Mirabella Financial Services LLP Top Holdings and 13F Report (2026)

About Mirabella Financial Services LLP

Investment Activity

Mirabella Financial Services LLP has $1.05 billion in total holdings as of June 30, 2026.
Mirabella Financial Services LLP owns shares of 663 different stocks, but just 124 companies or ETFs make up 80% of its holdings.
Approximately 44.46% of the portfolio was purchased this quarter.
About 52.87% of the portfolio was sold this quarter.
This quarter, Mirabella Financial Services LLP has purchased 885 new stocks and bought additional shares in 147 stocks.
Mirabella Financial Services LLP sold shares of 176 stocks and completely divested from 561 stocks this quarter.

Largest Holdings

ADS-TEC Energy: $296,541,101
TXNM ENERGY INC: $58,052,886
SUPER MICRO COMPUTER INC: $31,154,238
iShares Russell 2000 ETF: $28,512,705
OceanFirst Financial: $25,245,279

Largest New Holdings this Quarter

86800U500 - SUPER MICRO COMPUTER INC: $31,154,238 Holding
464287655 - iShares Russell 2000 ETF: $28,512,705 Holding
05501U601 - AZUL S A: $18,860,861 Holding
26142V105 - DraftKings: $12,846,807 Holding
G3643J108 - FLUTTER ENTMT PLC: $9,081,891 Holding

Largest Purchases this Quarter

TXNM ENERGY INC: 47,500,000 shares (about $52.52M)
SUPER MICRO COMPUTER INC: 400,000 shares (about $31.15M)
iShares Russell 2000 ETF: 94,900 shares (about $28.51M)
AZUL S A: 2,059,046 shares (about $18.86M)
ADS-TEC Energy: 1,089,757 shares (about $13.89M)

Largest Sales this Quarter

First Busey: 398,431 shares (about $11.75M)
Scorpio Tankers: 99,583 shares (about $6.90M)
Hewlett Packard Enterprise: 140,057 shares (about $6.32M)
SiTime: 6,708 shares (about $5.00M)
Global Business Travel Group: 505,685 shares (about $4.75M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ADSE ADS-TEC Energy	$296,541,101	$13,893,458 â–²	4.9%	23,259,706	28.3%	Industrials
TXNM ENERGY INC	$58,052,886	$52,524,040 â–²	950.0%	52,500,000	5.5%	NOTE 5.750% 6/0
SUPER MICRO COMPUTER INC	$31,154,238	$31,154,238 â–²	New Holding	400,000	3.0%	7 DEP CM SR A WI
IWM iShares Russell 2000 ETF	$28,512,705	$28,512,705 â–²	New Holding	94,900	2.7%	ETF
OCFC OceanFirst Financial	$25,245,279	$9,642,645 â–²	61.8%	1,292,641	2.4%	Finance
BUSE First Busey	$25,117,864	$11,753,715 â–¼	-31.9%	851,453	2.4%	Finance
FIRSTSUN CAP BANCORP	$24,169,092	$6,353,521 â–²	35.7%	623,236	2.3%	COM
AZUL S A	$18,860,861	$18,860,861 â–²	New Holding	2,059,046	1.8%	SPONSORED ADS
EG Everest Group	$18,020,110	$3,594,805 â–¼	-16.6%	50,444	1.7%	Finance
DG Dollar General	$14,114,443	$9,567,598 â–²	210.4%	122,617	1.3%	Consumer Staples
DKNG DraftKings	$12,846,807	$12,846,807 â–²	New Holding	508,583	1.2%	Consumer Discretionary
GLD SPDR Gold Shares	$11,712,642	$6,997,378 â–²	148.4%	31,795	1.1%	ETF
FLUTTER ENTMT PLC	$9,081,891	$9,081,891 â–²	New Holding	88,890	0.9%	SHS
PH Parker-Hannifin	$9,027,069	$1,535,648 â–²	20.5%	9,229	0.9%	Industrials
MMM 3M	$8,760,626	$1,615,700 â–²	22.6%	54,108	0.8%	Industrials
SWK Stanley Black & Decker	$8,336,585	$7,815,537 â–²	1,500.0%	88,574	0.8%	Consumer Discretionary
JCI Johnson Controls International	$7,876,936	$308,730 â–²	4.1%	53,911	0.8%	Industrials
CHRW C.H. Robinson Worldwide	$7,618,541	$7,102,678 â–²	1,376.9%	40,451	0.7%	Industrials
GOOG Alphabet	$7,510,736	$2,296,645 â–²	44.0%	21,257	0.7%	Communication Services
HUBB Hubbell	$7,286,606	$306,595 â–¼	-4.0%	13,927	0.7%	Industrials
SGOV iShares 0-3 Month Treasury Bond ETF	$7,016,699	$2,003,333 â–²	40.0%	69,700	0.7%	ETF
META Meta Platforms	$6,503,746	$3,642,233 â–²	127.3%	11,546	0.6%	Communication Services
FMX Fomento Economico Mexicano	$6,471,740	$6,471,740 â–²	New Holding	50,600	0.6%	Consumer Staples
NOW ServiceNow	$6,341,510	$6,129,746 â–²	2,894.6%	63,875	0.6%	Technology
ADSEW ADS-TEC Energy	$6,207,997		0.0%	699,912	0.6%	Industrials
BBB FOODS INC	$5,277,089	$3,800,304 â–²	257.3%	126,640	0.5%	CL A COM
VENTURE GLOBAL INC	$5,164,676	$2,938,676 â–²	132.0%	464,032	0.5%	COM CL A
EMBRAER S.A.	$5,022,910	$1,965,040 â–²	64.3%	78,729	0.5%	SPONSORED ADS
TX Ternium	$4,914,770	$4,914,770 â–²	New Holding	115,100	0.5%	Materials
JBS N.V.	$4,720,661	$1,231,215 â–²	35.3%	398,368	0.5%	CL A SHS
PSMT PriceSmart	$4,712,773	$249,059 â–²	5.6%	24,126	0.5%	Consumer Staples
HBM HudBay Minerals	$4,349,110	$2,711,409 â–²	165.6%	184,300	0.4%	Materials
OCTAVE INTELLIGENCE PLC	$3,814,200	$3,814,200 â–²	New Holding	234,000	0.4%	ORD SHS CL B
CARR Carrier Global	$3,529,969	$627,949 â–¼	-15.1%	48,125	0.3%	Industrials
DLO DLocal	$3,471,835	$162,450 â–¼	-4.5%	267,167	0.3%	Finance
CPA Copa	$3,293,417	$1,617,928 â–²	96.6%	21,170	0.3%	Industrials
AME AMETEK	$3,272,964	$819,935 â–¼	-20.0%	13,528	0.3%	Technology
ARCO Arcos Dorados	$3,212,813	$84,630 â–²	2.7%	398,612	0.3%	Consumer Discretionary
TIGO Millicom International Cellular	$3,141,476	$335,812 â–²	12.0%	34,613	0.3%	Communication Services
URNJ Sprott Junior Uranium Miners ETF	$3,136,050	$3,136,050 â–²	New Holding	135,000	0.3%	ETF
MATX Matson	$3,075,296	$3,075,296 â–²	New Holding	15,998	0.3%	Industrials
WAB Wabtec	$3,065,622	$733,312 â–¼	-19.3%	11,371	0.3%	Industrials
BAP Credicorp	$2,794,457	$966,158 â–¼	-25.7%	7,173	0.3%	Finance
KOF Coca Cola Femsa	$2,700,769	$1,105,000 â–¼	-29.0%	25,419	0.3%	Consumer Staples
FCFS FirstCash	$2,672,850	$1,398,076 â–¼	-34.3%	12,356	0.3%	Finance
TEO Telecom Argentina Stet - France Telecom	$2,462,915	$1,771,900 â–²	256.4%	189,455	0.2%	Communication Services
EU enCore Energy	$2,358,000	$655,000 â–²	38.5%	1,800,000	0.2%	Energy
HONEYWELL INTL INC	$2,310,648	$2,310,648 â–²	New Holding	10,320	0.2%	COM
LAUR Laureate Education	$2,306,284	$813,895 â–²	54.5%	63,499	0.2%	Consumer Discretionary
RSI Rush Street Interactive	$2,299,794	$1,981,695 â–²	623.0%	77,330	0.2%	Consumer Discretionary
WRB W.R. Berkley	$2,020,050	$172,164 â–²	9.3%	28,641	0.2%	Finance
WERN Werner Enterprises	$1,875,056	$1,164,911 â–²	164.0%	42,996	0.2%	Industrials
EC Ecopetrol	$1,865,013	$1,865,013 â–²	New Holding	130,970	0.2%	Energy
L Loews	$1,837,059	$1,837,059 â–²	New Holding	16,227	0.2%	Finance
VIST Vista Energy	$1,771,854	$2,156,951 â–¼	-54.9%	27,772	0.2%	Energy
ATO Atmos Energy	$1,763,356	$1,763,356 â–²	New Holding	10,236	0.2%	Utilities
ARIS MINING CORPORATION	$1,759,380	$1,759,380 â–²	New Holding	118,000	0.2%	COM
BBAR BBVA Banco Frances	$1,735,485	$1,735,485 â–²	New Holding	88,500	0.2%	Finance
VALE Vale	$1,717,568	$1,717,568 â–²	New Holding	114,200	0.2%	Materials
BVN Buenaventura Mining	$1,647,035	$87,870 â–¼	-5.1%	56,232	0.2%	Materials
PICS NV	$1,641,570	$448,076 â–¼	-21.4%	154,428	0.2%	COM CL A
GRUPO AEROMEXICO SAB DE CV	$1,628,586	$170,586 â–²	11.7%	90,477	0.2%	SPONSORED ADS
CMCSA Comcast	$1,590,079	$1,590,079 â–²	New Holding	64,769	0.2%	Communication Services
ISOENERGY LTD	$1,578,132	$1,578,132 â–²	New Holding	158,600	0.2%	COM NEW
VINP Vinci Compass Investments	$1,566,676	$754,114 â–²	92.8%	161,015	0.1%	Finance
GNTX Gentex	$1,564,162	$1,564,162 â–²	New Holding	61,898	0.1%	Consumer Discretionary
MKL Markel Group	$1,511,630	$912,056 â–²	152.1%	774	0.1%	Finance
TJX TJX Companies	$1,467,732	$73,478 â–²	5.3%	9,688	0.1%	Consumer Discretionary
SLM SLM	$1,402,031	$1,402,031 â–²	New Holding	54,049	0.1%	Finance
H2O AMERICA	$1,366,960	$1,084,683 â–²	384.3%	22,494	0.1%	COM
EVERGY INC	$1,359,198	$1,921,857 â–¼	-58.6%	15,726	0.1%	COM
SQM Sociedad Quimica y Minera	$1,323,465	$803,334 â–²	154.4%	17,875	0.1%	Materials
VOYA Voya Financial	$1,275,296	$463,061 â–²	57.0%	14,087	0.1%	Finance
JBHT J.B. Hunt Transport Services	$1,257,284	$1,257,284 â–²	New Holding	4,344	0.1%	Industrials
BROOKFIELD RENEWABLE CORP	$1,225,999	$1,225,999 â–²	New Holding	33,028	0.1%	CL A EX SUB VTG
APO Apollo Global Management	$1,220,368	$1,220,368 â–²	New Holding	10,315	0.1%	Finance
GHC Graham	$1,212,188	$1,212,188 â–²	New Holding	1,062	0.1%	Consumer Discretionary
FAF First American Financial	$1,165,756	$619,505 â–²	113.4%	16,996	0.1%	Finance
OSK Oshkosh	$1,164,146	$596,730 â–²	105.2%	7,585	0.1%	Industrials
PRI Primerica	$1,156,126	$712,205 â–²	160.4%	4,068	0.1%	Finance
GGAL Grupo Financiero Galicia	$1,155,693	$1,155,693 â–²	New Holding	23,100	0.1%	Finance
HRMY Harmony Biosciences	$1,129,220	$3,091,938 â–¼	-73.2%	31,014	0.1%	Healthcare
CHENIERE ENERGY INC	$1,128,605	$1,128,605 â–²	New Holding	4,722	0.1%	COM NEW
NI NiSource	$1,127,934	$227,289 â–¼	-16.8%	23,721	0.1%	Utilities
SGRY Surgery Partners	$1,099,224	$1,099,224 â–²	New Holding	65,430	0.1%	Healthcare
FNB F.N.B.	$1,068,461	$373,625 â–²	53.8%	55,999	0.1%	Finance
BYD Boyd Gaming	$1,062,698	$1,062,698 â–²	New Holding	12,031	0.1%	Consumer Discretionary
APAM Artisan Partners Asset Management	$1,060,313	$1,060,313 â–²	New Holding	30,707	0.1%	Finance
VIPER ENERGY INC	$1,054,827	$1,054,827 â–²	New Holding	24,878	0.1%	CL A
NYT New York Times	$1,034,374	$1,034,374 â–²	New Holding	14,781	0.1%	Communication Services
WBD Warner Bros. Discovery	$1,027,876	$388,036 â–²	60.6%	38,555	0.1%	Communication Services
WTM White Mountains Insurance Group	$1,026,328	$1,026,328 â–²	New Holding	495	0.1%	Finance
RGLD Royal Gold	$1,014,618	$1,014,618 â–²	New Holding	5,083	0.1%	Materials
CRBG Corebridge Financial	$1,009,923	$1,009,923 â–²	New Holding	35,275	0.1%	Finance
WAL Western Alliance Bancorporation	$1,002,758	$1,002,758 â–²	New Holding	12,199	0.1%	Finance
VCTR Victory Capital	$993,421	$993,421 â–²	New Holding	11,818	0.1%	Finance
OGE OGE Energy	$980,353	$659,294 â–²	205.4%	20,147	0.1%	Utilities
COMP Compass	$979,902	$447,937 â–²	84.2%	79,473	0.1%	Real Estate
RF Regions Financial	$976,547	$287,715 â–¼	-22.8%	32,336	0.1%	Finance
KYIVSTAR GROUP LTD	$970,200	$970,200 â–²	New Holding	60,000	0.1%	ORD SHS

Showing largest 100 holdings. View all holdings.

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Mirabella Financial Services LLP Top Holdings and 13F Report (2026)

About Mirabella Financial Services LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mirabella Financial Services LLP Top Holdings and 13F Report (2026)

About Mirabella Financial Services LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirabella Financial Services LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools