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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 72 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 LYFT LYFT INC Technology 199.0 $4K +198.0 +10000.0% $19.37 -33.0%
1422 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 658.0 $4K +641.0 +3770.6% $5.83 -24.9%
1423 MBB ISHARES TR 40.0 $4K $95.22 -1.8%
1424 EDD MORGAN STANLEY EMERGING MKTS Financial Services 700.0 $4K $5.43 -1.3%
1425 PML PIMCO MUN INCOME FD II Financial Services 504.0 $4K $7.54 -2.4%
1426 GAMESTOP CORP NEW 189.0 $4K $20.08
1427 EIDO ISHARES TR 202.0 $4K NEW $18.68 -25.3%
1428 CSTM CONSTELLIUM SE Basic Materials 200.0 $4K $18.85 +69.3%
1429 YMAX TIDAL TRUST II 377.0 $4K NEW $9.98 -16.0%
1430 OVID OVID THERAPEUTICS INC Healthcare 2,300.0 $4K $1.63 +61.3%
1431 FBCG FIDELITY COVINGTON TRUST 68.0 $4K $54.85 +9.9%
1432 IGV ISHARES TR 35.0 $4K $105.71 -12.1%
1433 TTC TORO CO Industrials 47.0 $4K NEW $78.72 +12.6%
1434 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 300.0 $4K $12.20 +91.1%
1435 OCCIDENTAL PETE CORP 188.0 $4K $19.36
1436 PLTW ROUNDHILL ETF TRUST 95.0 $4K NEW $37.35 -43.1%
1437 ELFY ALPS ETF TR 100.0 $4K $35.20 +21.9%
1438 VKTX VIKING THERAPEUTICS INC Healthcare 100.0 $4K -35.0 -25.9% $35.18 -14.0%
1439 EVGO EVGO INC Consumer Cyclical 1,191.0 $3K +44.0 +3.8% $2.91 -34.7%
1440 ZG ZILLOW GROUP INC Communication Services 50.0 $3K $68.24 -44.2%
Page 72 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%