Wealth High Governance Asset Management Ltda. holds a diversified book of 46 stocks worth $283.3M as of Q1 2026 (disclosed Jun 18, 2026, a ~45-day 13F lag). This quarter they opened COMFORT SYS USA INC and trimmed NRG ENERGY INC. Their largest long position is COMFORT SYS USA INC at 6% of the equity book.
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Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Comfort Sys USA Inc COM | $16.5M | 12.0K | 5.8% | ▲New New position | |
| 2 | Ross Stores Inc COM | $16.2M | 74.6K | 5.7% | ▲17× Added · +70K sh | |
| 3 | Parker-Hannifin Corp COM | $16.0M | 17.9K | 5.6% | ▲+131% Added · +10K sh | |
| 4 | Pan Amern Silver Corp COM | $14.6M | 267.6K | 5.2% | ▲+204% Added · +180K sh | |
| 5 | NRG Energy Inc COM NEW | $10.9M | 74.6K | 3.8% | ▼−15% Reduced · −14K sh | |
| 6 | Freeport McMoran Inc CL B | $10.5M | 178.4K | 3.7% | ▲New New position | |
| 7 | Curtiss Wright Corp COM | $10.1M | 14.8K | 3.6% | ▲+35% Added · +4K sh | |
| 8 | Sharkninja Inc COM SHS | $9.4M | 89.1K | 3.3% | ▲+62% Added · +34K sh | |
| 9 | Ciena Corp COM NEW | $9.3M | 23.9K | 3.3% | ▲New New position | |
| 10 | Nextpower Inc CLASS A COM | $9.0M | 74.6K | 3.2% | ▼−15% Reduced · −14K sh | |
| 11 | Digitalocean Hldgs Inc COM | $9.0M | 104.8K | 3.2% | ▲New New position | |
| 12 | Vistra Corp COM | $9.0M | 59.7K | 3.2% | ▲New New position | |
| 13 | Echostar Corp CL A | $8.8M | 74.8K | 3.1% | ▲+13% Added · +9K sh | |
| 14 | Celestica Inc COM | $8.4M | 29.9K | 3.0% | ▲+70% Added · +12K sh | |
| 15 | Lumentum Hldgs Inc COM | $8.4M | 12.0K | 3.0% | ▼−40% Reduced · −8K sh | |
| 16 | Celsius Hldgs Inc COM NEW | $7.4M | 209.2K | 2.6% | ▲+90% Added · +99K sh | |
| 17 | Cloudflare Inc CL A COM | $7.4M | 35.8K | 2.6% | ▲New New position | |
| 18 | Century Alum Co COM | $7.0M | 119.0K | 2.5% | ▲+116% Added · +64K sh | |
| 19 | Vista Energy S.A.B. De C.V. SPONSORED ADS | $6.8M | 89.6K | 2.4% | ▲New New position | |
| 20 | SK Telecom Co Ltd SPONSORED ADR | $6.6M | 224.5K | 2.3% | ▲New New position | |
| 21 | Albemarle Corp COM | $6.4M | 35.8K | 2.3% | ▼−35% Reduced · −19K sh | |
| 22 | Timken Co COM | $6.0M | 59.6K | 2.1% | ▼−15% Reduced · −11K sh | |
| 23 | Solaris Energy Infras Inc COM CL A | $5.9M | 104.3K | 2.1% | ▲+35% Added · +27K sh | |
| 24 | Amer Sports Inc COM SHS | $5.9M | 178.3K | 2.1% | ▲+304% Added · +134K sh | |
| 25 | Alamos Gold Inc COM CL A | $5.3M | 119.1K | 1.9% | ▲New New position | |
| 26 | British Amern Tob PLC SPONSORED ADR | $5.2M | 89.5K | 1.8% | ▲+103% Added · +45K sh | |
| 27 | Barrick MNG Corp COM SHS | $4.9M | 119.1K | 1.7% | ▲+171% Added · +75K sh | |
| 28 | Kinross Gold Corp COM | $4.5M | 148.9K | 1.6% | ▲New New position | |
| 29 | Core Natural Resources Inc COM SHS | $3.8M | 35.9K | 1.3% | ▲New New position | |
| 30 | Aura Minerals Inc SHS NEW | $3.6M | 44.7K | 1.3% | ▲New New position | |
| 31 | Datadog Inc CL A COM | $3.5M | 29.4K | 1.2% | ▲New New position | |
| 32 | Invesco Exch Traded FD TR II SOLAR ETF | $3.4M | 61.8K | 1.2% | ▼−53% Reduced · −70K sh | |
| 33 | Houlihan Lokey Inc CL A | $3.2M | 22.0K | 1.1% | ▼−0.4% Reduced · −84 sh | |
| 34 | Peabody Energy Corp COM | $3.0M | 89.8K | 1.0% | ▲New New position | |
| 35 | Pampa Energia Sa SPONS ADR LVL I | $2.2M | 24.7K | 0.8% | ▲+25% Added · +5K sh | |
| 36 | Methanex Corp COM | $2.1M | 35.8K | 0.8% | ▲New New position | |
| 37 | Ecopetrol S A SPONSORED ADS | $2.1M | 137.2K | 0.7% | ▲New New position | |
| 38 | Baker Hughes Company CL A | $1.8M | 29.7K | 0.6% | ▲New New position | |
| 39 | Snowflake Inc COM SHS | $1.8M | 12.0K | 0.6% | ▲New New position | |
| 40 | Agi Inc COM SHS CL A | $1.7M | 238.7K | 0.6% | ▲New New position | |
| 41 | XP Inc CL A | $1.7M | 89.8K | 0.6% | ▼−59% Reduced · −131K sh | |
| 42 | Petroleo Brasileiro S A SPONSORED ADR | $1.2M | 59.9K | 0.4% | ▲New New position | |
| 43 | Enlight Renewable Energy Ltd SHS | $1.2M | 17.8K | 0.4% | ▲New New position | |
| 44 | Palantir Technologies Inc CL A | $879K | 6.0K | 0.3% | ▲New New position | |
| 45 | Servicenow Inc COM | $627K | 6.0K | 0.2% | ▲New New position | |
| 46 | Sportradar Group AG CLASS A ORD SHS | $201K | 12.0K | 0.1% | ▼−91% Reduced · −120K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.