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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 33 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 F FORD MOTOR COMPANY Consumer Cyclical 11,505.0 $151K 0.00% +2K +26.0% $13.12 -0.7%
642 THG HANOVER INS GROUP INC Financial Services 820.0 $150K 0.00% $182.77 +8.1%
643 ALB ALBEMARLE CORP Basic Materials 1,056.0 $149K 0.00% -170.0 -13.9% $141.44 +19.5%
644 FGD FIRST TR EXCHANGE TRADED FD 4,930.0 $149K 0.00% +82.0 +1.7% $30.27 +10.8%
645 PHG KONINKLIJKE PHILIPS N V Healthcare 5,510.0 $149K 0.00% $27.08 -3.8%
646 FR FIRST INDL RLTY TR INC Real Estate 2,600.0 $149K 0.00% $57.27 +7.4%
647 CHD CHURCH & DWIGHT CO Consumer Defensive 1,765.0 $148K 0.00% $83.85 +14.2%
648 ESGD ISHARES TR 1,556.0 $148K 0.00% +1K +255.2% $95.09 +5.9%
649 UNM UNUM GROUP Financial Services 1,900.0 $147K 0.00% $77.50 +6.8%
650 FDIS FIDELITY COVINGTON TRUST 1,441.0 $147K 0.00% $102.16 -3.5%
651 BNDX VANGUARD CHARLOTTE FDS 3,046.0 $147K 0.00% $48.32 -1.5%
652 HWM HOWMET AEROSPACE INC Industrials 715.0 $147K 0.00% +394.0 +122.7% $205.02 +25.3%
653 SOMNIGROUP INTERNATIONAL INC 1,623.0 $145K 0.00% $89.28
654 UAL UNITED AIRLS HLDGS INC Industrials 1,293.0 $145K 0.00% $111.82 -17.2%
655 HPE HEWLETT PACKARD ENTERPRISE Technology 5,949.0 $143K 0.00% $24.02 +37.4%
656 LNC LINCOLN NATL CORP IND Financial Services 3,194.0 $142K 0.00% $44.53 -22.1%
657 BE BLOOM ENERGY CORP Industrials 1,636.0 $142K 0.00% +131.0 +8.7% $86.89 +200.8%
658 IYF ISHARES TR 1,096.0 $141K 0.00% $128.93 -5.7%
659 MUSA MURPHY USA INC Consumer Cyclical 349.0 $141K 0.00% $403.52 +40.1%
660 QLD PROSHARES TR 1,996.0 $141K 0.00% +1K +100.8% $70.41 +26.6%
Page 33 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%