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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 97 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 XPEL XPEL INC Consumer Cyclical 6,360.0 $315K +933.0 +17.2% $49.60 +3.5%
1922 BOH BANK HAWAII CORP Financial Services 3,838.0 $313K +941.0 +32.5% $81.49 -4.9%
1923 WASH WASHINGTON TR BANCORP INC Financial Services 8,533.0 $311K $36.48 +8.9%
1924 ACT ENACT HLDGS INC Financial Services 6,807.0 $311K -1K -14.0% $45.71 +7.6%
1925 NBTB NBT BANCORP INC Financial Services 6,298.0 $311K +1K +20.5% $49.37 +5.5%
1926 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 74,730.0 $311K +59K +366.2% $4.16 +99.3%
1927 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,021.0 $310K +1K +12.0% $28.11 +14.7%
1928 KOS KOSMOS ENERGY LTD Energy 146,301.0 $309K +27K +22.4% $2.11 +40.3%
1929 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 52,900.0 $307K NEW $5.80 -7.9%
1930 BOKF BOK FINL CORP Financial Services 2,190.0 $304K +580.0 +36.0% $138.88 +1.1%
1931 QUANTINUUM INC 3,715.0 $304K NEW $81.74
1932 HCC WARRIOR MET COAL INC Energy 3,734.0 $303K -221.0 -5.6% $81.16 +31.5%
1933 FLAGSTAR FINANCIAL INC 20,284.0 $303K +3K +16.4% $14.94
1934 CABO CABLE ONE INC Communication Services 5,700.0 $303K -1K -18.2% $53.11 -57.0%
1935 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 55,628.0 $302K +9K +19.8% $5.42 +26.9%
1936 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,754.0 $301K -5K -45.5% $52.37 -13.9%
1937 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,227.0 $301K -360.0 -0.7% $5.55 -7.9%
1938 OLN OLIN CORP Basic Materials 15,171.0 $301K +2K +16.8% $19.82 -7.2%
1939 GRAL GRAIL INC Healthcare 4,395.0 $300K NEW $68.27 +16.5%
1940 NPK NATIONAL PRESTO INDS INC Industrials 2,400.0 $300K $124.99 +20.0%
Page 97 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%