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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 17 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KMT KENNAMETAL INC Industrials 7,076.0 $256K 0.02% NEW $36.13 -9.2%
322 BWXT BWX TECHNOLOGIES INC Industrials 1,249.0 $255K 0.02% NEW $204.49 -4.2%
323 WMG WARNER MUSIC GROUP CORP Communication Services 9,997.0 $255K 0.02% NEW $25.54 +23.5%
324 JBI JANUS INTERNATIONAL GROUP IN Industrials 49,545.0 $255K 0.02% NEW $5.15 +3.7%
325 CRM SALESFORCE INC Technology 1,366.0 $255K 0.02% NEW $186.67 +2.4%
326 SNPS SYNOPSYS INC Technology 643.0 $255K 0.02% NEW $396.48 +20.0%
327 INTU INTUIT Technology 589.0 $255K 0.02% NEW $432.38 -23.3%
328 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 7,560.0 $254K 0.02% NEW $33.65 +9.9%
329 ARKO ARKO CORP Consumer Cyclical 45,703.0 $254K 0.02% NEW $5.56 +39.6%
330 QLYS QUALYS INC Technology 2,890.0 $254K 0.02% NEW $87.85 +24.4%
331 LUV SOUTHWEST AIRLS CO Industrials 6,753.0 $254K 0.02% NEW $37.57 +14.3%
332 ROKU ROKU INC Communication Services 2,681.0 $254K 0.02% NEW $94.62 +37.6%
333 CDNS CADENCE DESIGN SYSTEM INC Technology 912.0 $253K 0.02% NEW $277.87 +34.9%
334 MGNI MAGNITE INC Communication Services 21,285.0 $253K 0.02% NEW $11.88 +20.6%
335 UAA UNDER ARMOUR INC Consumer Cyclical 42,727.0 $253K 0.02% NEW $5.91 -0.7%
336 EQH EQUITABLE HLDGS INC Financial Services 6,804.0 $252K 0.02% NEW $37.11 +11.4%
337 GNK GENCO SHIPPING & TRADING LTD Industrials 11,184.0 $252K 0.02% NEW $22.55 +6.7%
338 FSS FEDERAL SIGNAL CORP Industrials 2,331.0 $252K 0.02% NEW $108.14 -1.3%
339 EGY VAALCO ENERGY INC Energy 39,734.0 $252K 0.02% NEW $6.34 -17.7%
340 WEN WENDYS CO Consumer Cyclical 36,236.0 $252K 0.02% NEW $6.95 +10.8%
Page 17 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%