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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 68 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SEDG SOLAREDGE TECHNOLOGIES INC Energy 30,225.0 $1.5M 0.00% +7K +32.1% $51.05 +13.7%
1342 VAL VALARIS LTD Energy 15,720.0 $1.5M 0.00% +4K +38.9% $98.04 -19.9%
1343 PLMR PALOMAR HLDGS INC Financial Services 12,860.0 $1.5M 0.00% +10K +320.3% $119.50 -6.5%
1344 WAY WAYSTAR HLDG CORP Technology 63,624.0 $1.5M 0.00% -8K -11.4% $24.11 -23.4%
1345 W WAYFAIR INC Consumer Cyclical 20,372.0 $1.5M 0.00% -89K -81.4% $75.21 +17.7%
1346 ETSY INC 1,700,000.0 $1.5M 0.00% $0.90
1347 WDFC WD 40 CO Basic Materials 7,451.0 $1.5M 0.00% NEW $203.94 +11.4%
1348 HRI HERC HLDGS INC Industrials 15,248.0 $1.5M 0.00% -78.0 -0.5% $99.55 +55.8%
1349 ALG ALAMO GROUP INC Industrials 9,179.0 $1.5M 0.00% +435.0 +5.0% $164.97 -2.2%
1350 BZH BEAZER HOMES USA INC Consumer Cyclical 78,511.0 $1.5M 0.00% $19.24 +40.6%
1351 ZIFF DAVIS INC 1,522,000.0 $1.5M 0.00% NEW $0.99
1352 U UNITY SOFTWARE INC Technology 68,693.0 $1.5M 0.00% -21K -23.0% $21.94 +25.3%
1353 ASGN ASGN INC Technology 38,930.0 $1.5M 0.00% -7K -15.0% $38.71 -50.2%
1354 KSS KOHLS CORP Consumer Cyclical 116,357.0 $1.5M 0.00% -120K -50.8% $12.90 +33.7%
1355 GPGI COMPOSECURE INC Industrials 87,775.0 $1.5M 0.00% +9K +12.1% $17.10 -15.7%
1356 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 29,422.0 $1.5M 0.00% +1K +5.0% $50.80 +4.4%
1357 RIGL RIGEL PHARMACEUTICALS INC Healthcare 55,200.0 $1.5M 0.00% $27.04 +21.7%
1358 MAN MANPOWERGROUP INC WIS Industrials 50,595.0 $1.5M 0.00% -500.0 -1.0% $29.46 +13.9%
1359 PAY PAYMENTUS HOLDINGS INC Technology 58,670.0 $1.5M 0.00% -145K -71.3% $25.40 -17.0%
1360 BAX BAXTER INTL INC Healthcare 83,309.0 $1.5M 0.00% -170K -67.1% $17.88 +11.2%
Page 68 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%