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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 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CI CIGNA CORP NEW Healthcare 8,099.0 $2.2M 0.04% -4K -33.5% $275.23 +4.0%
282 SO SOUTHERN CO Utilities 25,425.0 $2.2M 0.04% +1K +4.5% $87.20 +6.7%
283 SNOW SNOWFLAKE INC Technology 9,876.0 $2.2M 0.04% +1K +13.1% $219.36 -25.8%
284 VRSK VERISK ANALYTICS INC Industrials 9,649.0 $2.2M 0.04% -616.0 -6.0% $223.69 -23.8%
285 RDVI FIRST TR EXCHANGE-TRADED FD 82,173.0 $2.2M 0.04% +24K +41.6% $26.24 +3.0%
286 TRMB TRIMBLE INC Technology 27,200.0 $2.1M 0.04% $78.35 -29.7%
287 VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 28,174.0 $2.1M 0.04% -6K -17.5% $73.56 +10.4%
288 CMI CUMMINS INC Industrials 3,967.0 $2.0M 0.04% -440.0 -10.0% $510.45 +32.9%
289 IDXX IDEXX LABS INC Healthcare 2,993.0 $2.0M 0.04% +63.0 +2.1% $676.53 -20.0%
290 DFIV DIMENSIONAL ETF TRUST 40,149.0 $2.0M 0.04% +14K +51.9% $49.90 +10.7%
291 ENB ENBRIDGE INC Energy 41,762.0 $2.0M 0.04% -866.0 -2.0% $47.83 +17.3%
292 WDAY WORKDAY INC Technology 9,281.0 $2.0M 0.04% -87.0 -0.9% $214.78 -40.6%
293 FSLR FIRST SOLAR INC Energy 7,374.0 $1.9M 0.04% -383.0 -4.9% $261.23 -12.2%
294 DLR DIGITAL RLTY TR INC Real Estate 12,296.0 $1.9M 0.04% -394.0 -3.1% $154.71 +20.6%
295 ZS ZSCALER INC Technology 8,440.0 $1.9M 0.04% $224.92 -22.1%
296 EPAM EPAM SYS INC Technology 9,188.0 $1.9M 0.04% $204.88 -52.5%
297 AEM AGNICO EAGLE MINES LTD Basic Materials 11,094.0 $1.9M 0.04% -696.0 -5.9% $169.53 +5.4%
298 TROW PRICE T ROWE GROUP INC Financial Services 18,267.0 $1.9M 0.04% $102.38 -0.4%
299 ARCC ARES CAPITAL CORP Financial Services 91,634.0 $1.9M 0.04% -4K -3.8% $20.23 -6.7%
300 CYBERARK SOFTWARE LTD 4,139.0 $1.8M 0.04% -618.0 -13.0% $446.06
Page 15 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%