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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 36 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ACM AECOM Industrials 2,695.0 $229K 0.02% NEW $84.82 -21.2%
702 QRVO QORVO INC Technology 2,935.0 $227K 0.02% +169.0 +6.1% $77.40 +17.4%
703 PSX PHILLIPS 66 Energy 1,245.0 $227K 0.02% -4K -77.3% $182.18 -4.2%
704 QUBT QUANTUM COMPUTING INC Technology 32,934.0 $226K 0.02% +20K +157.7% $6.85 +37.7%
705 CVLT COMMVAULT SYS INC Technology 2,883.0 $225K 0.02% NEW $77.89 +88.8%
706 MOS MOSAIC CO Basic Materials 8,804.0 $225K 0.02% -14K -61.0% $25.50 -16.5%
707 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,666.0 $224K 0.02% -20K -75.4% $33.67 +9.0%
708 SEM SELECT MED HLDGS CORP Healthcare 13,775.0 $224K 0.02% NEW $16.29 +1.4%
709 BCO BRINKS CO Industrials 2,165.0 $224K 0.02% NEW $103.63 -4.5%
710 DK DELEK US HLDGS INC NEW Energy 4,977.0 $224K 0.02% NEW $45.07 +17.9%
711 TFSL TFS FINL CORP Financial Services 15,906.0 $223K 0.02% NEW $14.05 +27.1%
712 MEC MAYVILLE ENGR CO INC Industrials 12,430.0 $223K 0.02% NEW $17.95 +96.2%
713 LEG LEGGETT & PLATT INC Consumer Cyclical 22,581.0 $223K 0.02% NEW $9.88 +18.1%
714 NOW SERVICENOW INC Technology 2,133.0 $223K 0.02% NEW $104.55 +1.2%
715 NEOG NEOGEN CORP Healthcare 23,937.0 $222K 0.02% NEW $9.29 +0.2%
716 DOCS DOXIMITY INC Healthcare 9,536.0 $222K 0.02% NEW $23.30 -7.3%
717 BURL BURLINGTON STORES INC Consumer Cyclical 681.0 $222K 0.02% NEW $325.38 -3.2%
718 CACI CACI INTL INC Technology 407.0 $221K 0.02% NEW $543.87 -14.2%
719 SFST SOUTHERN FIRST BANCSHARES Financial Services 4,061.0 $221K 0.02% NEW $54.50 +14.7%
720 CE CELANESE CORP DEL Basic Materials 3,353.0 $221K 0.02% NEW $65.77 -31.3%
Page 36 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%