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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 10 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VGT VANGUARD INFO TECH ETF 7,165.0 $5.4M 0.10% +275.0 +4.0% $753.82 -85.0%
182 REGN REGENERON PHARMACEUTICALS Healthcare 6,866.0 $5.3M 0.10% -249.0 -3.5% $771.87 -7.6%
183 FORTINET INC 66,080.0 $5.2M 0.10% -619.0 -0.9% $79.41
184 AME AMETEK INC Industrials 25,538.0 $5.2M 0.10% -915.0 -3.5% $205.31 +11.0%
185 BSMW INVESCO BULLETSHARES 2032 MUNI BOND ETF 204,223.0 $5.1M 0.10% -91K -30.9% $25.11 -0.9%
186 LIN LINDE PLC Basic Materials 11,990.0 $5.1M 0.10% -312.0 -2.5% $426.39 +20.0%
187 T AT&T INC Communication Services 205,813.0 $5.1M 0.10% -1K -0.6% $24.84 -0.7%
188 AZO AUTOZONE INC Consumer Cyclical 1,497.0 $5.1M 0.10% +182.0 +13.8% $3391.50 -2.1%
189 AJG GALLAGHER ARTHUR J & CO Financial Services 19,538.0 $5.1M 0.10% -421.0 -2.1% $258.79 -22.7%
190 MPC MARATHON PETE CORP Energy 30,971.0 $5.0M 0.09% -545.0 -1.7% $162.63 +53.0%
191 AMP AMERIPRISE FINL INC Financial Services 9,930.0 $4.9M 0.09% $490.34 -4.1%
192 EBAY EBAY INC. Consumer Cyclical 55,782.0 $4.9M 0.09% +641.0 +1.2% $87.10 +30.0%
193 BSMR INVESCO BULLETSHARES 2027 MUNI BOND ETF 203,047.0 $4.8M 0.09% -134K -39.8% $23.67 -0.3%
194 IWD ISHARES RUSSELL 1000 VALUE INDEX 22,743.0 $4.8M 0.09% -2K -9.2% $210.34 +10.4%
195 CBRE CBRE GROUP INC Real Estate 29,653.0 $4.8M 0.09% +6K +25.6% $160.79 -19.2%
196 DFAS DIMENSIONAL ETF TRUST 68,015.0 $4.7M 0.09% +5K +8.8% $69.67 +8.6%
197 VRT VERTIV HOLDINGS CO Industrials 29,120.0 $4.7M 0.09% +1K +3.6% $162.01 +132.2%
198 WELL WELLTOWER INC Real Estate 25,117.0 $4.7M 0.09% $185.61 +17.3%
199 DUK DUKE ENERGY CORP Utilities 39,439.0 $4.6M 0.09% $117.21 +6.1%
200 SHW SHERWIN WILLIAMS CO Basic Materials 14,258.0 $4.6M 0.09% $324.02 -4.6%
Page 10 of 85  ·  1,688 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%