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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 44 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MSI MOTOROLA SOLUTIONS INC Technology 160.0 $61K 0.00% $383.32 +4.4%
862 SH PROSHARES TR 1,700.0 $61K 0.00% +575.0 +51.1% $36.03 -7.2%
863 VYMI VANGUARD INTER HIGH DIVIDEND YIELD FD ETF 675.0 $61K 0.00% $90.00 +11.3%
864 RDDT REDDIT INC Communication Services 264.0 $61K 0.00% +194.0 +277.1% $229.87 -36.2%
865 ITB ISHARES TR 619.0 $60K 0.00% $96.30 -5.7%
866 BOTZ GLOBAL X FDS 1,638.0 $59K 0.00% +540.0 +49.2% $36.24 +9.4%
867 AVK ADVENT CONV & INCOME FD Financial Services 4,700.0 $59K 0.00% $12.54 +0.8%
868 DPZ DOMINOS PIZZA INC Consumer Cyclical 141.0 $59K 0.00% $416.85 -24.1%
869 CHKP CHECK POINT SOFTWARE TECH LT Technology 316.0 $59K 0.00% -75.0 -19.2% $185.56 -29.0%
870 TKO TKO GROUP HOLDINGS INC Communication Services 278.0 $58K 0.00% +100.0 +56.2% $209.00 -7.0%
871 TQQQ PROSHARES TR 1,097.0 $58K 0.00% +523.0 +91.1% $52.74 +45.9%
872 LNT ALLIANT ENERGY CORP Utilities 888.0 $58K 0.00% NEW $65.01 +12.7%
873 IWL ISHARES TR 336.0 $57K 0.00% $170.63 +8.3%
874 LPLA LPL FINL HLDGS INC Financial Services 160.0 $57K 0.00% $357.18 -19.4%
875 BSX BOSTON SCIENTIFIC CORP Healthcare 598.0 $57K 0.00% +569.0 +1962.1% $95.35 -40.1%
876 HAS HASBRO INC Consumer Cyclical 693.0 $57K 0.00% +38.0 +5.8% $82.00 +9.9%
877 PCOR PROCORE TECHNOLOGIES INC Technology 778.0 $57K 0.00% $72.74 -36.2%
878 MOH MOLINA HEALTHCARE INC Healthcare 325.0 $56K 0.00% -35.0 -9.7% $173.54 +4.4%
879 SCHC SCHWAB STRATEGIC TR 1,236.0 $56K 0.00% +300.0 +32.0% $45.54 +10.3%
880 SHV ISHARES SHORT TREASURY BOND ETF 510.0 $56K 0.00% $110.15 +0.1%
Page 44 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%