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Portfolio (Quarterly) Guide ↗

Atlantic Union Bankshares Corp

· CIK 0000883948
13F Portfolio $5.3B AUM 3,409 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 155 New 324 Added 445 Reduced 114 Exited
Page 15 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ANGL VANECK ETF TRUST 321.0 $9K +6.0 +1.9% $29.38 -1.9%
282 MP MP MATERIALS CORP Basic Materials 185.0 $9K +176.0 +1955.6% $50.52 +21.3%
283 NTRA NATERA INC Healthcare 40.0 $9K +9.0 +29.0% $229.12 -18.7%
284 CRCL CIRCLE INTERNET GROUP INC Financial Services 105.0 $8K +70.0 +200.0% $79.30 +43.7%
285 EME EMCOR GROUP INC Industrials 13.0 $8K +2.0 +18.2% $611.85 +49.2%
286 USPH U S PHYSICAL THERAPY Healthcare 94.0 $7K +47.0 +100.0% $78.09 -19.6%
287 RBLX ROBLOX CORP Technology 83.0 $7K +25.0 +43.1% $81.04 -47.1%
288 SCHE SCHWAB STRATEGIC TR 202.0 $7K +101.0 +100.0% $32.68 +8.6%
289 FETH FIDELITY ETHEREUM FD Financial Services 204.0 $6K +4.0 +2.0% $29.61 -25.3%
290 VANECK ETF TRUST 100.0 $5K +50.0 +100.0% $52.65
291 ETSY INC 81.0 $4K +29.0 +55.8% $55.44
292 ICICI BANK LIMITED 150.0 $4K +25.0 +20.0% $29.80
293 SEDG SOLAREDGE TECHNOLOGIES INC Energy 152.0 $4K +2.0 +1.3% $28.86 +114.0%
294 CRGY CRESCENT ENERGY COMPANY Energy 520.0 $4K +6.0 +1.2% $8.40 +55.3%
295 MACH NATURAL RESOURCES LP 384.0 $4K +8.0 +2.1% $11.04
296 SPUU DIREXION SHS ETF TR 22.0 $4K +4.0 +22.2% $187.41 +12.7%
297 LYFT LYFT INC Technology 199.0 $4K +198.0 +10000.0% $19.37 -33.0%
298 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 658.0 $4K +641.0 +3770.6% $5.83 -24.9%
299 EVGO EVGO INC Consumer Cyclical 1,191.0 $3K +44.0 +3.8% $2.91 -34.7%
300 CIM CHIMERA INVT CORP Real Estate 268.0 $3K +2.0 +0.8% $12.42 +5.8%
Page 15 of 17  ·  324 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 20.0%
Consumer Cyclical 9.9%
Healthcare 9.6%
Communication Services 9.0%
Industrials 8.7%
Consumer Defensive 4.3%
Energy 3.0%
Utilities 1.3%
Basic Materials 1.1%