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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 8 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WU WESTERN UN CO Financial Services 121,034.0 $1.1M 0.10% +40K +49.0% $8.73 -11.8%
142 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,812.0 $1.1M 0.10% NEW $76.16 +8.9%
143 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 18,125.0 $1.0M 0.10% +12K +200.1% $56.77 -12.6%
144 CAAP CORPORACION AMER ARPTS S A Industrials 39,763.0 $1.0M 0.10% +28K +246.7% $25.29 -0.0%
145 SMITHFIELD FOODS INC 35,385.0 $990K 0.09% +5K +14.7% $27.97
146 CX CEMEX SA EURO MTN BE 144A Basic Materials 86,303.0 $987K 0.09% -142K -62.1% $11.44 +6.0%
147 PYPL PAYPAL HLDGS INC Financial Services 21,423.0 $969K 0.09% +12K +137.8% $45.23 -2.6%
148 PCG PG&E CORP Utilities 54,978.0 $966K 0.09% NEW $17.57 -5.7%
149 SOUTHSTATE BK CORP 10,217.0 $945K 0.09% NEW $92.52
150 BTU PEABODY ENGR CORP Energy 28,188.0 $929K 0.09% NEW $32.95 -32.6%
151 FN FABRINET Technology 1,735.0 $905K 0.09% NEW $521.52 +4.9%
152 FHN FIRST HORIZON CORPORATION Financial Services 39,503.0 $899K 0.09% NEW $22.76 +14.5%
153 FITB FIFTH THIRD BANCORP Financial Services 19,204.0 $892K 0.08% +11K +141.5% $46.46 +23.7%
154 VINP VINCI COMPASS INVESTMENTS LT Financial Services 83,511.0 $881K 0.08% -23K -21.4% $10.55 -6.7%
155 EPAM EPAM SYS INC Technology 6,488.0 $878K 0.08% -13K -66.1% $135.40 -37.0%
156 KARO KAROOOOO LTD Technology 17,595.0 $877K 0.08% +3K +21.3% $49.84 +1.5%
157 JLL JONES LANG LASALLE INC Real Estate 2,869.0 $873K 0.08% +85.0 +3.0% $304.32 +4.6%
158 INGR INGREDION INC Consumer Defensive 7,677.0 $865K 0.08% NEW $112.66 -15.1%
159 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,118.0 $863K 0.08% +4K +49.0% $71.18 -8.9%
160 MTB M & T BK CORP Financial Services 4,132.0 $854K 0.08% -2K -29.7% $206.72 +17.0%
Page 8 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%