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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 73 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 SOLV SOLVENTUM CORP Healthcare 43.0 $3K -146.0 -77.2% $79.26 -6.3%
1442 LIBERTY MEDIA CORP DEL 38.0 $3K $89.37
1443 ABVX ABIVAX SA Healthcare 25.0 $3K NEW $134.88 -15.8%
1444 CIM CHIMERA INVT CORP Real Estate 268.0 $3K +2.0 +0.8% $12.42 +5.8%
1445 EDV VANGUARD WORLD FD 51.0 $3K -74.0 -59.2% $64.53 -5.0%
1446 NI NISOURCE INC Utilities 78.0 $3K $41.77 +10.8%
1447 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 600.0 $3K $5.41 -1.3%
1448 LUNR INTUITIVE MACHINES INC Industrials 200.0 $3K $16.23 +108.8%
1449 ENPH ENPHASE ENERGY INC Energy 100.0 $3K -25.0 -20.0% $32.05 +65.0%
1450 LW LAMB WESTON HLDGS INC Consumer Defensive 75.0 $3K -333.0 -81.6% $41.89 +5.2%
1451 ELEMENTAL RTY CORP 185.0 $3K NEW $16.97
1452 OGN ORGANON & CO Healthcare 435.0 $3K -50.0 -10.3% $7.17 +86.8%
1453 MVST MICROVAST HOLDINGS INC Industrials 1,110.0 $3K $2.80 -49.3%
1454 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 365.0 $3K $8.50 +21.5%
1455 NVT NVENT ELECTRIC PLC Industrials 30.0 $3K $102.00 +65.7%
1456 IMCG ISHARES TR 38.0 $3K $79.84 +11.0%
1457 BRO BROWN & BROWN INC Financial Services 38.0 $3K $79.71 -26.4%
1458 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 200.0 $3K $15.00 +2.6%
1459 RMR RMR GROUP INC Real Estate 200.0 $3K $14.90 +28.3%
1460 MOS MOSAIC CO NEW Basic Materials 123.0 $3K +101.0 +459.1% $24.07 -9.6%
Page 73 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%