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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 3 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSMT PRICESMART INC Consumer Defensive 22,851.0 $3.4M 0.33% -9K -27.2% $150.50 +30.6%
42 VST VISTRA CORP Utilities 22,629.0 $3.4M 0.32% NEW $150.33 +6.5%
43 AUGO AURA MINERALS INC Basic Materials 41,470.0 $3.4M 0.32% -37K -47.0% $81.60 -23.6%
44 TDS TELEPHONE & DATA SYS INC Communication Services 80,187.0 $3.4M 0.32% NEW $42.10 -11.7%
45 SHOO MADDEN STEVEN LTD Consumer Cyclical 99,225.0 $3.4M 0.32% NEW $33.92 +24.1%
46 CIEN CIENA CORP Technology 8,604.0 $3.3M 0.32% NEW $388.23 +24.6%
47 XP XP INC Financial Services 175,320.0 $3.3M 0.32% -88K -33.3% $19.04 -14.5%
48 HON HONEYWELL INTL INC Industrials 14,767.0 $3.3M 0.32% -9K -38.0% $226.03 -1.4%
49 SOC SABLE OFFSHORE CORP Energy 201,352.0 $3.3M 0.32% +175K +656.4% $16.52 -77.5%
50 FLR FLUOR CORP Industrials 70,763.0 $3.3M 0.31% NEW $46.65 +12.9%
51 APH AMPHENOL CORP Technology 25,933.0 $3.3M 0.31% NEW $126.35 +40.1%
52 BAP CREDICORP LTD Financial Services 9,653.0 $3.3M 0.31% -2K -16.7% $338.95 +15.5%
53 GLW CORNING INC Technology 24,037.0 $3.3M 0.31% NEW $135.97 +86.1%
54 RL RALPH LAUREN CORP Consumer Cyclical 9,486.0 $3.3M 0.31% NEW $343.99 +17.2%
55 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 115,934.0 $3.2M 0.31% +103K +770.0% $28.01 +28.3%
56 MPWR MONOLITHIC PWR SYS INC Technology 2,955.0 $3.2M 0.31% +3K +592.0% $1093.35 +25.0%
57 OI O-I GLASS INC Consumer Cyclical 307,271.0 $3.2M 0.31% +283K +1156.1% $10.51 -9.0%
58 DKS DICKS SPORTING GOODS INC Consumer Cyclical 16,253.0 $3.2M 0.30% NEW $198.29 +14.7%
59 URBN URBAN OUTFITTERS INC Consumer Cyclical 50,846.0 $3.2M 0.30% +47K +1126.7% $63.35 +12.7%
60 SEI SOLARIS ENERGY INFRAS INC Energy 56,957.0 $3.2M 0.30% NEW $56.51 +42.0%
Page 3 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%