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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 38 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RYZ RYERSON HLDG CORP Consumer Defensive 9,591.0 $216K 0.02% NEW $22.48 +5.7%
742 NWPX NWPX INFRASTRUCTURE INC Industrials 2,767.0 $215K 0.02% NEW $77.86 +85.3%
743 INSTALLED BLDG PRODS INC 812.0 $215K 0.02% NEW $265.15
744 DOW DOW HLDGS INC Basic Materials 5,154.0 $215K 0.02% -22K -81.3% $41.65 -35.1%
745 BKD BROOKDALE SR LIVING INC Healthcare 15,659.0 $214K 0.02% NEW $13.68 +15.6%
746 IHS IHS HOLDING LIMITED Communication Services 26,011.0 $214K 0.02% NEW $8.23 -0.4%
747 GPOR GULFPORT ENERGY CORP Energy 1,011.0 $214K 0.02% NEW $211.57 -21.8%
748 RMBS RAMBUS INC DEL Technology 2,485.0 $214K 0.02% -252.0 -9.2% $86.03 +43.9%
749 AMTB AMERANT BANCORP INC Financial Services 9,690.0 $214K 0.02% NEW $22.04 +18.7%
750 COCO VITA COCO CO INC Consumer Defensive 4,455.0 $213K 0.02% NEW $47.91 +44.0%
751 NFBK NORTHFIELD BANCORP INC DEL Financial Services 15,754.0 $213K 0.02% NEW $13.54 +10.1%
752 GIS GENERAL MILLS INC Consumer Defensive 5,730.0 $213K 0.02% -5K -45.1% $37.22 +1.5%
753 Z ZILLOW GROUP INC Communication Services 5,136.0 $213K 0.02% NEW $41.38 -23.8%
754 FET FORUM ENERGY TECHNOLOGIES IN Energy 3,618.0 $212K 0.02% NEW $58.66 -16.6%
755 ULTA ULTA BEAUTY INC Consumer Cyclical 406.0 $212K 0.02% NEW $522.71 -13.0%
756 ALB ALBEMARLE CORP Basic Materials 1,182.0 $212K 0.02% NEW $179.53 -24.2%
757 HNRG HALLADOR ENERGY COMPANY Energy 12,968.0 $211K 0.02% NEW $16.28 +3.1%
758 LXU LSB INDS INC Basic Materials 14,154.0 $211K 0.02% NEW $14.90 -28.6%
759 SWBI SMITH & WESSON BRANDS INC Industrials 14,716.0 $211K 0.02% NEW $14.33 +4.7%
760 SJM SMUCKER J M CO Consumer Defensive 2,186.0 $211K 0.02% -3K -53.8% $96.44 +19.1%
Page 38 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%