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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $58.1B AUM 2,069 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 825 Added 829 Reduced 110 Exited
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 27,936.0 $328K 0.00% NEW $11.75 +18.3%
82 PRLB PROTO LABS INC Industrials 5,640.0 $322K 0.00% NEW $57.02 +38.1%
83 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 15,335.0 $303K 0.00% NEW $19.78 -18.0%
84 PPHC PUBLIC POL HLDG CO INC Industrials 23,073.0 $302K 0.00% NEW $13.08 -24.1%
85 QDEL QUIDELORTHO CORP Healthcare 18,100.0 $297K 0.00% NEW $16.43 -14.1%
86 OFRM ONCE UPON A FARM PBC Consumer Defensive 17,725.0 $290K NEW $16.35 +16.6%
87 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 11,000.0 $284K NEW $25.85 +18.2%
88 TERN TERNS PHARMACEUTICALS INC Healthcare 5,130.0 $270K NEW $52.72 +0.4%
89 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 5,638.0 $266K NEW $47.14 -14.7%
90 NOG NORTHERN OIL & GAS INC Energy 8,918.0 $261K NEW $29.23 -32.5%
91 SYNAPTICS INC 250,000.0 $258K NEW $1.03
92 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 60,000.0 $258K NEW $4.30 +2998.8%
93 ERAS ERASCA INC Healthcare 15,773.0 $255K NEW $16.18 -17.3%
94 AKTS AKTIS ONCOLOGY INC Healthcare 14,185.0 $254K NEW $17.89 +26.5%
95 OOMA OOMA INC Communication Services 17,400.0 $253K NEW $14.55 +19.3%
96 MCY MERCURY GENL CORP NEW Financial Services 2,794.0 $246K NEW $88.15 +16.4%
97 SMITHFIELD FOODS INC 8,801.0 $246K NEW $27.97
98 CELC CELCUITY INC Healthcare 2,121.0 $242K NEW $114.14 -23.5%
99 AREC AMERICAN RES CORP Energy 100,000.0 $242K NEW $2.42 -11.6%
100 GORO GOLD RESOURCE CORP Basic Materials 200,000.0 $240K NEW $1.20 +7.5%
Page 5 of 7  ·  126 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 32.0%
Financial Services 11.2%
Communication Services 11.0%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.2%
Consumer Defensive 4.8%
Real Estate 4.2%
Energy 3.2%
Basic Materials 2.6%