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
101StoneX Group Inc 13,6231.1M $
102East West Bancorp Inc 10,2571.1M $
103Regions Financial Corp 41,8631.1M $
104Lincoln National Corp 30,7541.1M $
105Home BancShares Inc/AR 39,4061.1M $
106Western Union Co/The 121,0341.1M $
107Solstice Advanced Materials Inc 13,8121.1M $
108Atmus Filtration Technologies Inc 18,1251M $
109Smithfield Foods Inc 35,385989.7K $
110Cemex SAB de CV 86,303987.3K $
111PayPal Holdings Inc 21,423969K $
112PG&E Corp 54,978966K $
113SOUTHSTATE BANK CORP 10,217945.3K $
114Peabody Energy Corp 28,188928.8K $
115First Horizon Corp 39,503899.1K $
116Fifth Third Bancorp 19,204892.2K $
117EPAM Systems Inc 6,488878.5K $
118Jones Lang LaSalle Inc 2,869873.1K $
119Ingredion Inc 7,677864.9K $
120GE HealthCare Technologies Inc 12,118862.6K $
121M&T Bank Corp 4,132854.2K $
122Conagra Brands Inc 54,197852K $
123Valley National Bancorp 66,978822.5K $
124RH INC 5,876821.6K $
125Merit Medical Systems Inc 11,906820.7K $
126News Corp 27,903795.5K $
127Masimo Corp 4,458792.9K $
128OneMain Holdings Inc 14,818792.6K $
129Zions Bancorp NA 13,624785K $
130BankUnited Inc 17,291780.9K $
131ManpowerGroup Inc 26,424778.5K $
132Maximus Inc 12,044772K $
133Associated Banc-Corp 29,738769K $
134T-Mobile US Inc 3,661768.9K $
135Innospec Inc 10,359756.4K $
136Inspire Medical Systems Inc 14,537749.8K $
137Farmers National Banc Corp 56,418742.5K $
138Domino's Pizza Inc 2,063740.2K $
139Stifel Financial Corp 9,976737.4K $
140Commercial Metals Co 11,949734K $
141Fox Corp 13,775731.5K $
142Solventum Corp 11,167729.2K $
143SEI Investments Co 9,269727.3K $
144Planet Fitness Inc 9,601714.1K $
145US Foods Holding Corp 7,729712.7K $
146Allstate Corp/The 3,426710.3K $
147PBF Energy Inc 14,785704.1K $
148Capital One Financial Corp 3,847701.8K $
149Trade Desk Inc/The 30,845699.9K $
150Radian Group Inc 21,097697.9K $
151AppLovin Corp 1,751696.9K $
152Booz Allen Hamilton Holding Corp 8,907695K $
153Central Puerto SA 41,162692.8K $
154Bread Financial Holdings Inc 9,125683.4K $
155FactSet Research Systems Inc 3,142681.8K $
156Columbia Sportswear Co 12,338676.2K $
157ACM Research Inc 17,105673.1K $
158Insulet Corp 3,199671.3K $
159H&R Block Inc 21,036667.7K $
160Warner Bros Discovery Inc 24,000659K $
161Pampa Energia SA 7,428657.4K $
162Molina Healthcare Inc 4,857647.4K $
163Hamilton Lane Inc 6,465642.6K $
164Pinnacle West Capital Corp. 6,325637.2K $
165Core Scientific Inc 42,559636.7K $
166BrightSpring Health Services Inc 14,834632.1K $
167Element Solutions Inc 18,471630.6K $
168US Bancorp 12,103629.5K $
169Citizens Financial Group Inc 10,479628.4K $
170Veeva Systems Inc 3,572627.5K $
171Telecom Argentina SA 53,155621.4K $
172Edison International 8,474620.1K $
173Sonoco Products Co 11,389616K $
174Simmons First National Corp 31,593614.5K $
175Voya Financial Inc 8,972613K $
176Snap Inc 133,053612K $
177FNB Corp/PA 36,417608.9K $
178Transportadora de Gas del Sur SA 17,426603.1K $
179Ball Corp 10,171601.2K $
180Alcoa Corp 9,052600.4K $
181Seaboard Corp 106599.3K $
182Hartford Insurance Group Inc/The 4,415597K $
183Brown-Forman Corp 22,277596.8K $
184Zoetis Inc 4,996590.6K $
185KeyCorp 29,419589.9K $
186Block Inc 9,793589.3K $
187Edwards Lifesciences Corp 7,349588.5K $
188Markel Group Inc 307587.6K $
189Mueller Industries Inc 5,275584.5K $
190Valero Energy Corp 2,356582.1K $
191Itau Unibanco Holding SA 68,625575.1K $
192Hasbro Inc 6,089569.9K $
193Sociedad Quimica y Minera de Chile SA 7,025568.6K $
194Banco Bradesco SA 155,625568K $
195Tapestry Inc 4,006565.3K $
196Maplebear Inc 15,085565.1K $
197CNA Financial Corp 12,225561.4K $
198Upwork Inc 50,488553.3K $
199Oshkosh Corp 3,697544.2K $
200BOK Financial Corp 4,222540.7K $