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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CBC CENTRAL BANCOMPANY Financial Services 10,659.0 $324K NEW $30.38 +5.2%
102 SUNC SUNOCOCORP LLC Energy 4,719.0 $319K NEW $67.67 +14.2%
103 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 52,900.0 $307K NEW $5.80 -7.9%
104 QUANTINUUM INC 3,715.0 $304K NEW $81.74
105 GRAL GRAIL INC Healthcare 4,395.0 $300K NEW $68.27 +16.5%
106 PXED PHOENIX ED PARTNERS INC Consumer Defensive 8,557.0 $281K NEW $32.85 -13.6%
107 LTC LTC PPTYS INC Real Estate 7,154.0 $275K NEW $38.45 +4.7%
108 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 23,232.0 $274K NEW $11.81 -17.3%
109 ORKA ORUKA THERAPEUTICS INC Healthcare 2,789.0 $265K NEW $95.17 +13.4%
110 PAR PAR TECHNOLOGY CORP Technology 14,838.0 $258K NEW $17.42 +12.1%
111 FLOC FLOWCO HLDGS INC Energy 11,979.0 $256K NEW $21.34 +6.0%
112 ANNX ANNEXON INC Healthcare 44,706.0 $255K NEW $5.71 -11.2%
113 FBK FB FINL CORP Financial Services 4,576.0 $253K NEW $55.35 +6.0%
114 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,718.0 $253K NEW $68.11 -10.4%
115 GTY GETTY RLTY CORP NEW Real Estate 7,535.0 $251K NEW $33.36 -0.7%
116 SIX FLAGS ENTERTAINMENT CORP 11,741.0 $250K NEW $21.30
117 CBZ CBIZ INC Industrials 7,771.0 $249K NEW $32.08 +70.4%
118 ZUMZ ZUMIEZ INC Consumer Cyclical 13,671.0 $243K NEW $17.80 +2.6%
119 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 16,212.0 $239K NEW $14.76 +4.7%
120 CXW CORECIVIC INC Real Estate 7,864.0 $239K NEW $30.38 +11.9%
Page 6 of 9  ·  171 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%