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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 99 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 DYN DYNE THERAPEUTICS INC Healthcare 12,111.0 $269K +310.0 +2.6% $22.21 +17.5%
1962 FMC FMC CORP Basic Materials 23,131.0 $266K -204.0 -0.9% $11.50 -4.2%
1963 ORKA ORUKA THERAPEUTICS INC Healthcare 2,789.0 $265K NEW $95.17 +13.4%
1964 EQBK EQUITY BANCSHARES INC Financial Services 5,391.0 $264K +44.0 +0.8% $48.99 +1.8%
1965 GNL GLOBAL NET LEASE INC Real Estate 29,326.0 $262K -24K -44.9% $8.94 +1.1%
1966 PRGO PERRIGO CO PLC Healthcare 25,034.0 $260K +4K +19.6% $10.39 +37.2%
1967 NMRK NEWMARK GROUP INC Real Estate 17,177.0 $260K -12K -40.6% $15.11 +7.3%
1968 EFC ELLINGTON FINANCIAL INC Real Estate 18,993.0 $258K -66K -77.8% $13.61 +0.1%
1969 PAR PAR TECHNOLOGY CORP Technology 14,838.0 $258K NEW $17.42 +12.1%
1970 FLOC FLOWCO HLDGS INC Energy 11,979.0 $256K NEW $21.34 +6.0%
1971 ANNX ANNEXON INC Healthcare 44,706.0 $255K NEW $5.71 -11.2%
1972 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 6,080.0 $255K +442.0 +7.8% $41.95 +15.0%
1973 PTON PELOTON INTERACTIVE INC Consumer Cyclical 43,089.0 $255K +18K +72.1% $5.91 -8.5%
1974 FBK FB FINL CORP Financial Services 4,576.0 $253K NEW $55.35 +6.0%
1975 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,718.0 $253K NEW $68.11 -10.4%
1976 GORO GOLD RESOURCE CORP Basic Materials 200,000.0 $252K $1.26 +153.2%
1977 GTY GETTY RLTY CORP NEW Real Estate 7,535.0 $251K NEW $33.36 -0.7%
1978 SIX FLAGS ENTERTAINMENT CORP 11,741.0 $250K NEW $21.30
1979 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,493.0 $250K -4K -52.7% $71.49 -7.0%
1980 CBZ CBIZ INC Industrials 7,771.0 $249K NEW $32.08 +70.4%
Page 99 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%