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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 38 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NYT NEW YORK TIMES CO Communication Services 1,515.0 $105K 0.00% +114.0 +8.1% $69.42 +5.2%
742 HOLOGIC INC 1,400.0 $104K 0.00% $74.49
743 FE FIRSTENERGY CORP Utilities 2,310.0 $103K 0.00% $44.77 +0.8%
744 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5,208.0 $103K 0.00% +204.0 +4.1% $19.71 -29.6%
745 BIV VANGUARD BD INDEX FDS 1,311.0 $102K 0.00% $77.88 -2.5%
746 IQVIA HLDGS INC 917.0 $102K 0.00% +729.0 +387.8% $111.12
747 SKT TANGER INC Real Estate 3,050.0 $102K 0.00% -846.0 -21.7% $33.37 +5.3%
748 AEE AMEREN CORP Utilities 1,011.0 $101K 0.00% +238.0 +30.8% $99.86 +9.2%
749 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,928.0 $101K 0.00% +572.0 +24.3% $34.46 -28.2%
750 MNDY MONDAY COM LTD Technology 670.0 $99K 0.00% -10.0 -1.5% $147.56 -48.5%
751 CWST CASELLA WASTE SYS INC Industrials 1,003.0 $98K 0.00% $97.94 -13.1%
752 IONQ IONQ INC Technology 2,187.0 $98K 0.00% +273.0 +14.3% $44.87 +26.2%
753 CAH CARDINAL HEALTH INC Healthcare 472.0 $97K 0.00% $205.50 -3.5%
754 XHS SPDR SERIES TRUST S&P HEALTH CARE SVCS 905.0 $97K 0.00% $106.86 +5.2%
755 ICSH ISHARES TR 1,910.0 $97K 0.00% $50.58 -0.1%
756 AB ACTIVE ETFS INC 2,471.0 $97K 0.00% $39.07
757 HL HECLA MNG CO Basic Materials 5,005.0 $96K 0.00% $19.19 -12.1%
758 AVLV AMERICAN CENTY ETF TR 1,262.0 $96K 0.00% +927.0 +276.7% $75.77 +16.1%
759 ACWI ISHARES TR 675.0 $96K 0.00% $141.49 +9.1%
760 IYJ ISHARES TR 643.0 $95K 0.00% $148.28 +3.4%
Page 38 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%