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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 23 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TWI TITAN INTL INC ILL Industrials 31,218.0 $216K 0.02% NEW $6.91 +4.5%
442 RYZ RYERSON HLDG CORP Consumer Defensive 9,591.0 $216K 0.02% NEW $22.48 +27.2%
443 NWPX NWPX INFRASTRUCTURE INC Industrials 2,767.0 $215K 0.02% NEW $77.86 +51.5%
444 INSTALLED BLDG PRODS INC 812.0 $215K 0.02% NEW $265.15
445 BKD BROOKDALE SR LIVING INC Healthcare 15,659.0 $214K 0.02% NEW $13.68 -5.9%
446 IHS IHS HOLDING LIMITED Communication Services 26,011.0 $214K 0.02% NEW $8.23 +0.9%
447 GPOR GULFPORT ENERGY CORP Energy 1,011.0 $214K 0.02% NEW $211.57 -20.3%
448 AMTB AMERANT BANCORP INC Financial Services 9,690.0 $214K 0.02% NEW $22.04 +3.1%
449 COCO VITA COCO CO INC Consumer Defensive 4,455.0 $213K 0.02% NEW $47.91 +56.8%
450 NFBK NORTHFIELD BANCORP INC DEL Financial Services 15,754.0 $213K 0.02% NEW $13.54 +4.7%
451 Z ZILLOW GROUP INC Communication Services 5,136.0 $213K 0.02% NEW $41.38 -14.4%
452 FET FORUM ENERGY TECHNOLOGIES IN Energy 3,618.0 $212K 0.02% NEW $58.66 -14.4%
453 ULTA ULTA BEAUTY INC Consumer Cyclical 406.0 $212K 0.02% NEW $522.71 -2.7%
454 ALB ALBEMARLE CORP Basic Materials 1,182.0 $212K 0.02% NEW $179.53 -1.7%
455 HNRG HALLADOR ENERGY COMPANY Energy 12,968.0 $211K 0.02% NEW $16.28 +18.3%
456 LXU LSB INDS INC Basic Materials 14,154.0 $211K 0.02% NEW $14.90 -15.8%
457 SWBI SMITH & WESSON BRANDS INC Industrials 14,716.0 $211K 0.02% NEW $14.33 +6.2%
458 NGS NATURAL GAS SVCS GROUP INC Energy 5,577.0 $210K 0.02% NEW $37.74 +4.1%
459 TXT TEXTRON INC Industrials 2,400.0 $210K 0.02% NEW $87.56 +4.8%
460 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,652.0 $209K 0.02% NEW $37.01 +18.0%
Page 23 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%