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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 74 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 BUZZ VANECK ETF TRUST 91.0 $3K $32.54 +10.9%
1462 NUDM NUSHARES ETF TR 80.0 $3K NEW $36.21 +5.4%
1463 HIW HIGHWOODS PPTYS INC Real Estate 112.0 $3K $25.82 -1.4%
1464 KLARNA GROUP PLC 100.0 $3K NEW $28.91
1465 HUMA HUMACYTE INC Healthcare 3,000.0 $3K +2K +200.0% $0.96 -6.5%
1466 AES AES CORP Utilities 200.0 $3K $14.34 +1.3%
1467 HP HELMERICH & PAYNE INC Energy 100.0 $3K $28.68 +37.7%
1468 FBCV FIDELITY COVINGTON TRUST 80.0 $3K $35.67 +8.4%
1469 SJM SMUCKER J M CO Consumer Defensive 29.0 $3K $98.34 +2.2%
1470 VCR VANGUARD WORLD FD 7.0 $3K $401.14 -4.2%
1471 SOUTH BOW CORP 100.0 $3K NEW $27.47
1472 CLPT CLEARPOINT NEURO INC Healthcare 200.0 $3K NEW $13.68 -18.6%
1473 GRND GRINDR INC Technology 200.0 $3K NEW $13.54 -1.0%
1474 PINS PINTEREST INC Communication Services 103.0 $3K -803.0 -88.6% $25.89 -24.8%
1475 QRVO QORVO INC Technology 30.0 $3K $84.50 +9.2%
1476 CHWY CHEWY INC Consumer Cyclical 76.0 $3K -24.0 -24.0% $33.05 -34.6%
1477 NVTS NAVITAS SEMICONDUCTOR CORP Technology 350.0 $2K +250.0 +250.0% $7.14 +198.6%
1478 SABA SABA CAPITAL INCOME & OPPORT Financial Services 300.0 $2K $8.25 +1.8%
1479 CHPY TIDAL TRUST II 44.0 $2K NEW $55.61 +30.1%
1480 EWY ISHARES INC 25.0 $2K NEW $97.24 +81.1%
Page 74 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%