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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 34 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CERT CERTARA INC Healthcare 42,931.0 $245K 0.02% NEW $5.70 +18.1%
662 VTS VITESSE ENERGY INC Energy 13,445.0 $244K 0.02% NEW $18.16 -13.4%
663 COKE COCA COLA CONS INC Consumer Defensive 1,273.0 $244K 0.02% NEW $191.74 +1.1%
664 CCK CROWN HLDGS INC Consumer Cyclical 2,431.0 $244K 0.02% NEW $100.25 +11.1%
665 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,182.0 $244K 0.02% NEW $23.93 +0.7%
666 EMBC EMBECTA CORP Healthcare 27,554.0 $244K 0.02% NEW $8.84 -62.0%
667 BROS DUTCH BROS INC Consumer Cyclical 4,804.0 $243K 0.02% +332.0 +7.4% $50.66 +44.7%
668 SD SANDRIDGE ENERGY INC Energy 14,902.0 $243K 0.02% NEW $16.31 -17.9%
669 BCPC BALCHEM CORP Basic Materials 1,428.0 $242K 0.02% NEW $169.48 -0.3%
670 DTM DT MIDSTREAM INC Energy 1,795.0 $242K 0.02% NEW $134.67 +6.8%
671 AIR AAR CORP Industrials 2,206.0 $241K 0.02% NEW $109.46 +30.4%
672 PCTY PAYLOCITY HLDG CORP Technology 2,233.0 $241K 0.02% -35.0 -1.5% $108.04 +3.0%
673 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,477.0 $241K 0.02% -11K -75.4% $69.19 +8.7%
674 WDC WESTERN DIGITAL CORP Technology 885.0 $239K 0.02% -2K -66.8% $270.49 +121.2%
675 MTW MANITOWOC CO INC Industrials 20,520.0 $239K 0.02% NEW $11.65 +12.4%
676 MAS MASCO CORP Industrials 3,951.0 $239K 0.02% -3K -45.7% $60.37 +35.2%
677 AGCO AGCO CORP Industrials 2,052.0 $238K 0.02% +95.0 +4.8% $115.87 +0.6%
678 CDRE CADRE HLDGS INC Industrials 7,735.0 $237K 0.02% NEW $30.68 -6.7%
679 RPC RIDGEPOST CAP INC Financial Services 32,651.0 $237K 0.02% +7K +29.4% $7.26 +8.3%
680 PII POLARIS INC Consumer Cyclical 4,345.0 $237K 0.02% NEW $54.50 +18.8%
Page 34 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%