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Portfolio (Quarterly) Guide ↗

MIRABELLA FINANCIAL SERVICES LLP

· CIK 0001538853
13F Portfolio $1.1B AUM 889 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 556 New 166 Added 165 Reduced 330 Exited
Page 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WOR WORTHINGTON ENTERPRISES INC Industrials 5,252.0 $274K 0.03% +141.0 +2.8% $52.14 +3.1%
142 MDB MONGODB INC Technology 1,111.0 $272K 0.03% +494.0 +80.1% $244.77 +46.8%
143 PRG PROG HOLDINGS INC Industrials 9,429.0 $271K 0.03% +2K +23.7% $28.69 +57.4%
144 PRVA PRIVIA HEALTH GROUP INC Healthcare 12,302.0 $253K 0.02% +860.0 +7.5% $20.57 +30.7%
145 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 38,904.0 $251K 0.02% +22K +127.0% $6.44 +37.6%
146 LFST LIFESTANCE HEALTH GROUP INC Healthcare 39,225.0 $250K 0.02% +24K +166.1% $6.37 +79.4%
147 DCH DAUCH CORP Industrials 42,092.0 $250K 0.02% +32K +314.6% $5.93 -11.5%
148 CEG CONSTELLATION ENERGY CORP Utilities 887.0 $248K 0.02% +320.0 +56.4% $279.25 -15.3%
149 BROS DUTCH BROS INC Consumer Cyclical 4,804.0 $243K 0.02% +332.0 +7.4% $50.66 +44.7%
150 AGCO AGCO CORP Industrials 2,052.0 $238K 0.02% +95.0 +4.8% $115.87 +0.6%
151 RPC RIDGEPOST CAP INC Financial Services 32,651.0 $237K 0.02% +7K +29.4% $7.26 +8.3%
152 PANL PANGAEA LOGISTICS SOLUTION L Industrials 33,357.0 $236K 0.02% +21K +175.6% $7.08 -7.9%
153 CNC CENTENE CORP DEL Healthcare 7,111.0 $233K 0.02% +2K +31.7% $32.74 +108.8%
154 XPRO EXPRO GROUP HOLDINGS NV Energy 13,221.0 $230K 0.02% +3K +31.2% $17.41 -15.2%
155 QRVO QORVO INC Technology 2,935.0 $227K 0.02% +169.0 +6.1% $77.40 +17.4%
156 QUBT QUANTUM COMPUTING INC Technology 32,934.0 $226K 0.02% +20K +157.7% $6.85 +37.7%
157 TOST TOAST INC Technology 8,173.0 $217K 0.02% +1K +16.8% $26.51 +8.3%
158 CSGP COSTAR GROUP INC Real Estate 5,077.0 $205K 0.02% +2K +52.9% $40.34 -27.2%
159 HLIT HARMONIC INC Technology 21,476.0 $193K 0.02% +1K +5.1% $8.98 +75.7%
160 NAGE NIAGEN BIOSCIENCE INC Healthcare 43,074.0 $190K 0.02% +28K +179.6% $4.41 -24.5%
Page 8 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 40.3%
Financial Services 16.2%
Technology 12.2%
Consumer Cyclical 7.3%
Basic Materials 5.5%
Energy 4.8%
Healthcare 4.0%
Communication Services 3.4%
Utilities 2.9%
Consumer Defensive 2.8%