Holders — by stockHoldings — by fund
Wealth High Governance Asset Management Ltda.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2111728
$939.5M
disclosed book value
50
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GNRCGENERAC HLDGS INC | 217,195 | $63.6M | 6.8% |
| 2 | GLWCORNING INC | 180,986 | $46.2M | 4.9% |
| 3 | PHPARKER-HANNIFIN CORP | 43,440 | $42.5M | 4.5% |
| 4 | TKRTIMKEN CO | 289,555 | $42.1M | 4.5% |
| 5 | AMDADVANCED MICRO DEVICES INC | 72,398 | $42.1M | 4.5% |
| 6 | SHARKNINJA INC | 253,389 | $38.6M | 4.1% |
| 7 | DDOGDATADOG INC | 144,774 | $37.7M | 4% |
| 8 | FIXCOMFORT SYS USA INC | 18,096 | $35.9M | 3.8% |
| 9 | HUTHUT 8 CORP | 289,537 | $33.4M | 3.6% |
| 10 | CWCURTISS WRIGHT CORP | 43,434 | $32.9M | 3.5% |
| 11 | FPSFORGENT POWER SOLUTIONS INC | 579,176 | $32.4M | 3.4% |
| 12 | MKSIMKS INC. | 72,400 | $32.2M | 3.4% |
| 13 | AMATAPPLIED MATLS INC | 43,440 | $31.4M | 3.3% |
| 14 | UCTTULTRA CLEAN HLDGS INC | 217,157 | $31.0M | 3.3% |
| 15 | CATCATERPILLAR INC | 28,960 | $30.8M | 3.3% |
| 16 | FANFIRST TR EXCHANGE-TRADED FD | 1.1M | $28.3M | 3% |
| 17 | THYP21SHARES HYPERLIQUID ETF | 632,614 | $23.9M | 2.5% |
| 18 | RBLXROBLOX CORP | 434,362 | $23.6M | 2.5% |
| 19 | SEISOLARIS ENERGY INFRAS INC | 289,518 | $23.3M | 2.5% |
| 20 | ROSTROSS STORES INC | 108,595 | $23.1M | 2.5% |
| 21 | DOCNDIGITALOCEAN HLDGS INC | 144,778 | $22.7M | 2.4% |
| 22 | NXTNEXTPOWER INC | 180,950 | $21.6M | 2.3% |
| 23 | JBHTHUNT J B TRANS SVCS INC | 72,399 | $21.0M | 2.2% |
| 24 | MWHSOLV ENERGY INC | 579,148 | $19.7M | 2.1% |
| 25 | BITDEER TECHNOLOGIES GROUP | 1.2M | $18.4M | 2% |
| 26 | CIENCIENA CORP | 36,187 | $17.8M | 1.9% |
| 27 | PURRHYPERLIQUID STRATEGIES INC | 2.2M | $17.1M | 1.8% |
| 28 | AMER SPORTS INC | 434,387 | $14.7M | 1.6% |
| 29 | BTIBRITISH AMERN TOB PLC | 217,176 | $13.4M | 1.4% |
| 30 | ENLIGHT RENEWABLE ENERGY LTD | 144,778 | $12.9M | 1.4% |
| 31 | EATBRINKER INTL INC | 57,919 | $9.7M | 1% |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 11,542 | $8.6M | 0.9% |
| 33 | SKMSK TELECOM CO LTD | 217,120 | $7.0M | 0.7% |
| 34 | USDUWISDOMTREE TR | 186,800 | $5.0M | 0.5% |
| 35 | ALMALMONTY INDS INC | 289,537 | $4.8M | 0.5% |
| 36 | CREDO TECHNOLOGY GROUP HOLDI | 14,480 | $3.9M | 0.4% |
| 37 | FLSPFRANKLIN TEMPLETON ETF TR | 135,674 | $3.8M | 0.4% |
| 38 | DPC HOLDINGS PLC | 72,399 | $3.6M | 0.4% |
| 39 | CQQQINVESCO EXCH TRADED FD TR II | 43,583 | $2.5M | 0.3% |
| 40 | QAINEW YORK LIFE INVESTMENTS ET | 67,699 | $2.5M | 0.3% |
| 41 | DBMFLITMAN GREGORY FDS TR | 80,250 | $2.5M | 0.3% |
| 42 | AMZNAMAZON COM INC | 10,146 | $2.4M | 0.3% |
| 43 | QYLDGLOBAL X FDS | 86,131 | $1.6M | 0.2% |
| 44 | SPHQINVESCO EXCHANGE TRADED FD T | 17,255 | $1.6M | 0.2% |
| 45 | IDHQINVESCO EXCH TRADED FD TR II | 35,100 | $1.5M | 0.2% |
| 46 | VFMOVANGUARD WELLINGTON FD | 5,802 | $1.4M | 0.2% |
| 47 | IBITISHARES BITCOIN TRUST ETF | 34,300 | $1.1M | 0.1% |
| 48 | SRVRPACER FDS TR | 21,500 | $683,055 | 0.1% |
| 49 | IPAVGLOBAL X FDS | 20,900 | $671,304 | 0.1% |
| 50 | AGI INC | 72,366 | $512,351 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.