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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 24 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CXM SPRINKLR INC Technology 34,838.0 $209K 0.02% NEW $6.00 -7.0%
462 INVX INNOVEX INTERNATIONAL INC Energy 8,560.0 $209K 0.02% NEW $24.39 +9.5%
463 MPC MARATHON PETE CORP Energy 855.0 $209K 0.02% NEW $244.18 +1.9%
464 EXPO EXPONENT INC Industrials 3,191.0 $208K 0.02% NEW $65.25 -10.6%
465 HBNC HORIZON BANCORP IND Financial Services 12,552.0 $208K 0.02% NEW $16.57 +11.9%
466 WTFC WINTRUST FINL CORP Financial Services 1,493.0 $207K 0.02% NEW $138.94 +8.1%
467 BGS B & G FOODS INC Consumer Defensive 42,988.0 $207K 0.02% NEW $4.81 -15.0%
468 GFF GRIFFON CORP Industrials 2,843.0 $207K 0.02% NEW $72.68 +21.1%
469 NEXT NEXTDECADE CORP Energy 26,878.0 $206K 0.02% NEW $7.66 +3.3%
470 F FORD MTR CO Consumer Cyclical 17,779.0 $205K 0.02% NEW $11.54 +51.1%
471 EXPD EXPEDITORS INTL WASH INC Industrials 1,428.0 $205K 0.02% NEW $143.23 +10.3%
472 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,221.0 $204K 0.02% NEW $39.12 +33.0%
473 COLB COLUMBIA BKG SYS INC Financial Services 7,431.0 $204K 0.02% NEW $27.43 +8.1%
474 TPG TPG INC Financial Services 5,018.0 $203K 0.02% NEW $40.51 +5.1%
475 EQBK EQUITY BANCSHARES INC Financial Services 4,521.0 $201K 0.02% NEW $44.41 +3.8%
476 LXFR LUXFER HLDGS PLC Industrials 16,464.0 $201K 0.02% NEW $12.18 +39.8%
477 NJR NEW JERSEY RES CORP Utilities 3,650.0 $200K 0.02% NEW $54.92 +0.6%
478 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 605.0 $200K 0.02% NEW $330.63 -4.3%
479 KRNY KEARNY FINL CORP MD Financial Services 26,159.0 $198K 0.02% NEW $7.55 +9.1%
480 GLRE GREENLIGHT CAP RE LTD Financial Services 11,369.0 $197K 0.02% NEW $17.29 -9.4%
Page 24 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%