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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 80 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 13.0 $812.0 NEW $62.46 -8.8%
1582 PGX INVESCO PREFERRED ETF 72.0 $809.0 $11.24 -2.1%
1583 CRNC CERENCE INC Technology 75.0 $802.0 $10.69 -10.4%
1584 USAI PACER FDS TR 21.0 $798.0 $38.00 +26.0%
1585 ANGX ANGEL STUDIOS INC Communication Services 170.0 $794.0 $4.67 -42.1%
1586 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 13.0 $792.0 $60.92 -27.2%
1587 AGEN AGENUS INC Healthcare 250.0 $785.0 $3.14 +8.1%
1588 SRFM SURF AIR MOBILITY INC Industrials 400.0 $776.0 +300.0 +300.0% $1.94 -38.7%
1589 IMMUNITYBIO INC 382.0 $757.0 $1.98
1590 WRD WERIDE INC Technology 85.0 $738.0 $8.68 -19.7%
1591 CF CF INDS HLDGS INC Basic Materials 9.0 $705.0 $78.33 +56.7%
1592 FISCALNOTE HOLDINGS INC 462.0 $679.0 $1.47
1593 ASAN ASANA INC Technology 45.0 $617.0 NEW $13.71 -53.7%
1594 TLRY TILRAY BRANDS INC Healthcare 64.0 $579.0 NEW $9.05 -42.5%
1595 EOSE EOS ENERGY ENTERPRISES INC Industrials 50.0 $573.0 NEW $11.46 -34.9%
1596 NLOP NET LEASE OFFICE PROPERTIES Real Estate 22.0 $568.0 -78.0 -78.0% $25.82 -54.6%
1597 GCI LIBERTY INC 15.0 $558.0 NEW $37.20
1598 SSSS SURO CAPITAL CORP Financial Services 59.0 $555.0 $9.41 +40.1%
1599 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 23.0 $538.0 $23.39 +17.7%
1600 FSMD FIDELITY COVINGTON TRUST 12.0 $530.0 $44.17 +10.4%
Page 80 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%