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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 30 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SNPS SYNOPSYS INC Technology 643.0 $255K 0.02% NEW $396.48 +14.6%
582 INTU INTUIT Technology 589.0 $255K 0.02% NEW $432.38 -38.2%
583 TEX TEREX CORP NEW Industrials 4,309.0 $255K 0.02% -6K -59.2% $59.10 +16.2%
584 M MACYS INC Consumer Cyclical 14,077.0 $255K 0.02% -17K -54.5% $18.09 +29.5%
585 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 7,560.0 $254K 0.02% NEW $33.65 -7.9%
586 RMD RESMED INC Healthcare 1,132.0 $254K 0.02% -2K -61.1% $224.48 -10.4%
587 ARKO ARKO CORP Consumer Cyclical 45,703.0 $254K 0.02% NEW $5.56 +46.8%
588 QLYS QUALYS INC Technology 2,890.0 $254K 0.02% NEW $87.85 +63.3%
589 LUV SOUTHWEST AIRLS CO Industrials 6,753.0 $254K 0.02% NEW $37.57 +34.3%
590 ROKU ROKU INC Communication Services 2,681.0 $254K 0.02% NEW $94.62 +48.5%
591 CDNS CADENCE DESIGN SYSTEM INC Technology 912.0 $253K 0.02% NEW $277.87 +35.9%
592 PRVA PRIVIA HEALTH GROUP INC Healthcare 12,302.0 $253K 0.02% +860.0 +7.5% $20.57 +30.7%
593 MGNI MAGNITE INC Communication Services 21,285.0 $253K 0.02% NEW $11.88 +70.7%
594 UAA UNDER ARMOUR INC Consumer Cyclical 42,727.0 $253K 0.02% NEW $5.91 +11.3%
595 EQH EQUITABLE HLDGS INC Financial Services 6,804.0 $252K 0.02% NEW $37.11 +18.7%
596 GNK GENCO SHIPPING & TRADING LTD Industrials 11,184.0 $252K 0.02% NEW $22.55 +9.4%
597 FSS FEDERAL SIGNAL CORP Industrials 2,331.0 $252K 0.02% NEW $108.14 +18.0%
598 EGY VAALCO ENERGY INC Energy 39,734.0 $252K 0.02% NEW $6.34 -21.8%
599 WEN WENDYS CO Consumer Cyclical 36,236.0 $252K 0.02% NEW $6.95 +28.6%
600 NN NEXTNAV INC Communication Services 15,715.0 $252K 0.02% NEW $16.02 +10.8%
Page 30 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%