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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 8 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 28,201.0 $471K 0.04% NEW $16.70 -5.4%
142 LENNAR CORP 5,575.0 $469K 0.04% NEW $84.12
143 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,646.0 $469K 0.04% NEW $70.51 -9.0%
144 HSY HERSHEY CO Consumer Defensive 2,251.0 $468K 0.04% NEW $207.89 -6.7%
145 EBAY EBAY INC. Consumer Cyclical 5,139.0 $468K 0.04% NEW $91.02 +20.1%
146 OGN ORGANON & CO Healthcare 77,600.0 $465K 0.04% NEW $5.99 +122.7%
147 GLOBUS MED INC 5,312.0 $458K 0.04% NEW $86.16
148 SSD SIMPSON MFG INC Industrials 2,657.0 $456K 0.04% NEW $171.62 +10.6%
149 CARG CARGURUS INC Consumer Cyclical 13,244.0 $451K 0.04% NEW $34.05 -12.3%
150 ATRC ATRICURE INC Healthcare 15,731.0 $449K 0.04% NEW $28.53 -3.0%
151 ENVA ENOVA INTL INC Financial Services 3,264.0 $443K 0.04% NEW $135.83 +18.9%
152 EMN EASTMAN CHEM CO Basic Materials 5,680.0 $433K 0.04% NEW $76.32 -0.6%
153 BOH BANK HAWAII CORP Financial Services 5,829.0 $433K 0.04% NEW $74.25 +3.2%
154 VNT VONTIER CORPORATION Technology 12,185.0 $432K 0.04% NEW $35.47 -20.0%
155 OC OWENS CORNING NEW Industrials 3,993.0 $432K 0.04% NEW $108.22 +16.3%
156 RHI ROBERT HALF INC. Industrials 16,870.0 $428K 0.04% NEW $25.40 +15.9%
157 THG HANOVER INS GROUP INC Financial Services 2,470.0 $428K 0.04% NEW $173.35 +7.4%
158 CORPAY INC 1,469.0 $427K 0.04% NEW $290.99
159 NDAQ NASDAQ INC Financial Services 5,034.0 $427K 0.04% NEW $84.89 +9.0%
160 DIOD DIODES INC Technology 6,213.0 $424K 0.04% NEW $68.26 +54.3%
Page 8 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%