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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LIVN LIVANOVA PLC Healthcare 4,982.0 $317K 0.03% -2K -28.6% $63.56 +29.8%
82 PEP PEPSICO INC Consumer Defensive 2,032.0 $316K 0.03% -2K -45.3% $155.29 -9.1%
83 AVY AVERY DENNISON CORP Industrials 1,812.0 $313K 0.03% -885.0 -32.8% $172.68 -5.5%
84 RPM RPM INTL INC Basic Materials 3,127.0 $311K 0.03% -4K -57.5% $99.40 +11.3%
85 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,741.0 $311K 0.03% -2K -24.1% $54.11 +23.6%
86 DV DOUBLEVERIFY HLDGS INC Technology 32,045.0 $304K 0.03% -6K -15.9% $9.50 +18.1%
87 PHIN PHINIA INC Consumer Cyclical 4,391.0 $301K 0.03% -4K -44.9% $68.44 +14.2%
88 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,917.0 $299K 0.03% -3K -34.6% $60.81 +12.8%
89 RAMP LIVERAMP HLDGS INC Technology 11,174.0 $296K 0.03% -12K -51.5% $26.52 +42.1%
90 OMC OMNICOM GROUP INC Communication Services 3,909.0 $294K 0.03% -58K -93.7% $75.31 +1.1%
91 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,557.0 $294K 0.03% -186.0 -10.7% $189.05 +25.6%
92 EXC EXELON CORP Utilities 6,002.0 $294K 0.03% -15K -71.0% $49.02 -5.6%
93 SO SOUTHERN CO Utilities 3,020.0 $291K 0.03% -5K -61.5% $96.52 -1.5%
94 MORN MORNINGSTAR INC Financial Services 1,697.0 $287K 0.03% -2K -51.9% $169.05 -4.2%
95 PRGO PERRIGO CO PLC Healthcare 26,556.0 $285K 0.03% -5K -15.0% $10.74 -4.0%
96 ES EVERSOURCE ENERGY Utilities 4,044.0 $280K 0.03% -3K -45.2% $69.28 +4.2%
97 SWX SOUTHWEST GAS HLDGS INC Utilities 3,210.0 $279K 0.03% -5K -61.9% $86.90 +1.9%
98 HLI HOULIHAN LOKEY INC Financial Services 1,918.0 $275K 0.03% -1K -34.3% $143.62 -3.9%
99 DD DUPONT DE NEMOURS INC Basic Materials 6,002.0 $275K 0.03% -2K -28.3% $45.80 +202.3%
100 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,836.0 $275K 0.03% -2K -54.5% $149.52 +18.4%
Page 5 of 9  ·  165 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%