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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 18 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NN NEXTNAV INC Communication Services 15,715.0 $252K 0.02% NEW $16.02 +28.7%
342 SNDA SONIDA SENIOR LIVING INC Healthcare 7,802.0 $252K 0.02% NEW $32.25 +9.6%
343 HUM HUMANA INC Healthcare 1,451.0 $252K 0.02% NEW $173.39 +76.1%
344 GEV GE VERNOVA INC Utilities 288.0 $251K 0.02% NEW $872.90 +10.9%
345 IBCP INDEPENDENT BK CORP MICH Financial Services 7,548.0 $251K 0.02% NEW $33.30 +3.1%
346 TGLS TECNOGLASS INC Basic Materials 5,639.0 $251K 0.02% NEW $44.55 -3.3%
347 XPO XPO INC Industrials 1,289.0 $251K 0.02% NEW $194.55 +10.0%
348 SMCI SUPER MICRO COMPUTER INC Technology 11,009.0 $251K 0.02% NEW $22.77 +102.4%
349 GCMG GCM GROSVENOR INC Financial Services 25,570.0 $251K 0.02% NEW $9.80 +8.5%
350 IBM INTERNATIONAL BUSINESS MACHS Technology 1,033.0 $250K 0.02% NEW $242.39 +22.9%
351 EZPW EZCORP INC Financial Services 9,860.0 $250K 0.02% NEW $25.38 +23.1%
352 REAL THE REALREAL INC Consumer Cyclical 27,481.0 $250K 0.02% NEW $9.08 +6.2%
353 GPN GLOBAL PMTS INC Industrials 3,705.0 $249K 0.02% NEW $67.30 +12.2%
354 PAYX PAYCHEX INC Industrials 2,705.0 $249K 0.02% NEW $92.12 +5.3%
355 HCC WARRIOR MET COAL INC Energy 2,673.0 $249K 0.02% NEW $93.15 +1.5%
356 MCBS METROCITY BANKSHARES INC Financial Services 8,675.0 $249K 0.02% NEW $28.67 +13.9%
357 DASH DOORDASH INC Communication Services 1,656.0 $249K 0.02% NEW $150.15 +6.1%
358 CNR CORE NATURAL RESOURCES INC Energy 2,374.0 $249K 0.02% NEW $104.73 -15.6%
359 YORW YORK WTR CO Utilities 8,156.0 $248K 0.02% NEW $30.45 -2.2%
360 BSX BOSTON SCIENTIFIC CORP Healthcare 3,954.0 $248K 0.02% NEW $62.75 -23.0%
Page 18 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%