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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 76 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 TELEFONICA S A 500.0 $2K $4.05
1502 HIBL DIREXION SHS ETF TR 31.0 $2K -19.0 -38.0% $65.19 +42.0%
1503 HGTY HAGERTY INC Financial Services 150.0 $2K $13.44 -22.3%
1504 AIPI ETF OPPORTUNITIES TRUST 50.0 $2K NEW $40.06 -7.2%
1505 BYD BOYD GAMING CORP Consumer Cyclical 23.0 $2K $86.57 -8.6%
1506 OKTA OKTA INC Technology 23.0 $2K -50.0 -68.5% $86.48 -4.3%
1507 WU WESTERN UN CO Financial Services 213.0 $2K $9.31 -10.5%
1508 CONFLUENT INC 65.0 $2K NEW $30.25
1509 BHF BRIGHTHOUSE FINL INC Financial Services 30.0 $2K $64.83 -3.3%
1510 INSP INSPIRE MED SYS INC Healthcare 21.0 $2K NEW $92.24 -56.6%
1511 GRAB GRAB HOLDINGS LIMITED Technology 375.0 $2K +150.0 +66.7% $4.99 -28.9%
1512 JOBY JOBY AVIATION INC Industrials 142.0 $2K $13.17 -21.3%
1513 PATH UIPATH INC Technology 114.0 $2K +94.0 +470.0% $16.39 -37.4%
1514 ARKW ARK ETF TR 13.0 $2K +1.0 +8.3% $142.38 +0.5%
1515 CMB.TECH NV 190.0 $2K $9.65
1516 TEM TEMPUS AI INC Healthcare 31.0 $2K +16.0 +106.7% $59.06 -25.6%
1517 TWO HBRS INVT CORP 174.0 $2K +81.0 +87.1% $10.51
1518 PJP INVESCO EXCHANGE TRADED FD T 17.0 $2K $106.82 -1.7%
1519 BTG B2GOLD CORP Basic Materials 400.0 $2K $4.51 +4.2%
1520 DFEN DIREXION SHS ETF TR 28.0 $2K -12.0 -30.0% $63.89 -3.0%
Page 76 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%