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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 96 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 ENOV ENOVIS CORPORATION Industrials 16,425.0 $340K 0.00% +6K +50.6% $20.70 +25.9%
1902 AGO ASSURED GUARANTY LTD Financial Services 4,236.0 $340K 0.00% +816.0 +23.9% $80.16 -7.1%
1903 BANF BANCFIRST CORP Financial Services 3,052.0 $339K 0.00% +459.0 +17.7% $111.13 +1.6%
1904 LIONSGATE STUDIOS CORP 22,012.0 $337K 0.00% +4K +21.5% $15.31
1905 PLUG PLUG POWER INC Industrials 123,592.0 $335K 0.00% +42K +50.6% $2.71 -16.2%
1906 ICUI ICU MED INC Healthcare 2,284.0 $335K 0.00% +455.0 +24.9% $146.60 +24.7%
1907 CVBF CVB FINL CORP Financial Services 14,787.0 $333K 0.00% +3K +25.9% $22.55 +0.1%
1908 IMXI INTERNATIONAL MNY EXPRESS IN Technology 23,051.0 $333K 0.00% -124K -84.3% $14.45 -2.3%
1909 KD KYNDRYL HLDGS INC Technology 29,419.0 $333K 0.00% -11K -27.3% $11.31 +11.0%
1910 PFBC PREFERRED BK LOS ANGELES CA Financial Services 3,112.0 $331K 0.00% +261.0 +9.2% $106.26 -1.7%
1911 HMN HORACE MANN EDUCATORS CORP N Financial Services 6,354.0 $328K 0.00% +1K +21.5% $51.65 -2.0%
1912 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 10,426.0 $325K +439.0 +4.4% $31.20 +3.7%
1913 PLTK PLAYTIKA HLDG CORP Technology 87,200.0 $324K $3.72 -36.3%
1914 CBC CENTRAL BANCOMPANY Financial Services 10,659.0 $324K NEW $30.38 +5.2%
1915 ACHR ARCHER AVIATION INC Industrials 67,665.0 $320K -20K -22.7% $4.73 +33.2%
1916 ERAS ERASCA INC Healthcare 17,453.0 $320K +2K +10.7% $18.32 -3.8%
1917 SUNC SUNOCOCORP LLC Energy 4,719.0 $319K NEW $67.67 +14.2%
1918 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 31,820.0 $318K +2K +8.5% $10.00 -4.5%
1919 FA FIRST ADVANTAGE CORP NEW Industrials 17,616.0 $318K -4K -17.2% $18.05 +15.8%
1920 AZTA AZENTA INC Healthcare 12,364.0 $316K +794.0 +6.9% $25.52 +46.6%
Page 96 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%