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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 15 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SBCF SEACOAST BKG CORP FLA Financial Services 9,683.0 $293K 0.03% NEW $30.29 +0.1%
282 CTAS CINTAS CORP Industrials 1,732.0 $293K 0.03% NEW $169.14 +1.3%
283 LCII LCI INDS Consumer Cyclical 2,378.0 $292K 0.03% NEW $122.98 -11.4%
284 VSTS VESTIS CORPORATION Industrials 37,192.0 $292K 0.03% NEW $7.86 +64.4%
285 ACGL ARCH CAP GROUP LTD Financial Services 3,036.0 $291K 0.03% NEW $95.99 -6.9%
286 HAE HAEMONETICS CORP MASS Healthcare 5,121.0 $289K 0.03% NEW $56.36 +20.3%
287 ARDT ARDENT HEALTH INC Healthcare 33,654.0 $288K 0.03% NEW $8.56 +7.8%
288 WTTR SELECT WATER SOLUTIONS INC Utilities 18,723.0 $286K 0.03% NEW $15.30 +17.2%
289 ORCL ORACLE CORP Technology 1,947.0 $286K 0.03% NEW $147.11 +53.5%
290 CNM CORE & MAIN INC Industrials 5,784.0 $286K 0.03% NEW $49.40 +0.1%
291 NXT NEXTPOWER INC Technology 2,370.0 $286K 0.03% NEW $120.55 +29.7%
292 HCSG HEALTHCARE SVCS GROUP INC Healthcare 15,238.0 $283K 0.03% NEW $18.55 +11.1%
293 VRRM VERRA MOBILITY CORP Technology 19,776.0 $283K 0.03% NEW $14.29 -68.4%
294 EMR EMERSON ELEC CO Industrials 2,149.0 $282K 0.03% NEW $131.02 +9.8%
295 BLD TOPBUILD COR Industrials 799.0 $281K 0.03% NEW $351.30 +18.8%
296 AKAM AKAMAI TECHNOLOGIES INC Technology 2,435.0 $280K 0.03% NEW $114.85 +30.2%
297 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,773.0 $278K 0.03% NEW $73.70 +6.8%
298 ASIX ADVANSIX INC Basic Materials 11,395.0 $278K 0.03% NEW $24.40 -8.0%
299 FLYW FLYWIRE CORPORATION Technology 23,648.0 $275K 0.03% NEW $11.64 +37.8%
300 GPC GENUINE PARTS CO Consumer Cyclical 2,587.0 $274K 0.03% NEW $105.75 -6.7%
Page 15 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%