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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 28 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,836.0 $275K 0.03% -2K -54.5% $149.52 +18.6%
542 WOR WORTHINGTON ENTERPRISES INC Industrials 5,252.0 $274K 0.03% +141.0 +2.8% $52.14 +4.4%
543 ADSK AUTODESK INC Technology 1,143.0 $274K 0.03% -9K -88.3% $239.40 -14.7%
544 GPC GENUINE PARTS CO Consumer Cyclical 2,587.0 $274K 0.03% NEW $105.75 +10.8%
545 GD GENERAL DYNAMICS CORP Industrials 796.0 $273K 0.03% -602.0 -43.1% $343.22 +7.3%
546 SWIM LATHAM GROUP INC Industrials 50,874.0 $273K 0.03% NEW $5.37 +19.7%
547 HTO H2O AMERICA Utilities 4,645.0 $273K 0.03% NEW $58.67 +4.5%
548 MDB MONGODB INC Technology 1,111.0 $272K 0.03% +494.0 +80.1% $244.77 +46.3%
549 S SENTINELONE INC Technology 21,020.0 $271K 0.03% NEW $12.88 +39.1%
550 PRG PROG HOLDINGS INC Industrials 9,429.0 $271K 0.03% +2K +23.7% $28.69 +52.7%
551 IVZ INVESCO LTD Financial Services 11,131.0 $270K 0.03% -13K -54.8% $24.29 +12.7%
552 CPB THE CAMPBELLS COMPANY Consumer Defensive 12,067.0 $269K 0.03% -15K -56.0% $22.27 +3.7%
553 MIR MIRION TECHNOLOGIES INC Industrials 14,273.0 $265K 0.03% NEW $18.59 -3.3%
554 DAKT DAKTRONICS INC Technology 13,567.0 $265K 0.03% NEW $19.55 +3.3%
555 STC STEWART INFORMATION SVCS COR Financial Services 4,302.0 $265K 0.03% NEW $61.58 +9.1%
556 XYL XYLEM INC Industrials 2,209.0 $264K 0.03% -6K -72.4% $119.50 -1.6%
557 NET CLOUDFLARE INC Technology 1,276.0 $263K 0.03% NEW $206.34 +19.7%
558 PLTR PALANTIR TECHNOLOGIES INC Technology 1,796.0 $263K 0.03% NEW $146.28 -10.5%
559 NBTB NBT BANCORP INC Financial Services 6,167.0 $263K 0.03% NEW $42.58 +17.9%
560 GOLD GOLD COM INC Financial Services 6,543.0 $262K 0.03% NEW $40.08 +11.7%
Page 28 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%