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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 27 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MORN MORNINGSTAR INC Financial Services 1,697.0 $287K 0.03% -2K -51.9% $169.05 -1.2%
522 WTTR SELECT WATER SOLUTIONS INC Utilities 18,723.0 $286K 0.03% NEW $15.30 +22.7%
523 ORCL ORACLE CORP Technology 1,947.0 $286K 0.03% NEW $147.11 -3.4%
524 CNM CORE & MAIN INC Industrials 5,784.0 $286K 0.03% NEW $49.40 -9.3%
525 NXT NEXTPOWER INC Technology 2,370.0 $286K 0.03% NEW $120.55 -4.5%
526 PRGO PERRIGO CO PLC Healthcare 26,556.0 $285K 0.03% -5K -15.0% $10.74 +1.0%
527 TENB TENABLE HLDGS INC Technology 16,747.0 $283K 0.03% +4K +29.6% $16.92 +124.6%
528 HCSG HEALTHCARE SVCS GROUP INC Healthcare 15,238.0 $283K 0.03% NEW $18.55 +33.5%
529 VRRM VERRA MOBILITY CORP Technology 19,776.0 $283K 0.03% NEW $14.29 -69.3%
530 EMR EMERSON ELEC CO Industrials 2,149.0 $282K 0.03% NEW $131.02 +6.5%
531 BLD TOPBUILD COR Industrials 799.0 $281K 0.03% NEW $351.30 +0.8%
532 ES EVERSOURCE ENERGY Utilities 4,044.0 $280K 0.03% -3K -45.2% $69.28 +6.4%
533 AKAM AKAMAI TECHNOLOGIES INC Technology 2,435.0 $280K 0.03% NEW $114.85 -3.3%
534 SWX SOUTHWEST GAS HLDGS INC Utilities 3,210.0 $279K 0.03% -5K -61.9% $86.90 +2.3%
535 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,773.0 $278K 0.03% NEW $73.70 +15.1%
536 ASIX ADVANSIX INC Basic Materials 11,395.0 $278K 0.03% NEW $24.40 -17.3%
537 OPCH OPTION CARE HEALTH INC Healthcare 10,314.0 $278K 0.03% +162.0 +1.6% $26.92 -20.0%
538 HLI HOULIHAN LOKEY INC Financial Services 1,918.0 $275K 0.03% -1K -34.3% $143.62 -1.9%
539 FLYW FLYWIRE CORPORATION Technology 23,648.0 $275K 0.03% NEW $11.64 +59.7%
540 DD DUPONT DE NEMOURS INC Basic Materials 6,002.0 $275K 0.03% -2K -28.3% $45.80 +203.8%
Page 27 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%