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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 35 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PRVA PRIVIA HEALTH GROUP INC Healthcare 45,958.0 $1.2M 0.00% +3K +7.1% $25.73 -17.9%
682 HESM HESS MIDSTREAM LP Energy 31,405.0 $1.2M 0.00% +2K +5.4% $37.60 +4.1%
683 SFBS SERVISFIRST BANCSHARES INC Financial Services 13,549.0 $1.2M 0.00% +1K +11.1% $86.75 -50.0%
684 PNTG PENNANT GROUP INC Healthcare 31,357.0 $1.2M 0.00% +11K +54.3% $36.95 +5.2%
685 LOAR LOAR HOLDINGS INC Industrials 14,270.0 $1.2M 0.00% +350.0 +2.5% $80.61 -7.0%
686 FFIN FIRST FINL BANKSHARES INC Financial Services 32,621.0 $1.1M 0.00% +3K +8.6% $34.60 -1.4%
687 HP HELMERICH & PAYNE INC Energy 34,392.0 $1.1M 0.00% +2K +5.7% $32.74 +33.0%
688 CWEN CLEARWAY ENERGY INC Utilities 32,769.0 $1.1M 0.00% +6K +22.4% $34.18 -4.7%
689 EVTC EVERTEC INC Technology 40,020.0 $1.1M 0.00% +28K +241.8% $27.78 +7.6%
690 WEX WEX INC Technology 7,865.0 $1.1M 0.00% +348.0 +4.6% $141.09 +41.7%
691 NODK NI HLDGS INC Financial Services 70,546.0 $1.1M 0.00% +1K +1.6% $15.71 -2.7%
692 APPN APPIAN CORP Technology 48,369.0 $1.1M 0.00% +21K +74.8% $22.90 +67.2%
693 SRPT SAREPTA THERAPEUTICS INC Healthcare 61,256.0 $1.1M 0.00% +3K +5.0% $17.97 +4.6%
694 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 15,093.0 $1.1M 0.00% +359.0 +2.4% $71.86 -0.4%
695 MARA MARA HOLDINGS INC Financial Services 77,122.0 $1.1M 0.00% +31K +65.8% $13.89 -18.9%
696 BANR BANNER CORP Financial Services 15,677.0 $1.0M 0.00% +814.0 +5.5% $66.44 +7.1%
697 IVT INVENTRUST PPTYS CORP Real Estate 29,331.0 $1.0M 0.00% +613.0 +2.1% $35.40 -7.7%
698 KBR KBR INC Industrials 29,988.0 $1.0M 0.00% +13K +75.9% $34.53 +11.7%
699 SHAK SHAKE SHACK INC Consumer Cyclical 18,446.0 $1.0M 0.00% +179.0 +1.0% $56.02 +35.3%
700 ESAB ESAB CORPORATION Industrials 10,458.0 $1.0M 0.00% +2K +24.5% $98.63 -17.5%
Page 35 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%