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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 43 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 KD KYNDRYL HLDGS INC Technology 29,419.0 $333K 0.00% -11K -27.3% $11.31 +11.0%
842 ACHR ARCHER AVIATION INC Industrials 67,665.0 $320K -20K -22.7% $4.73 +33.2%
843 FA FIRST ADVANTAGE CORP NEW Industrials 17,616.0 $318K -4K -17.2% $18.05 +15.8%
844 ACT ENACT HLDGS INC Financial Services 6,807.0 $311K -1K -14.0% $45.71 +7.6%
845 HCC WARRIOR MET COAL INC Energy 3,734.0 $303K -221.0 -5.6% $81.16 +31.5%
846 CABO CABLE ONE INC Communication Services 5,700.0 $303K -1K -18.2% $53.11 -57.0%
847 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,754.0 $301K -5K -45.5% $52.37 -13.9%
848 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,227.0 $301K -360.0 -0.7% $5.55 -7.9%
849 SCL STEPAN CO Basic Materials 5,280.0 $294K -5K -47.6% $55.72 +14.2%
850 ADMA ADMA BIOLOGICS INC Healthcare 34,929.0 $292K -48K -58.1% $8.37 +17.6%
851 BFC BANK FIRST CORP Financial Services 1,966.0 $292K -2K -51.1% $148.35 +3.0%
852 QS QUANTUMSCAPE CORP Consumer Cyclical 37,514.0 $284K -4K -9.1% $7.56 -20.9%
853 UTZ UTZ BRANDS INC Consumer Defensive 36,497.0 $281K -7K -16.1% $7.70 +82.3%
854 PBYI PUMA BIOTECHNOLOGY INC Healthcare 34,485.0 $280K -5K -12.3% $8.11 +13.9%
855 SYM SYMBOTIC INC Industrials 6,150.0 $276K -7K -54.5% $44.95 -6.9%
856 WK WORKIVA INC Technology 5,632.0 $273K -22K -79.3% $48.51 +54.3%
857 CVLG COVENANT LOGISTICS GROUP INC Industrials 6,162.0 $272K -93K -93.8% $44.18 -20.3%
858 FMC FMC CORP Basic Materials 23,131.0 $266K -204.0 -0.9% $11.50 -4.2%
859 GNL GLOBAL NET LEASE INC Real Estate 29,326.0 $262K -24K -44.9% $8.94 +1.1%
860 NMRK NEWMARK GROUP INC Real Estate 17,177.0 $260K -12K -40.6% $15.11 +7.3%
Page 43 of 45  ·  898 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%