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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 83 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 PROP PRAIRIE OPER CO Financial Services 100.0 $169.0 $1.69 -49.4%
1642 AMRN AMARIN CORP PLC Healthcare 12.0 $168.0 $14.00 +4.0%
1643 SGMO SANGAMO THERAPEUTICS INC Healthcare 400.0 $168.0 $0.42 -67.9%
1644 LUMN LUMEN TECHNOLOGIES INC Communication Services 21.0 $162.0 $7.71 +34.0%
1645 NNDM NANO DIMENSION LTD Technology 100.0 $154.0 $1.54 +6.5%
1646 JBLU JETBLUE AWYS CORP Industrials 33.0 $151.0 $4.58 +6.6%
1647 HOG HARLEY DAVIDSON INC Consumer Cyclical 7.0 $144.0 $20.57 +24.7%
1648 SNAP SNAP INC Communication Services 17.0 $138.0 -4.0 -19.1% $8.12 -34.0%
1649 ALGM ALLEGRO MICROSYSTEMS INC Technology 5.0 $132.0 $26.40 +63.3%
1650 NATIONAL CINEMEDIA INC 30.0 $117.0 -20.0 -40.0% $3.90
1651 ORCU DIREXION SHS ETF TR 6.0 $111.0 NEW $18.50 -15.6%
1652 PLUG PLUG POWER INC Industrials 56.0 $111.0 +1.0 +1.8% $1.98 +91.2%
1653 SUB ISHARES TR 1.0 $107.0 NEW $107.00 -0.8%
1654 EMBC EMBECTA CORP Healthcare 8.0 $96.0 $12.00 -73.8%
1655 ADNT ADIENT PLC Consumer Cyclical 5.0 $96.0 $19.20 +8.5%
1656 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 35.0 $83.0 $2.37 +46.3%
1657 MAT MATTEL INC Consumer Cyclical 4.0 $80.0 $20.00 -24.5%
1658 CHGG CHEGG INC Consumer Defensive 68.0 $64.0 NEW $0.94 +8.4%
1659 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 7.0 $59.0 $8.43 -4.1%
1660 UIS UNISYS CORP Technology 20.0 $55.0 $2.75 +11.3%
Page 83 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%