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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 93 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PFS PROVIDENT FINL SVCS INC Financial Services 17,703.0 $418K 0.00% -13K -43.2% $23.64 +0.3%
1842 ROG ROGERS CORP Technology 2,541.0 $416K 0.00% NEW $163.73 -22.7%
1843 PRLB PROTO LABS INC Industrials 5,082.0 $414K 0.00% -558.0 -9.9% $81.51 -2.3%
1844 DEA EASTERLY GOVT PPTYS INC Real Estate 16,565.0 $413K 0.00% +1K +8.8% $24.93 -1.3%
1845 OUSTER INC 6,592.0 $412K 0.00% NEW $62.52
1846 RXO RXO INC Industrials 14,935.0 $412K 0.00% +4K +41.6% $27.59 -18.3%
1847 RUSHB RUSH ENTERPRISES INC 5,381.0 $412K 0.00% $76.50
1848 LBRDK LIBERTY BROADBAND CORP Communication Services 12,350.0 $411K 0.00% +2K +22.5% $33.26 +8.3%
1849 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 9,804.0 $410K 0.00% -2K -19.0% $41.87 -9.4%
1850 LMAT LEMAITRE VASCULAR INC Healthcare 4,255.0 $408K 0.00% -24K -84.9% $95.96 -14.7%
1851 SONO SONOS INC Technology 30,159.0 $408K 0.00% +3K +11.0% $13.53 +17.0%
1852 CNOB CONNECTONE BANCORP INC Financial Services 12,174.0 $407K 0.00% -11K -47.2% $33.44 -3.5%
1853 TALO TALOS ENERGY INC Energy 31,256.0 $404K 0.00% +6K +21.9% $12.91 +35.3%
1854 POST POST HLDGS INC Consumer Defensive 4,565.0 $403K 0.00% +781.0 +20.6% $88.26 -8.8%
1855 HOMB HOME BANCSHARES INC Financial Services 14,098.0 $402K 0.00% -16K -52.9% $28.55 +6.0%
1856 HSTM HEALTHSTREAM INC Healthcare 14,705.0 $401K 0.00% +2K +15.9% $27.25 +5.9%
1857 BFST BUSINESS FIRST BANCSHARES IN Financial Services 13,022.0 $400K 0.00% +832.0 +6.8% $30.73 +1.4%
1858 SG SWEETGREEN INC Consumer Cyclical 45,394.0 $400K 0.00% +2K +4.3% $8.81 -20.7%
1859 PJT PJT PARTNERS INC Financial Services 2,641.0 $399K 0.00% +535.0 +25.4% $150.94 +15.9%
1860 RDW REDWIRE CORPORATION Industrials 32,342.0 $396K 0.00% -11K -26.0% $12.23 -1.7%
Page 93 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%