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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 82 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CWCO CONSOLIDATED WATER CO INC Utilities 9.0 $318.0 NEW $35.33 -17.5%
1622 GPMT GRANITE PT MTG TR INC Real Estate 132.0 $317.0 +61.0 +85.9% $2.40 -42.5%
1623 TSPY ETF OPPORTUNITIES TRUST 12.0 $306.0 NEW $25.50 +0.3%
1624 NNVC NANOVIRICIDES INC Healthcare 265.0 $300.0 $1.13 +32.2%
1625 CHARGEPOINT HOLDINGS INC 44.0 $293.0 +1.0 +2.3% $6.66
1626 NWL NEWELL BRANDS INC Consumer Defensive 73.0 $272.0 $3.73 +2.0%
1627 TIDAL TRUST II 9.0 $267.0 NEW $29.67
1628 NTNX NUTANIX INC Technology 5.0 $265.0 $53.00 -12.8%
1629 PLTY TIDAL TRUST II 5.0 $258.0 NEW $51.60 -35.3%
1630 ONL ORION PROPERTIES INC Real Estate 110.0 $249.0 -30.0 -21.4% $2.26 +28.6%
1631 OXLC OXFORD LANE CAP CORP Financial Services 17.0 $249.0 NEW $14.65 -33.5%
1632 TDOC TELADOC HEALTH INC Healthcare 33.0 $231.0 -117.0 -78.0% $7.00 -8.4%
1633 BARNES & NOBLE ED INC 25.0 $230.0 $9.20
1634 EIS ISHARES INC 2.0 $221.0 $110.50 +18.3%
1635 DAVA ENDAVA PLC Technology 33.0 $209.0 -98.0 -74.8% $6.33 -37.9%
1636 AIQ GLOBAL X FDS 4.0 $204.0 $51.00 +20.3%
1637 VIOV VANGUARD ADMIRAL FDS INC 2.0 $196.0 $98.00 +10.1%
1638 BNTX BIONTECH SE Healthcare 2.0 $191.0 $95.50 -7.8%
1639 HQY HEALTHEQUITY INC Healthcare 2.0 $184.0 $92.00 -9.9%
1640 IUS INVESCO EXCH TRD SLF IDX FD 3.0 $172.0 $57.33 +11.9%
Page 82 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%