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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 56 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 FRSH FRESHWORKS INC Technology 324,873.0 $3.3M 0.01% +300K +1229.5% $10.12 +30.3%
1102 UPWK UPWORK INC Industrials 391,946.0 $3.3M 0.01% +200K +104.2% $8.36 +2.5%
1103 BOX BOX INC Technology 123,257.0 $3.3M 0.01% +43K +53.1% $26.54 +26.1%
1104 CSTM CONSTELLIUM SE Basic Materials 102,574.0 $3.3M 0.01% +74K +260.4% $31.87 -16.4%
1105 IT GARTNER INC Technology 23,915.0 $3.2M 0.01% -24K -49.7% $135.86 +49.3%
1106 KNSL KINSALE CAP GROUP INC Financial Services 9,824.0 $3.2M 0.01% -2K -16.3% $329.81 +19.9%
1107 NTLA INTELLIA THERAPEUTICS INC Healthcare 190,673.0 $3.2M 0.01% +4K +2.1% $16.92 -25.8%
1108 APPLIED AEROSPACE & DEFENSE 141,547.0 $3.2M 0.01% NEW $22.78
1109 DOX AMDOCS LTD Technology 63,126.0 $3.2M 0.01% -2K -3.4% $50.54 +22.9%
1110 CR CRANE COMPANY Industrials 14,252.0 $3.2M 0.01% -21K -59.1% $223.07 -7.5%
1111 SWKS SKYWORKS SOLUTIONS INC Technology 46,247.0 $3.2M 0.01% -4K -8.8% $68.51 -2.4%
1112 AMAL AMALGAMATED FINANCIAL CORP Financial Services 69,030.0 $3.2M 0.01% -8K -10.3% $45.90 +6.3%
1113 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 44,070.0 $3.2M 0.01% -44K -49.9% $71.74 +1.0%
1114 CHDN CHURCHILL DOWNS INC Consumer Cyclical 35,256.0 $3.2M 0.01% -3K -7.3% $89.64 +1.2%
1115 LXP INDUSTRIAL TRUST 58,628.0 $3.2M 0.01% -9K -12.7% $53.88
1116 PATHWARD FINANCIAL INC 36,121.0 $3.1M 0.01% -15K -29.8% $87.06
1117 CHEFS WHSE INC 1,400,000.0 $3.1M 0.01% -300K -17.6% $2.24
1118 PENG PENGUIN SOLUTIONS INC Technology 41,197.0 $3.1M 0.01% +29K +237.1% $76.01 -33.3%
1119 NX QUANEX BLDG PRODS CORP Industrials 167,901.0 $3.1M 0.01% $18.62 +7.1%
1120 BWXT BWX TECHNOLOGIES INC Industrials 16,046.0 $3.1M 0.01% -3K -17.5% $194.65 -23.2%
Page 56 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%