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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 14 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLB SELECT SECTOR SPDR TR 6,384.0 $319K 0.03% NEW $49.97 +2.4%
262 CLX CLOROX CO DEL Consumer Defensive 3,078.0 $319K 0.03% NEW $103.63 -13.1%
263 UFPI UFP INDUSTRIES INC Basic Materials 3,459.0 $319K 0.03% NEW $92.12 -12.1%
264 CWT CALIFORNIA WTR SVC GROUP Utilities 7,017.0 $318K 0.03% NEW $45.34 -0.5%
265 OGE OGE ENERGY CORP Utilities 6,598.0 $316K 0.03% NEW $47.96 -1.5%
266 VTOL BRISTOW GROUP INC Energy 6,674.0 $313K 0.03% NEW $46.89 -11.2%
267 AXTI AXT INC Technology 5,483.0 $312K 0.03% NEW $56.98 +81.0%
268 HII HUNTINGTON INGALLS INDS INC Industrials 821.0 $312K 0.03% NEW $379.90 -18.9%
269 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 28,507.0 $311K 0.03% NEW $10.91 +9.0%
270 PUMP PROPETRO HLDG CORP Energy 21,550.0 $311K 0.03% NEW $14.41 +5.9%
271 CPK CHESAPEAKE UTILS CORP Utilities 2,450.0 $310K 0.03% NEW $126.37 -2.4%
272 LKFN LAKELAND FINL CORP Financial Services 5,387.0 $309K 0.03% NEW $57.38 +5.7%
273 CSL CARLISLE COS INC Industrials 925.0 $309K 0.03% NEW $333.62 +3.4%
274 CGNX COGNEX CORP Technology 6,272.0 $307K 0.03% NEW $48.99 +34.4%
275 TRS TRIMAS CORP Consumer Cyclical 8,444.0 $303K 0.03% NEW $35.94 +13.9%
276 DUK DUKE ENERGY CORP NEW Utilities 2,313.0 $303K 0.03% NEW $130.94 -6.3%
277 BKE BUCKLE INC Consumer Cyclical 5,949.0 $300K 0.03% NEW $50.36 -8.9%
278 ALHC ALIGNMENT HEALTHCARE INC Healthcare 16,882.0 $297K 0.03% NEW $17.62 -13.1%
279 FORM FORMFACTOR INC Technology 3,057.0 $296K 0.03% NEW $96.99 +28.5%
280 AAPL APPLE INC Technology 1,164.0 $295K 0.03% NEW $253.79 +23.0%
Page 14 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%