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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 31 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 GFF GRIFFON CORP Industrials 138,649.0 $10.1M 0.02% +42K +42.7% $72.68 +25.4%
602 CSGP COSTAR GROUP INC Real Estate 246,634.0 $10.1M 0.02% -22K -8.1% $40.76 -26.1%
603 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 106,823.0 $10.0M 0.02% -8K -7.2% $93.87 +189.6%
604 ANI PHARMACEUTICALS INC 8,040,000.0 $10.0M 0.02% +2.7M +51.4% $1.24
605 FEDERATED HERMES INC 176,236.0 $10.0M 0.02% -35K -16.7% $56.71
606 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 73,728.0 $9.8M 0.02% +6K +8.3% $133.11 -17.2%
607 RS RELIANCE INC Basic Materials 32,275.0 $9.8M 0.02% -2K -5.9% $304.05 +30.4%
608 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 59,405.0 $9.8M 0.02% $165.14 +7.6%
609 WPC WP CAREY INC Real Estate 144,319.0 $9.8M 0.02% +13K +10.2% $67.96 +6.3%
610 NI NISOURCE INC Utilities 209,558.0 $9.8M 0.02% -3K -1.5% $46.66 +1.3%
611 DOCN DIGITALOCEAN HLDGS INC Technology 113,959.0 $9.8M 0.02% +51K +80.4% $85.78 +102.0%
612 CGON CG ONCOLOGY INC Healthcare 144,103.0 $9.8M 0.02% +106K +280.9% $67.68 -9.8%
613 TDW TIDEWATER INC NEW Energy 115,924.0 $9.7M 0.02% +95K +465.9% $83.55 -22.6%
614 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 18,452.0 $9.7M 0.02% -624.0 -3.3% $523.47 -3.4%
615 CSL CARLISLE COS INC Industrials 28,799.0 $9.6M 0.02% -742.0 -2.5% $333.91 +8.1%
616 CLX CLOROX CO DEL Consumer Defensive 91,951.0 $9.6M 0.02% -5K -5.0% $104.07 -7.9%
617 SF STIFEL FINL CORP Financial Services 128,852.0 $9.5M 0.02% +35K +37.5% $73.92 -0.5%
618 TEAM ATLASSIAN CORPORATION Technology 137,532.0 $9.5M 0.02% +20K +17.0% $69.15 +19.6%
619 RUN SUNRUN INC Energy 700,028.0 $9.5M 0.02% +58K +8.9% $13.56 -0.3%
620 SAIA SAIA INC Industrials 26,993.0 $9.5M 0.02% +12K +77.9% $351.28 +23.9%
Page 31 of 104  ·  2,069 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%