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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 78 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ZM ZOOM COMMUNICATIONS INC Technology 16.0 $1K +14.0 +700.0% $86.31 +16.0%
1542 GIAX TIDAL TRUST II 83.0 $1K NEW $16.46 +1.7%
1543 CFFN CAPITOL FED FINL INC Financial Services 200.0 $1K $6.81 +12.0%
1544 CURI CURIOSITYSTREAM INC Communication Services 357.0 $1K NEW $3.80 -27.8%
1545 UMAC UNUSUAL MACHS INC Financial Services 106.0 $1K $12.75 +27.1%
1546 QDEL QUIDELORTHO CORP Healthcare 47.0 $1K NEW $28.57 -63.9%
1547 BLND BLEND LABS INC Technology 415.0 $1K $3.04 -52.3%
1548 TASK TASKUS INC Technology 105.0 $1K NEW $11.79 -53.4%
1549 SGOL ETFS GOLD TR Financial Services 30.0 $1K $41.10 +5.6%
1550 U HAUL HOLDING COMPANY 26.0 $1K NEW $46.77
1551 TIGO MILLICOM INTL CELLULAR S A Communication Services 75.0 $1K NEW $15.85 +400.0%
1552 UPST UPSTART HLDGS INC Financial Services 27.0 $1K NEW $43.74 -32.5%
1553 PUBM PUBMATIC INC Technology 131.0 $1K +8.0 +6.5% $8.87 +9.6%
1554 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 17.0 $1K $67.41 +8.4%
1555 BILI BILIBILI INC Technology 46.0 $1K NEW $24.61 -20.2%
1556 CHRW C H ROBINSON WORLDWIDE INC Industrials 7.0 $1K NEW $160.86 +5.5%
1557 TMQ TRILOGY METALS INC NEW Basic Materials 250.0 $1K NEW $4.31 -4.5%
1558 ACHR ARCHER AVIATION INC Industrials 141.0 $1K +100.0 +243.9% $7.52 -21.3%
1559 NXDR NEXTDOOR HOLDINGS INC Communication Services 500.0 $1K $2.10 -3.3%
1560 TIDAL TRUST II 28.0 $1K NEW $37.36
Page 78 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%