Portfolio (Quarterly) Guide ↗

MIRABELLA FINANCIAL SERVICES LLP

· CIK 0001538853

13F Portfolio $1.1B AUM 889 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 556 New 166 Added 165 Reduced 330 Exited

Page 3 of 17 · 330 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	ASML	ASML HOLDING N V	Technology	925	$990K	0.09%	SOLD
42	LEA	LEAR CORP	Consumer Cyclical	8,535	$978K	0.09%	SOLD
43	H	HYATT HOTELS CORP	Consumer Cyclical	6,079	$975K	0.09%	SOLD
44	FCNCA	FIRST CTZNS BANCSHARES INC D	Financial Services	450	$966K	0.09%	SOLD
45	TRV	TRAVELERS COMPANIES INC	Financial Services	3,324	$964K	0.09%	SOLD
46	LOMA	LOMA NEGRA C I A S A MTN 14	Basic Materials	73,847	$956K	0.09%	SOLD
47	RTX	RTX CORPORATION	Industrials	5,000	$917K	0.09%	SOLD
48	AVA	AVISTA CORP	Utilities	23,740	$915K	0.09%	SOLD
49	RELX	RELX PLC	Communication Services	22,629	$915K	0.09%	SOLD
50	AR	ANTERO RESOURCES CORP	Energy	26,373	$909K	0.09%	SOLD
51	FCF	FIRST COMWLTH FINL CORP PA	Financial Services	53,250	$898K	0.08%	SOLD
52	CNO	CNO FINL GROUP INC	Financial Services	21,135	$898K	0.08%	SOLD
53	SRE	SEMPRA	Utilities	9,773	$863K	0.08%	SOLD
54	BY	BYLINE BANCORP INC	Financial Services	29,562	$862K	0.08%	SOLD
55	NBHC	NATIONAL BK HLDGS CORP	Financial Services	22,642	$861K	0.08%	SOLD
56	CTBI	COMMUNITY TR BANCORP INC	Financial Services	15,225	$860K	0.08%	SOLD
57	—	AIR LEASE CORP	—	13,365	$858K	0.08%	SOLD
58	DCI	DONALDSON INC	Industrials	9,148	$811K	0.07%	SOLD
59	TV	GRUPO TELEVISA S A B	Communication Services	276,811	$806K	0.07%	SOLD
60	PNFP	PINNACLE FINL PARTNERS INC	Financial Services	8,352	$797K	0.07%	SOLD

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Sector Allocation

Industrials 40.3%

Financial Services 16.2%

Technology 12.2%

Consumer Cyclical 7.3%

Basic Materials 5.5%

Energy 4.8%

Healthcare 4.0%

Communication Services 3.4%

Utilities 2.9%

Consumer Defensive 2.8%