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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 71 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 OII OCEANEERING INTL INC Energy 37,647.0 $1.5M 0.00% +15K +64.0% $40.52 +25.2%
1402 LINE LINEAGE INC Real Estate 35,268.0 $1.5M 0.00% +6K +19.6% $43.25 -4.8%
1403 MPT MEDICAL PPTYS TRUST INC Financial Services 329,986.0 $1.5M 0.00% +27K +9.0% $4.62 -10.3%
1404 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 59,600.0 $1.5M 0.00% $25.53 +7.8%
1405 NBR NABORS INDUSTRIES LTD Energy 18,088.0 $1.5M 0.00% +3K +17.9% $84.01 +4.5%
1406 VIRT VIRTU FINL INC Financial Services 25,461.0 $1.5M 0.00% +11K +74.6% $59.57 +10.4%
1407 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 87,551.0 $1.5M 0.00% -10K -10.4% $17.31 +3.4%
1408 ZIFF DAVIS INC 1,522,000.0 $1.5M 0.00% $0.99
1409 ICFI ICF INTL INC Industrials 20,645.0 $1.5M 0.00% +13K +168.2% $72.86 +21.5%
1410 OGS ONE GAS INC Utilities 19,421.0 $1.5M 0.00% -145.0 -0.7% $77.07 +3.6%
1411 EBC EASTERN BANKSHARES INC Financial Services 67,093.0 $1.5M 0.00% -23K -25.5% $22.24 +2.1%
1412 NWPX NWPX INFRASTRUCTURE INC Industrials 9,919.0 $1.5M 0.00% -7K -42.0% $149.94 -26.2%
1413 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 139,507.0 $1.5M 0.00% -23K -14.3% $10.57 +8.9%
1414 EXLS EXLSERVICE HOLDINGS INC Technology 56,933.0 $1.5M 0.00% -15K -20.5% $25.86 +45.9%
1415 ESTC ELASTIC N V Technology 25,780.0 $1.5M 0.00% -16K -38.0% $57.02 +46.0%
1416 EPAM EPAM SYS INC Technology 17,554.0 $1.5M 0.00% -10K -37.2% $83.44 +32.8%
1417 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 104,214.0 $1.5M 0.00% NEW $13.94 -6.1%
1418 FTRE FORTREA HLDGS INC Healthcare 83,338.0 $1.5M 0.00% NEW $17.40 +3.5%
1419 THFF FIRST FINL CORP IND Financial Services 18,685.0 $1.4M 0.00% $77.44 +3.6%
1420 SSTK SHUTTERSTOCK INC Communication Services 103,650.0 $1.4M 0.00% $13.95 -61.8%
Page 71 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%