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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 44 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 6,465.0 $246K +666.0 +11.5% $37.98 +0.3%
862 NCNO NCINO INC Technology 15,010.0 $245K +3K +25.5% $16.35 +26.1%
863 DAKT DAKTRONICS INC Technology 12,165.0 $238K +2K +14.6% $19.56 -1.8%
864 HIFS HINGHAM INSTN SVGS MASS Financial Services 749.0 $230K +10.0 +1.4% $307.15 -3.2%
865 NWL NEWELL BRANDS INC Consumer Defensive 35,710.0 $219K +7K +24.1% $6.14 -0.8%
866 IMMUNITYBIO INC 24,629.0 $216K +3K +12.4% $8.76
867 QUBT QUANTUM COMPUTING INC Technology 20,374.0 $198K +4K +22.6% $9.70 -8.0%
868 CTMX CYTOMX THERAPEUTICS INC Healthcare 50,529.0 $189K +24K +89.5% $3.75 -12.5%
869 FLO FLOWERS FOODS INC Consumer Defensive 21,731.0 $172K +8K +57.6% $7.90 -12.0%
870 AI C3 AI INC Technology 17,870.0 $162K +7K +60.4% $9.09 +13.3%
871 BBAI BIGBEAR AI HLDGS INC Technology 44,100.0 $162K +24K +114.5% $3.67 -12.3%
872 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 30,796.0 $161K +8K +34.0% $5.24 -20.8%
873 HUN HUNTSMAN CORP Basic Materials 15,124.0 $161K +2K +16.6% $10.62 -6.1%
874 MFA MFA FINL INC Real Estate 16,526.0 $160K +4K +36.8% $9.69 -8.1%
875 NVAX NOVAVAX INC Healthcare 16,654.0 $157K +4K +29.6% $9.42 -5.1%
876 AMC ENTMT HLDGS INC 80,771.0 $153K +48K +146.6% $1.90
877 ENVX ENOVIX CORPORATION Industrials 24,939.0 $151K +6K +31.2% $6.07 -44.3%
878 NEOG NEOGEN CORP Healthcare 14,853.0 $134K +4K +36.4% $8.99 +32.9%
879 KODK EASTMAN KODAK CO Industrials 12,727.0 $118K +360.0 +2.9% $9.25 +6.4%
880 ACVA ACV AUCTIONS INC Consumer Cyclical 15,055.0 $108K +3K +26.6% $7.19 +3.3%
Page 44 of 45  ·  887 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
Technology 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%