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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 9 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SFBS SERVISFIRST BANCSHARES INC Financial Services 5,819.0 $424K 0.04% NEW $72.83 +7.1%
162 ITGR INTEGER HLDGS CORP Healthcare 4,810.0 $423K 0.04% NEW $88.00 +1.6%
163 AXP AMERICAN EXPRESS CO Financial Services 1,399.0 $423K 0.04% NEW $302.48 +4.6%
164 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 10,640.0 $420K 0.04% NEW $39.52 +5.1%
165 EA ELECTRONIC ARTS INC Communication Services 2,059.0 $420K 0.04% NEW $203.87 -1.1%
166 TTEK TETRA TECH INC NEW Industrials 13,854.0 $417K 0.04% NEW $30.12 -8.7%
167 CORT CORCEPT THERAPEUTICS INC Healthcare 10,188.0 $411K 0.04% NEW $40.31 +72.4%
168 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 22,063.0 $408K 0.04% NEW $18.49 +25.5%
169 MAT MATTEL INC Consumer Cyclical 27,989.0 $407K 0.04% NEW $14.53 +2.8%
170 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,367.0 $405K 0.04% NEW $92.76 +58.6%
171 G GENPACT LIMITED Technology 10,870.0 $405K 0.04% NEW $37.25 -11.5%
172 ATRO ASTRONICS CORP Industrials 6,007.0 $401K 0.04% NEW $66.73 +30.4%
173 LOPE GRAND CANYON ED INC Consumer Defensive 2,329.0 $396K 0.04% NEW $170.03 -11.9%
174 SWK STANLEY BLACK & DECKER INC Industrials 5,536.0 $393K 0.04% NEW $71.06 +11.8%
175 WIX WIX COM LTD Technology 4,361.0 $393K 0.04% NEW $90.07 -37.8%
176 TILE INTERFACE INC Consumer Cyclical 15,743.0 $392K 0.04% NEW $24.92 +18.8%
177 CVBF CVB FINL CORP Financial Services 20,184.0 $391K 0.04% NEW $19.39 +5.0%
178 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 20,714.0 $390K 0.04% NEW $18.83 +31.7%
179 HBAN HUNTINGTON BANCSHARES INC Financial Services 24,745.0 $387K 0.04% NEW $15.65 +4.5%
180 VFC V F CORP Consumer Cyclical 22,744.0 $386K 0.04% NEW $16.99 +1.1%
Page 9 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%