Titelia

Holdings of MIRABELLA FINANCIAL SERVICES LLP

791 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Industrials 9.0 %
  • Technology 7.5 %
  • Financials 3.2 %
  • Utilities 3.2 %
  • Materials 2.5 %
  • Consumer discretionary 2.0 %
  • Communication 1.9 %
  • Health care 1.5 %
  • Funds 0.8 %
  • Consumer staples 0.8 %
  • Energy 0.8 %
  • Unattributed 66.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.1 %
  • MX 1.7 %
  • BR 0.6 %
  • PE 0.4 %
  • CL 0.1 %
  • AR 0.1 %
  • FR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US780589.6M $97.08 %
2MX410.3M $1.69 %
3BR33.7M $0.62 %
4PE12.1M $0.35 %
5CL1568.6K $0.09 %
6AR1537.4K $0.09 %
7FR1473.9K $0.08 %

Positions

RankCompanySharesValueWeight
401Hayward Holdings Inc 24,384326.3K $
402Toll Brothers Inc 2,389326K $
403Lindblad Expeditions Holdings Inc 18,778324.9K $
404Zebra Technologies Corp 1,553324.7K $
405Hope Bancorp Inc 28,993323.9K $
406Verizon Communications Inc 6,405321.5K $
407Allison Transmission Holdings Inc 2,735320.2K $
408Old National Bancorp/IN 14,481320K $
409eXp World Holdings Inc 53,408319.9K $
410State Street Materials Select Sector SPDR ETF 6,384319K $
411Clorox Co/The 3,078319K $
412UFP Industries Inc 3,459318.6K $
413California Water Service Group 7,017318.2K $
414OGE Energy Corp 6,598316.4K $
415PepsiCo Inc 2,032315.5K $
416Compass Inc 43,144315.4K $
417Bristow Group Inc 6,674312.9K $
418Avery Dennison Corp 1,812312.9K $
419AXT Inc 5,483312.4K $
420Huntington Ingalls Industries, Inc. 821311.9K $
421Accel Entertainment Inc 28,507311K $
422RPM International Inc 3,127310.8K $
423Enterprise Financial Services Corp 5,741310.6K $
424QuantumScape Corp 48,684310.6K $
425ProPetro Holding Corp 21,550310.5K $
426Chesapeake Utilities Corp 2,450309.6K $
427Lakeland Financial Corp 5,387309.1K $
428Carlisle Cos Inc 925308.6K $
429Cognex Corp 6,272307.3K $
430Acushnet Holdings Corp 3,262304.9K $
431DoubleVerify Holdings Inc 32,045304.4K $
432TriMas Corp 8,444303.5K $
433Duke Energy Corp 2,313302.9K $
434Phinia Inc 4,391300.5K $
435Legalzoom.com Inc 52,859299.7K $
436Buckle Inc/The 5,949299.6K $
437Woodward Inc 836299.2K $
438Scotts Miracle-Gro Co/The 4,917299K $
439Alignment Healthcare Inc 16,882297.5K $
440FormFactor Inc 3,057296.5K $
441LiveRamp Holdings Inc 11,174296.3K $
442Henry Schein Inc 4,019296.2K $
443Principal Financial Group Inc 3,286296.1K $
444Apple Inc 1,164295.4K $
445Omnicom Group Inc 3,909294.4K $
446Exelon Corp 6,002294.2K $
447Seacoast Banking Corp of Florida 9,683293.3K $
448Cintas Corp 1,732293K $
449LCI Industries 2,378292.4K $
450Vestis Corp 37,192292.3K $
451Southern Co/The 3,020291.5K $
452Haemonetics Corp 5,121288.6K $
453Ardent Health Inc 33,654288.1K $
454Morningstar Inc 1,697286.9K $
455Select Water Solutions Inc 18,723286.5K $
456Oracle Corp 1,947286.4K $
457Core & Main Inc 5,784285.7K $
458Nextpower Inc 2,370285.7K $
459Tenable Holdings Inc 16,747283.3K $
460Healthcare Services Group Inc 15,238282.7K $
461Verra Mobility Corp 19,776282.6K $
462Emerson Electric Co. 2,149281.6K $
463TopBuild Corp 799280.7K $
464Eversource Energy 4,044280.2K $
465Akamai Technologies Inc 2,435279.7K $
466Southwest Gas Holdings Inc 3,210278.9K $
467Spectrum Brands Holdings Inc 3,773278.1K $
468AdvanSix Inc 11,395278K $
469Option Care Health Inc 10,314277.7K $
470Houlihan Lokey Inc 1,918275.5K $
471Flywire Corp 23,648275.3K $
472DuPont de Nemours Inc 6,002274.9K $
473Penske Automotive Group Inc 1,836274.5K $
474Worthington Enterprises Inc 5,252273.8K $
475Autodesk Inc 1,143273.6K $
476Genuine Parts Co 2,587273.6K $
477General Dynamics Corp 796273.2K $
478Latham Group Inc 50,874273.2K $
479H2O America 4,645272.5K $
480MongoDB Inc 1,111271.9K $
481SentinelOne Inc 21,020270.7K $
482PROG Holdings Inc 9,429270.5K $
483Campbell's Company/The 12,067268.7K $
484Mirion Technologies Inc 14,273265.3K $
485Daktronics Inc 13,567265.2K $
486Stewart Information Services Corp 4,302264.9K $
487Xylem Inc/NY 2,209264K $
488Cloudflare Inc 1,276263.3K $
489Palantir Technologies Inc 1,796262.7K $
490NBT Bancorp Inc 6,167262.6K $
491Gold.com Inc 6,543262.2K $
492Twilio Inc 2,075261.1K $
493Addus HomeCare Corp 2,786260.9K $
494Somnigroup International Inc 3,519260.1K $
495Micron Technology Inc 769259.8K $
496Kohl's Corp 20,139259.8K $
497Main Street Capital Corp. 4,899259.5K $
498Penumbra Inc 790259.4K $
499Extreme Networks Inc 17,194259.3K $
500Dynatrace Inc 7,007259.1K $