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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 57 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PECO PHILLIPS EDISON & CO INC Real Estate 75,003.0 $3.1M 0.01% -5K -6.8% $41.62 -4.8%
1122 EVRG EVERGY INC Utilities 36,111.0 $3.1M 0.01% +6K +21.1% $86.43 -5.8%
1123 KLIC KULICKE & SOFFA INDS INC Technology 23,303.0 $3.1M 0.01% +16K +212.8% $133.76 -37.6%
1124 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 188,556.0 $3.1M 0.01% -2K -0.8% $16.53 +26.3%
1125 WHD CACTUS INC Energy 60,809.0 $3.1M 0.01% +25K +71.0% $51.23 +32.8%
1126 TFIN TRIUMPH FINANCIAL INC Financial Services 40,802.0 $3.1M 0.01% +11K +35.2% $76.31 -3.4%
1127 ITRON INC 3,100,000.0 $3.1M 0.01% +500K +19.2% $1.00
1128 PNW PINNACLE WEST CAP CORP Utilities 29,086.0 $3.1M 0.01% +804.0 +2.8% $107.00 -8.7%
1129 ATRO ASTRONICS CORP Industrials 38,250.0 $3.1M 0.01% -743.0 -1.9% $81.26 -8.0%
1130 BLD TOPBUILD CORP Industrials 8,763.0 $3.1M 0.01% -3K -26.9% $354.53 +0.0%
1131 MMSI MERIT MED SYS INC Healthcare 44,719.0 $3.1M 0.01% +3K +7.3% $69.34 +30.2%
1132 GALAXY DIGITAL INC. 112,993.0 $3.1M 0.01% +2K +1.8% $27.34
1133 COKE COCA COLA CONS INC Consumer Defensive 16,137.0 $3.1M 0.01% -465.0 -2.8% $190.92 +0.9%
1134 DVA DAVITA INC Healthcare 13,734.0 $3.1M 0.01% +1K +11.4% $222.48 -20.7%
1135 ORI OLD REP INTL CORP Financial Services 74,668.0 $3.1M 0.01% -10K -12.0% $40.92 +2.6%
1136 WAFD WAFD INC Financial Services 79,560.0 $3.1M 0.01% +2K +2.3% $38.37 -5.4%
1137 CALL DEERE & CO 22,100.0 $3.0M 0.01% NEW $138.00
1138 EZPW EZCORP INC Financial Services 88,167.0 $3.0M 0.01% -10K -10.6% $34.57 +1.4%
1139 IRT INDEPENDENCE RLTY TR INC Real Estate 182,302.0 $3.0M 0.01% -40K -18.1% $16.69 +1.1%
1140 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 26,561.0 $3.0M 0.01% -47K -64.0% $114.41 -16.7%
Page 57 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%