Wealth High Governance Capital Ltda
35 holdingsFiling period: 2026-06-30Current AUM: $264.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GNRC | GENERAC HLDGS INC | 82.8K | $24.2M | $14.5M | 5.47% | -- | 2026-06-30 |
| 2 | GLW | CORNING INC | 69.0K | $17.6M | $9.9M | 3.74% | -- | 2026-06-30 |
| 3 | PH | PARKER-HANNIFIN CORP | 16.6K | $16.2M | $15.3M | 5.78% | -4,508 | 2026-06-30 |
| 4 | TKR | TIMKEN CO | 110.4K | $16.0M | $12.9M | 4.86% | +40.3K | 2026-06-30 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 27.6K | $16.0M | $13.9M | 5.25% | -- | 2026-06-30 |
| 6 | — | SHARKNINJA INC | 96.6K | $14.7M | $14.7M | 5.55% | -8,833 | 2026-06-30 |
| 7 | DDOG | DATADOG INC | 55.2K | $14.4M | $12.7M | 4.80% | +20.6K | 2026-06-30 |
| 8 | FIX | COMFORT SYS USA INC | 6.9K | $13.7M | $10.9M | 4.11% | -7,119 | 2026-06-30 |
| 9 | HUT | HUT 8 CORP | 110.5K | $12.8M | $9.6M | 3.63% | -- | 2026-06-30 |
| 10 | CW | CURTISS WRIGHT CORP | 16.6K | $12.6M | $9.3M | 3.52% | -1,009 | 2026-06-30 |
| 11 | FPS | FORGENT POWER SOLUTIONS INC | 220.8K | $12.3M | $6.9M | 2.61% | -- | 2026-06-30 |
| 12 | MKSI | MKS INC. | 27.6K | $12.3M | $6.4M | 2.41% | -- | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 16.6K | $12.0M | $7.0M | 2.63% | -- | 2026-06-30 |
| 14 | UCTT | ULTRA CLEAN HLDGS INC | 82.8K | $11.8M | $5.4M | 2.05% | -- | 2026-06-30 |
| 15 | CAT | CATERPILLAR INC | 11.0K | $11.8M | $8.6M | 3.27% | -- | 2026-06-30 |
| 16 | FAN | FIRST TR EXCHANGE-TRADED FD | 386.6K | $9.7M | $8.8M | 3.34% | -- | 2026-06-30 |
| 17 | RBLX | ROBLOX CORP | 165.6K | $9.0M | $8.3M | 3.14% | -- | 2026-06-30 |
| 18 | SEI | SOLARIS ENERGY INFRAS INC | 110.5K | $8.9M | $6.8M | 2.57% | -12,350 | 2026-06-30 |
| 19 | ROST | ROSS STORES INC | 41.4K | $8.8M | $9.4M | 3.54% | -46,286 | 2026-06-30 |
| 20 | DOCN | DIGITALOCEAN HLDGS INC | 55.2K | $8.7M | $6.5M | 2.46% | -67,402 | 2026-06-30 |
| 21 | NXT | NEXTPOWER INC | 69.0K | $8.2M | $5.5M | 2.08% | -18,656 | 2026-06-30 |
| 22 | JBHT | HUNT J B TRANS SVCS INC | 27.6K | $8.0M | $7.5M | 2.85% | -- | 2026-06-30 |
| 23 | MWH | SOLV ENERGY INC | 220.9K | $7.5M | $5.7M | 2.14% | -- | 2026-06-30 |
| 24 | — | BITDEER TECHNOLOGIES GROUP | 441.6K | $7.0M | $7.0M | 2.65% | -- | 2026-06-30 |
| 25 | CIEN | CIENA CORP | 13.8K | $6.8M | $4.6M | 1.74% | -14,219 | 2026-06-30 |
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