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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 41 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ALEXANDER & BALDWIN INC NEW 4,053.0 $84K 0.00% $20.64
802 DG DOLLAR GEN CORP NEW Consumer Defensive 625.0 $83K 0.00% -121.0 -16.2% $132.77 -20.9%
803 EXP EAGLE MATLS INC Basic Materials 400.0 $83K 0.00% $206.68 -3.7%
804 BAX BAXTER INTERNATIONAL INC Healthcare 4,309.0 $82K 0.00% -1K -21.6% $19.11 -0.4%
805 PDI PIMCO DYNAMIC INCOME FD Financial Services 4,627.0 $82K 0.00% $17.71 -5.8%
806 EFG ISHARES TR 716.0 $82K 0.00% $113.92 +6.6%
807 APLD APPLIED DIGITAL CORP Technology 3,306.0 $81K 0.00% +791.0 +31.4% $24.52 +95.8%
808 PNQI INVESCO EXCHANGE TRADED FD T 1,500.0 $81K 0.00% $53.95 -10.8%
809 PRFZ INVESCO EXCHANGE TRADED FD T 1,732.0 $79K 0.00% $45.89 +10.6%
810 IYK ISHARES TR 1,185.0 $79K 0.00% -185.0 -13.5% $66.92 +8.3%
811 CABO CABLE ONE INC Communication Services 700.0 $79K 0.00% $112.85 -57.7%
812 FOXA FOX CORP Communication Services 1,075.0 $79K 0.00% $73.07 -12.1%
813 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 5,101.0 $78K 0.00% $15.34 -3.4%
814 FCN FTI CONSULTING INC Industrials 450.0 $77K 0.00% $170.83 -10.3%
815 KEYS KEYSIGHT TECHNOLOGIES INC Technology 378.0 $77K 0.00% +92.0 +32.2% $203.19 +66.1%
816 ARM ARM HOLDINGS PLC Technology 695.0 $76K 0.00% $109.31 +172.8%
817 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,955.0 $76K 0.00% -11.0 -0.6% $38.73 -11.3%
818 SHY ISHARES 1-3 YR TREASURY BOND ETF 908.0 $75K 0.00% $82.82 -0.8%
819 GCOW PACER FDS TR 1,810.0 $75K 0.00% $41.22 +13.4%
820 CERT CERTARA INC Healthcare 8,416.0 $74K 0.00% $8.81 -41.3%
Page 41 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%