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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 40 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 COLB COLUMBIA BKG SYS INC Financial Services 7,431.0 $204K 0.02% NEW $27.43 +18.5%
782 TPG TPG INC Financial Services 5,018.0 $203K 0.02% NEW $40.51 -0.0%
783 OPLN OPENLANE INC Consumer Cyclical 6,971.0 $203K 0.02% -16K -70.2% $29.15 +37.9%
784 WYNN WYNN RESORTS LTD Consumer Cyclical 1,995.0 $203K 0.02% -815.0 -29.0% $101.55 -4.4%
785 GTM ZOOMINFO TECHNOLOGIES INC Technology 33,864.0 $203K 0.02% -1K -4.0% $5.98 -52.5%
786 EQBK EQUITY BANCSHARES INC Financial Services 4,521.0 $201K 0.02% NEW $44.41 +13.0%
787 OFG OFG BANCORP Financial Services 4,959.0 $201K 0.02% -2K -23.5% $40.46 +23.9%
788 LXFR LUXFER HLDGS PLC Industrials 16,464.0 $201K 0.02% NEW $12.18 +47.3%
789 NJR NEW JERSEY RES CORP Utilities 3,650.0 $200K 0.02% NEW $54.92 +2.3%
790 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 605.0 $200K 0.02% NEW $330.63 -13.3%
791 DHT DHT HOLDINGS INC Energy 10,894.0 $199K 0.02% -7K -39.1% $18.27 -9.5%
792 KRNY KEARNY FINL CORP MD Financial Services 26,159.0 $198K 0.02% NEW $7.55 +26.4%
793 BANC BANC OF CALIFORNIA INC Financial Services 11,191.0 $197K 0.02% -337K -96.8% $17.58 +17.0%
794 GLRE GREENLIGHT CAP RE LTD Financial Services 11,369.0 $197K 0.02% NEW $17.29 -5.4%
795 BCAL CALIFORNIA BANCORP Financial Services 11,058.0 $196K 0.02% NEW $17.72 +19.5%
796 HLIT HARMONIC INC Technology 21,476.0 $193K 0.02% +1K +5.1% $8.98 +75.7%
797 RUN SUNRUN INC Energy 14,208.0 $193K 0.02% NEW $13.56 -3.3%
798 STGW STAGWELL INC Communication Services 30,236.0 $190K 0.02% NEW $6.29 +20.5%
799 NAGE NIAGEN BIOSCIENCE INC Healthcare 43,074.0 $190K 0.02% +28K +179.6% $4.41 -24.5%
800 ATEC ALPHATEC HLDGS INC Healthcare 17,316.0 $188K 0.02% NEW $10.88 -18.6%
Page 40 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%