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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 65 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 SCVL SHOE CARNIVAL INC Consumer Cyclical 145,463.0 $2.2M 0.00% +44K +43.5% $14.83 +3.1%
1282 LKQ LKQ CORP Consumer Cyclical 81,788.0 $2.2M 0.00% -21K -20.6% $26.33 -2.2%
1283 TTEK TETRA TECH INC NEW Industrials 74,326.0 $2.1M 0.00% -8K -9.3% $28.89 +27.6%
1284 FOUR SHIFT4 PMTS INC Technology 44,119.0 $2.1M 0.00% -3K -6.8% $48.64 -1.3%
1285 MDLN MEDLINE INC Healthcare 54,397.0 $2.1M 0.00% +45K +497.8% $39.44 -12.0%
1286 NPO ENPRO INC Industrials 5,688.0 $2.1M 0.00% +3K +134.0% $376.93 -19.2%
1287 BROWN FORMAN CORP 79,085.0 $2.1M 0.00% -3K -3.9% $27.05
1288 PLMR PALOMAR HLDGS INC Financial Services 16,871.0 $2.1M 0.00% +4K +31.2% $126.39 +5.3%
1289 GDRX GOODRX HLDGS INC Healthcare 738,833.0 $2.1M 0.00% +62K +9.2% $2.88 +19.4%
1290 MD PEDIATRIX MEDICAL GROUP INC Healthcare 83,763.0 $2.1M 0.00% +50K +149.5% $25.33 +5.0%
1291 TECH BIO-TECHNE CORP Healthcare 29,992.0 $2.1M 0.00% -26K -46.1% $70.65 +2.5%
1292 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,044.0 $2.1M 0.00% -10K -56.0% $263.26 +38.0%
1293 ARDX ARDELYX INC Healthcare 411,386.0 $2.1M 0.00% +54K +15.2% $5.10 -26.7%
1294 PB PROSPERITY BANCSHARES INC Financial Services 28,679.0 $2.1M 0.00% -2K -6.5% $73.03 -0.4%
1295 RGTI RIGETTI COMPUTING INC Technology 108,143.0 $2.1M 0.00% +26K +31.8% $19.32 -15.3%
1296 GWRE GUIDEWIRE SOFTWARE INC Technology 16,972.0 $2.1M 0.00% -5K -23.8% $123.05 +55.9%
1297 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 97,047.0 $2.1M 0.00% -8K -7.3% $21.45 +19.1%
1298 HSIC HENRY SCHEIN INC Healthcare 24,901.0 $2.1M 0.00% -1K -4.0% $83.52 +7.2%
1299 SNDR SCHNEIDER NATIONAL INC Industrials 56,877.0 $2.1M 0.00% -5K -7.5% $36.53 -4.6%
1300 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 11,569.0 $2.1M 0.00% +346.0 +3.1% $178.95 +21.9%
Page 65 of 107  ·  2,122 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%