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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 13 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CHE CHEMED CORP NEW Healthcare 960.0 $411K 0.01% -223.0 -18.9% $427.86 +3.2%
242 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,381.0 $397K 0.01% -39.0 -2.8% $287.25 +10.1%
243 NFTY FIRST TR EXCH TRD ALPHDX FD 6,575.0 $383K 0.01% -75.0 -1.1% $58.32 -9.8%
244 SCHF SCHWAB INTL EQUITY ETF 15,861.0 $381K 0.01% -3K -15.0% $24.04 +11.8%
245 TRN TRINITY INDS INC Industrials 14,156.0 $374K 0.01% -4K -19.8% $26.44 +29.6%
246 DEO DIAGEO PLC Consumer Defensive 4,260.0 $368K 0.01% -253.0 -5.6% $86.27 -5.3%
247 DVN DEVON ENERGY CORP NEW Energy 9,936.0 $364K 0.01% -984.0 -9.0% $36.63 +35.1%
248 BITO PROSHARES TR 28,504.0 $347K 0.01% -17K -37.0% $12.16 -13.7%
249 GHM GRAHAM CORP Industrials 5,000.0 $321K 0.01% -350.0 -6.5% $64.23 +53.0%
250 CARR CARRIER GLOBAL CORPORATION Industrials 6,041.0 $319K 0.01% -715.0 -10.6% $52.84 +22.1%
251 BEN FRANKLIN RESOURCES INC Financial Services 13,200.0 $315K 0.01% -2K -12.0% $23.89 +33.8%
252 BP BP PLC Energy 8,886.0 $309K 0.01% -1K -13.0% $34.73 +31.6%
253 DD DUPONT DE NEMOURS INC Basic Materials 7,624.0 $306K 0.01% -6K -42.6% $40.20 +22.7%
254 SPYX SPDR SERIES TRUST 5,349.0 $301K 0.01% -70.0 -1.3% $56.19 +7.5%
255 SCHA SCHWAB STRATEGIC TR 10,514.0 $299K 0.01% -673.0 -6.0% $28.48 +13.6%
256 RIO RIO TINTO PLC ADR Basic Materials 3,710.0 $297K 0.01% -2K -29.4% $80.03 +29.6%
257 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,447.0 $277K 0.01% -579.0 -28.6% $191.10 -17.4%
258 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,275.0 $267K 0.01% -275.0 -10.8% $117.52 +11.0%
259 CSL CARLISLE COS INC Industrials 835.0 $267K 0.01% -10.0 -1.2% $319.69 +3.5%
260 DOW DOW INC Basic Materials 11,332.0 $265K 0.01% -2K -14.0% $23.38 +65.7%
Page 13 of 23  ·  445 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%