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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMIN ISHARES TR 100.0 $7K NEW $69.91 -5.2%
62 NEBIUS GROUP N.V. 83.0 $7K NEW $83.71
63 USAR USA RARE EARTH INC Basic Materials 574.0 $7K NEW $11.90 +108.6%
64 DEFINIUM THERAPEUTICS INC 500.0 $7K NEW $13.39
65 AKRE PROFESIONALLY MANAGED PORTFO 100.0 $7K NEW $65.51 -18.9%
66 ESGV VANGUARD WORLD FD 51.0 $6K NEW $120.96 +7.4%
67 ATI ATI INC Industrials 53.0 $6K NEW $114.77 +34.4%
68 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 100.0 $6K NEW $58.67 -1.4%
69 BETA BETA TECHNOLOGIES INC Industrials 200.0 $6K NEW $28.21 -45.4%
70 VENTURE GLOBAL INC 797.0 $5K NEW $6.82
71 AQN ALGONQUIN PWR UTILS CORP Utilities 850.0 $5K NEW $6.15 -6.5%
72 IDR IDAHO STRATEGIC RESOURCES Basic Materials 127.0 $5K NEW $40.31 +10.6%
73 HROW HARROW INC Healthcare 104.0 $5K NEW $49.00 -37.0%
74 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 171.0 $5K NEW $27.15 -26.8%
75 EATON VANCE TAX-MANAGED GLOB 500.0 $5K NEW $9.22
76 RGEN REPLIGEN CORP Healthcare 28.0 $5K NEW $163.89 -36.9%
77 COLD AMERICOLD REALTY TRUST INC Real Estate 350.0 $5K NEW $12.86 +13.5%
78 XHB SPDR SERIES TRUST 43.0 $4K NEW $102.98 -6.5%
79 PLMR PALOMAR HLDGS INC Financial Services 30.0 $4K NEW $134.77 -18.2%
80 AFRM AFFIRM HLDGS INC Technology 52.0 $4K NEW $74.44 -11.6%
Page 4 of 8  ·  155 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%