Mirabella Financial Services Llp Portfolio Stock Holdings

Mirabella Financial Services Llp disclosed 884 stock positions valued at approximately $1.0 billion in its latest SEC 13F filing. The largest holdings include FIRST BUSEY CORP, EVEREST GROUP LTD, and OCEANFIRST FINL CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
884
Portfolio Value
$1.0B
Holdings by Sector
Mirabella Financial Services Llp Portfolio Holdings in Q1 2026

844 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIRST BUSEY CORPBUSEFinancial Services3.06%1,249,884+62,233+5.24%$31,584,569
EVEREST GROUP LTDEGOther1.92%60,507-1,941-3.11%$19,776,713
OCEANFIRST FINL CORPOCFCFinancial Services1.40%798,906+798,906+100.00%$14,412,264
GRINDR INCGRNDTechnology0.78%667,200+667,200+100.00%$8,066,448
SCORPIO TANKERS INCY7542C130Other0.74%101,530+96,289+1837.23%$7,580,230
HUBBELL INCHUBBIndustrials0.69%14,513+14,513+100.00%$7,122,110
PARKER-HANNIFIN CORPPHIndustrials0.66%7,659+483+6.73%$6,856,643
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.66%51,798+1,520+3.02%$6,782,948
CUMMINS INCCMIIndustrials0.62%11,964+2,126+21.61%$6,436,871
3M COMMMIndustrials0.62%44,129+10,605+31.63%$6,408,855
VULCAN MATLS COVMCBasic Materials0.60%22,660+7,510+49.57%$6,170,318
ETORO GROUP LTDG32089107Other0.54%186,900+28,600+18.07%$5,612,607
JBS N.V.N4732M103Other0.51%294,468+23,686+8.75%$5,288,645
ISHARES TRSGOVOther0.49%49,800+49,800+100.00%$5,012,868
DOLLAR GEN CORPDGConsumer Defensive0.45%39,500+39,500+100.00%$4,689,835
VISTA ENERGY S.A.B. DE C.V.VISTEnergy0.45%61,580-6,976-10.18%$4,647,443
FIVE BELOW INCFIVEConsumer Cyclical0.42%18,900+16,353+642.05%$4,318,272
ALPHABET INCGOOGCommunication Services0.41%14,757-26,900-64.57%$4,233,193
AES CORPAESUtilities0.37%273,124+220,927+423.26%$3,848,317
DLOCAL LTDDLOOther0.35%279,668+28,282+11.25%$3,627,294
AMETEK INCAMEIndustrials0.35%16,917+16,917+100.00%$3,626,328
BOOT BARN HLDGS INCBOOTConsumer Cyclical0.35%24,684+22,985+1352.85%$3,612,750
VERTIV HOLDINGS COVRTIndustrials0.35%14,282+12,439+674.93%$3,578,784
FIRSTCASH HOLDINGS INCFCFSFinancial Services0.34%18,819-6,003-24.18%$3,537,972
ECHOSTAR CORPSATSTechnology0.34%30,156+30,156+100.00%$3,530,363
USA TODAY CO INCGCICommunication Services0.34%499,917+499,917+100.00%$3,524,415
WABTECWABIndustrials0.34%14,091-9,441-40.12%$3,521,482
CARPENTER TECHNOLOGY CORPCRSIndustrials0.34%8,934+8,046+906.08%$3,521,336
HEWLETT PACKARD ENTERPRISE CHPETechnology0.34%147,656+126,844+609.48%$3,515,689
DANA INCDANConsumer Cyclical0.34%103,910+103,910+100.00%$3,496,572
COCA-COLA FEMSA SAB DE CVKOFConsumer Defensive0.34%35,819+35,819+100.00%$3,494,143
PRICESMART INCPSMTConsumer Defensive0.33%22,851-8,532-27.19%$3,439,076
VISTRA CORPVSTUtilities0.33%22,629+22,629+100.00%$3,401,818
TELEPHONE & DATA SYS INCTDSCommunication Services0.33%80,187+80,187+100.00%$3,375,873
MADDEN STEVEN LTDSHOOConsumer Cyclical0.33%99,225+99,225+100.00%$3,365,712
CIENA CORPCIENTechnology0.32%8,604+8,604+100.00%$3,340,331
XP INCXPOther0.32%175,320-87,577-33.31%$3,338,093
HONEYWELL INTL INCHONIndustrials0.32%14,767-9,047-37.99%$3,337,785
SABLE OFFSHORE CORPSOCEnergy0.32%201,352+174,733+656.42%$3,326,335
FLUOR CORPFLRIndustrials0.32%70,763+70,763+100.00%$3,301,094
AMPHENOL CORPAPHTechnology0.32%25,933+25,933+100.00%$3,276,635
CREDICORP LTDBAPOther0.32%9,653-1,935-16.70%$3,271,854
CORNING INCGLWTechnology0.32%24,037+24,037+100.00%$3,268,311
RALPH LAUREN CORPRLConsumer Cyclical0.32%9,486+9,486+100.00%$3,263,089
HARMONY BIOSCIENCES HLDGS INHRMYHealthcare0.31%115,934+102,608+769.98%$3,247,311
MONOLITHIC PWR SYS INCMPWRTechnology0.31%2,955+2,528+592.04%$3,230,849
O-I GLASS INCOIConsumer Cyclical0.31%307,271+282,808+1156.06%$3,229,418
DICKS SPORTING GOODS INCDKSConsumer Cyclical0.31%16,253+16,253+100.00%$3,222,807
URBAN OUTFITTERS INCURBNConsumer Cyclical0.31%50,846+46,701+1126.68%$3,221,094
SOLARIS ENERGY INFRAS INCSOIOther0.31%56,957+56,957+100.00%$3,218,640
ARCOS DORADOS HLDGS INCG0457F107Other0.31%388,112+388,112+100.00%$3,201,924
GLOBAL BUSINESS TRAVEL GROUPGBTGTechnology0.31%573,721+573,721+100.00%$3,201,363
SONOS INCSONOTechnology0.31%238,498+238,498+100.00%$3,195,873
CARRIER GLOBAL CORPORATIONCARRIndustrials0.31%56,686+50,071+756.93%$3,191,989
NEXGEN ENERGY LTDNXEEnergy0.31%275,000+275,000+100.00%$3,190,000
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.31%9,115+6,691+276.03%$3,146,042
MOTOROLA SOLUTIONS INCMSITechnology0.30%7,241+5,381+289.30%$3,142,377
ON SEMICONDUCTOR CORPONTechnology0.30%50,693+11,222+28.43%$3,138,911
MASTERBRAND INCMBCConsumer Cyclical0.30%377,355+377,355+100.00%$3,135,820
ENTERGY CORP NEWETRUtilities0.30%27,888+27,888+100.00%$3,133,496
EVERGY INCEVRGUtilities0.30%37,962+37,962+100.00%$3,109,847
ALLIANT ENERGY CORPLNTUtilities0.30%43,325+43,325+100.00%$3,109,002
GOLAR LNG LTDG9456A100Other0.30%57,285+57,285+100.00%$3,099,691
GRAHAM CORPGHMIndustrials0.30%39,159+39,159+100.00%$3,090,428
CATERPILLAR INCCATIndustrials0.30%4,353-849-16.32%$3,083,926
ECOVYST INCECVTBasic Materials0.30%239,526+239,526+100.00%$3,080,304
FREEPORT MCMORAN INCFCXBasic Materials0.30%52,054-11,594-18.22%$3,059,734
KAISER ALUMINIUM CORPORATIONKALUBasic Materials0.29%25,213+25,213+100.00%$3,038,419
KLA CORPKLACTechnology0.29%2,042+2,042+100.00%$3,006,661
CHEMOURS COCCBasic Materials0.29%136,349+113,189+488.73%$3,003,768
APPLIED MATLS INCAMATTechnology0.29%8,733-1,117-11.34%$2,984,852
FLUSHING FINL CORPFFICFinancial Services0.29%192,643+192,643+100.00%$2,958,996
AVIENT CORPORATIONAVNTBasic Materials0.29%81,353+68,051+511.58%$2,953,114
META PLATFORMS INCMETACommunication Services0.28%5,080-2,519-33.15%$2,906,420
SEALED AIR CORP NEWSEEConsumer Cyclical0.28%68,908+68,908+100.00%$2,897,581
QUAKER HOUGHTONKWRBasic Materials0.28%23,216+23,216+100.00%$2,884,124
EMBRAER S.A.ERJIndustrials0.28%47,929+47,929+100.00%$2,844,107
AXALTA COATING SYS LTDAXTAOther0.27%99,952+84,190+534.13%$2,768,670
STRYKER CORPORATIONSYKHealthcare0.26%8,283+8,283+100.00%$2,721,711
NU HLDGS LTDG6683N103Other0.25%182,126-151,820-45.46%$2,617,151
VISTANCE NETWORKS INCCOMMTechnology0.25%143,269+126,700+764.68%$2,607,496
PETROLEO BRASILEIRO S APBREnergy0.25%125,000+125,000+100.00%$2,593,125
FIRST SOLAR INCFSLRTechnology0.25%13,025+13,025+100.00%$2,569,312
SENSATA TECHNOLOGIES HLDG PLSTOther0.24%70,942+50,973+255.26%$2,498,577
OCULAR THERAPEUTIX INCOCULHealthcare0.24%294,628+294,628+100.00%$2,495,499
INTERCORP FINL SVCS INCIFSOther0.24%49,469-57,512-53.76%$2,483,344
CAESARS ENTERTAINMENT INC NECZRConsumer Cyclical0.24%93,522+93,522+100.00%$2,471,786
SITIME CORPSITMTechnology0.24%7,024+7,024+100.00%$2,425,738
ENCORE ENERGY CORPEUEnergy0.23%1,300,000+700,000+116.67%$2,340,000
MILLICOM INTL CELLULAR S ATIGOOther0.22%30,913+12,187+65.08%$2,316,620
CREDO TECHNOLOGY GROUP HOLDIG25457105Other0.22%24,366+20,976+618.76%$2,287,236
SANDISK CORPSNDKOther0.22%3,565+2,284+178.30%$2,264,987
COHERENT CORPCOHRTechnology0.22%9,401+9,401+100.00%$2,239,412
UNIVERSAL DISPLAY CORPOLEDTechnology0.21%23,963+23,963+100.00%$2,196,449
VIASAT INCVSATTechnology0.21%47,753+39,722+494.61%$2,187,087
COMPANIA DE MINAS BUENAVENTUBVNBasic Materials0.21%59,232+4,925+9.07%$2,134,721
SIMILARWEB LTDM84137104Other0.20%792,664+792,664+100.00%$2,068,853
UIPATH INCPATHTechnology0.19%177,542+166,339+1484.77%$1,970,716
UNITED RENTALS INCURIIndustrials0.17%2,464+2,464+100.00%$1,795,172
BERKLEY W R CORPWRBFinancial Services0.17%26,200+17,092+187.66%$1,736,536
Mirabella Financial Services Llp Options Holdings in Q1 2026

5 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026AESThe AES CorporationCALL1,374,000$19,359,660
Q1 2026GLDSPDR Gold TrustCALL12,800$5,507,712
Q1 2026PBRPetroleo Brasileiro S.A.- PetroCALL16,500$342,375
Q1 2026Y7542C130Scorpio TankersCALL1,500$111,990
Q1 2026SOCSable Offshore Corp.CALL1,001$16,537

Notional value represents the total exposure of the options position.