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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 13 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PNR PENTAIR PLC Industrials 6,277.0 $547K 0.05% -7K -52.0% $87.11 -12.3%
242 LIBERTY GLOBAL LTD 46,410.0 $544K 0.05% NEW $11.73
243 OSK OSHKOSH CORP Industrials 3,697.0 $544K 0.05% -1K -23.9% $147.21 -1.7%
244 BOKF BOK FINL CORP Financial Services 4,222.0 $541K 0.05% NEW $128.06 +10.3%
245 NWSA NEWS CORP NEW Communication Services 21,665.0 $540K 0.05% NEW $24.93 +3.4%
246 ALGM ALLEGRO MICROSYSTEMS INC Technology 17,082.0 $539K 0.05% NEW $31.53 +100.4%
247 UHAL U HAUL HOLDING COMPANY Industrials 11,266.0 $538K 0.05% NEW $47.78 +39.1%
248 IRSA INVERSIONES Y REP S A 33,153.0 $537K 0.05% -11K -24.8% $16.21
249 SYY SYSCO CORP Consumer Defensive 7,519.0 $536K 0.05% +993.0 +15.2% $71.33 +17.1%
250 ASGN ASGN INC Technology 13,817.0 $535K 0.05% NEW $38.71 -45.9%
251 KDP KEURIG DR PEPPER INC Consumer Defensive 20,285.0 $534K 0.05% NEW $26.33 +26.7%
252 UCTT ULTRA CLEAN HLDGS INC Technology 8,584.0 $534K 0.05% NEW $62.18 +108.4%
253 AXS AXIS CAP HLDGS LTD Financial Services 5,263.0 $534K 0.05% -82K -94.0% $101.41 +7.6%
254 ACI ALBERTSONS COS INC Consumer Defensive 31,151.0 $531K 0.05% +2K +8.0% $17.04 -19.0%
255 AIG AMERICAN INTL GROUP INC Financial Services 7,024.0 $529K 0.05% NEW $75.25 +1.8%
256 EHC ENCOMPASS HEALTH CORP Healthcare 5,435.0 $526K 0.05% -3K -32.4% $96.73 +4.8%
257 UBSI UNITED BANKSHARES INC WEST V Financial Services 12,628.0 $523K 0.05% NEW $41.42 +13.3%
258 NRG NRG ENERGY INC Utilities 3,564.0 $521K 0.05% +2K +125.4% $146.14 -3.7%
259 U HAUL HOLDING COMPANY 11,652.0 $520K 0.05% +4K +52.7% $44.67
260 TFC TRUIST FINL CORP Financial Services 11,304.0 $520K 0.05% NEW $45.97 +10.7%
Page 13 of 45  ·  889 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%