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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 1 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AES CALL AES CORP Utilities 1,374,000.0 $19.4M 1.83% NEW $14.09 +4.3%
2 OCFC OCEANFIRST FINL CORP Financial Services 798,906.0 $14.4M 1.36% NEW $18.04 +3.7%
3 GRND GRINDR INC Technology 667,200.0 $8.1M 0.76% NEW $12.09 +7.2%
4 HUBB HUBBELL INC Industrials 14,513.0 $7.1M 0.67% NEW $490.74 -2.1%
5 GLD CALL SPDR GOLD TR Financial Services 12,800.0 $5.5M 0.52% NEW $430.29 -3.8%
6 SGOV ISHARES TR 49,800.0 $5.0M 0.47% NEW $100.66 -0.0%
7 DG DOLLAR GEN CORP Consumer Defensive 39,500.0 $4.7M 0.44% NEW $118.73 -6.6%
8 AME AMETEK INC Industrials 16,917.0 $3.6M 0.34% NEW $214.36 +5.4%
9 SATS ECHOSTAR CORP Technology 30,156.0 $3.5M 0.33% NEW $117.07 +11.0%
10 TDAY USA TODAY CO INC Communication Services 499,917.0 $3.5M 0.33% NEW $7.05 +9.4%
11 DAN DANA INC Consumer Cyclical 103,910.0 $3.5M 0.33% NEW $33.65 +6.8%
12 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 35,819.0 $3.5M 0.33% NEW $97.55 +11.4%
13 INTR INTER & CO INC Financial Services 436,185.0 $3.5M 0.33% NEW $7.96 -19.2%
14 VST VISTRA CORP Utilities 22,629.0 $3.4M 0.32% NEW $150.33 +8.2%
15 TDS TELEPHONE & DATA SYS INC Communication Services 80,187.0 $3.4M 0.32% NEW $42.10 -7.8%
16 SHOO MADDEN STEVEN LTD Consumer Cyclical 99,225.0 $3.4M 0.32% NEW $33.92 +28.0%
17 CIEN CIENA CORP Technology 8,604.0 $3.3M 0.32% NEW $388.23 +47.7%
18 FLR FLUOR CORP Industrials 70,763.0 $3.3M 0.31% NEW $46.65 +1.8%
19 APH AMPHENOL CORP Technology 25,933.0 $3.3M 0.31% NEW $126.35 +16.9%
20 GLW CORNING INC Technology 24,037.0 $3.3M 0.31% NEW $135.97 +37.4%
Page 1 of 28  ·  556 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
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%