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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 74 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CRGY CRESCENT ENERGY COMPANY Energy 135,304.0 $1.3M 0.00% +17K +14.7% $9.82 +43.2%
1462 LEU CENTRUS ENERGY CORP Energy 7,891.0 $1.3M 0.00% +861.0 +12.2% $167.87 +11.0%
1463 LUMENTUM HLDGS INC 200,000.0 $1.3M 0.00% -190K -48.7% $6.54
1464 STBA S & T BANCORP INC Financial Services 26,571.0 $1.3M 0.00% +16K +148.7% $49.08 +2.6%
1465 CHH CHOICE HOTELS INTL INC Consumer Cyclical 11,782.0 $1.3M 0.00% +491.0 +4.3% $110.27 -0.6%
1466 WMK WEIS MKTS INC Consumer Defensive 16,440.0 $1.3M 0.00% +460.0 +2.9% $78.31 -9.3%
1467 TNDM TANDEM DIABETES CARE INC Healthcare 84,904.0 $1.3M 0.00% -2K -2.8% $15.09 +47.9%
1468 CALL PHILLIPS 66 70,200.0 $1.3M 0.00% NEW $18.25
1469 INOD INNODATA INC Technology 16,926.0 $1.3M 0.00% +5K +45.2% $75.58 -15.0%
1470 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 14,200.0 $1.3M 0.00% -953.0 -6.3% $90.01 +21.1%
1471 CELCUITY INC 1,120,000.0 $1.3M 0.00% NEW $1.14
1472 TRIP TRIPADVISOR INC Consumer Cyclical 92,890.0 $1.3M 0.00% +3K +3.9% $13.71 -27.1%
1473 SKT TANGER INC Real Estate 32,183.0 $1.3M 0.00% +1K +3.3% $39.47 -3.2%
1474 GEF GREIF INC Consumer Cyclical 16,935.0 $1.3M 0.00% +2K +14.3% $74.49 +18.0%
1475 MCY MERCURY GENL CORP NEW Financial Services 11,822.0 $1.3M 0.00% +9K +323.1% $106.62 -0.9%
1476 HAE HAEMONETICS CORP MASS Healthcare 16,734.0 $1.3M 0.00% -11K -39.1% $75.00 +45.1%
1477 UMH UMH PPTYS INC Real Estate 82,826.0 $1.3M 0.00% -30K -26.5% $15.14 +9.0%
1478 RKT ROCKET COS INC Financial Services 79,609.0 $1.3M 0.00% -22K -21.9% $15.75 -11.6%
1479 JBS N.V. 105,208.0 $1.2M 0.00% +16K +17.7% $11.84
1480 JJSF J & J SNACK FOODS CORP Consumer Defensive 16,821.0 $1.2M 0.00% +503.0 +3.1% $73.45 +19.3%
Page 74 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%