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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 26 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BKE BUCKLE INC Consumer Cyclical 5,949.0 $300K 0.03% NEW $50.36 -17.4%
502 WWD WOODWARD INC Industrials 836.0 $299K 0.03% +62.0 +8.0% $357.92 +17.5%
503 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,917.0 $299K 0.03% -3K -34.6% $60.81 +12.9%
504 ALHC ALIGNMENT HEALTHCARE INC Healthcare 16,882.0 $297K 0.03% NEW $17.62 +35.8%
505 FORM FORMFACTOR INC Technology 3,057.0 $296K 0.03% NEW $96.99 +35.7%
506 RAMP LIVERAMP HLDGS INC Technology 11,174.0 $296K 0.03% -12K -51.5% $26.52 +42.2%
507 HSIC SCHEIN HENRY INC Healthcare 4,019.0 $296K 0.03% +665.0 +19.8% $73.70 +15.4%
508 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,286.0 $296K 0.03% +562.0 +20.6% $90.11 +22.2%
509 AAPL APPLE INC Technology 1,164.0 $295K 0.03% NEW $253.79 +21.0%
510 OMC OMNICOM GROUP INC Communication Services 3,909.0 $294K 0.03% -58K -93.7% $75.31 +2.5%
511 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,557.0 $294K 0.03% -186.0 -10.7% $189.05 +27.7%
512 EXC EXELON CORP Utilities 6,002.0 $294K 0.03% -15K -71.0% $49.02 -3.8%
513 SBCF SEACOAST BKG CORP FLA Financial Services 9,683.0 $293K 0.03% NEW $30.29 +10.1%
514 CTAS CINTAS CORP Industrials 1,732.0 $293K 0.03% NEW $169.14 +5.9%
515 LCII LCI INDS Consumer Cyclical 2,378.0 $292K 0.03% NEW $122.98 -15.8%
516 VSTS VESTIS CORPORATION Industrials 37,192.0 $292K 0.03% NEW $7.86 +85.5%
517 SO SOUTHERN CO Utilities 3,020.0 $291K 0.03% -5K -61.5% $96.52 +0.3%
518 ACGL ARCH CAP GROUP LTD Financial Services 3,036.0 $291K 0.03% NEW $95.99 +4.7%
519 HAE HAEMONETICS CORP MASS Healthcare 5,121.0 $289K 0.03% NEW $56.36 +33.5%
520 ARDT ARDENT HEALTH INC Healthcare 33,654.0 $288K 0.03% NEW $8.56 +25.5%
Page 26 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%