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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DOW DOW HLDGS INC Basic Materials 5,154.0 $215K 0.02% -22K -81.3% $41.65 -16.5%
142 RMBS RAMBUS INC DEL Technology 2,485.0 $214K 0.02% -252.0 -9.2% $86.03 +72.1%
143 GIS GENERAL MILLS INC Consumer Defensive 5,730.0 $213K 0.02% -5K -45.1% $37.22 -8.9%
144 SJM SMUCKER J M CO Consumer Defensive 2,186.0 $211K 0.02% -3K -53.8% $96.44 +8.1%
145 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,092.0 $209K 0.02% -200.0 -8.7% $100.09 +14.2%
146 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 16,843.0 $209K 0.02% -3K -16.2% $12.43 +4.2%
147 HLX HELIX ENERGY SOLUTIONS GRP I Energy 20,774.0 $205K 0.02% -8K -27.2% $9.89 -5.5%
148 MTH MERITAGE HOMES CORP Consumer Cyclical 3,311.0 $205K 0.02% -2K -35.9% $61.84 +6.1%
149 OPLN OPENLANE INC Consumer Cyclical 6,971.0 $203K 0.02% -16K -70.2% $29.15 +29.2%
150 WYNN WYNN RESORTS LTD Consumer Cyclical 1,995.0 $203K 0.02% -815.0 -29.0% $101.55 -0.3%
151 GTM ZOOMINFO TECHNOLOGIES INC Technology 33,864.0 $203K 0.02% -1K -4.0% $5.98 -46.3%
152 OFG OFG BANCORP Financial Services 4,959.0 $201K 0.02% -2K -23.5% $40.46 +13.3%
153 DHT DHT HOLDINGS INC Energy 10,894.0 $199K 0.02% -7K -39.1% $18.27 -10.5%
154 BANC BANC OF CALIFORNIA INC Financial Services 11,191.0 $197K 0.02% -337K -96.8% $17.58 +7.7%
155 HE HAWAIIAN ELEC INDS INC MTN B Utilities 12,458.0 $185K 0.02% -9K -43.1% $14.84 -9.1%
156 HUN HUNTSMAN CORP Basic Materials 11,487.0 $153K 0.01% -26K -69.7% $13.31 +16.2%
157 GRAB GRAB HOLDINGS LIMITED Technology 40,416.0 $148K 0.01% -323K -88.9% $3.66 -3.3%
158 CCC CCC INTELLIGENT SOLUTIONS HL Technology 24,159.0 $145K 0.01% -62K -72.1% $6.00 -23.7%
159 DNOW DNOW INC Energy 11,048.0 $132K 0.01% -22K -66.2% $11.91 +11.3%
160 NVTS NAVITAS SEMICONDUCTOR CORP Technology 13,130.0 $115K 0.01% -2K -14.7% $8.77 +225.1%
Page 8 of 9  ·  165 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%