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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 73 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 45,100.0 $1.4M 0.00% $30.61 +28.8%
1442 HERBALIFE LTD 1,194,000.0 $1.4M 0.00% $1.16
1443 MZTI LANCASTER COLONY CORP Consumer Defensive 11,978.0 $1.4M 0.00% -13K -52.4% $114.16 +1.1%
1444 FLR FLUOR CORP NEW Industrials 26,031.0 $1.4M 0.00% -3K -11.8% $52.39 -2.1%
1445 AVNT AVIENT CORPORATION Basic Materials 36,849.0 $1.4M 0.00% +5K +15.8% $36.96 +20.0%
1446 TRS TRIMAS CORP Consumer Cyclical 30,244.0 $1.4M 0.00% +14K +90.3% $45.03 -12.4%
1447 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 808,700.0 $1.4M 0.00% $1.68 -23.2%
1448 REZI RESIDEO TECHNOLOGIES INC Industrials 43,641.0 $1.4M 0.00% -24K -35.4% $31.10 -36.3%
1449 BKE BUCKLE INC Consumer Cyclical 32,161.0 $1.4M 0.00% +12K +56.9% $42.20 +5.9%
1450 LPTH LIGHTPATH TECHNOLOGIES INC Technology 83,000.0 $1.4M 0.00% NEW $16.35 -18.1%
1451 FCN FTI CONSULTING INC Industrials 9,089.0 $1.4M 0.00% +3K +45.0% $149.01 +4.6%
1452 MSM MSC INDL DIRECT INC Industrials 11,371.0 $1.4M 0.00% -4K -25.6% $118.95 +0.3%
1453 EEFT EURONET WORLDWIDE INC Technology 18,398.0 $1.3M 0.00% +2K +9.2% $73.19 -4.2%
1454 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 203,933.0 $1.3M 0.00% -85K -29.4% $6.60 -9.5%
1455 U UNITY SOFTWARE INC Technology 47,011.0 $1.3M 0.00% -22K -31.6% $28.58 +62.2%
1456 TGTX TG THERAPEUTICS INC Healthcare 24,448.0 $1.3M 0.00% -2K -5.9% $54.94 -1.4%
1457 BHE BENCHMARK ELECTRS INC Technology 13,530.0 $1.3M 0.00% -5K -25.9% $98.67 -28.0%
1458 UNIT UNITI GROUP LLC Real Estate 116,034.0 $1.3M 0.00% -86K -42.6% $11.47 -14.2%
1459 INTEGER HLDGS CORP 1,370,000.0 $1.3M 0.00% NEW $0.97
1460 RDNT RADNET INC Healthcare 21,564.0 $1.3M 0.00% -1K -5.3% $61.67 +22.4%
Page 73 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%