$9,118,501 â–¼-70.0%70,1651.2%ETFHLIHoulihan Lokey$3,707,694$1,889,752 â–¼-33.8%25,8161.1%FinanceBTUPeabody Energy$3,463,078$3,463,078 â–²New Holding105,1011.0%EnergyPAMPampa Energia$2,570,306$533,921 â–¼-17.2%29,0430.8%UtilitiesMEOHMethanex$2,506,991$2,506,991 â–²New Holding42,1060.8%Basic MaterialsECEcopetrol$2,417,078$2,417,078 â–²New Holding161,2460.7%EnergyBKRBaker Hughes$2,145,785$2,145,785 â–²New Holding35,1480.6%EnergySNOWSnowflake$2,112,385$2,112,385 â–²New Holding14,0060.6%Computer and TechnologyAGI INC$2,040,260$2,040,260 â–²New Holding280,6410.6%COM SHS CL AXPXP$2,001,256$5,419,354 â–¼-73.0%105,1080.6%FinancePBRPetroleo Brasileiro S.A.- Petrobras$1,453,185$1,453,185 â–²New Holding70,0330.4%EnergyENLTEnlight Renewable Energy$1,438,648$1,438,648 â–²New Holding21,0760.4%EnergyPALANTIR TECHNOLOGIES INC$1,023,521$1,023,521 â–²New Holding6,9970.3%CL ANOWServiceNow$732,164$732,164 â–²New Holding7,0030.2%Computer and TechnologySRADSportradar Group$234,243$3,680,292 â–¼-94.0%13,9930.1%Consumer DiscretionarySQMSociedad Quimica y Minera$0$13,406,987 â–¼-100.0%00.0%Basic MaterialsHUT 8 CORP$0$10,742,747 â–¼-100.0%00.0%COMCHRWC.H. Robinson Worldwide$0$10,024,672 â–¼-100.0%00.0%TransportationCVNACarvana$0$9,857,965 â–¼-100.0%00.0%Retail/WholesaleHBMHudBay Minerals$0$9,286,246 â–¼-100.0%00.0%Basic MaterialsCCitigroup$0$9,095,752 â–¼-100.0%00.0%Financial ServicesMSMorgan Stanley$0$8,302,901 â–¼-100.0%00.0%FinanceTTMITTM Technologies$0$8,067,549 â–¼-100.0%00.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$0$7,577,650 â–¼-100.0%00.0%ETFCRH PLC$0$7,295,933 â–¼-100.0%00.0%ORDCCJCameco$0$7,131,463 â–¼-100.0%00.0%Basic MaterialsTRUTransUnion$0$6,684,041 â–¼-100.0%00.0%Business ServicesRLRalph Lauren$0$4,134,408 â–¼-100.0%00.0%Consumer DiscretionaryDECKDeckers Outdoor$0$4,040,435 â–¼-100.0%00.0%Retail/WholesaleFLUTTER ENTMT PLC$0$3,352,259 â–¼-100.0%00.0%SHSVIKING HOLDINGS LTD$0$3,339,774 â–¼-100.0%00.0%ORD SHSKGSKodiak Gas Services$0$2,915,255 â–¼-100.0%00.0%EnergyCMGChipotle Mexican Grill$0$2,884,076 â–¼-100.0%00.0%Retail/WholesaleHPEHewlett Packard Enterprise$0$2,808,442 â–¼-100.0%00.0%Computer and TechnologyIAGIamgold$0$2,570,709 â–¼-100.0%00.0%Basic MaterialsGAP INC$0$1,995,469 â–¼-100.0%00.0%COMEATBrinker International$0$1,678,036 â–¼-100.0%00.0%Retail/WholesaleWALMART INC$0$434,165 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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