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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 36 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HMN HORACE MANN EDUCATORS CORP N Financial Services 2,600.0 $120K 0.00% $46.18 -1.0%
702 BLKB BLACKBAUD INC Technology 1,879.0 $119K 0.00% NEW $63.32 -50.3%
703 QUAL ISHARES EDGE MSCI USA QUALITY 598.0 $119K 0.00% -78.0 -11.5% $198.62 +5.5%
704 UBS UBS GROUP AG Financial Services 2,564.0 $119K 0.00% $46.31 -0.0%
705 NGVT INGEVITY CORP Basic Materials 1,994.0 $118K 0.00% $59.18 +12.4%
706 MAIN MAIN STR CAP CORP Financial Services 1,947.0 $118K 0.00% $60.39 -15.6%
707 AMLP ALERIAN MLP ETF 2,496.0 $117K 0.00% +116.0 +4.9% $47.02 +16.6%
708 IMO IMPERIAL OIL LTD Energy 1,358.0 $117K 0.00% $86.31 +60.3%
709 APTIV PLC 1,526.0 $116K 0.00% -930.0 -37.9% $76.09
710 SUSA ISHARES TR 832.0 $116K 0.00% $139.35 +6.8%
711 FITB FIFTH THIRD BANCORP Financial Services 2,474.0 $116K 0.00% +252.0 +11.3% $46.81 +2.4%
712 MC MOELIS & CO Financial Services 1,683.0 $116K 0.00% $68.74 -7.1%
713 MCCORMICK & CO INC 1,700.0 $116K 0.00% $68.01
714 CENCORA INC 340.0 $115K 0.00% $337.75
715 PRIM PRIMORIS SERVICES CORPORATION Industrials 920.0 $114K 0.00% $124.14 -8.7%
716 TMV DIREXION SHS ETF TR 3,053.0 $113K 0.00% $37.16 +13.6%
717 RF REGIONS FINANCIAL CORP NEW Financial Services 4,179.0 $113K 0.00% +100.0 +2.5% $27.10 -0.5%
718 PRU PRUDENTIAL FINANCIAL, INC Financial Services 1,003.0 $113K 0.00% -322.0 -24.3% $112.88 -8.8%
719 A AGILENT TECHNOLOGIES INC Healthcare 832.0 $113K 0.00% $136.07 -18.7%
720 ICLN ISHARES TR 6,885.0 $113K 0.00% $16.43 +27.8%
Page 36 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%