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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 17 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BAX BAXTER INTERNATIONAL INC Healthcare 4,309.0 $82K 0.00% -1K -21.6% $19.11 -6.8%
322 IYK ISHARES TR 1,185.0 $79K 0.00% -185.0 -13.5% $66.92 +8.6%
323 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,955.0 $76K 0.00% -11.0 -0.6% $38.73 -12.6%
324 NDAQ NASDAQ INC Financial Services 739.0 $72K 0.00% -165.0 -18.2% $97.13 -4.8%
325 CSGP COSTAR GROUP INC Real Estate 1,047.0 $70K 0.00% -852.0 -44.9% $67.24 -49.9%
326 VPU VANGUARD WORLD FD 357.0 $66K 0.00% -47.0 -11.6% $185.02 +2.1%
327 FPXI FIRST TR EXCHANGE TRADED FD 1,114.0 $66K 0.00% -31.0 -2.7% $59.17 +21.9%
328 ARTY ISHARES TR 1,359.0 $65K 0.00% -141.0 -9.4% $48.17 +33.2%
329 BFS SAUL CENTERS, INC. Real Estate 2,018.0 $64K 0.00% -1.3M -99.8% $31.53 +4.7%
330 EXACT SCIENCES CORP 610.0 $62K 0.00% -2K -76.8% $101.56
331 NEM NEWMONT CORP Basic Materials 617.0 $62K 0.00% -183.0 -22.9% $99.85 +9.9%
332 CHKP CHECK POINT SOFTWARE TECH LT Technology 316.0 $59K 0.00% -75.0 -19.2% $185.56 -31.4%
333 MOH MOLINA HEALTHCARE INC Healthcare 325.0 $56K 0.00% -35.0 -9.7% $173.54 +5.9%
334 ALC ALCON AG Healthcare 666.0 $52K 0.00% -360.0 -35.1% $78.81 -17.0%
335 QBTS D-WAVE QUANTUM INC Technology 2,000.0 $52K 0.00% -25.0 -1.2% $26.15 -28.6%
336 HAL HALLIBURTON CO Energy 1,814.0 $51K 0.00% -703.0 -27.9% $28.26 +51.1%
337 U UNITY SOFTWARE INC Technology 1,153.0 $51K 0.00% -97.0 -7.8% $44.17 -38.6%
338 SCHK SCHWAB STRATEGIC TR 1,551.0 $51K 0.00% -1K -45.6% $32.79 +7.9%
339 BKDV BNY MELLON ETF TRUST II 1,750.0 $51K 0.00% -1K -42.3% $29.02 +10.8%
340 AVY AVERY DENNISON CORP Industrials 276.0 $50K 0.00% -79.0 -22.2% $181.88 -13.3%
Page 17 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%