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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 11 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GBDC GOLUB CAP BDC INC Financial Services 28,725.0 $364K 0.03% NEW $12.66 +3.9%
202 VLTO VERALTO CORP Industrials 4,100.0 $363K 0.03% NEW $88.42 -7.0%
203 BK BANK NEW YORK MELLON CORP Financial Services 3,052.0 $362K 0.03% NEW $118.63 +17.5%
204 BLK BLACKROCK INC Financial Services 376.0 $362K 0.03% NEW $961.71 +8.9%
205 GEN GEN DIGITAL INC Technology 19,163.0 $361K 0.03% NEW $18.83 +37.0%
206 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4,208.0 $360K 0.03% NEW $85.66 +14.6%
207 ACT ENACT HLDGS INC Financial Services 8,813.0 $360K 0.03% NEW $40.81 +2.4%
208 LOW LOWES COS INC Consumer Cyclical 1,522.0 $360K 0.03% NEW $236.28 -9.3%
209 POR PORTLAND GEN ELEC CO Utilities 6,811.0 $359K 0.03% NEW $52.77 -5.0%
210 HD HOME DEPOT INC Consumer Cyclical 1,090.0 $358K 0.03% NEW $328.89 -3.6%
211 MGEE MGE ENERGY INC Utilities 4,637.0 $358K 0.03% NEW $77.29 -2.3%
212 TBBK BANCORP INC DEL Financial Services 6,670.0 $358K 0.03% NEW $53.73 +2.7%
213 ISRG INTUITIVE SURGICAL INC Healthcare 777.0 $358K 0.03% NEW $460.99 -7.9%
214 SBUX STARBUCKS CORP Consumer Cyclical 3,993.0 $358K 0.03% NEW $89.59 +10.7%
215 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,828.0 $358K 0.03% NEW $61.35 -9.1%
216 PM PHILIP MORRIS INTL INC Consumer Defensive 2,159.0 $357K 0.03% NEW $165.34 +7.3%
217 WAT WATERS CORP Healthcare 1,197.0 $356K 0.03% NEW $297.80 +28.8%
218 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 16,817.0 $356K 0.03% NEW $21.18 +2.3%
219 ECL ECOLAB INC Basic Materials 1,338.0 $356K 0.03% NEW $266.02 -3.8%
220 PG PROCTER & GAMBLE CO Consumer Defensive 2,459.0 $355K 0.03% NEW $144.44 -0.6%
Page 11 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%