Mirabella Financial Services Llp Portfolio Stock Holdings

According to the SEC 13F filed on July 31, 2026, Mirabella Financial Services Llp disclosed 636 stock positions valued at approximately $1.04B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, OCEANFIRST FINL CORP, and FIRST BUSEY CORP.

Report Period
June 30, 2026
No. of Stocks
636
Portfolio Value
$1.04B
Holdings by Sector
Mirabella Financial Services Llp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIWMOther2.75%94,900+33,900+55.57%$28,512,705
OCEANFIRST FINL CORPOCFCFinancial Services2.43%1,292,641+493,735+61.80%$25,245,279
FIRST BUSEY CORPBUSEFinancial Services2.42%851,453-398,431-31.88%$25,117,864
FIRSTSUN CAP BANCORPFSUNOther2.33%623,236+163,835+35.66%$24,169,092
EVEREST GROUP LTDEGOther1.74%50,444-10,063-16.63%$18,020,110
DOLLAR GEN CORPDGConsumer Defensive1.36%122,617+83,117+210.42%$14,114,443
DRAFTKINGS INC NEWDKNGConsumer Cyclical1.24%508,583+189,822+59.55%$12,846,807
FLUTTER ENTMT PLCFLUTOther0.88%88,890+88,890+100.00%$9,081,891
PARKER-HANNIFIN CORPPHIndustrials0.87%9,229+1,570+20.50%$9,027,069
3M COMMMIndustrials0.84%54,108+9,979+22.61%$8,760,626
STANLEY BLACK & DECKER INCSWKIndustrials0.80%88,574+83,038+1499.96%$8,336,585
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.76%53,911+2,113+4.08%$7,876,936
C H ROBINSON WORLDWIDE INCHRWIndustrials0.73%40,451+37,712+1376.85%$7,618,541
ALPHABET INCGOOGCommunication Services0.72%21,257+6,500+44.05%$7,510,736
HUBBELL INCHUBBIndustrials0.70%13,927-586-4.04%$7,286,606
ISHARES TRSGOVOther0.68%69,700+19,900+39.96%$7,016,699
META PLATFORMS INCMETACommunication Services0.63%11,546+6,466+127.28%$6,503,746
FOMENTO ECONOMICO MEXICANO SFMXConsumer Defensive0.62%50,600+50,600+100.00%$6,471,740
SERVICENOW INCNOWTechnology0.61%63,875+61,742+2894.61%$6,341,510
BBB FOODS INCTBBBOther0.51%126,640+91,200+257.34%$5,277,089
EMBRAER S.A.ERJIndustrials0.48%78,729+30,800+64.26%$5,022,910
TERNIUM SATXBasic Materials0.47%115,100+115,100+100.00%$4,914,770
JBS N.V.JBSConsumer Defensive0.46%398,368+103,900+35.28%$4,720,661
PRICESMART INCPSMTConsumer Defensive0.45%24,126+1,275+5.58%$4,712,773
HUDBAY MINERALS INCHBMBasic Materials0.42%184,300+114,900+165.56%$4,349,110
CARRIER GLOBAL CORPORATIONCARRIndustrials0.34%48,125-8,561-15.10%$3,529,969
DLOCAL LTDDLOOther0.33%267,167-12,501-4.47%$3,471,835
COPA HOLDINGS SACPAIndustrials0.32%21,170+10,400+96.56%$3,293,417
AMETEK INCAMEIndustrials0.32%13,528-3,389-20.03%$3,272,964
ARCOS DORADOS HLDGS INCARCOConsumer Cyclical0.31%398,612+10,500+2.71%$3,212,813
Showing 30 of 636 holdings in the latest reporting period.
Mirabella Financial Services Llp Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026GLDSPDR Gold TrustCALL24,000$8,841,120
Q2 2026ECEcopetrol S.A.CALL2,000$28,480
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Mirabella Financial Services Llp Portfolio Stock Holdings | InsiderSet