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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 52 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SANM SANMINA CORPORATION Technology 27,334.0 $3.5M 0.01% -10K -26.4% $129.64 +86.3%
1022 BILL BILL HOLDINGS INC Technology 91,710.0 $3.5M 0.01% +18K +24.9% $38.56 -15.8%
1023 UMBF UMB FINL CORP Financial Services 31,308.0 $3.5M 0.01% +715.0 +2.3% $112.79 +18.0%
1024 CPRX CATALYST PHARMACEUTICALS INC Healthcare 142,361.0 $3.5M 0.01% -25K -15.1% $24.76 +26.7%
1025 SKYW SKYWEST INC Industrials 38,112.0 $3.5M 0.01% -2K -4.8% $91.83 +0.9%
1026 WWD WOODWARD INC Industrials 9,774.0 $3.5M 0.01% -690.0 -6.6% $357.92 +20.2%
1027 UAMY UNITED STATES ANTIMONY CORP Basic Materials 398,679.0 $3.5M 0.01% NEW $8.76 -10.4%
1028 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 160,198.0 $3.5M 0.01% -46K -22.5% $21.75 +33.7%
1029 MZTI LANCASTER COLONY CORP Consumer Defensive 25,162.0 $3.5M 0.01% +12K +96.3% $138.33 -22.6%
1030 RRX REGAL REXNORD CORPORATION Industrials 18,544.0 $3.5M 0.01% -2K -10.1% $187.26 +21.1%
1031 FBNC FIRST BANCORP N C Financial Services 61,458.0 $3.5M 0.01% +3K +5.6% $56.35 +7.8%
1032 DKS DICKS SPORTING GOODS INC Consumer Cyclical 17,495.0 $3.5M 0.01% -7K -28.5% $197.95 +17.7%
1033 FOX FOX CORP Communication Services 65,992.0 $3.5M 0.01% +7K +12.1% $52.43 -10.5%
1034 LAMR LAMAR ADVERTISING CO NEW Real Estate 27,314.0 $3.5M 0.01% +3K +11.0% $126.66 +18.2%
1035 FIBK FIRST INTST BANCSYSTEM INC Financial Services 103,522.0 $3.5M 0.01% -16K -13.4% $33.40 +9.1%
1036 MOH MOLINA HEALTHCARE INC Healthcare 18,136.0 $3.5M 0.01% -489.0 -2.6% $190.61 +2.5%
1037 PK PARK HOTELS & RESORTS INC Real Estate 328,002.0 $3.5M 0.01% -144K -30.5% $10.53 +39.8%
1038 PINNACLE FINL PARTNERS INC 40,079.0 $3.5M 0.01% NEW $86.14
1039 DNTH DIANTHUS THERAPEUTICS INC Healthcare 41,087.0 $3.4M 0.01% +30K +280.4% $83.92 -1.7%
1040 VCTR VICTORY CAP HLDGS INC Financial Services 52,609.0 $3.4M 0.01% -18K -25.6% $65.48 +32.9%
Page 52 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%