Mirabella Financial Services LLP Top Holdings and 13F Report (2025) About Mirabella Financial Services LLPInvestment ActivityMirabella Financial Services LLP has $974.26 million in total holdings as of June 30, 2025.Mirabella Financial Services LLP owns shares of 206 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 28.97% of the portfolio was purchased this quarter.About 208.04% of the portfolio was sold this quarter.This quarter, Mirabella Financial Services LLP has purchased 260 new stocks and bought additional shares in 28 stocks.Mirabella Financial Services LLP sold shares of 123 stocks and completely divested from 98 stocks this quarter.Largest Holdings ADS-TEC Energy $227,351,762Carvana $32,011,200Kingsway Financial Services $29,651,314Everest Group $26,376,778Beauty Health $24,565,559 Largest New Holdings this Quarter 69349HAF4 - TXNM ENERGY INC $22,140,749 Holding319383204 - First Busey $20,113,032 Holding04911A107 - Atlantic Union Bankshares $16,624,538 Holding78462F103 - SPDR S&P 500 ETF Trust $16,064,100 Holding149123101 - Caterpillar $7,560,390 Holding Largest Purchases this Quarter TXNM ENERGY INC 17,000,000 shares (about $22.14M)Everest Group 61,383 shares (about $20.86M)First Busey 878,874 shares (about $20.11M)Atlantic Union Bankshares 531,475 shares (about $16.62M)SPDR S&P 500 ETF Trust 26,000 shares (about $16.06M) Largest Sales this Quarter Microsoft 320,256 shares (about $159.87M)NVIDIA 692,718 shares (about $109.86M)Amazon.com 452,763 shares (about $99.62M)Apple 366,441 shares (about $75.50M)Steel Dynamics 543,431 shares (about $69.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirabella Financial Services LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADSEADS-TEC Energy$227,351,762$14,849,496 ▲7.0%16,480,46923.3%Business ServicesCVNACarvana$32,011,200$10,108,800 ▼-24.0%95,0003.3%Retail/WholesaleKFSKingsway Financial Services$29,651,314$2,797,108 ▲10.4%1,934,5863.0%FinanceEGEverest Group$26,376,778$20,861,013 ▲378.2%77,6132.7%FinanceSKINBeauty Health$24,565,559$1,173,890 ▲5.0%12,861,5492.5%MedicalTXNM ENERGY INC$22,140,749$22,140,749 ▲New Holding17,000,0002.3%NOTE 5.750% 6/0BUSEFirst Busey$20,113,032$20,113,032 ▲New Holding878,8742.1%FinanceKMPRKemper$19,668,371$6,907,910 ▲54.1%304,7472.0%FinanceGOGLGolden Ocean Group$18,977,720$488,497 ▲2.6%2,565,7201.9%TransportationMSFTMicrosoft$18,118,503$159,872,139 ▼-89.8%36,2951.9%Computer and TechnologyPPBIPacific Premier Bancorp$17,827,082$12,646,893 ▲244.1%845,2861.8%FinanceAXSAxis Capital$17,141,201$3,844,143 ▲28.9%165,1051.8%FinanceAUBAtlantic Union Bankshares$16,624,538$16,624,538 ▲New Holding531,4751.7%FinanceSPYSPDR S&P 500 ETF Trust$16,064,100$16,064,100 ▲New Holding26,0001.6%FinanceMXCTMaxCyte$14,388,000$6,322,000 ▲78.4%6,600,0001.5%MedicalNVDANVIDIA$13,801,325$109,860,913 ▼-88.8%87,0231.4%Computer and TechnologyTMUST-Mobile US$12,913,889$4,632,962 ▲55.9%54,1731.3%Computer and TechnologyMETAMeta Platforms$12,587,028$34,105,092 ▼-73.0%17,0181.3%Computer and TechnologyAMZNAmazon.com$12,518,707$99,615,236 ▼-88.8%56,8991.3%Retail/WholesaleFROFrontline$11,897,250$282,252 ▼-2.3%725,0001.2%TransportationBANCBanc of California$11,879,781$66,344 ▲0.6%845,5361.2%FinanceHONHoneywell International$10,407,873$9,298,898 ▲838.5%44,6921.1%Multi-Sector ConglomeratesAAAlcoa$9,590,750$3,688,750 ▲62.5%325,0001.0%IndustrialsKASPI KZ JSC$9,567,188$1,867,156 ▼-16.3%112,7011.0%SPONSORED ADSMRVIMaravai LifeSciences$9,037,500$24,218 ▲0.3%3,750,0000.9%MedicalAAPLApple$8,673,784$75,502,532 ▼-89.7%42,0970.9%Computer and TechnologyGOOGLAlphabet$8,201,032$68,603,042 ▼-89.3%46,3590.8%Computer and TechnologyNFLXNetflix$7,873,181$5,276,050 ▼-40.1%5,8720.8%Consumer DiscretionaryCATCaterpillar$7,560,390$7,560,390 ▲New Holding19,4750.8%IndustrialsJCIJohnson Controls International$7,217,226$7,217,226 ▲New Holding68,3320.7%ConstructionHUBBHubbell$6,727,738$5,846,798 ▲663.7%16,4730.7%IndustrialsAMATApplied Materials$6,332,629$1,901,658 ▲42.9%34,5460.6%Computer and TechnologyMMM3M$6,227,377$6,227,377 ▲New Holding40,9050.6%Multi-Sector ConglomeratesWABWabtec$5,961,660$5,961,660 ▲New Holding28,4770.6%TransportationDKNGDraftKings$5,758,969$5,758,969 ▲New Holding134,2730.6%Consumer DiscretionaryLQDALiquidia Technologies$5,622,351$607,649 ▼-9.8%451,2320.6%MedicalKRESPDR S&P Regional Banking ETF$5,386,673$5,386,673 ▲New Holding90,7000.6%ETFNOWServiceNow$5,355,718$22,662,688 ▼-80.9%5,2010.5%Computer and TechnologyPHParker-Hannifin$5,342,839$3,647,865 ▲215.2%7,6440.5%IndustrialsBLNDBlend Labs$5,303,1000.0%1,607,0000.5%Computer and TechnologyVMCVulcan Materials$5,268,303$5,268,303 ▲New Holding20,1990.5%ConstructionAVGOBroadcom$5,116,282$30,348,005 ▼-85.6%18,4790.5%Computer and TechnologyJPMJPMorgan Chase & Co.$5,067,344$12,636,911 ▼-71.4%17,4020.5%FinanceFFWMFirst Foundation$4,608,513$1,559,886 ▲51.2%903,6300.5%FinanceTDGTransdigm Group$4,434,186$4,434,186 ▲New Holding2,9160.5%AerospaceINSWInternational Seaways$4,377,600$1,524,864 ▼-25.8%120,0000.4%TransportationSESEA$4,190,588$3,709,169 ▼-47.0%26,2010.4%Computer and TechnologyLABStandard BioTools$4,121,264$196,457 ▲5.0%3,434,3870.4%MedicalVVisa$3,772,699$59,802,218 ▼-94.1%10,5790.4%Business ServicesUBSUBS Group$3,700,923$3,700,923 ▲New Holding109,4300.4%FinanceACNAccenture$3,689,797$1,524,339 ▼-29.2%12,3450.4%Computer and TechnologyLPGDorian LPG$3,535,100$243,800 ▲7.4%145,0000.4%TransportationCRMSalesforce$3,310,833$102,388 ▲3.2%12,1260.3%Computer and TechnologyDLTRDollar Tree$3,123,722$3,123,722 ▲New Holding31,5400.3%Retail/WholesalePMPhilip Morris International$3,053,045$3,053,045 ▲New Holding16,7630.3%Consumer StaplesDEDeere & Company$3,011,278$3,011,278 ▲New Holding5,9220.3%IndustrialsDOORDASH INC$2,807,995$941,915 ▼-25.1%11,3910.3%CL ACCKCrown$2,743,799$2,743,799 ▲New Holding26,6440.3%IndustrialsBRK.BBerkshire Hathaway$2,706,980$8,485,416 ▼-75.8%5,5480.3%FinanceAVTAvnet$2,584,996$2,584,996 ▲New Holding48,7000.3%Computer and TechnologyADSKAutodesk$2,567,8830.0%8,2950.3%Computer and TechnologyBKNGBooking$2,535,282$54,217,820 ▼-95.5%4360.3%Retail/WholesaleORCLOracle$2,416,7360.0%11,0540.2%Computer and TechnologyABBVAbbVie$2,408,639$5,494,620 ▼-69.5%12,9190.2%MedicalBWXTBWX Technologies$2,361,576$2,361,576 ▲New Holding16,3930.2%AerospaceHCAHCA Healthcare$2,305,311$50,223,149 ▼-95.6%5,9910.2%MedicalSTLDSteel Dynamics$2,277,091$69,872,492 ▼-96.8%17,7100.2%Basic MaterialsROKRockwell Automation$2,179,367$245,141 ▼-10.1%6,5610.2%Computer and TechnologyCTVACorteva$2,151,159$2,151,159 ▲New Holding28,8630.2%Consumer StaplesECLEcolab$2,149,323$375,330 ▼-14.9%7,9770.2%Basic MaterialsEUenCore Energy$2,145,0000.0%750,0000.2%Basic MaterialsPINSPinterest$2,116,959$2,116,959 ▲New Holding59,0340.2%Computer and TechnologyGOOGAlphabet$2,093,202$17,419,698 ▼-89.3%11,8000.2%Computer and TechnologyPGRProgressive$2,061,504$38,020,288 ▼-94.9%7,6910.2%FinanceUNHUnitedHealth Group$2,059,343$32,427,759 ▼-94.0%6,5720.2%MedicalHRLHormel Foods$2,057,333$2,057,333 ▲New Holding68,0110.2%Consumer StaplesKOCocaCola$2,029,676$2,029,676 ▲New Holding28,6880.2%Consumer StaplesFOXAFOX$2,003,486$2,003,486 ▲New Holding35,7510.2%Consumer DiscretionaryMCHPMicrochip Technology$1,991,471$1,991,471 ▲New Holding28,3000.2%Computer and TechnologyLLYEli Lilly and Company$1,979,374$6,523,008 ▼-76.7%2,5280.2%MedicalBTIBritish American Tobacco$1,960,409$1,960,409 ▲New Holding41,4200.2%Consumer StaplesTSNTyson Foods$1,904,534$44,679,572 ▼-95.9%33,8960.2%Consumer StaplesCDLXCardlytics$1,899,9750.0%1,155,0000.2%Business ServicesDGDollar General$1,893,326$45,147,783 ▼-96.0%16,4800.2%Retail/WholesaleSYKStryker$1,814,840$3,590,339 ▼-66.4%4,5670.2%MedicalPTCPTC$1,782,5130.0%10,3430.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,772,395$51,176,512 ▼-96.7%7,7910.2%Computer and TechnologyKNSLKinsale Capital Group$1,768,706$42,843,124 ▼-96.0%3,6390.2%FinanceLVSLas Vegas Sands$1,713,206$1,713,206 ▲New Holding39,3750.2%Consumer DiscretionaryPEPPepsiCo$1,712,447$5,016,387 ▼-74.6%12,9120.2%Consumer StaplesWDAYWorkday$1,655,040$480,000 ▲40.8%6,8960.2%Computer and TechnologyTHOThor Industries$1,639,106$32,808,346 ▼-95.2%18,3750.2%ConstructionCELHCelsius$1,623,464$1,623,464 ▲New Holding34,9960.2%Consumer StaplesMMYTMakeMyTrip$1,617,330$1,617,330 ▲New Holding16,5000.2%Computer and TechnologyQRVOQorvo$1,559,117$1,559,117 ▲New Holding18,3620.2%Computer and TechnologyINTUIntuit$1,549,268$1,338,971 ▼-46.4%1,9670.2%Computer and TechnologyEPAMEPAM Systems$1,525,603$300,594 ▼-16.5%8,6280.2%Computer and TechnologyFORMFormFactor$1,524,363$1,524,363 ▲New Holding44,3000.2%Computer and TechnologyBLACKROCK INC$1,521,823$3,320,820 ▼-68.6%1,4440.2%COMTXRHTexas Roadhouse$1,518,208$594,839 ▼-28.2%8,1010.2%Retail/WholesaleShowing largest 100 holdings. 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