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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 35 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PBT PERMIAN BASIN ROYALTY TRUST Energy 7,591.0 $129K 0.00% $16.98 +74.9%
682 CTS CTS CORP Technology 3,000.0 $129K 0.00% $42.87 +32.8%
683 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 7,875.0 $129K 0.00% -1K -11.8% $16.32 -4.9%
684 ISBA ISABELLA BANK CORPORATION Financial Services 2,563.0 $128K 0.00% $50.00 -16.4%
685 FFIV F5 INC Technology 500.0 $128K 0.00% $255.27 +48.8%
686 FELG FIDELITY COVINGTON TRUST 3,051.0 $127K 0.00% $41.70 +4.5%
687 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 6,626.0 $127K 0.00% NEW $19.20 +3.9%
688 XSW SPDR SERIES TRUST S&P SOFTWARE ETF 673.0 $126K 0.00% $187.14 -14.7%
689 NPV NUVEEN VIRGINIA QLTY MUNCPL Financial Services 11,300.0 $125K 0.00% -2K -13.9% $11.07 +1.4%
690 DOC HEALTHPEAK PROPERTIES INC Real Estate 7,653.0 $123K 0.00% -1K -11.9% $16.08 +21.2%
691 SCZ ISHARES TR 1,587.0 $123K 0.00% +31.0 +2.0% $77.51 +8.0%
692 OKLO OKLO INC Utilities 1,713.0 $123K 0.00% -1K -39.7% $71.77 -18.4%
693 EQR EQUITY RESIDENTIAL Real Estate 1,950.0 $123K 0.00% $63.04 +3.8%
694 VBK VANGUARD INDEX FDS 406.0 $123K 0.00% -40.0 -9.0% $302.11 +10.0%
695 SMMU PIMCO ETF TR 2,430.0 $123K 0.00% +62.0 +2.6% $50.43 -0.4%
696 OLP ONE LIBERTY PPTYS INC Real Estate 6,003.0 $122K 0.00% -624.0 -9.4% $20.29 +13.0%
697 HYG ISHARES TR 1,508.0 $122K 0.00% +25.0 +1.7% $80.65 -1.6%
698 HAE HAEMONETICS CORP MASS Healthcare 1,517.0 $122K 0.00% $80.15 -28.5%
699 VTWO VANGUARD SCOTTSDALE FDS 1,215.0 $121K 0.00% +965.0 +386.0% $99.52 +10.9%
700 MIDCAP FINANCIAL INVSTMNT CO 10,500.0 $120K 0.00% $11.44
Page 35 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%