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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 31 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SYF SYNCHRONY FINANCIAL Financial Services 2,172.0 $181K 0.00% $83.45 -14.9%
602 COOPER COS INC 2,200.0 $180K 0.00% $81.96
603 NTRS NORTHERN TR CORP Financial Services 1,318.0 $180K 0.00% $136.59 +21.0%
604 CCC CCC INTELLIGENT SOLUTIONS HL Technology 22,615.0 $180K 0.00% NEW $7.95 -42.0%
605 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,127.0 $180K 0.00% +153.0 +5.1% $57.49 +38.1%
606 OVT LISTED FDS TR 8,158.0 $179K 0.00% +186.0 +2.3% $21.99 -0.5%
607 NULV NUSHARES ETF TR 3,974.0 $179K 0.00% $45.05 +10.5%
608 PODD INSULET CORP Healthcare 629.0 $179K 0.00% $284.24 -46.4%
609 RVLV REVOLVE GROUP INC Consumer Cyclical 5,886.0 $178K 0.00% $30.19 -38.9%
610 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,224.0 $178K 0.00% $79.82 +7.8%
611 FNCL FIDELITY COVINGTON TRUST 2,272.0 $177K 0.00% $77.74 -6.4%
612 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,019.0 $174K 0.00% $57.69 +26.2%
613 FRDM EA SERIES TRUST 3,390.0 $174K 0.00% $51.27 +26.5%
614 DFEM DIMENSIONAL EMERGING MKTS CORE EQUITY 2 ETF 5,231.0 $173K 0.00% +2K +73.0% $33.08 +17.0%
615 ENTERGY CORP NEW 1,860.0 $172K 0.00% $92.43
616 IYC ISHARES TR 1,660.0 $171K 0.00% $103.13 -3.0%
617 TEGNA INC 8,720.0 $169K 0.00% -881.0 -9.2% $19.41
618 VMBS VANGUARD SCOTTSDALE FDS 3,587.0 $169K 0.00% $47.08 -2.1%
619 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 3,895.0 $169K 0.00% -517.0 -11.7% $43.30 +71.2%
620 ET ENERGY TRANSFER EQUITY LP Energy 10,214.0 $168K 0.00% -10K -49.1% $16.49 +22.4%
Page 31 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%