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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 29 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CAG CONAGRA BRANDS INC Consumer Defensive 118,694.0 $1.9M 0.00% -3K -2.2% $16.02 -17.9%
562 DVA DAVITA INC Healthcare 12,324.0 $1.9M 0.00% -12K -49.1% $153.69 +37.0%
563 BLBD BLUE BIRD CORP Consumer Cyclical 33,223.0 $1.9M 0.00% -12K -26.6% $56.79 +29.2%
564 ZETA ZETA GLOBAL HOLDINGS CORP Technology 114,652.0 $1.8M 0.00% -46K -28.7% $15.92 +23.9%
565 CIFR CIPHER MINING INC Financial Services 141,668.0 $1.8M 0.00% -141K -50.0% $12.87 +104.7%
566 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 15,429.0 $1.8M 0.00% -23K -60.0% $118.02 -13.8%
567 SWX SOUTHWEST GAS HLDGS INC Utilities 20,794.0 $1.8M 0.00% -3K -12.9% $86.90 +0.2%
568 POWI POWER INTEGRATIONS INC Technology 34,431.0 $1.8M 0.00% -9K -21.4% $51.20 +57.7%
569 AVTR AVANTOR INC Healthcare 212,170.0 $1.7M 0.00% -7K -3.3% $8.21 +15.3%
570 CORZ CORE SCIENTIFIC INC NEW Technology 115,468.0 $1.7M 0.00% -12K -9.7% $14.96 +89.7%
571 BC BRUNSWICK CORP Consumer Cyclical 23,465.0 $1.7M 0.00% -11K -32.8% $72.76 +11.0%
572 FLYW FLYWIRE CORPORATION Technology 146,039.0 $1.7M 0.00% -26K -15.2% $11.64 +32.5%
573 MHK MOHAWK INDS INC Consumer Cyclical 17,183.0 $1.7M 0.00% -392.0 -2.2% $98.46 +9.7%
574 QBTS D-WAVE QUANTUM INC Technology 116,852.0 $1.7M 0.00% -39K -24.9% $14.43 +58.8%
575 TNDM TANDEM DIABETES CARE INC Healthcare 87,357.0 $1.7M 0.00% -2K -1.9% $19.17 -19.7%
576 NAVI NAVIENT CORPORATION Financial Services 204,033.0 $1.7M 0.00% -9K -4.3% $8.18 -2.6%
577 BEAM BEAM THERAPEUTICS INC Healthcare 69,013.0 $1.6M 0.00% -951.0 -1.4% $23.83 +36.3%
578 LUMN LUMEN TECHNOLOGIES INC Communication Services 235,980.0 $1.6M 0.00% -327K -58.0% $6.95 +16.5%
579 CTRI CENTURI HOLDINGS INC Utilities 55,578.0 $1.6M 0.00% -20K -26.4% $29.21 +2.6%
580 IOT SAMSARA INC Technology 51,223.0 $1.6M 0.00% -6K -10.9% $31.69 -0.3%
Page 29 of 42  ·  829 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%