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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 2 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES TR 49,800.0 $5.0M 0.47% NEW $100.66 +0.0%
22 DG DOLLAR GEN CORP Consumer Defensive 39,500.0 $4.7M 0.44% NEW $118.73 -3.2%
23 VIST VISTA ENERGY S.A.B. DE C.V. Energy 61,580.0 $4.6M 0.44% -7K -10.2% $75.47 -15.3%
24 FIVE FIVE BELOW INC Consumer Cyclical 18,900.0 $4.3M 0.41% +16K +642.0% $228.48 -21.3%
25 GOOG ALPHABET INC Communication Services 14,757.0 $4.2M 0.40% -27K -64.6% $286.86 +23.1%
26 AES AES CORP Utilities 273,124.0 $3.8M 0.36% +221K +423.3% $14.09 +3.9%
27 UNIT UNITI GROUP LLC Real Estate 408,627.0 $3.8M 0.36% +389K +2004.6% $9.38 +20.3%
28 DLO DLOCAL LTD Technology 279,668.0 $3.6M 0.34% +28K +11.2% $12.97 -0.3%
29 AME AMETEK INC Industrials 16,917.0 $3.6M 0.34% NEW $214.36 +12.6%
30 BOOT BOOT BARN HLDGS INC Consumer Cyclical 24,684.0 $3.6M 0.34% +23K +1352.8% $146.36 +11.4%
31 VRT VERTIV HOLDINGS CO Industrials 14,282.0 $3.6M 0.34% +12K +674.9% $250.58 +32.3%
32 FCFS FIRSTCASH HOLDINGS INC Financial Services 18,819.0 $3.5M 0.34% -6K -24.2% $188.00 +16.4%
33 SATS ECHOSTAR CORP Technology 30,156.0 $3.5M 0.33% NEW $117.07 -12.9%
34 TDAY USA TODAY CO INC Communication Services 499,917.0 $3.5M 0.33% NEW $7.05 +23.9%
35 WAB WABTEC Industrials 14,091.0 $3.5M 0.33% -9K -40.1% $249.91 +7.7%
36 CRS CARPENTER TECHNOLOGY CORP Industrials 8,934.0 $3.5M 0.33% +8K +906.1% $394.15 +54.2%
37 HPE HEWLETT PACKARD ENTERPRISE C Technology 147,656.0 $3.5M 0.33% +127K +609.5% $23.81 +87.1%
38 DAN DANA INC Consumer Cyclical 103,910.0 $3.5M 0.33% NEW $33.65 -19.4%
39 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 35,819.0 $3.5M 0.33% NEW $97.55 +8.5%
40 INTR INTER & CO INC Financial Services 436,185.0 $3.5M 0.33% NEW $7.96 -32.3%
Page 2 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%