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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 6 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 28,670.0 $11.4M 0.21% -771.0 -2.6% $396.31 +7.8%
102 ASML ASML HOLDING N V Technology 10,523.0 $11.3M 0.21% -410.0 -3.8% $1069.86 +40.4%
103 VWO VANGUARD INTL EQUITY INDEX F 206,600.0 $11.1M 0.21% +2K +0.8% $53.76 +8.7%
104 IWB ISHARES TR 29,630.0 $11.1M 0.21% $373.44 +7.8%
105 UNP UNION PAC CORP Industrials 47,750.0 $11.0M 0.21% $231.32 +16.4%
106 DIS DISNEY WALT CO Communication Services 96,125.0 $10.9M 0.20% -6K -5.4% $113.77 -7.3%
107 CRM SALESFORCE INC Technology 40,904.0 $10.8M 0.20% -4K -8.2% $264.91 -36.7%
108 MCHP MICROCHIP TECHNOLOGY INC. Technology 169,908.0 $10.8M 0.20% +8K +4.8% $63.72 +52.3%
109 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 521,816.0 $10.7M 0.20% +106K +25.6% $20.60 -0.9%
110 PH PARKER-HANNIFIN CORP Industrials 11,912.0 $10.5M 0.20% -459.0 -3.7% $878.96 +0.2%
111 ANET ARISTA NETWORKS INC Technology 79,618.0 $10.4M 0.20% $131.03 +8.3%
112 AVSC AMERICAN CENTY ETF TR 176,259.0 $10.4M 0.19% -2K -1.1% $58.74 +13.0%
113 DFUS DIMENSIONAL ETF TRUST 137,024.0 $10.2M 0.19% +11K +9.0% $74.17 +8.2%
114 XLB MATERIALS SELECT SECTOR SPDR TRUST 218,948.0 $9.9M 0.19% +109K +98.6% $45.35 +10.9%
115 XLK SELECT SECTOR SPDR TR 68,794.0 $9.9M 0.19% +34K +97.8% $143.97 +22.5%
116 FEZ SPDR INDEX SHS FDS 152,763.0 $9.8M 0.18% +31K +26.0% $64.39 +0.9%
117 BN BROOKFIELD CORP Financial Services 213,019.0 $9.8M 0.18% +59K +38.2% $45.89 -0.8%
118 VABK VIRGINIA NATL BANKSHARES COR Financial Services 242,242.0 $9.7M 0.18% $39.85 +7.2%
119 BAC BANK AMERICA CORP Financial Services 174,356.0 $9.6M 0.18% -4K -2.2% $55.00 -9.5%
120 NOW SERVICENOW INC Technology 62,458.0 $9.6M 0.18% +50K +407.5% $153.19 -40.9%
Page 6 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%