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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 22 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HSY HERSHEY CO Consumer Defensive 109,311.0 $19.2M 0.03% +7K +6.5% $175.62 +6.2%
422 CNP CENTERPOINT ENERGY INC Utilities 434,445.0 $19.1M 0.03% +30K +7.3% $44.04 -12.0%
423 FTAI AVIATION LTD 70,621.0 $19.1M 0.03% -16K -18.2% $270.53
424 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 50,179.0 $19.1M 0.03% -21K -29.6% $380.37 -29.9%
425 WEC WEC ENERGY GROUP INC Utilities 162,795.0 $19.0M 0.03% -843.0 -0.5% $116.77 -9.2%
426 UCTT ULTRA CLEAN HLDGS INC Technology 133,205.0 $19.0M 0.03% +27K +25.4% $142.59 -46.4%
427 D DOMINION ENERGY INC Utilities 278,549.0 $18.8M 0.03% -20K -6.8% $67.56 -1.4%
428 LHX L3HARRIS TECHNOLOGIES INC Industrials 65,071.0 $18.8M 0.03% $288.39 -7.5%
429 MLM MARTIN MARIETTA MATLS INC Basic Materials 32,518.0 $18.8M 0.03% +6K +21.8% $576.99 -7.3%
430 RDDT REDDIT INC Communication Services 108,000.0 $18.7M 0.03% -557.0 -0.5% $173.58 -11.7%
431 TTMI TTM TECHNOLOGIES INC Technology 100,139.0 $18.7M 0.03% +20K +25.2% $187.02 -40.9%
432 WULF TERAWULF INC Financial Services 754,419.0 $18.6M 0.03% +24K +3.2% $24.70 -36.7%
433 NDSN NORDSON CORP Industrials 61,585.0 $18.6M 0.03% -6K -9.1% $301.69 +10.1%
434 BRKR BRUKER CORP Healthcare 308,191.0 $18.5M 0.03% -223K -42.0% $60.18 -1.0%
435 DRI DARDEN RESTAURANTS INC Consumer Cyclical 90,003.0 $18.5M 0.03% -2K -1.7% $205.78 +7.7%
436 IONS IONIS PHARMACEUTICALS INC Healthcare 233,499.0 $18.5M 0.03% +14K +6.3% $79.29 -24.7%
437 ON ON SEMICONDUCTOR CORP Technology 195,770.0 $18.5M 0.03% -22K -10.3% $94.34 -21.3%
438 BBY BEST BUY INC Consumer Cyclical 243,082.0 $18.4M 0.03% -4K -1.6% $75.89 +13.2%
439 WST WEST PHARMACEUTICAL SVSC INC Healthcare 51,049.0 $18.3M 0.03% +3K +5.8% $359.17 -1.7%
440 CRS CARPENTER TECHNOLOGY CORP Industrials 29,683.0 $18.3M 0.03% -11K -27.1% $616.84 -20.2%
Page 22 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%