Mirabella Financial Services LLP Top Holdings and 13F Report (2026) About Mirabella Financial Services LLPInvestment ActivityMirabella 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 $296,541,101TXNM ENERGY INC $58,052,886SUPER MICRO COMPUTER INC $31,154,238iShares Russell 2000 ETF $28,512,705OceanFirst Financial $25,245,279 Largest New Holdings this Quarter 86800U500 - SUPER MICRO COMPUTER INC $31,154,238 Holding464287655 - iShares Russell 2000 ETF $28,512,705 Holding05501U601 - AZUL S A $18,860,861 Holding26142V105 - DraftKings $12,846,807 HoldingG3643J108 - 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 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$296,541,101$13,893,458 ▲4.9%23,259,70628.3%IndustrialsTXNM ENERGY INC$58,052,886$52,524,040 ▲950.0%52,500,0005.5%NOTE 5.750% 6/0SUPER MICRO COMPUTER INC$31,154,238$31,154,238 ▲New Holding400,0003.0%7 DEP CM SR A WIIWMiShares Russell 2000 ETF$28,512,705$28,512,705 ▲New Holding94,9002.7%ETFOCFCOceanFirst Financial$25,245,279$9,642,645 ▲61.8%1,292,6412.4%FinanceBUSEFirst Busey$25,117,864$11,753,715 ▼-31.9%851,4532.4%FinanceFIRSTSUN CAP BANCORP$24,169,092$6,353,521 ▲35.7%623,2362.3%COMAZUL S A$18,860,861$18,860,861 ▲New Holding2,059,0461.8%SPONSORED ADSEGEverest Group$18,020,110$3,594,805 ▼-16.6%50,4441.7%FinanceDGDollar General$14,114,443$9,567,598 ▲210.4%122,6171.3%Consumer StaplesDKNGDraftKings$12,846,807$12,846,807 ▲New Holding508,5831.2%Consumer DiscretionaryGLDSPDR Gold Shares$11,712,642$6,997,378 ▲148.4%31,7951.1%ETFFLUTTER ENTMT PLC$9,081,891$9,081,891 ▲New Holding88,8900.9%SHSPHParker-Hannifin$9,027,069$1,535,648 ▲20.5%9,2290.9%IndustrialsMMM3M$8,760,626$1,615,700 ▲22.6%54,1080.8%IndustrialsSWKStanley Black & Decker$8,336,585$7,815,537 ▲1,500.0%88,5740.8%Consumer DiscretionaryJCIJohnson Controls International$7,876,936$308,730 ▲4.1%53,9110.8%IndustrialsCHRWC.H. Robinson Worldwide$7,618,541$7,102,678 ▲1,376.9%40,4510.7%IndustrialsGOOGAlphabet$7,510,736$2,296,645 ▲44.0%21,2570.7%Communication ServicesHUBBHubbell$7,286,606$306,595 ▼-4.0%13,9270.7%IndustrialsISHARES TR$7,016,699$2,003,333 ▲40.0%69,7000.7%0-3 MTH TREASURYMETAMeta Platforms$6,503,746$3,642,233 ▲127.3%11,5460.6%Communication ServicesFMXFomento Economico Mexicano$6,471,740$6,471,740 ▲New Holding50,6000.6%Consumer StaplesNOWServiceNow$6,341,510$6,129,746 ▲2,894.6%63,8750.6%TechnologyADSEWADS-TEC Energy$6,207,9970.0%699,9120.6%IndustrialsBBB FOODS INC$5,277,089$3,800,304 ▲257.3%126,6400.5%CL A COMVENTURE GLOBAL INC$5,164,676$2,938,676 ▲132.0%464,0320.5%COM CL AEMBRAER S.A.$5,022,910$1,965,040 ▲64.3%78,7290.5%SPONSORED ADSTXTernium$4,914,770$4,914,770 ▲New Holding115,1000.5%MaterialsJBS N.V.$4,720,661$1,231,215 ▲35.3%398,3680.5%CL A SHSPSMTPriceSmart$4,712,773$249,059 ▲5.6%24,1260.5%Consumer StaplesHBMHudBay Minerals$4,349,110$2,711,409 ▲165.6%184,3000.4%MaterialsOCTAVE INTELLIGENCE PLC$3,814,200$3,814,200 ▲New Holding234,0000.4%ORD SHS CL BCARRCarrier Global$3,529,969$627,949 ▼-15.1%48,1250.3%IndustrialsDLODLocal$3,471,835$162,450 ▼-4.5%267,1670.3%FinanceCPACopa$3,293,417$1,617,928 ▲96.6%21,1700.3%IndustrialsAMEAMETEK$3,272,964$819,935 ▼-20.0%13,5280.3%TechnologyARCOArcos Dorados$3,212,813$84,630 ▲2.7%398,6120.3%Consumer DiscretionaryTIGOMillicom International Cellular$3,141,476$335,812 ▲12.0%34,6130.3%Communication ServicesURNJSprott Junior Uranium Miners ETF$3,136,050$3,136,050 ▲New Holding135,0000.3%ETFMATXMatson$3,075,296$3,075,296 ▲New Holding15,9980.3%IndustrialsWABWabtec$3,065,622$733,312 ▼-19.3%11,3710.3%IndustrialsBAPCredicorp$2,794,457$966,158 ▼-25.7%7,1730.3%FinanceKOFCoca Cola Femsa$2,700,769$1,105,000 ▼-29.0%25,4190.3%Consumer StaplesFCFSFirstCash$2,672,850$1,398,076 ▼-34.3%12,3560.3%FinanceTEOTelecom Argentina Stet - France Telecom$2,462,915$1,771,900 ▲256.4%189,4550.2%Communication ServicesEUenCore Energy$2,358,000$655,000 ▲38.5%1,800,0000.2%EnergyHONEYWELL INTL INC$2,310,648$2,310,648 ▲New Holding10,3200.2%COMLAURLaureate Education$2,306,284$813,895 ▲54.5%63,4990.2%Consumer DiscretionaryRSIRush Street Interactive$2,299,794$1,981,695 ▲623.0%77,3300.2%Consumer DiscretionaryWRBW.R. Berkley$2,020,050$172,164 ▲9.3%28,6410.2%FinanceWERNWerner Enterprises$1,875,056$1,164,911 ▲164.0%42,9960.2%IndustrialsECEcopetrol$1,865,013$1,865,013 ▲New Holding130,9700.2%EnergyLLoews$1,837,059$1,837,059 ▲New Holding16,2270.2%FinanceVISTVista Energy$1,771,854$2,156,951 ▼-54.9%27,7720.2%EnergyATOAtmos Energy$1,763,356$1,763,356 ▲New Holding10,2360.2%UtilitiesARIS MINING CORPORATION$1,759,380$1,759,380 ▲New Holding118,0000.2%COMBBARBBVA Banco Frances$1,735,485$1,735,485 ▲New Holding88,5000.2%FinanceVALEVale$1,717,568$1,717,568 ▲New Holding114,2000.2%MaterialsBVNBuenaventura Mining$1,647,035$87,870 ▼-5.1%56,2320.2%MaterialsPICS NV$1,641,570$448,076 ▼-21.4%154,4280.2%COM CL AGRUPO AEROMEXICO SAB DE CV$1,628,586$170,586 ▲11.7%90,4770.2%SPONSORED ADSCMCSAComcast$1,590,079$1,590,079 ▲New Holding64,7690.2%Communication ServicesISOENERGY LTD$1,578,132$1,578,132 ▲New Holding158,6000.2%COM NEWVINPVinci Compass Investments$1,566,676$754,114 ▲92.8%161,0150.1%FinanceGNTXGentex$1,564,162$1,564,162 ▲New Holding61,8980.1%Consumer DiscretionaryMKLMarkel Group$1,511,630$912,056 ▲152.1%7740.1%FinanceTJXTJX Companies$1,467,732$73,478 ▲5.3%9,6880.1%Consumer DiscretionarySLMSLM$1,402,031$1,402,031 ▲New Holding54,0490.1%FinanceH2O AMERICA$1,366,960$1,084,683 ▲384.3%22,4940.1%COMEVERGY INC$1,359,198$1,921,857 ▼-58.6%15,7260.1%COMSQMSociedad Quimica y Minera$1,323,465$803,334 ▲154.4%17,8750.1%MaterialsVOYAVoya Financial$1,275,296$463,061 ▲57.0%14,0870.1%FinanceJBHTJ.B. Hunt Transport Services$1,257,284$1,257,284 ▲New Holding4,3440.1%IndustrialsBROOKFIELD RENEWABLE CORP$1,225,999$1,225,999 ▲New Holding33,0280.1%CL A EX SUB VTGAPOApollo Global Management$1,220,368$1,220,368 ▲New Holding10,3150.1%FinanceGHCGraham$1,212,188$1,212,188 ▲New Holding1,0620.1%Consumer DiscretionaryFAFFirst American Financial$1,165,756$619,505 ▲113.4%16,9960.1%FinanceOSKOshkosh$1,164,146$596,730 ▲105.2%7,5850.1%IndustrialsPRIPrimerica$1,156,126$712,205 ▲160.4%4,0680.1%FinanceGGALGrupo Financiero Galicia$1,155,693$1,155,693 ▲New Holding23,1000.1%FinanceHRMYHarmony Biosciences$1,129,220$3,091,938 ▼-73.2%31,0140.1%HealthcareCHENIERE ENERGY INC$1,128,605$1,128,605 ▲New Holding4,7220.1%COM NEWNINiSource$1,127,934$227,289 ▼-16.8%23,7210.1%UtilitiesSGRYSurgery Partners$1,099,224$1,099,224 ▲New Holding65,4300.1%HealthcareFNBF.N.B.$1,068,461$373,625 ▲53.8%55,9990.1%FinanceBYDBoyd Gaming$1,062,698$1,062,698 ▲New Holding12,0310.1%Consumer DiscretionaryAPAMArtisan Partners Asset Management$1,060,313$1,060,313 ▲New Holding30,7070.1%FinanceVIPER ENERGY INC$1,054,827$1,054,827 ▲New Holding24,8780.1%CL ANYTNew York Times$1,034,374$1,034,374 ▲New Holding14,7810.1%Communication ServicesWBDWarner Bros. Discovery$1,027,876$388,036 ▲60.6%38,5550.1%Communication ServicesWTMWhite Mountains Insurance Group$1,026,328$1,026,328 ▲New Holding4950.1%FinanceRGLDRoyal Gold$1,014,618$1,014,618 ▲New Holding5,0830.1%MaterialsCRBGCorebridge Financial$1,009,923$1,009,923 ▲New Holding35,2750.1%FinanceWALWestern Alliance Bancorporation$1,002,758$1,002,758 ▲New Holding12,1990.1%FinanceVCTRVictory Capital$993,421$993,421 ▲New Holding11,8180.1%FinanceOGEOGE Energy$980,353$659,294 ▲205.4%20,1470.1%UtilitiesCOMPCompass$979,902$447,937 ▲84.2%79,4730.1%Real EstateRFRegions Financial$976,547$287,715 ▼-22.8%32,3360.1%FinanceKYIVSTAR GROUP LTD$970,200$970,200 ▲New Holding60,0000.1%ORD SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. 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