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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 98 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 SCL STEPAN CO Basic Materials 5,280.0 $294K -5K -47.6% $55.72 +14.2%
1942 ADMA ADMA BIOLOGICS INC Healthcare 34,929.0 $292K -48K -58.1% $8.37 +17.6%
1943 BFC BANK FIRST CORP Financial Services 1,966.0 $292K -2K -51.1% $148.35 +3.0%
1944 PZZA PAPA JOHNS INTL INC Consumer Cyclical 7,921.0 $291K +2K +25.9% $36.77 -34.9%
1945 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 43,323.0 $289K $6.67 -15.9%
1946 ANIP ANI PHARMACEUTICALS INC Healthcare 3,448.0 $285K +367.0 +11.9% $82.78 -9.0%
1947 QS QUANTUMSCAPE CORP Consumer Cyclical 37,514.0 $284K -4K -9.1% $7.56 -20.9%
1948 LTBR LIGHTBRIDGE CORP Industrials 32,000.0 $281K $8.79 -6.5%
1949 PXED PHOENIX ED PARTNERS INC Consumer Defensive 8,557.0 $281K NEW $32.85 -13.6%
1950 UTZ UTZ BRANDS INC Consumer Defensive 36,497.0 $281K -7K -16.1% $7.70 +82.3%
1951 PBYI PUMA BIOTECHNOLOGY INC Healthcare 34,485.0 $280K -5K -12.3% $8.11 +13.9%
1952 SNAP INC 300,000.0 $278K $0.93
1953 SYM SYMBOTIC INC Industrials 6,150.0 $276K -7K -54.5% $44.95 -6.9%
1954 LTC LTC PPTYS INC Real Estate 7,154.0 $275K NEW $38.45 +4.7%
1955 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 23,232.0 $274K NEW $11.81 -17.3%
1956 WK WORKIVA INC Technology 5,632.0 $273K -22K -79.3% $48.51 +54.3%
1957 CVLG COVENANT LOGISTICS GROUP INC Industrials 6,162.0 $272K -93K -93.8% $44.18 -20.3%
1958 DX DYNEX CAP INC Real Estate 20,752.0 $272K +4K +23.6% $13.11 -0.6%
1959 CCBG CAPITAL CITY BK GROUP INC Financial Services 5,462.0 $270K $49.42 +3.9%
1960 ETHM DYNAMIX CORP Financial Services 25,000.0 $270K $10.79 +0.8%
Page 98 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%