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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 16 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SIGI SELECTIVE INS GROUP INC Financial Services 6,179.0 $466K 0.04% +2K +56.3% $75.39 +30.0%
302 OGN ORGANON & CO Healthcare 77,600.0 $465K 0.04% NEW $5.99 +125.9%
303 MTG MGIC INVT CORP WIS Financial Services 17,659.0 $464K 0.04% -5K -22.5% $26.25 +7.2%
304 RDDT REDDIT INC Communication Services 3,426.0 $461K 0.04% +2K +186.0% $134.65 +46.6%
305 AAL AMERICAN AIRLINES GROUP INC Industrials 42,949.0 $461K 0.04% +22K +106.3% $10.74 +69.0%
306 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,528.0 $459K 0.04% +3K +69.3% $53.88 -14.2%
307 CRGY CRESCENT ENERGY COMPANY Energy 33,950.0 $458K 0.04% -12K -26.1% $13.50 -29.9%
308 GLOBUS MED INC 5,312.0 $458K 0.04% NEW $86.16
309 CVI CVR ENERGY INC Energy 13,585.0 $457K 0.04% -403.0 -2.9% $33.65 -14.9%
310 SSD SIMPSON MFG INC Industrials 2,657.0 $456K 0.04% NEW $171.62 +18.5%
311 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,739.0 $455K 0.04% +975.0 +55.3% $166.07 +15.2%
312 PINS PINTEREST INC Communication Services 24,779.0 $454K 0.04% +5K +28.3% $18.34 +19.2%
313 CARG CARGURUS INC Consumer Cyclical 13,244.0 $451K 0.04% NEW $34.05 +3.2%
314 ATRC ATRICURE INC Healthcare 15,731.0 $449K 0.04% NEW $28.53 +4.2%
315 NVDA NVIDIA CORPORATION Technology 2,553.0 $445K 0.04% -22K -89.6% $174.40 +13.3%
316 ENVA ENOVA INTL INC Financial Services 3,264.0 $443K 0.04% NEW $135.83 +78.3%
317 EXPAND ENERGY CORPORATION 4,034.0 $443K 0.04% +2K +110.2% $109.78
318 GAP GAP INC Consumer Cyclical 18,102.0 $438K 0.04% +6K +54.9% $24.20 -22.2%
319 EMN EASTMAN CHEM CO Basic Materials 5,680.0 $433K 0.04% NEW $76.32 -12.1%
320 BOH BANK HAWAII CORP Financial Services 5,829.0 $433K 0.04% NEW $74.25 +11.8%
Page 16 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%