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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 16 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SWIM LATHAM GROUP INC Industrials 50,874.0 $273K 0.03% NEW $5.37 -1.7%
302 HTO H2O AMERICA Utilities 4,645.0 $273K 0.03% NEW $58.67 -1.4%
303 S SENTINELONE INC Technology 21,020.0 $271K 0.03% NEW $12.88 +28.5%
304 MIR MIRION TECHNOLOGIES INC Industrials 14,273.0 $265K 0.03% NEW $18.59 -1.7%
305 DAKT DAKTRONICS INC Technology 13,567.0 $265K 0.03% NEW $19.55 +5.8%
306 STC STEWART INFORMATION SVCS COR Financial Services 4,302.0 $265K 0.03% NEW $61.58 +5.5%
307 NET CLOUDFLARE INC Technology 1,276.0 $263K 0.03% NEW $206.34 +17.2%
308 PLTR PALANTIR TECHNOLOGIES INC Technology 1,796.0 $263K 0.03% NEW $146.28 +7.0%
309 NBTB NBT BANCORP INC Financial Services 6,167.0 $263K 0.03% NEW $42.58 +8.6%
310 GOLD GOLD COM INC Financial Services 6,543.0 $262K 0.03% NEW $40.08 +5.6%
311 ADUS ADDUS HOMECARE CORP Healthcare 2,786.0 $261K 0.03% NEW $93.65 -2.1%
312 SOMNIGROUP INTERNATIONAL INC 3,519.0 $260K 0.03% NEW $73.92
313 KSS KOHLS CORP Consumer Cyclical 20,139.0 $260K 0.03% NEW $12.90 +11.3%
314 MAIN MAIN STR CAP CORP Financial Services 4,899.0 $259K 0.03% NEW $52.96 -3.3%
315 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,199.0 $259K 0.02% NEW $215.88 -33.3%
316 CLBT CELLEBRITE DI LTD Technology 18,744.0 $258K 0.02% NEW $13.78 +6.9%
317 JOBY JOBY AVIATION INC Industrials 31,172.0 $257K 0.02% NEW $8.26 +44.1%
318 ACLS AXCELIS TECHNOLOGIES INC Technology 2,753.0 $256K 0.02% NEW $93.08 +61.6%
319 ICUI ICU MED INC Healthcare 1,983.0 $256K 0.02% NEW $129.15 +4.8%
320 SINCLAIR INC 19,784.0 $256K 0.02% NEW $12.94
Page 16 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%