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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 69 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BETA BETA TECHNOLOGIES INC Industrials 200.0 $6K NEW $28.21 -48.2%
1362 OGE OGE ENERGY CORP Utilities 132.0 $6K $42.70 +10.8%
1363 CBNK CAPITAL BANCORP INC MD Financial Services 200.0 $6K -150.0 -42.9% $28.17 +8.7%
1364 RUN SUNRUN INC Energy 300.0 $6K $18.40 -26.7%
1365 BBDC BARINGS BDC INC Financial Services 600.0 $6K $9.18 -8.4%
1366 VENTURE GLOBAL INC 797.0 $5K NEW $6.82
1367 BLD TOPBUILD CORP Industrials 13.0 $5K $417.23 -4.5%
1368 POWR ISHARES INC 230.0 $5K $23.53 +14.8%
1369 AGNC AGNC INVT CORP Real Estate 500.0 $5K -2K -83.1% $10.72 -5.5%
1370 EGBN EAGLE BANCORP INC MD Financial Services 250.0 $5K -3K -91.8% $21.42 +17.1%
1371 CNDT CONDUENT INC Technology 2,773.0 $5K $1.92 -19.3%
1372 FNDC SCHWAB STRATEGIC TR 119.0 $5K $44.55 +10.1%
1373 CARE CARTER BANKSHARES INC Financial Services 268.0 $5K $19.66 +34.8%
1374 VANECK ETF TRUST 100.0 $5K +50.0 +100.0% $52.65
1375 BOX BOX INC Technology 175.0 $5K $29.94 -14.2%
1376 AQN ALGONQUIN PWR UTILS CORP Utilities 850.0 $5K NEW $6.15 -6.0%
1377 CAG CONAGRA BRANDS INC Consumer Defensive 300.0 $5K -240.0 -44.4% $17.31 -19.5%
1378 MFC MANULIFE FINL CORP Financial Services 143.0 $5K -448.0 -75.8% $36.29 +5.4%
1379 EZU ISHARES INC 80.0 $5K $64.10 +3.3%
1380 IDR IDAHO STRATEGIC RESOURCES Basic Materials 127.0 $5K NEW $40.31 -9.0%
Page 69 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%