MIRABELLA FINANCIAL SERVICES LLP
SEC Form 13F institutional filer · CIK 0001538853
13F-HR · 243 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
29.1%
MIRABELLA FINANCIAL SERVICES LLP — $253M AUM allocation strategy
MIRABELLA FINANCIAL SERVICES LLP files SEC Form 13F and reports $253M of long US equity value across 243 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 18.0%, followed by Financials 7.8% and Utilities 4.5%.
The top 10 holdings account for 29% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MIRABELLA FINANCIAL SERVICES LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$253M
total across 243 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
29% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AES +221K sh · +$3.17M+$HPE +127K sh · +$3.02M+$CARR +50.1K sh · +$2.84M
Biggest trims (shares)
−$VZ −132K sh · −$5.3M−$OMC −48.9K sh · −$4.32M−$KEY −29.6K sh · −$627K
Exited to nil (held last quarter, gone now)
$CVNA ($40.6M last qtr)$IWM ($15M last qtr)$IBKR ($10.7M last qtr)$SPY ($10.5M last qtr)$PCAR ($5.2M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Reinsurance7.8%—
- Industrial Machinery & Supplies & Components5.5%—
- Construction Machinery & Heavy Transportation Equipment4.3%—
- Electrical Components & Equipment2.9%—
- Electric Utilities2.9%—
- Building Products2.7%—
- Industrial Conglomerates2.6%—
- Construction Materials2.4%—
- Other holdings68.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $EG | Everest Group Ltd | 60.5K | $19.8M | -1.94K | 7.8% |
| $CMI | Cummins Inc | 30.1K | $7.47M | +14.2K | 3.0% |
| $HUBB | Hubbell Inc | 14.5K | $7.12M | — | 2.8% |
| $PH | Parker-Hannifin Corporation | 7.66K | $6.86M | +483 | 2.7% |
| $JCI | Johnson Controls International plc | 51.8K | $6.78M | +1.52K | 2.7% |
| $MMM | 3M Company | 44.1K | $6.41M | +10.6K | 2.5% |
| $VMC | Vulcan Materials Company | 22.7K | $6.17M | +7.51K | 2.4% |
| $DG | Dollar General Corporation | 39.5K | $4.69M | — | 1.9% |
| $GOOGL | Alphabet Inc | 14.8K | $4.23M | -26.9K | 1.7% |
| $AES | The AES Corporation | 276K | $4.15M | +221K | 1.6% |
…and 233 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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