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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 57 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SANA SANA BIOTECHNOLOGY INC Healthcare 5,012.0 $20K NEW $4.07 -23.6%
1122 AGCO AGCO CORPORATION Industrials 195.0 $20K -131.0 -40.2% $104.32 +7.5%
1123 AAL AMERICAN AIRLINES GROUP INC Industrials 1,323.0 $20K +1K +339.5% $15.33 -11.3%
1124 BIIB BIOGEN INC Healthcare 115.0 $20K $175.99 +7.7%
1125 EVT EATON VANCE TAX ADVT DIV INC Financial Services 800.0 $20K $25.18 +4.7%
1126 CINF CINCINNATI FINL CORP Financial Services 123.0 $20K +22.0 +21.8% $163.32 +3.1%
1127 TMDX TRANSMEDICS GROUP INC Healthcare 164.0 $20K NEW $121.65 -44.1%
1128 STWD STARWOOD PPTY TR INC Real Estate 1,107.0 $20K $18.01 -4.8%
1129 BIZD VANECK ETF TRUST 1,400.0 $20K $14.18 -11.7%
1130 EIX EDISON INTERNATIONAL Utilities 330.0 $20K NEW $60.02 +17.2%
1131 IOO ISHARES TR 156.0 $20K $126.67 +11.9%
1132 OGS ONE GAS INC Utilities 254.0 $20K $77.25 +6.6%
1133 FDLO FIDELITY COVINGTON TRUST 291.0 $19K $66.75 +4.6%
1134 ETG EATON VANCE TX ADV GLBL DIV Financial Services 833.0 $19K $23.10 -1.7%
1135 TRMK TRUSTMARK CORPORATION Financial Services 494.0 $19K $38.95 +13.6%
1136 ACM AECOM Industrials 200.0 $19K $95.33 -26.4%
1137 SMHX VANECK ETF TRUST 500.0 $19K $38.03 +54.6%
1138 EPR EPR PPTYS Real Estate 380.0 $19K -93.0 -19.7% $49.90 +17.7%
1139 SCHH SCHWAB STRATEGIC TR 898.0 $19K $20.89 +13.2%
1140 FSK FS KKR CAP CORP Financial Services 1,256.0 $19K $14.81 -26.2%
Page 57 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%