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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 15 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RGA REINSURANCE GROUP AMER INC Financial Services 2,402.0 $490K 0.05% +527.0 +28.1% $204.16 +5.6%
282 TTC TORO CO Industrials 5,236.0 $489K 0.05% NEW $93.44 +3.8%
283 W WAYFAIR INC Consumer Cyclical 6,487.0 $488K 0.05% +3K +79.8% $75.21 +26.5%
284 FLS FLOWSERVE CORP Industrials 6,609.0 $486K 0.05% NEW $73.51 -1.5%
285 MCY MERCURY GENL CORP NEW Financial Services 5,459.0 $481K 0.05% +838.0 +18.1% $88.15 +23.1%
286 AIZ ASSURANT INC Financial Services 2,205.0 $480K 0.04% -1K -33.3% $217.81 +25.9%
287 FAF FIRST AMERN FINL CORP Financial Services 7,964.0 $480K 0.04% -2K -18.9% $60.29 +16.9%
288 WERN WERNER ENTERPRISES INC Industrials 16,284.0 $479K 0.04% NEW $29.41 +49.0%
289 YUMC YUM CHINA HLDGS INC Consumer Cyclical 9,784.0 $477K 0.04% NEW $48.78 -16.0%
290 FOXA FOX CORP Communication Services 8,163.0 $477K 0.04% +5K +166.8% $58.40 -7.3%
291 AEIS ADVANCED ENERGY INDS Industrials 1,472.0 $475K 0.04% -286.0 -16.3% $322.71 +10.4%
292 ABVX ABIVAX SA Healthcare 4,256.0 $474K 0.04% NEW $111.35 +19.0%
293 PGNY PROGYNY INC Healthcare 27,866.0 $473K 0.04% +17K +155.4% $16.98 +73.4%
294 CBSH COMMERCE BANCSHARES INC Financial Services 9,603.0 $472K 0.04% NEW $49.20 +19.4%
295 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 28,201.0 $471K 0.04% NEW $16.70 +3.5%
296 LENNAR CORP 5,575.0 $469K 0.04% NEW $84.12
297 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,646.0 $469K 0.04% NEW $70.51 -24.8%
298 AYI ACUITY INC Industrials 1,671.0 $468K 0.04% -48.0 -2.8% $280.22 +31.2%
299 HSY HERSHEY CO Consumer Defensive 2,251.0 $468K 0.04% NEW $207.89 -14.1%
300 EBAY EBAY INC. Consumer Cyclical 5,139.0 $468K 0.04% NEW $91.02 +22.3%
Page 15 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%