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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 67 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CTRI CENTURI HOLDINGS INC Utilities 55,578.0 $1.6M 0.00% -20K -26.4% $29.21 +1.9%
1322 IOT SAMSARA INC Technology 51,223.0 $1.6M 0.00% -6K -10.9% $31.69 +0.0%
1323 SNDR SCHNEIDER NATIONAL INC Industrials 61,501.0 $1.6M 0.00% +416.0 +0.7% $26.36 +35.4%
1324 WAL WESTERN ALLIANCE BANCORP Financial Services 22,867.0 $1.6M 0.00% +507.0 +2.3% $70.85 +12.8%
1325 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 162,844.0 $1.6M 0.00% -1K -0.8% $9.94 +7.7%
1326 JBS N.V. 89,400.0 $1.6M 0.00% +9K +10.9% $18.09
1327 SHAK SHAKE SHACK INC Consumer Cyclical 18,267.0 $1.6M 0.00% -36K -66.4% $88.47 -33.2%
1328 S SENTINELONE INC Technology 125,337.0 $1.6M 0.00% +72K +136.7% $12.88 +16.6%
1329 METALLUS INC 98,527.0 $1.6M 0.00% NEW $16.34
1330 KRYS KRYSTAL BIOTECH INC Healthcare 6,229.0 $1.6M 0.00% +1K +22.5% $258.32 +34.7%
1331 CRGY CRESCENT ENERGY COMPANY Energy 117,988.0 $1.6M 0.00% -706.0 -0.6% $13.50 -22.7%
1332 THE BALDWIN INSURANCE GRP IN 72,402.0 $1.6M 0.00% +13K +21.6% $21.94
1333 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 23,933.0 $1.6M 0.00% -33K -58.2% $66.11 +6.1%
1334 SCVL SHOE CARNIVAL INC Consumer Cyclical 101,335.0 $1.6M 0.00% +31K +43.3% $15.59 +2.2%
1335 PNNT PENNANTPARK INVT CORP Financial Services 348,800.0 $1.6M 0.00% $4.49 -23.6%
1336 FUL FULLER H B CO Basic Materials 25,177.0 $1.6M 0.00% +1K +6.3% $61.68 +5.2%
1337 HAE HAEMONETICS CORP MASS Healthcare 27,493.0 $1.5M 0.00% +13K +90.0% $56.36 +31.6%
1338 MAIN MAIN STR CAP CORP Financial Services 29,238.0 $1.5M 0.00% +505.0 +1.8% $52.96 -3.8%
1339 NTNX NUTANIX INC Technology 40,698.0 $1.5M 0.00% -76K -65.2% $38.01 +23.4%
1340 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 27,213.0 $1.5M 0.00% -40K -59.6% $56.77 -8.8%
Page 67 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%