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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 44 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VGZ VISTA GOLD CORP Basic Materials 46,174.0 $91K 0.01% +18K +63.0% $1.96 -3.3%
862 LUMN LUMEN TECHNOLOGIES INC Communication Services 12,909.0 $90K 0.01% -1K -7.3% $6.95 +10.5%
863 ASLE AERSALE CORPORATION Industrials 14,178.0 $88K 0.01% NEW $6.22 +1.7%
864 SRI STONERIDGE INC Consumer Cyclical 18,220.0 $88K 0.01% NEW $4.83 +51.6%
865 ATOM ATOMERA INC Technology 23,082.0 $88K 0.01% NEW $3.81 +127.0%
866 VNDA VANDA PHARMACEUTICALS INC Healthcare 12,616.0 $87K 0.01% NEW $6.91 -11.3%
867 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 24,773.0 $87K 0.01% NEW $3.51 +18.9%
868 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 12,905.0 $85K 0.01% NEW $6.57 +79.8%
869 BBDC BARINGS BDC INC Financial Services 10,281.0 $85K 0.01% NEW $8.23 +3.7%
870 FIRST FNDTN INC 13,951.0 $82K 0.01% +2K +14.9% $5.90
871 SMHI SEACOR MARINE HLDGS INC Industrials 11,255.0 $81K 0.01% NEW $7.16 +7.2%
872 GOGO GOGO INC Communication Services 19,860.0 $80K 0.01% NEW $4.02 -22.6%
873 DBI DESIGNER BRANDS INC Consumer Cyclical 13,214.0 $75K 0.01% NEW $5.69 +3.2%
874 ARHS ARHAUS INC Consumer Cyclical 11,009.0 $75K 0.01% NEW $6.78 +24.2%
875 CXDO CREXENDO INC Communication Services 11,334.0 $70K 0.01% NEW $6.17 +20.7%
876 TALK TALKSPACE INC Healthcare 13,453.0 $70K 0.01% NEW $5.17 +0.5%
877 MEI METHODE ELECTRS INC Technology 12,429.0 $69K 0.01% NEW $5.52 +243.8%
878 JBLU JETBLUE AIRWAYS CORP Industrials 15,000.0 $66K 0.01% +5K +44.2% $4.42 +28.2%
879 RCKT ROCKET PHARMACEUTICALS INC Healthcare 17,639.0 $63K 0.01% NEW $3.58 -5.2%
880 CADL CANDEL THERAPEUTICS INC Healthcare 12,489.0 $61K 0.01% NEW $4.90 +115.5%
Page 44 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%