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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 32 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PAYX PAYCHEX INC Industrials 2,705.0 $249K 0.02% NEW $92.12 +11.5%
622 HCC WARRIOR MET COAL INC Energy 2,673.0 $249K 0.02% NEW $93.15 -16.0%
623 MCBS METROCITY BANKSHARES INC Financial Services 8,675.0 $249K 0.02% NEW $28.67 +28.7%
624 DASH DOORDASH INC Communication Services 1,656.0 $249K 0.02% NEW $150.15 +25.8%
625 CNR CORE NATURAL RESOURCES INC Energy 2,374.0 $249K 0.02% NEW $104.73 -25.8%
626 YORW YORK WTR CO Utilities 8,156.0 $248K 0.02% NEW $30.45 +1.5%
627 BSX BOSTON SCIENTIFIC CORP Healthcare 3,954.0 $248K 0.02% NEW $62.75 -31.4%
628 AVPT AVEPOINT INC Technology 26,085.0 $248K 0.02% NEW $9.51 +20.3%
629 VIKING HOLDINGS LTD 3,371.0 $248K 0.02% -2K -34.9% $73.48
630 CEG CONSTELLATION ENERGY CORP Utilities 887.0 $248K 0.02% +320.0 +56.4% $279.25 -15.3%
631 VVX V2X INC Industrials 3,614.0 $248K 0.02% -2K -31.3% $68.50 +5.0%
632 TREX TREX INC Industrials 6,796.0 $248K 0.02% NEW $36.42 +33.7%
633 SXC SUNCOKE ENERGY INC Energy 38,014.0 $247K 0.02% NEW $6.51 +19.5%
634 DGX QUEST DIAGNOSTICS INC Healthcare 1,262.0 $247K 0.02% NEW $195.98 +10.2%
635 THRM GENTHERM INC Consumer Cyclical 8,903.0 $247K 0.02% NEW $27.78 +23.4%
636 FIS FIDELITY NATL INFORMATION SV Technology 5,263.0 $247K 0.02% -2K -25.4% $46.91 -13.0%
637 GRNT GRANITE RIDGE RESOURCES INC Energy 42,053.0 $247K 0.02% NEW $5.87 -25.7%
638 FIX COMFORT SYS USA INC Industrials 179.0 $247K 0.02% NEW $1378.99 +35.3%
639 AMG AFFILIATED MANAGERS GROUP Financial Services 892.0 $247K 0.02% NEW $276.70 +21.8%
640 LYTS LSI INDS INC OHIO Technology 13,253.0 $247K 0.02% NEW $18.60 +41.9%
Page 32 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%