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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 40 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 OOMA OOMA INC Communication Services 25,641.0 $493K 0.00% +8K +47.4% $19.22 +14.6%
782 UTL UNITIL CORP Utilities 9,320.0 $491K 0.00% +3K +56.8% $52.69 +0.9%
783 MGNI MAGNITE INC Communication Services 24,829.0 $471K 0.00% +1K +4.8% $18.98 +23.8%
784 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 46,917.0 $464K 0.00% +5K +10.8% $9.90 -28.3%
785 ARLO ARLO TECHNOLOGIES INC Industrials 33,646.0 $454K 0.00% +1K +3.5% $13.48 -2.8%
786 TRST TRUSTCO BK CORP N Y Financial Services 8,227.0 $452K 0.00% +547.0 +7.1% $54.91 +3.5%
787 AIN ALBANY INTL CORP Consumer Cyclical 5,913.0 $441K 0.00% +1K +21.6% $74.50 -20.7%
788 ALRM ALARM COM HLDGS INC Technology 9,402.0 $439K 0.00% +2K +31.9% $46.72 +23.1%
789 PLUS EPLUS INC Technology 5,274.0 $439K 0.00% +618.0 +13.3% $83.23 +4.3%
790 DK DELEK US HLDGS INC NEW Energy 8,594.0 $437K 0.00% +3K +61.9% $50.81 +40.7%
791 SVC SERVICE PPTYS TR Real Estate 257,968.0 $436K 0.00% +11K +4.7% $1.69 +377.5%
792 GABC GERMAN AMERN BANCORP INC Financial Services 9,151.0 $434K 0.00% +702.0 +8.3% $47.46 +5.1%
793 ANDE ANDERSONS INC Consumer Defensive 6,324.0 $433K 0.00% +756.0 +13.6% $68.40 -0.5%
794 TMP TOMPKINS FINL CORP Financial Services 4,511.0 $426K 0.00% +266.0 +6.3% $94.52 +3.6%
795 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,940.0 $425K 0.00% +1K +24.7% $71.62 -3.0%
796 BKD BROOKDALE SR LIVING INC Healthcare 26,336.0 $424K 0.00% +10K +58.0% $16.09 -26.7%
797 CNXN PC CONNECTION INC Technology 5,791.0 $423K 0.00% +2K +56.9% $72.99 +6.8%
798 AHCO ADAPTHEALTH CORP Healthcare 40,184.0 $419K 0.00% +8K +23.0% $10.42 -46.0%
799 DEA EASTERLY GOVT PPTYS INC Real Estate 16,565.0 $413K 0.00% +1K +8.8% $24.93 -1.3%
800 RXO RXO INC Industrials 14,935.0 $412K 0.00% +4K +41.6% $27.59 -18.3%
Page 40 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%