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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 42 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ONDS ONDAS HLDGS INC Technology 51,577.0 $425K 0.00% -107K -67.4% $8.24 +5.7%
822 BJRI BJS RESTAURANTS INC Consumer Cyclical 6,901.0 $419K 0.00% -527.0 -7.1% $60.73 +9.9%
823 PFS PROVIDENT FINL SVCS INC Financial Services 17,703.0 $418K 0.00% -13K -43.2% $23.64 +0.3%
824 PRLB PROTO LABS INC Industrials 5,082.0 $414K 0.00% -558.0 -9.9% $81.51 -2.3%
825 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 9,804.0 $410K 0.00% -2K -19.0% $41.87 -9.4%
826 LMAT LEMAITRE VASCULAR INC Healthcare 4,255.0 $408K 0.00% -24K -84.9% $95.96 -14.7%
827 CNOB CONNECTONE BANCORP INC Financial Services 12,174.0 $407K 0.00% -11K -47.2% $33.44 -3.5%
828 HOMB HOME BANCSHARES INC Financial Services 14,098.0 $402K 0.00% -16K -52.9% $28.55 +6.0%
829 RDW REDWIRE CORPORATION Industrials 32,342.0 $396K 0.00% -11K -26.0% $12.23 -1.7%
830 GNW GENWORTH FINL INC Financial Services 40,480.0 $383K 0.00% -89K -68.7% $9.47 +4.3%
831 OSIS OSI SYSTEMS INC Technology 1,715.0 $375K 0.00% -13K -88.5% $218.70 -5.5%
832 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 7,899.0 $374K 0.00% -8K -49.1% $47.33 -3.7%
833 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 10,786.0 $372K 0.00% -59K -84.6% $34.53 +22.4%
834 AMBA AMBARELLA INC Technology 4,246.0 $364K 0.00% -1K -20.7% $85.80 -14.1%
835 MRTN MARTEN TRANS LTD Industrials 20,538.0 $356K 0.00% -1K -4.7% $17.35 -13.9%
836 TDS TELEPHONE & DATA SYS INC Communication Services 9,627.0 $356K 0.00% -105.0 -1.1% $37.01 -9.2%
837 SMP STANDARD MTR PRODS INC Consumer Cyclical 9,083.0 $354K 0.00% -2K -15.0% $38.97 -0.9%
838 EVER EVERQUOTE INC Communication Services 14,868.0 $354K 0.00% -3K -18.5% $23.79 +6.1%
839 MGEE MGE ENERGY INC Utilities 4,316.0 $352K 0.00% -2K -28.8% $81.54 -3.5%
840 IMXI INTERNATIONAL MNY EXPRESS IN Technology 23,051.0 $333K 0.00% -124K -84.3% $14.45 -2.3%
Page 42 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%