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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 81 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 RCAT RED CAT HLDGS INC Technology 66.0 $524.0 $7.94 +22.7%
1602 FVRR FIVERR INTL LTD Communication Services 26.0 $514.0 -26.0 -50.0% $19.77 -48.6%
1603 BROWN FORMAN CORP 19.0 $496.0 -5K -99.6% $26.11
1604 SCO PROSHARES TR II Financial Services 25.0 $491.0 NEW $19.64 -69.3%
1605 AVAV AEROVIRONMENT INC Industrials 2.0 $484.0 $242.00 -34.7%
1606 SFM SPROUTS FMRS MKT INC Consumer Defensive 6.0 $479.0 $79.83 +8.9%
1607 FUBOTV INC 185.0 $467.0 -65.0 -26.0% $2.52
1608 HUBB HUBBELL INC Industrials 1.0 $445.0 NEW $445.00 +8.3%
1609 RC READY CAPITAL CORP Real Estate 200.0 $436.0 $2.18 -21.1%
1610 SOXL DIREXION SHS ETF TR 10.0 $421.0 $42.10 +290.0%
1611 STRATEGY INC 5.0 $394.0 -110.0 -95.7% $78.80
1612 SNBR SLEEP NUMBER CORP Consumer Cyclical 45.0 $381.0 NEW $8.47 -81.8%
1613 PERIMETER SOLUTIONS INC 13.0 $358.0 +1.0 +8.3% $27.54
1614 GDRX GOODRX HLDGS INC Healthcare 128.0 $347.0 NEW $2.71 -8.1%
1615 TOV EA SERIES TRUST 12.0 $345.0 $28.75 +8.3%
1616 TTMI TTM TECHNOLOGIES INC Technology 5.0 $345.0 $69.00 +149.1%
1617 LCID LUCID GROUP INC Consumer Cyclical 32.0 $339.0 $10.59 -40.8%
1618 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3.0 $329.0 $109.67 -28.2%
1619 NVCR NOVOCURE LTD Healthcare 25.0 $324.0 NEW $12.96 +39.3%
1620 LAB STANDARD BIOTOOLS INC Healthcare 250.0 $320.0 -750.0 -75.0% $1.28 -21.9%
Page 81 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%