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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 39 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NGS NATURAL GAS SVCS GROUP INC Energy 5,577.0 $210K 0.02% NEW $37.74 +8.5%
762 TXT TEXTRON INC Industrials 2,400.0 $210K 0.02% NEW $87.56 +5.0%
763 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,092.0 $209K 0.02% -200.0 -8.7% $100.09 +0.2%
764 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 16,843.0 $209K 0.02% -3K -16.2% $12.43 +36.5%
765 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,652.0 $209K 0.02% NEW $37.01 +28.4%
766 CXM SPRINKLR INC Technology 34,838.0 $209K 0.02% NEW $6.00 -11.3%
767 INVX INNOVEX INTERNATIONAL INC Energy 8,560.0 $209K 0.02% NEW $24.39 -0.5%
768 MPC MARATHON PETE CORP Energy 855.0 $209K 0.02% NEW $244.18 +8.5%
769 EXPO EXPONENT INC Industrials 3,191.0 $208K 0.02% NEW $65.25 -8.1%
770 HBNC HORIZON BANCORP IND Financial Services 12,552.0 $208K 0.02% NEW $16.57 +23.6%
771 WTFC WINTRUST FINL CORP Financial Services 1,493.0 $207K 0.02% NEW $138.94 +15.7%
772 BGS B & G FOODS INC Consumer Defensive 42,988.0 $207K 0.02% NEW $4.81 -15.4%
773 GFF GRIFFON CORP Industrials 2,843.0 $207K 0.02% NEW $72.68 +27.1%
774 NEXT NEXTDECADE CORP Energy 26,878.0 $206K 0.02% NEW $7.66 -1.2%
775 HLX HELIX ENERGY SOLUTIONS GRP I Energy 20,774.0 $205K 0.02% -8K -27.2% $9.89 -14.0%
776 F FORD MTR CO Consumer Cyclical 17,779.0 $205K 0.02% NEW $11.54 +18.2%
777 CSGP COSTAR GROUP INC Real Estate 5,077.0 $205K 0.02% +2K +52.9% $40.34 -27.2%
778 MTH MERITAGE HOMES CORP Consumer Cyclical 3,311.0 $205K 0.02% -2K -35.9% $61.84 +31.9%
779 EXPD EXPEDITORS INTL WASH INC Industrials 1,428.0 $205K 0.02% NEW $143.23 +16.5%
780 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,221.0 $204K 0.02% NEW $39.12 +31.6%
Page 39 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%