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

About Mirabella Financial Services LLP

Investment Activity

  • Mirabella Financial Services LLP has $1.06 billion in total holdings as of March 31, 2026.
  • Mirabella Financial Services LLP owns shares of 885 different stocks, but just 198 companies or ETFs make up 80% of its holdings.
  • Approximately 52.06% of the portfolio was purchased this quarter.
  • About 51.03% of the portfolio was sold this quarter.
  • This quarter, Mirabella Financial Services LLP has purchased 661 new stocks and bought additional shares in 167 stocks.
  • Mirabella Financial Services LLP sold shares of 165 stocks and completely divested from 328 stocks this quarter.

Largest Holdings

ADS-TEC Energy
$254,954,090
CSG SYS INTL INC
$33,143,929
First Busey
$31,584,569
AES
$23,207,977
Everest Group
$19,776,713

Largest New Holdings this Quarter

675234108 - OceanFirst Financial
$14,412,264 Holding
39854F101 - Grindr
$8,066,448 Holding
443510607 - Hubbell
$7,122,110 Holding
78463V107 - SPDR Gold Shares
$5,507,712 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$5,012,868 Holding

Largest Purchases this Quarter

ADS-TEC Energy
4,056,486 shares (about $46.65M)
AES
1,594,927 shares (about $22.47M)
OceanFirst Financial
798,906 shares (about $14.41M)
FIRSTSUN CAP BANCORP
293,326 shares (about $10.69M)
Grindr
667,200 shares (about $8.07M)

Largest Sales this Quarter

Axis Capital
82,103 shares (about $8.33M)
Alphabet
26,900 shares (about $7.72M)
Verizon Communications
131,689 shares (about $6.61M)
Banc of California
336,696 shares (about $5.92M)
Rush Street Interactive
235,788 shares (about $5.13M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirabella Financial Services LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ADS-TEC Energy PLC stock logo
ADSE
ADS-TEC Energy
$254,954,090$46,649,530 â–²22.4%22,169,94924.1%Business Services
CSG SYS INTL INC
$33,143,929$4,682,462 â–¼-12.4%37,239,0003.1%NOTE 3.875% 9/1
First Busey Corporation stock logo
BUSE
First Busey
$31,584,569$1,572,628 â–²5.2%1,249,8843.0%Finance
The AES Corporation stock logo
AES
AES
$23,207,977$22,472,521 â–²3,055.6%1,647,1242.2%Utilities
Everest Group, Ltd. stock logo
EG
Everest Group
$19,776,713$634,416 â–¼-3.1%60,5071.9%Finance
FIRSTSUN CAP BANCORP
$16,749,760$10,694,666 â–²176.6%459,4011.6%COM
OceanFirst Financial Corp. stock logo
OCFC
OceanFirst Financial
$14,412,264$14,412,264 â–²New Holding798,9061.4%Finance
Grindr Inc. stock logo
GRND
Grindr
$8,066,448$8,066,448 â–²New Holding667,2000.8%Computer and Technology
Scorpio Tankers Inc. stock logo
STNG
Scorpio Tankers
$7,692,220$7,300,927 â–²1,865.8%103,0300.7%Transportation
Hubbell Inc stock logo
HUBB
Hubbell
$7,122,110$7,122,110 â–²New Holding14,5130.7%Industrials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$6,856,643$432,401 â–²6.7%7,6590.6%Industrials
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$6,782,948$199,044 â–²3.0%51,7980.6%Construction
Cummins Inc. stock logo
CMI
Cummins
$6,436,871$1,143,830 â–²21.6%11,9640.6%Auto/Tires/Trucks
3M Company stock logo
MMM
3M
$6,408,855$1,540,164 â–²31.6%44,1290.6%Multi-Sector Conglomerates
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$6,170,318$2,044,973 â–²49.6%22,6600.6%Construction
TXNM ENERGY INC
$5,754,0640.0%5,000,0000.5%NOTE 5.750% 6/0
ETORO GROUP LTD
$5,612,607$858,858 â–²18.1%186,9000.5%SHS CL A
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,507,712$5,507,712 â–²New Holding12,8000.5%Finance
ADS-TEC Energy PLC stock logo
ADSEW
ADS-TEC Energy
$5,388,163$2,606,043 â–²93.7%699,9120.5%Industrials
JBS N.V.
$5,288,645$425,401 â–²8.7%294,4680.5%CL A SHS
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$5,012,868$5,012,868 â–²New Holding49,8000.5%ETF
Dollar General Corporation stock logo
DG
Dollar General
$4,689,835$4,689,835 â–²New Holding39,5000.4%Retail/Wholesale
Vista Energy, S.A.B. de C.V. - Sponsored ADR stock logo
VIST
Vista Energy
$4,647,443$526,479 â–¼-10.2%61,5800.4%Energy
Five Below, Inc. stock logo
FIVE
Five Below
$4,318,272$3,736,333 â–²642.0%18,9000.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$4,233,193$7,716,534 â–¼-64.6%14,7570.4%Computer and Technology
UNITI GROUP LLC
$3,832,921$3,650,799 â–²2,004.6%408,6270.4%COM SHS
DLocal Limited stock logo
DLO
DLocal
$3,627,294$366,818 â–²11.3%279,6680.3%Business Services
AMETEK, Inc. stock logo
AME
AMETEK
$3,626,328$3,626,328 â–²New Holding16,9170.3%Computer and Technology
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$3,612,750$3,364,084 â–²1,352.9%24,6840.3%Retail/Wholesale
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,578,784$3,116,965 â–²674.9%14,2820.3%Computer and Technology
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$3,537,972$1,128,564 â–¼-24.2%18,8190.3%Business Services
EchoStar Corporation stock logo
SATS
EchoStar
$3,530,363$3,530,363 â–²New Holding30,1560.3%Computer and Technology
USA TODAY CO INC
$3,524,415$3,524,415 â–²New Holding499,9170.3%COM
Wabtec stock logo
WAB
Wabtec
$3,521,482$2,359,400 â–¼-40.1%14,0910.3%Transportation
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$3,521,336$3,171,331 â–²906.1%8,9340.3%Basic Materials
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$3,515,689$3,020,155 â–²609.5%147,6560.3%Computer and Technology
Dana Incorporated stock logo
DAN
Dana
$3,496,572$3,496,572 â–²New Holding103,9100.3%Auto/Tires/Trucks
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$3,494,143$3,494,143 â–²New Holding35,8190.3%Consumer Staples
Inter & Co. Inc. stock logo
INTR
Inter & Co. Inc.
$3,472,033$3,472,033 â–²New Holding436,1850.3%Finance
PriceSmart, Inc. stock logo
PSMT
PriceSmart
$3,439,076$1,284,066 â–¼-27.2%22,8510.3%Retail/Wholesale
Vistra Corp. stock logo
VST
Vistra
$3,401,818$3,401,818 â–²New Holding22,6290.3%Utilities
AURA MINERALS INC
$3,383,952$2,997,168 â–¼-47.0%41,4700.3%SHS NEW
Telephone and Data Systems, Inc. stock logo
TDS
Telephone and Data Systems
$3,375,873$3,375,873 â–²New Holding80,1870.3%Utilities
Steven Madden, Ltd. stock logo
SHOO
Steven Madden
$3,365,712$3,365,712 â–²New Holding99,2250.3%Consumer Discretionary
SABLE OFFSHORE CORP
$3,342,872$2,903,126 â–²660.2%202,3530.3%COM SHS
Ciena Corporation stock logo
CIEN
Ciena
$3,340,331$3,340,331 â–²New Holding8,6040.3%Computer and Technology
XP Inc. stock logo
XP
XP
$3,338,093$1,667,466 â–¼-33.3%175,3200.3%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$3,337,785$2,044,893 â–¼-38.0%14,7670.3%Multi-Sector Conglomerates
Fluor Corporation stock logo
FLR
Fluor
$3,301,094$3,301,094 â–²New Holding70,7630.3%Construction
Amphenol Corporation stock logo
APH
Amphenol
$3,276,635$3,276,635 â–²New Holding25,9330.3%Computer and Technology
Credicorp Ltd. stock logo
BAP
Credicorp
$3,271,854$655,862 â–¼-16.7%9,6530.3%Finance
Corning Incorporated stock logo
GLW
Corning
$3,268,311$3,268,311 â–²New Holding24,0370.3%Computer and Technology
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$3,263,089$3,263,089 â–²New Holding9,4860.3%Consumer Discretionary
Harmony Biosciences Holdings, Inc. stock logo
HRMY
Harmony Biosciences
$3,247,311$2,874,050 â–²770.0%115,9340.3%Medical
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$3,230,849$2,763,989 â–²592.0%2,9550.3%Computer and Technology
O-I Glass, Inc. stock logo
OI
O-I Glass
$3,229,418$2,972,312 â–²1,156.1%307,2710.3%Industrials
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$3,222,807$3,222,807 â–²New Holding16,2530.3%Retail/Wholesale
Urban Outfitters, Inc. stock logo
URBN
Urban Outfitters
$3,221,094$2,958,508 â–²1,126.7%50,8460.3%Retail/Wholesale
SOLARIS ENERGY INFRAS INC
$3,218,640$3,218,640 â–²New Holding56,9570.3%COM CL A
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$3,201,924$3,201,924 â–²New Holding388,1120.3%Retail/Wholesale
Global Business Travel Group, Inc. stock logo
GBTG
Global Business Travel Group
$3,201,363$3,201,363 â–²New Holding573,7210.3%Computer and Technology
Sonos, Inc. stock logo
SONO
Sonos
$3,195,873$3,195,873 â–²New Holding238,4980.3%Consumer Discretionary
Carrier Global Corporation stock logo
CARR
Carrier Global
$3,191,989$2,819,498 â–²756.9%56,6860.3%Construction
NexGen Energy stock logo
NXE
NexGen Energy
$3,190,000$3,190,000 â–²New Holding275,0000.3%Basic Materials
VENTURE GLOBAL INC
$3,152,000$3,152,000 â–²New Holding200,0000.3%COM CL A
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$3,146,042$2,309,398 â–²276.0%9,1150.3%Aerospace
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$3,142,377$2,335,193 â–²289.3%7,2410.3%Computer and Technology
onsemi stock logo
ON
onsemi
$3,138,911$694,866 â–²28.4%50,6930.3%Computer and Technology
MasterBrand, Inc. stock logo
MBC
MasterBrand
$3,135,820$3,135,820 â–²New Holding377,3550.3%Consumer Discretionary
Entergy Corporation stock logo
ETR
Entergy
$3,133,496$3,133,496 â–²New Holding27,8880.3%Utilities
EVERGY INC
$3,109,847$3,109,847 â–²New Holding37,9620.3%COM
Alliant Energy Corporation stock logo
LNT
Alliant Energy
$3,109,002$3,109,002 â–²New Holding43,3250.3%Utilities
Golar LNG Limited stock logo
GLNG
Golar LNG
$3,099,691$3,099,691 â–²New Holding57,2850.3%Energy
Graham Corporation stock logo
GHM
Graham
$3,090,428$3,090,428 â–²New Holding39,1590.3%Industrials
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,083,926$601,482 â–¼-16.3%4,3530.3%Industrials
Constellium SE stock logo
CSTM
Constellium
$3,081,103$2,570,085 â–²502.9%125,3500.3%Industrials
Ecovyst Inc. stock logo
ECVT
Ecovyst
$3,080,304$3,080,304 â–²New Holding239,5260.3%Basic Materials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,059,734$681,495 â–¼-18.2%52,0540.3%Basic Materials
Kaiser Aluminum Corporation stock logo
KALU
Kaiser Aluminum
$3,038,419$3,038,419 â–²New Holding25,2130.3%Industrials
KLA Corporation stock logo
KLAC
KLA
$3,006,661$3,006,661 â–²New Holding2,0420.3%Computer and Technology
The Chemours Company stock logo
CC
Chemours
$3,003,768$2,493,553 â–²488.7%136,3490.3%Basic Materials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,984,852$381,779 â–¼-11.3%8,7330.3%Computer and Technology
Flushing Financial Corporation stock logo
FFIC
Flushing Financial
$2,958,996$2,958,996 â–²New Holding192,6430.3%Finance
Avient Corporation stock logo
AVNT
Avient
$2,953,114$2,470,251 â–²511.6%81,3530.3%Basic Materials
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$2,935,500$2,935,500 â–²New Holding141,5000.3%Energy
INDIVIOR PHARMACEUTICALS INC
$2,927,299$2,927,299 â–²New Holding96,0400.3%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,906,420$1,441,195 â–¼-33.1%5,0800.3%Computer and Technology
Sealed Air Corporation stock logo
SEE
Sealed Air
$2,897,581$2,897,581 â–²New Holding68,9080.3%Industrials
Quaker Houghton stock logo
KWR
Quaker Houghton
$2,884,124$2,884,124 â–²New Holding23,2160.3%Basic Materials
EMBRAER S.A.
$2,844,107$2,844,107 â–²New Holding47,9290.3%SPONSORED ADS
Axalta Coating Systems Ltd. stock logo
AXTA
Axalta Coating Systems
$2,768,670$2,332,063 â–²534.1%99,9520.3%Basic Materials
Stryker Corporation stock logo
SYK
Stryker
$2,721,711$2,721,711 â–²New Holding8,2830.3%Medical
Nu Holdings Ltd. stock logo
NU
NU
$2,617,151$2,181,654 â–¼-45.5%182,1260.2%Finance
CommScope Holding Company, Inc. stock logo
COMM
CommScope
$2,607,496$2,305,940 â–²764.7%143,2690.2%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$2,569,312$2,569,312 â–²New Holding13,0250.2%Energy
Sensata Technologies Holding N.V. stock logo
ST
Sensata Technologies
$2,498,577$1,795,269 â–²255.3%70,9420.2%Computer and Technology
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$2,495,499$2,495,499 â–²New Holding294,6280.2%Medical
Intercorp Financial Services Inc. stock logo
IFS
Intercorp Financial Services
$2,483,344$2,887,103 â–¼-53.8%49,4690.2%Finance
Caesars Entertainment, Inc. stock logo
CZR
Caesars Entertainment
$2,471,786$2,471,786 â–²New Holding93,5220.2%Consumer Discretionary
SiTime Corporation stock logo
SITM
SiTime
$2,425,738$2,425,738 â–²New Holding7,0240.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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