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 17 · 330 positions

← Prev 1… 6 7 8 9 10 …17 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
141	NEE	NEXTERA ENERGY INC	Utilities	5,427	$436K	0.04%	SOLD
142	AWI	ARMSTRONG WORLD INDS INC NEW	Industrials	2,256	$431K	0.04%	SOLD
143	CLF	CLEVELAND-CLIFFS INC NEW	Basic Materials	32,388	$430K	0.04%	SOLD
144	PRK	PARK NATL CORP	Financial Services	2,823	$430K	0.04%	SOLD
145	CCL	CARNIVAL CORP	Consumer Cyclical	14,026	$428K	0.04%	SOLD
146	DINO	HF SINCLAIR CORP	Energy	9,261	$427K	0.04%	SOLD
147	DAL	DELTA AIR LINES INC DEL	Industrials	6,123	$425K	0.04%	SOLD
148	PLMR	PALOMAR HLDGS INC	Financial Services	3,147	$424K	0.04%	SOLD
149	CDW	CDW CORP	Technology	3,106	$423K	0.04%	SOLD
150	MLM	MARTIN MARIETTA MATLS INC	Basic Materials	676	$421K	0.04%	SOLD
151	PPC	PILGRIMS PRIDE CORP	Consumer Defensive	10,755	$419K	0.04%	SOLD
152	ACIW	ACI WORLDWIDE INC	Technology	8,747	$418K	0.04%	SOLD
153	URG	UR-ENERGY INC	Energy	300,000	$417K	0.04%	SOLD
154	APAM	ARTISAN PARTNERS ASSET MGMT	Financial Services	10,233	$417K	0.04%	SOLD
155	VYX	NCR VOYIX CORPORATION	Technology	40,800	$416K	0.04%	SOLD
156	B CALL	BARRICK MNG CORP	Basic Materials	9,500	$414K	0.04%	SOLD
157	BRZE	BRAZE INC	Technology	11,912	$408K	0.04%	SOLD
158	BBAR	BANCO BBVA ARGENTINA S A	Financial Services	22,595	$408K	0.04%	SOLD
159	ECG	EVERUS CONSTR GROUP	Industrials	4,764	$408K	0.04%	SOLD
160	FOUR	SHIFT4 PMTS INC	Technology	6,438	$405K	0.04%	SOLD

Page 8 of 17 · 330 positions

← Prev 1… 6 7 8 9 10 …17 Next →

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%