Wealth High Governance Capital Ltda
35 holdingsFiling period: 2026-06-30Current AUM: $255.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GNRC | Generac Hldgs Inc | 82.8K | $24.2M | $16.1M | 6.30% | -- | 2026-06-30 |
| 2 | GLW | Corning Inc | 69.0K | $17.6M | $9.1M | 3.57% | -- | 2026-06-30 |
| 3 | PH | Parker-Hannifin Corp | 16.6K | $16.2M | $15.6M | 6.11% | -4,508 | 2026-06-30 |
| 4 | TKR | Timken Co | 110.4K | $16.0M | $12.5M | 4.89% | +40.3K | 2026-06-30 |
| 5 | AMD | Advanced Micro Devices Inc | 27.6K | $16.0M | $14.8M | 5.77% | -- | 2026-06-30 |
| 6 | — | Sharkninja Inc | 96.6K | $14.7M | $14.7M | 5.75% | -8,833 | 2026-06-30 |
| 7 | DDOG | Datadog Inc | 55.2K | $14.4M | $14.2M | 5.53% | +20.6K | 2026-06-30 |
| 8 | FIX | Comfort Sys USA Inc | 6.9K | $13.7M | $9.6M | 3.77% | -7,119 | 2026-06-30 |
| 9 | HUT | Hut 8 Corp | 110.5K | $12.8M | $7.6M | 2.98% | -- | 2026-06-30 |
| 10 | CW | Curtiss Wright Corp | 16.6K | $12.6M | $8.2M | 3.21% | -1,009 | 2026-06-30 |
| 11 | FPS | Forgent Power Solutions Inc | 220.8K | $12.3M | $6.7M | 2.61% | -- | 2026-06-30 |
| 12 | MKSI | Mks Inc. | 27.6K | $12.3M | $5.8M | 2.28% | -- | 2026-06-30 |
| 13 | AMAT | Applied Matls Inc | 16.6K | $12.0M | $6.7M | 2.62% | -- | 2026-06-30 |
| 14 | UCTT | Ultra Clean Hldgs Inc | 82.8K | $11.8M | $4.3M | 1.67% | -- | 2026-06-30 |
| 15 | CAT | Caterpillar Inc | 11.0K | $11.8M | $8.0M | 3.13% | -- | 2026-06-30 |
| 16 | FAN | First TR Exchange-Traded FD | 386.6K | $9.7M | $8.5M | 3.31% | -- | 2026-06-30 |
| 17 | RBLX | Roblox Corp | 165.6K | $9.0M | $8.7M | 3.39% | -- | 2026-06-30 |
| 18 | SEI | Solaris Energy Infras Inc | 110.5K | $8.9M | $7.0M | 2.73% | -12,350 | 2026-06-30 |
| 19 | ROST | Ross Stores Inc | 41.4K | $8.8M | $9.8M | 3.84% | -46,286 | 2026-06-30 |
| 20 | DOCN | Digitalocean Hldgs Inc | 55.2K | $8.7M | $5.5M | 2.15% | -67,402 | 2026-06-30 |
| 21 | NXT | Nextpower Inc | 69.0K | $8.2M | $5.5M | 2.13% | -18,656 | 2026-06-30 |
| 22 | JBHT | Hunt J B Trans Svcs Inc | 27.6K | $8.0M | $6.2M | 2.44% | -- | 2026-06-30 |
| 23 | MWH | Solv Energy Inc | 220.9K | $7.5M | $5.1M | 1.98% | -- | 2026-06-30 |
| 24 | — | Bitdeer Technologies Group | 441.6K | $7.0M | $7.0M | 2.74% | -- | 2026-06-30 |
| 25 | CIEN | Ciena Corp | 13.8K | $6.8M | $4.7M | 1.85% | -14,219 | 2026-06-30 |
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