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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 7 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 PVH PVH CORPORATION Consumer Cyclical 7,133 $478K 0.04% SOLD
122 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 46,635 $478K 0.04% SOLD
123 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 22,916 $475K 0.04% SOLD
124 GNTX GENTEX CORP Consumer Cyclical 20,327 $473K 0.04% SOLD
125 COP CONOCOPHILLIPS Energy 5,019 $470K 0.04% SOLD
126 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,154 $470K 0.04% SOLD
127 TRU TRANSUNION Industrials 5,463 $468K 0.04% SOLD
128 BHF BRIGHTHOUSE FINL INC Financial Services 7,224 $468K 0.04% SOLD
129 PRA PROASSURANCE CORP Financial Services 19,356 $468K 0.04% SOLD
130 KHC KRAFT HEINZ CO Consumer Defensive 19,128 $464K 0.04% SOLD
131 ONTO ONTO INNOVATION INC Technology 2,916 $460K 0.04% SOLD
132 ENS ENERSYS Industrials 3,117 $457K 0.04% SOLD
133 ESTC ELASTIC N V Technology 6,060 $457K 0.04% SOLD
134 LYFT LYFT INC Technology 23,590 $457K 0.04% SOLD
135 TKR TIMKEN CO Industrials 5,403 $455K 0.04% SOLD
136 CNXN PC CONNECTION INC Technology 7,671 $443K 0.04% SOLD
137 QCRH QCR HOLDINGS INC Financial Services 5,289 $441K 0.04% SOLD
138 APD AIR PRODS & CHEMS INC Basic Materials 1,776 $439K 0.04% SOLD
139 LFUS LITTELFUSE INC Technology 1,733 $438K 0.04% SOLD
140 ETN EATON CORP PLC Industrials 1,376 $438K 0.04% SOLD
Page 7 of 17  ·  330 positions
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%