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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 95 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 AD UNITED STATES CELLULAR CORP Communication Services 6,124.0 $283K $46.14 -15.8%
1882 MGNI MAGNITE INC Communication Services 23,695.0 $281K -106K -81.7% $11.88 +50.6%
1883 BANF BANCFIRST CORP Financial Services 2,593.0 $281K +450.0 +21.0% $108.50 +2.6%
1884 EVER EVERQUOTE INC Communication Services 18,241.0 $281K -9K -33.3% $15.42 +30.7%
1885 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,587.0 $281K $5.15 +4.3%
1886 APLS APELLIS PHARMACEUTICALS INC Healthcare 6,977.0 $281K -89K -92.7% $40.23 +2.0%
1887 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 29,331.0 $279K -2K -7.7% $9.52 -5.6%
1888 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 42,355.0 $279K +10K +32.1% $6.58 +58.4%
1889 AGO ASSURED GUARANTY LTD Financial Services 3,420.0 $279K -374.0 -9.9% $81.48 -6.1%
1890 FRHC FREEDOM HLDG CORP NEV Financial Services 1,911.0 $277K $144.88 -0.8%
1891 DCOM DIME CMNTY BANCSHARES INC Financial Services 8,173.0 $276K $33.82 +15.3%
1892 PSEC PROSPECT CAP CORP Financial Services 105,900.0 $276K $2.61 -15.3%
1893 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 3,483.0 $276K $79.33 -1.6%
1894 AMBA AMBARELLA INC Technology 5,355.0 $276K -42K -88.6% $51.48 +35.9%
1895 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 46,444.0 $275K +11K +30.6% $5.93 +6.4%
1896 IIIV I3 VERTICALS INC Technology 12,302.0 $275K $22.36 -11.4%
1897 ROCK GIBRALTAR INDS INC Industrials 6,898.0 $275K -34K -83.2% $39.87 +2.6%
1898 PWP PERELLA WEINBERG PARTNERS Financial Services 15,140.0 $275K $18.16 -12.7%
1899 SNAP INC 300,000.0 $274K $0.91
1900 CVGW CALAVO GROWERS INC Consumer Defensive 10,600.0 $273K -22K -67.6% $25.79 +1.2%
Page 95 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%