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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 25 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 COMP COMPASS INC Technology 43,144.0 $315K 0.03% +2K +3.7% $7.31 +72.3%
482 VTOL BRISTOW GROUP INC Energy 6,674.0 $313K 0.03% NEW $46.89 -11.9%
483 AVY AVERY DENNISON CORP Industrials 1,812.0 $313K 0.03% -885.0 -32.8% $172.68 -3.8%
484 AXTI AXT INC Technology 5,483.0 $312K 0.03% NEW $56.98 +0.2%
485 HII HUNTINGTON INGALLS INDS INC Industrials 821.0 $312K 0.03% NEW $379.90 -24.2%
486 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 28,507.0 $311K 0.03% NEW $10.91 +17.4%
487 RPM RPM INTL INC Basic Materials 3,127.0 $311K 0.03% -4K -57.5% $99.40 +12.7%
488 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,741.0 $311K 0.03% -2K -24.1% $54.11 +21.5%
489 QS QUANTUMSCAPE CORP Consumer Cyclical 48,684.0 $311K 0.03% +26K +112.0% $6.38 +13.1%
490 PUMP PROPETRO HLDG CORP Energy 21,550.0 $311K 0.03% NEW $14.41 -13.8%
491 CPK CHESAPEAKE UTILS CORP Utilities 2,450.0 $310K 0.03% NEW $126.37 -1.8%
492 LKFN LAKELAND FINL CORP Financial Services 5,387.0 $309K 0.03% NEW $57.38 +9.4%
493 CSL CARLISLE COS INC Industrials 925.0 $309K 0.03% NEW $333.62 +8.7%
494 CGNX COGNEX CORP Technology 6,272.0 $307K 0.03% NEW $48.99 +37.8%
495 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,262.0 $305K 0.03% +307.0 +10.4% $93.48 +25.3%
496 DV DOUBLEVERIFY HLDGS INC Technology 32,045.0 $304K 0.03% -6K -15.9% $9.50 +19.4%
497 TRS TRIMAS CORP Consumer Cyclical 8,444.0 $303K 0.03% NEW $35.94 +17.9%
498 DUK DUKE ENERGY CORP NEW Utilities 2,313.0 $303K 0.03% NEW $130.94 -2.6%
499 PHIN PHINIA INC Consumer Cyclical 4,391.0 $301K 0.03% -4K -44.9% $68.44 +10.0%
500 LZ LEGALZOOM COM INC Industrials 52,859.0 $300K 0.03% +15K +38.5% $5.67 +24.8%
Page 25 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%