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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 +9.0%
282 CTAS CINTAS CORP Industrials 1,732.0 $293K 0.03% NEW — $169.14 +18.2%
283 LCII LCI INDS Consumer Cyclical 2,378.0 $292K 0.03% NEW — $122.98 -31.3%
284 VSTS VESTIS CORPORATION Industrials 37,192.0 $292K 0.03% NEW — $7.86 +73.7%
285 ACGL ARCH CAP GROUP LTD Financial Services 3,036.0 $291K 0.03% NEW — $95.99 -1.4%
286 HAE HAEMONETICS CORP MASS Healthcare 5,121.0 $289K 0.03% NEW — $56.36 +86.8%
287 ARDT ARDENT HEALTH INC Healthcare 33,654.0 $288K 0.03% NEW — $8.56 +23.1%
288 WTTR SELECT WATER SOLUTIONS INC Utilities 18,723.0 $286K 0.03% NEW — $15.30 +29.7%
289 ORCL ORACLE CORP Technology 1,947.0 $286K 0.03% NEW — $147.11 -6.8%
290 CNM CORE & MAIN INC Industrials 5,784.0 $286K 0.03% NEW — $49.40 -13.7%
291 NXT NEXTPOWER INC Technology 2,370.0 $286K 0.03% NEW — $120.55 -32.9%
292 HCSG HEALTHCARE SVCS GROUP INC Healthcare 15,238.0 $283K 0.03% NEW — $18.55 +13.5%
293 VRRM VERRA MOBILITY CORP Technology 19,776.0 $283K 0.03% NEW — $14.29 -77.3%
294 EMR EMERSON ELEC CO Industrials 2,149.0 $282K 0.03% NEW — $131.02 +20.7%
295 BLD TOPBUILD COR Industrials 799.0 $281K 0.03% NEW — $351.30 +0.9%
296 AKAM AKAMAI TECHNOLOGIES INC Technology 2,435.0 $280K 0.03% NEW — $114.85 -0.8%
297 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,773.0 $278K 0.03% NEW — $73.70 +15.2%
298 ASIX ADVANSIX INC Basic Materials 11,395.0 $278K 0.03% NEW — $24.40 -35.2%
299 FLYW FLYWIRE CORPORATION Technology 23,648.0 $275K 0.03% NEW — $11.64 +49.5%
300 GPC GENUINE PARTS CO Consumer Cyclical 2,587.0 $274K 0.03% NEW — $105.75 +22.6%
Page 15 of 28  ·  556 positions

① 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 40.5%
Financial Services 16.2%
Technology 12.5%
Consumer Cyclical 7.3%
Basic Materials 5.6%
Energy 4.8%
Healthcare 4.0%
Utilities 2.9%
Consumer Defensive 2.8%
Communication Services 2.8%