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Portfolio (Quarterly) Guide ↗

MIRABELLA FINANCIAL SERVICES LLP

· CIK 0001538853
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 663 New
Page 5 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 54,307.0 $1.5M 0.14% NEW $27.83 +26.1%
82 ENCORE ENERGY CORP 600,000.0 $1.5M 0.14% NEW $2.48
83 WK WORKIVA INC Technology 16,228.0 $1.4M 0.13% NEW $86.25 -13.3%
84 VINP VINCI COMPASS INVESTMENTS LT Financial Services 106,283.0 $1.4M 0.13% NEW $13.04 -27.4%
85 BWA BORGWARNER INC Consumer Cyclical 30,681.0 $1.4M 0.13% NEW $45.06 +49.8%
86 PNR PENTAIR PLC Industrials 13,071.0 $1.4M 0.13% NEW $104.14 -37.8%
87 WDAY WORKDAY INC Technology 6,238.0 $1.3M 0.12% NEW $214.78 -7.1%
88 OTIS OTIS WORLDWIDE CORP Industrials 15,000.0 $1.3M 0.12% NEW $87.35 -17.7%
89 CEPU CENTRAL PUERTO S A Utilities 72,980.0 $1.3M 0.12% NEW $17.50 -25.7%
90 KEY KEYCORP Financial Services 58,979.0 $1.2M 0.11% NEW $20.64 +6.0%
91 LTM LATAM AIRLINES GROUP SA Industrials 22,500.0 $1.2M 0.11% NEW $54.01 -5.0%
92 MTB M & T BK CORP Financial Services 5,880.0 $1.2M 0.11% NEW $201.48 +19.2%
93 AA ALCOA CORP Basic Materials 21,315.0 $1.1M 0.10% NEW $53.14 -2.4%
94 FULT FULTON FINL CORP PA Financial Services 57,288.0 $1.1M 0.10% NEW $19.33 +22.1%
95 XYL XYLEM INC Industrials 8,013.0 $1.1M 0.10% NEW $136.18 -16.9%
96 UUUU ENERGY FUELS INC Energy 75,000.0 $1.1M 0.10% NEW $14.54 +4.7%
97 BBB FOODS INC 32,626.0 $1.1M 0.10% NEW $33.39
98 AMRIZE LTD 20,000.0 $1.1M 0.10% NEW $54.08
99 KLIC KULICKE & SOFFA INDS INC Technology 23,615.0 $1.1M 0.10% NEW $45.56 +88.3%
100 NVT NVENT ELECTRIC PLC Industrials 10,506.0 $1.1M 0.10% NEW $101.97 +50.1%
Page 5 of 34  ·  663 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 36.2%
Financial Services 16.7%
Consumer Cyclical 13.9%
Technology 9.4%
Healthcare 5.2%
Consumer Defensive 4.9%
Communication Services 4.5%
Basic Materials 4.0%
Energy 3.0%
Utilities 2.1%