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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 15 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 364,002.0 $10.8M 0.02% +204K +127.2% $29.74 -13.2%
282 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 99,742.0 $10.8M 0.02% +52K +108.0% $108.35 -2.3%
283 MKC MCCORMICK & CO INC Consumer Defensive 213,858.0 $10.8M 0.02% +11K +5.2% $50.52 +9.7%
284 HWC HANCOCK WHITNEY CORPORATION Financial Services 143,337.0 $10.7M 0.02% +18K +14.5% $74.72 +0.9%
285 LGND LIGAND PHARMACEUTICALS INC Healthcare 33,851.0 $10.7M 0.02% +9K +34.1% $316.09 -9.4%
286 SON SONOCO PRODS CO Consumer Cyclical 189,061.0 $10.7M 0.02% +15K +8.4% $56.35 +5.6%
287 EXPAND ENERGY CORPORATION 116,655.0 $10.6M 0.02% +9K +8.5% $91.15
288 PHIN PHINIA INC Consumer Cyclical 128,872.0 $10.6M 0.02% +4K +3.3% $82.37 -11.7%
289 MOH MOLINA HEALTHCARE INC Healthcare 43,217.0 $10.6M 0.02% +25K +138.3% $244.30 -18.0%
290 CIFR CIPHER MINING INC Financial Services 429,750.0 $10.5M 0.02% +288K +203.3% $24.50 -35.7%
291 LEA LEAR CORP Consumer Cyclical 78,195.0 $10.5M 0.02% +29K +58.8% $134.06 -4.1%
292 RRX REGAL REXNORD CORPORATION Industrials 43,996.0 $10.5M 0.02% +25K +137.2% $238.19 -30.2%
293 SLG SL GREEN RLTY CORP Real Estate 201,223.0 $10.4M 0.02% +36K +21.6% $51.77 +11.0%
294 LFUS LITTELFUSE INC Technology 22,669.0 $10.3M 0.02% +180.0 +0.8% $455.33 -9.5%
295 NXST NEXSTAR MEDIA GROUP INC Communication Services 57,308.0 $10.2M 0.02% +5K +10.3% $178.59 +4.2%
296 RPM RPM INTL INC Basic Materials 91,201.0 $10.1M 0.01% +7K +8.1% $111.15 -2.3%
297 HR HEALTHCARE RLTY TR Real Estate 497,804.0 $10.0M 0.01% +155K +45.4% $20.17 -3.9%
298 CYTK CYTOKINETICS INC Healthcare 116,828.0 $10.0M 0.01% +61K +110.9% $85.19 -9.8%
299 ENPH ENPHASE ENERGY INC Energy 199,301.0 $9.9M 0.01% +81K +69.0% $49.54 -22.1%
300 LECO LINCOLN ELEC HLDGS INC Industrials 37,002.0 $9.8M 0.01% +2K +6.0% $265.51 +6.1%
Page 15 of 45  ·  887 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
Technology 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%