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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 26 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IT GARTNER INC Technology 23,915.0 $3.2M 0.01% -24K -49.7% $135.86 +44.9%
502 KNSL KINSALE CAP GROUP INC Financial Services 9,824.0 $3.2M 0.01% -2K -16.3% $329.81 +19.1%
503 DOX AMDOCS LTD Technology 63,126.0 $3.2M 0.01% -2K -3.4% $50.54 +21.9%
504 CR CRANE COMPANY Industrials 14,252.0 $3.2M 0.01% -21K -59.1% $223.07 -6.3%
505 SWKS SKYWORKS SOLUTIONS INC Technology 46,247.0 $3.2M 0.01% -4K -8.8% $68.51 -3.2%
506 AMAL AMALGAMATED FINANCIAL CORP Financial Services 69,030.0 $3.2M 0.01% -8K -10.3% $45.90 +6.4%
507 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 44,070.0 $3.2M 0.01% -44K -49.9% $71.74 +1.0%
508 CHDN CHURCHILL DOWNS INC Consumer Cyclical 35,256.0 $3.2M 0.01% -3K -7.3% $89.64 +5.2%
509 LXP INDUSTRIAL TRUST 58,628.0 $3.2M 0.01% -9K -12.7% $53.88
510 PATHWARD FINANCIAL INC 36,121.0 $3.1M 0.01% -15K -29.8% $87.06
511 CHEFS WHSE INC 1,400,000.0 $3.1M 0.01% -300K -17.6% $2.24
512 BWXT BWX TECHNOLOGIES INC Industrials 16,046.0 $3.1M 0.01% -3K -17.5% $194.65 -22.0%
513 PECO PHILLIPS EDISON & CO INC Real Estate 75,003.0 $3.1M 0.01% -5K -6.8% $41.62 -4.9%
514 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 188,556.0 $3.1M 0.01% -2K -0.8% $16.53 +28.2%
515 ATRO ASTRONICS CORP Industrials 38,250.0 $3.1M 0.01% -743.0 -1.9% $81.26 -6.2%
516 BLD TOPBUILD CORP Industrials 8,763.0 $3.1M 0.01% -3K -26.9% $354.53 +0.0%
517 COKE COCA COLA CONS INC Consumer Defensive 16,137.0 $3.1M 0.01% -465.0 -2.8% $190.92 +0.9%
518 ORI OLD REP INTL CORP Financial Services 74,668.0 $3.1M 0.01% -10K -12.0% $40.92 +3.7%
519 EZPW EZCORP INC Financial Services 88,167.0 $3.0M 0.01% -10K -10.6% $34.57 -2.4%
520 IRT INDEPENDENCE RLTY TR INC Real Estate 182,302.0 $3.0M 0.01% -40K -18.1% $16.69 +1.0%
Page 26 of 45  ·  898 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%