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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 94 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,201.0 $395K 0.00% +693.0 +27.6% $123.29 +9.1%
1862 QCRH QCR HOLDINGS INC Financial Services 4,039.0 $393K 0.00% +348.0 +9.4% $97.35 +4.0%
1863 UNFI UNITED NAT FOODS INC Consumer Defensive 8,570.0 $391K 0.00% NEW $45.67 +5.2%
1864 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 8,994.0 $388K 0.00% +68.0 +0.8% $43.09 +2.6%
1865 MSEX MIDDLESEX WTR CO Utilities 6,878.0 $386K 0.00% +356.0 +5.5% $56.16 +3.7%
1866 ARISTA NETWORKS INC 1,369.0 $384K 0.00% $280.71
1867 DC DAKOTA GOLD CORP Basic Materials 90,000.0 $383K 0.00% $4.26 +44.4%
1868 GNW GENWORTH FINL INC Financial Services 40,480.0 $383K 0.00% -89K -68.7% $9.47 +4.3%
1869 JOE ST JOE CO Real Estate 6,106.0 $382K 0.00% +716.0 +13.3% $62.63 +10.0%
1870 SOUN SOUNDHOUND AI INC Technology 58,871.0 $381K 0.00% +26K +78.8% $6.47 +13.1%
1871 VECO VEECO INSTRS INC DEL Technology 5,009.0 $380K 0.00% NEW $75.80 -36.9%
1872 MDU MDU RES GROUP INC Industrials 17,842.0 $378K 0.00% $21.21 -5.9%
1873 OSIS OSI SYSTEMS INC Technology 1,715.0 $375K 0.00% -13K -88.5% $218.70 -5.5%
1874 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 7,899.0 $374K 0.00% -8K -49.1% $47.33 -3.7%
1875 LKFN LAKELAND FINL CORP Financial Services 6,048.0 $373K 0.00% +558.0 +10.2% $61.72 -2.4%
1876 LIBERTY MEDIA CORP DEL 300,000.0 $373K 0.00% +150K +100.0% $1.24
1877 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 10,786.0 $372K 0.00% -59K -84.6% $34.53 +22.4%
1878 NOG NORTHERN OIL & GAS INC Energy 20,435.0 $371K 0.00% +12K +129.1% $18.15 +50.6%
1879 USAU U S GOLD CORP Basic Materials 24,000.0 $368K 0.00% $15.33 +6.8%
1880 PRK PARK NATL CORP Financial Services 1,993.0 $365K 0.00% +394.0 +24.6% $182.99 +10.5%
Page 94 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%