Mirabella Financial Services Llp Portfolio Stock Holdings

Mirabella Financial Services Llp disclosed 663 stock positions valued at approximately $1.0 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, OCEANFIRST FINL CORP, and FIRST BUSEY CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
663
Portfolio Value
$1.0B
Holdings by Sector
Mirabella Financial Services Llp Portfolio Holdings in Q2 2026

623 holdings in the latest reporting period.

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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
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
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.N4732M103Other0.46%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 SAP31076105Other0.32%21,170+10,400+96.56%$3,293,417
AMETEK INCAMEIndustrials0.32%13,528-3,389-20.03%$3,272,964
ARCOS DORADOS HLDGS INCG0457F107Other0.31%398,612+10,500+2.71%$3,212,813
MILLICOM INTL CELLULAR S ATIGOOther0.30%34,613+3,700+11.97%$3,141,476
SPROTT FDS TRURNJOther0.30%135,000+135,000+100.00%$3,136,050
MATSON INCMATXIndustrials0.30%15,998+14,144+762.89%$3,075,296
WABTECWABIndustrials0.30%11,371-2,720-19.30%$3,065,622
SPDR GOLD TRGLDOther0.28%7,795+7,795+100.00%$2,871,522
CREDICORP LTDBAPOther0.27%7,173-2,480-25.69%$2,794,457
COCA-COLA FEMSA SAB DE CVKOFConsumer Defensive0.26%25,419-10,400-29.03%$2,700,769
FIRSTCASH HOLDINGS INCFCFSFinancial Services0.26%12,356-6,463-34.34%$2,672,850
TELECOM ARGENTINA SATEOCommunication Services0.24%189,455+136,300+256.42%$2,462,915
ENCORE ENERGY CORPEUEnergy0.23%1,800,000+500,000+38.46%$2,358,000
LAUREATE ED INCLAURConsumer Defensive0.22%63,499+22,409+54.54%$2,306,284
RUSH STREET INTERACTIVE INCRSIConsumer Cyclical0.22%77,330+66,634+622.98%$2,299,794
BERKLEY W R CORPWRBFinancial Services0.19%28,641+2,441+9.32%$2,020,050
WERNER ENTERPRISES INCWERNIndustrials0.18%42,996+26,712+164.04%$1,875,056
LOEWS CORPLFinancial Services0.18%16,227+9,270+133.25%$1,837,059
ECOPETROL S AECEnergy0.18%128,970+128,970+100.00%$1,836,533
VISTA ENERGY S.A.B. DE C.V.VISTEnergy0.17%27,772-33,808-54.90%$1,771,854
ATMOS ENERGY CORPATOUtilities0.17%10,236+5,985+140.79%$1,763,356
ARIS MINING CORPORATIONARMNBasic Materials0.17%118,000+118,000+100.00%$1,759,380
BANCO BBVA ARGENTINA S ABBARFinancial Services0.17%88,500+65,905+291.68%$1,735,485
VALE S AVALEBasic Materials0.17%114,200-66,958-36.96%$1,717,568
COMPANIA DE MINAS BUENAVENTUBVNBasic Materials0.16%56,232-3,000-5.06%$1,647,035
COMCAST CORP NEWCMCSACommunication Services0.15%64,769+64,769+100.00%$1,590,079
GENTEX CORPGNTXConsumer Cyclical0.15%61,898+41,571+204.51%$1,564,162
MARKEL GROUP INCMKLFinancial Services0.15%774+467+152.12%$1,511,630
TJX COS INC NEWTJXConsumer Cyclical0.14%9,688+485+5.27%$1,467,732
SLM CORPSLMFinancial Services0.14%54,049+54,049+100.00%$1,402,031
H2O AMERICASJWUtilities0.13%22,494+17,849+384.26%$1,366,960
EVERGY INCEVRGUtilities0.13%15,726-22,236-58.57%$1,359,198
SOCIEDAD QUIMICA Y MINERA DESQMBasic Materials0.13%17,875+10,850+154.45%$1,323,465
VOYA FINANCIAL INCVOYAFinancial Services0.12%14,087+5,115+57.01%$1,275,296
HUNT J B TRANS SVCS INCJBHTIndustrials0.12%4,344+4,344+100.00%$1,257,284
BROOKFIELD RENEWABLE CORPBEPCOther0.12%33,028+12,775+63.08%$1,225,999
APOLLO GLOBAL MGMT INCAPOFinancial Services0.12%10,315+8,449+452.79%$1,220,368
GRAHAM HLDGS COGHCConsumer Defensive0.12%1,062+815+329.96%$1,212,188
FIRST AMERN FINL CORPFAFFinancial Services0.11%16,996+9,032+113.41%$1,165,756
OSHKOSH CORPOSKIndustrials0.11%7,585+3,888+105.17%$1,164,146
PRIMERICA INCPRIFinancial Services0.11%4,068+2,506+160.44%$1,156,126
GRUPO FINANCIERO GALICIA S.AGGALFinancial Services0.11%23,100+23,100+100.00%$1,155,693
HARMONY BIOSCIENCES HLDGS INHRMYHealthcare0.11%31,014-84,920-73.25%$1,129,220
CHENIERE ENERGY INCLNGEnergy0.11%4,722+4,722+100.00%$1,128,605
NISOURCE INCNIUtilities0.11%23,721-4,780-16.77%$1,127,934
SURGERY PARTNERS INCSGRYHealthcare0.11%65,430+65,430+100.00%$1,099,224
F N B CORPFNBFinancial Services0.10%55,999+19,582+53.77%$1,068,461
BOYD GAMING CORPBYDConsumer Cyclical0.10%12,031+12,031+100.00%$1,062,698
ARTISAN PARTNERS ASSET MGMTAPAMFinancial Services0.10%30,707+20,474+200.08%$1,060,313
NEW YORK TIMES CO MTN BENYTCommunication Services0.10%14,781+14,781+100.00%$1,034,374
WARNER BROS DISCOVERY INCWBDCommunication Services0.10%38,555+14,555+60.65%$1,027,876
WHITE MTNS INS GROUP LTDG9618E107Other0.10%495+495+100.00%$1,026,328
ROYAL GOLD INCRGLDBasic Materials0.10%5,083+5,083+100.00%$1,014,618
COREBRIDGE FINL INCCRBGFinancial Services0.10%35,275+35,275+100.00%$1,009,923
WESTERN ALLIANCE BANCORPWALFinancial Services0.10%12,199+12,199+100.00%$1,002,758
VICTORY CAP HLDGS INC DELVCTRFinancial Services0.10%11,818+11,818+100.00%$993,421
OGE ENERGY CORPOGEUtilities0.09%20,147+13,549+205.35%$980,353
COMPASS INCCOMPReal Estate0.09%79,473+36,329+84.20%$979,902
REGIONS FINANCIAL CORP NEWRFFinancial Services0.09%32,336-9,527-22.76%$976,547
ENOVIS CORPORATIONENOVIndustrials0.09%46,249+46,249+100.00%$957,354
TRUSTMARK CORPTRMKFinancial Services0.09%20,792+20,792+100.00%$956,640
FIRST MERCHANTS CORPFRMEFinancial Services0.09%21,887+11,634+113.47%$956,243
CREDIT ACCEP CORP MICHCACCFinancial Services0.09%1,501+1,501+100.00%$955,747
DT MIDSTREAM INCDTMEnergy0.09%6,500+4,705+262.12%$953,810
TARGA RES CORPTRGPEnergy0.09%3,519+2,125+152.44%$943,585
TFS FINL CORPTFSLFinancial Services0.09%52,911+37,005+232.65%$937,583
NEXSTAR MEDIA GROUP INCNXSTCommunication Services0.09%5,186+5,186+100.00%$926,168
REVVITY INCRVTYHealthcare0.09%8,232+5,853+246.03%$915,892
LEONARDO DRS INCDRSIndustrials0.09%21,319+21,319+100.00%$909,682
FIRST ADVANTAGE CORP NEWFAIndustrials0.09%49,666+49,666+100.00%$896,471
OLD NATL BANCORP INDONBFinancial Services0.09%34,536+20,055+138.49%$894,482
LAKELAND FINL CORPLKFNFinancial Services0.09%14,442+9,055+168.09%$891,360
FULTON FINL CORP PAFULTFinancial Services0.09%36,803-20,485-35.76%$890,265
JEFFERIES FINANCIAL GROUP INJEFFinancial Services0.09%17,790+11,532+184.28%$889,144
VARONIS SYS INCVRNSTechnology0.09%21,050+21,050+100.00%$883,258
Mirabella Financial Services Llp Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026GLDSPDR Gold TrustCALL24,000$8,841,120
Q2 2026ECEcopetrol S.A.CALL2,000$28,480

Notional value represents the total exposure of the options position.

Mirabella Financial Services Llp Portfolio Stock Holdings | InsiderSet