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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 79 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 PRGO PERRIGO CO PLC Healthcare 75.0 $1K $13.92 -22.2%
1562 BILL BILL HOLDINGS INC Technology 19.0 $1K NEW $54.58 -27.6%
1563 MTCH MATCH GROUP INC NEW Communication Services 32.0 $1K +31.0 +3100.0% $32.31 +9.8%
1564 LEA LEAR CORP Consumer Cyclical 9.0 $1K $114.67 +14.3%
1565 AMRIZE LTD 19.0 $1K $54.11
1566 SOUN SOUNDHOUND AI INC Technology 100.0 $997.0 $9.97 -18.8%
1567 RSKD RISKIFIED LTD Technology 200.0 $994.0 NEW $4.97 -5.8%
1568 PENG PENGUIN SOLUTIONS INC Technology 50.0 $978.0 NEW $19.56 +135.0%
1569 BLCN SIREN ETF TR 40.0 $958.0 +1.0 +2.6% $23.95 +8.1%
1570 CRS CARPENTER TECHNOLOGY CORP Industrials 3.0 $946.0 $315.33 +31.8%
1571 INFY INFOSYS LTD Technology 50.0 $891.0 -25.0 -33.3% $17.82 -32.2%
1572 LITHIUM AMERS CORP NEW 200.0 $872.0 NEW $4.36
1573 FG F&G ANNUITIES & LIFE INC Financial Services 28.0 $855.0 NEW $30.54 -5.3%
1574 WDS WOODSIDE ENERGY GROUP LTD Energy 54.0 $842.0 -500.0 -90.2% $15.59 +47.1%
1575 PURSUIT ATTRACTIONS AND HOSPITALITY, INC. 25.0 $842.0 $33.68
1576 DXC DXC TECHNOLOGY CO Technology 57.0 $835.0 $14.65 -39.1%
1577 NUVEEN CR STRATEGIES INCOME 166.0 $834.0 NEW $5.02
1578 RCI ROGERS COMMUNICATIONS INC Communication Services 22.0 $831.0 $37.77 -6.4%
1579 USHY ISHARES TR 22.0 $823.0 -119.0 -84.4% $37.41 -1.6%
1580 PTON PELOTON INTERACTIVE INC Consumer Cyclical 132.0 $814.0 +57.0 +76.0% $6.17 -13.7%
Page 79 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%