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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 9 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 CHDN CHURCHILL DOWNS INC Consumer Cyclical 3,480 $396K 0.04% SOLD
162 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,191 $394K 0.04% SOLD
163 HPQ HP INC Technology 17,650 $393K 0.04% SOLD
164 ITT ITT INC Industrials 2,265 $393K 0.04% SOLD
165 ITW ILLINOIS TOOL WKS INC Industrials 1,593 $392K 0.04% SOLD
166 HAMILTON INSURANCE GROUP LTD 13,963 $390K 0.04% SOLD
167 SCCO SOUTHERN COPPER CORP Basic Materials 2,712 $389K 0.04% SOLD
168 BUNGE GLOBAL SA 4,362 $389K 0.04% SOLD
169 JEF JEFFERIES FINL GROUP INC Financial Services 6,258 $388K 0.04% SOLD
170 RSG REPUBLIC SVCS INC Industrials 1,821 $386K 0.04% SOLD
171 KTB KONTOOR BRANDS INC Consumer Cyclical 6,305 $385K 0.04% SOLD
172 FRME FIRST MERCHANTS CORP Financial Services 10,253 $384K 0.04% SOLD
173 UBER UBER TECHNOLOGIES INC Technology 4,686 $383K 0.04% SOLD
174 CRUS CIRRUS LOGIC INC Technology 3,174 $376K 0.04% SOLD
175 SKYWARD SPECIALTY INS GROUP 7,344 $375K 0.04% SOLD
176 RBRK RUBRIK INC. Technology 4,876 $373K 0.04% SOLD
177 MUSA MURPHY USA INC Consumer Cyclical 918 $370K 0.03% SOLD
178 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,322 $369K 0.03% SOLD
179 INVA INNOVIVA INC Healthcare 18,358 $367K 0.03% SOLD
180 CWEN CLEARWAY ENERGY INC Utilities 10,974 $365K 0.03% SOLD
Page 9 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%