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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 103 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ASPI ASP ISOTOPES INC Basic Materials 30,000.0 $187K NEW $6.22 -35.7%
2042 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 13,929.0 $185K -1K -9.2% $13.31 +71.5%
2043 GO GROCERY OUTLET HLDG CORP Consumer Defensive 18,539.0 $185K NEW $9.98 +16.2%
2044 KEEL KEEL INFRASTRUCTURE CORP Technology 32,049.0 $184K NEW $5.74 -42.2%
2045 SAFEHOLD INC 11,620.0 $182K -3K -23.0% $15.70
2046 HTGC HERCULES CAPITAL INC Financial Services 11,548.0 $182K $15.77 +8.6%
2047 OPRT OPORTUN FINL CORP Financial Services 31,840.0 $182K NEW $5.71 +31.3%
2048 WEN WENDYS CO Consumer Cyclical 21,151.0 $175K -3K -11.7% $8.29 +8.7%
2049 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 51,900.0 $174K $3.36 +19.9%
2050 LZ LEGALZOOM COM INC Industrials 28,386.0 $174K -861.0 -2.9% $6.13 -4.8%
2051 FLO FLOWERS FOODS INC Consumer Defensive 21,731.0 $172K +8K +57.6% $7.90 -12.0%
2052 PRCH PORCH GROUP INC Technology 11,231.0 $169K NEW $15.04 +13.6%
2053 CABA CABALETTA BIO INC Healthcare 54,086.0 $168K NEW $3.11 +0.6%
2054 NXDR NEXTDOOR HOLDINGS INC Communication Services 73,556.0 $167K $2.27 +5.3%
2055 VRRM VERRA MOBILITY CORP Technology 38,266.0 $163K -19K -32.7% $4.25 +7.3%
2056 AI C3 AI INC Technology 17,870.0 $162K +7K +60.4% $9.09 +13.3%
2057 BBAI BIGBEAR AI HLDGS INC Technology 44,100.0 $162K +24K +114.5% $3.67 -12.3%
2058 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 30,796.0 $161K +8K +34.0% $5.24 -20.8%
2059 HUN HUNTSMAN CORP Basic Materials 15,124.0 $161K +2K +16.6% $10.62 -6.1%
2060 MFA MFA FINL INC Real Estate 16,526.0 $160K +4K +36.8% $9.69 -8.1%
Page 103 of 107  ·  2,122 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%