13F filer

Mirabella Financial Services

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 1538853 SEC filings ↗
13F Value
$1.05B
Positions
666
Top Position
ADSE28.3%
Top 5
42.0%

Latest filing changes

vs Mar 31, 2026
3 OCFC Oceanfirst Finl +61.8%+$9.6M
4 DG Dollar Gen +210.4%+$9.6M
Holdings666
# Trend (4Q)
1 ADSE 28.3% $296.5M +4.9% 23.26M 24.1% Equity
2 TXNM - Note 5.750% 6/0 5.5% $58.1M +950.0% 52.50M 0.5% Bond
3 SMCIP 3.0% $31.2M NEW 400.0K — Preferred
4 IWM 2.7% $28.5M NEW 94.9K — ETF
5 OCFC 2.4% $25.2M +61.8% 1.29M 1.4% Common Stock
6 BUSE 2.4% $25.1M -31.9% 851.5K 3.0% Common Stock
7 FSUN 2.3% $24.2M +35.7% 623.2K 1.6% Common Stock
8 AZUL 1.8% $18.9M NEW 2.06M — ADR
9 EG 1.7% $18.0M -16.6% 50.4K 1.9% Common Stock
10 DG 1.3% $14.1M +210.4% 122.6K 0.4% Common Stock
11 DKNG 1.2% $12.8M NEW 508.6K — Common Stock
12 FLUT 0.9% $9.1M NEW 88.9K — Common Stock
13 PH 0.9% $9.0M +20.5% 9.2K 0.6% Common Stock
14 GLD · CALL 0.8% $8.8M +87.5% 24.0K 0.5% Call
15 MMM 0.8% $8.8M +22.6% 54.1K 0.6% Common Stock
16 SWK 0.8% $8.3M >999% 88.6K <0.1% Common Stock
17 JCI 0.8% $7.9M +4.1% 53.9K 0.6% Common Stock
18 CHRW 0.7% $7.6M >999% 40.5K <0.1% Common Stock
19 GOOG 0.7% $7.5M +44.0% 21.3K 0.4% Common Stock
20 HUBB 0.7% $7.3M -4.0% 13.9K 0.7% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing563
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.