1y return+12.3%S&P 500 +20.9%
3y return+47.7%S&P 500 +68.5%
5y return+45.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $189 against $232 in the S&P 500.2
Mirabella Financial Services LlpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Ads Tec Energy PLCCUSIP G0085J117 | $296.5M | 30.3% | +4.9% |
| Super Micro Computer IncCUSIP 86800U500 | $31.2M | 3.2% | New |
| IWMIshares Tr | $28.5M | 2.9% | New |
| OCFCOceanfirst Finl Corp | $25.2M | 2.6% | +61.8% |
| BUSEFirst Busey Corp | $25.1M | 2.6% | −31.9% |
| FSUNFirstsun Cap Bancorp | $24.2M | 2.5% | +35.7% |
| AZULAzul S A | $18.9M | 1.9% | New |
| Everest Group LtdCUSIP G3223R108 | $18.0M | 1.8% | −16.6% |
| DGDollar Gen Corp | $14.1M | 1.4% | +210.4% |
| DKNGDraftkings Inc New | $12.8M | 1.3% | New |
| Flutter Entmt PLCCUSIP G3643J108 | $9.1M | 0.9% | New |
| PHParker-hannifin Corp | $9.0M | 0.9% | +20.5% |
| MMM3m Co | $8.8M | 0.9% | +22.6% |
| SWKStanley Black & Decker Inc | $8.3M | 0.9% | +1500.0% |
| Johnson Controls InternationCUSIP G51502105 | $7.9M | 0.8% | +4.1% |
| CHRWC H Robinson Worldwide In | $7.6M | 0.8% | +1376.9% |
| GOOGAlphabet Inc | $7.5M | 0.8% | +44.0% |
| HUBBHubbell Inc | $7.3M | 0.7% | −4.0% |
| SGOVIshares Tr | $7.0M | 0.7% | +40.0% |
| METAMeta Platforms Inc | $6.5M | 0.7% | +127.3% |
| FMXFomento Economico Mexicano S | $6.5M | 0.7% | New |
| NOWServicenow Inc | $6.3M | 0.6% | +2894.6% |
| Ads Tec Energy PLCCUSIP G0085J109 | $6.2M | 0.6% | |
| Bbb Foods IncCUSIP G0896C103 | $5.3M | 0.5% | +257.3% |
| VGVenture Global Inc | $5.1M | 0.5% | +129.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | March 31, 2025 | +126.2% | $7.5M |
| Millicom Intl Cellular S ACUSIP L6388F110 | September 30, 2025 | +87.0% | $3.1M |
| PSMTPricesmart Inc | September 30, 2025 | +61.2% | $4.7M |
| PHParker-hannifin Corp | March 31, 2025 | +60.9% | $9.0M |
| CARRCarrier Global Corporation | December 31, 2025 | +38.8% | $3.5M |
| Johnson Controls InternationCUSIP G51502105 | June 30, 2025 | +38.3% | $7.9M |
| Copa Holdings SaCUSIP P31076105 | March 31, 2026 | +36.9% | $3.3M |
| SWKStanley Black & Decker Inc | March 31, 2026 | +32.5% | $8.3M |
| BUSEFirst Busey Corp | June 30, 2025 | +28.9% | $25.1M |
| WABWabtec | December 31, 2025 | +26.3% | $3.1M |
Sold off last quarter
- GRNDGrindr Inc was $8.1M
- CMICummins Inc was $6.4M
- VMCVulcan Matls Co was $6.2M
- Etoro Group LtdCUSIP G32089107 was $5.6M
- FIVEFive Below Inc was $4.3M
- AESAes Corp was $3.8M
- UNITUniti Group LLC was $3.8M
- BOOTBoot Barn Hldgs Inc was $3.6M
- VRTVertiv Holdings Co was $3.6M
- TDAYUsa Today Co Inc was $3.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +1.5% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −6.8% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +13.4% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
| December 31, 2021 | +2.2% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mirabella Financial Services Llp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1538853&type=13F-HR&dateb=&owner=include&count=40CIK 1538853
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1538853/000117266126002992/Filed July 31, 2026 · accession 0001172661-26-002992