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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 5 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLAC KLA CORP Technology 2,042.0 $3.0M 0.28% NEW $1472.41 -81.9%
82 CC CHEMOURS CO Basic Materials 136,349.0 $3.0M 0.28% +113K +488.7% $22.03 -8.6%
83 AMAT APPLIED MATLS INC Technology 8,733.0 $3.0M 0.28% -1K -11.3% $341.79 +90.4%
84 FFIC FLUSHING FINL CORP Financial Services 192,643.0 $3.0M 0.28% NEW $15.36 +0.7%
85 AVNT AVIENT CORPORATION Basic Materials 81,353.0 $3.0M 0.28% +68K +511.6% $36.30 +1.4%
86 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 96,040.0 $2.9M 0.28% NEW $30.48 +32.1%
87 META META PLATFORMS INC Communication Services 5,080.0 $2.9M 0.28% -3K -33.1% $572.13 +7.1%
88 SEALED AIR CORP NEW 68,908.0 $2.9M 0.27% NEW $42.05
89 KWR QUAKER HOUGHTON Basic Materials 23,216.0 $2.9M 0.27% NEW $124.23 +29.8%
90 EMBJ EMBRAER S.A. Industrials 47,929.0 $2.8M 0.27% NEW $59.34 +6.3%
91 AXTA AXALTA COATING SYS LTD Basic Materials 99,952.0 $2.8M 0.26% +84K +534.1% $27.70 +23.5%
92 SYK STRYKER CORPORATION Healthcare 8,283.0 $2.7M 0.26% NEW $328.59 -4.6%
93 NU NU HLDGS LTD Financial Services 182,126.0 $2.6M 0.25% -152K -45.5% $14.37 -6.8%
94 VISN VISTANCE NETWORKS INC Technology 143,269.0 $2.6M 0.25% +127K +764.7% $18.20 -32.0%
95 PBR PETROLEO BRASILEIRO S A Energy 125,000.0 $2.6M 0.24% NEW $20.75 -22.9%
96 FSLR FIRST SOLAR INC Energy 13,025.0 $2.6M 0.24% NEW $197.26 +17.7%
97 ST SENSATA TECHNOLOGIES HLDG PL Technology 70,942.0 $2.5M 0.24% +51K +255.3% $35.22 +32.2%
98 OCUL OCULAR THERAPEUTIX INC Healthcare 294,628.0 $2.5M 0.24% NEW $8.47 +11.8%
99 IFS INTERCORP FINL SVCS INC Financial Services 49,469.0 $2.5M 0.23% -58K -53.8% $50.20 +16.1%
100 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 93,522.0 $2.5M 0.23% NEW $26.43 +15.1%
Page 5 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%