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Portfolio (Quarterly) Guide ↗

ANB BANK

· CIK 0002067126
13F Portfolio $252M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Acadian Asset Management Inc 8,178.0 $384K 0.15% NEW $47.00
82 CW Curtiss-wright Corp. Industrials 673.0 $371K 0.15% NEW $551.27 +35.7%
83 RSG Republic Services Inc Industrials 1,679.0 $356K 0.14% NEW $211.93 -5.4%
84 Cyberark Software Ltd 767.0 $342K 0.14% NEW $446.06
85 INSM Insmed Inc Healthcare 1,948.0 $339K 0.14% NEW $174.04 -38.6%
86 MSGE Sphere Entertainment Co Communication Services 3,534.0 $336K 0.13% NEW $95.08 -25.7%
87 GWRE Guidewire Software Inc Technology 1,634.0 $328K 0.13% NEW $201.01 -24.0%
88 CEG Constellation Energy Corp Utilities 912.0 $322K 0.13% NEW $353.27 -18.5%
89 CASY Casey`s General Stores, Inc. Consumer Cyclical 574.0 $317K 0.13% NEW $552.71 +38.8%
90 HLI Houlihan Lokey/sh Cl B Financial Services 1,807.0 $315K 0.12% NEW $174.19 -18.7%
91 IVZ Invesco Ltd. Financial Services 11,949.0 $314K 0.12% NEW $26.27 +8.4%
92 MA Mastercard Inc Cl A Financial Services 547.0 $312K 0.12% NEW $570.88 -13.4%
93 LASR Nlight Inc Technology 8,266.0 $310K 0.12% NEW $37.51 +97.6%
94 IRTC iRhythm Holdings, Inc. Healthcare 1,744.0 $309K 0.12% NEW $177.44 -35.8%
95 DY Dycom Inds Industrials 889.0 $300K 0.12% NEW $337.90 +50.9%
96 AEIS Advanced Energy Inds Industrials 1,399.0 $293K 0.12% NEW $209.37 +44.3%
97 RBC RBC Bearings Industrials 649.0 $291K 0.12% NEW $448.43 +27.4%
98 URBN Urban Outfitters Inc Consumer Cyclical 3,704.0 $279K 0.11% NEW $75.26 -3.5%
99 PNR Pentair ADR Industrials 2,668.0 $278K 0.11% NEW $104.14 -32.0%
100 SNEX Stonex Group Financial Services 2,901.0 $276K 0.11% NEW $95.13 +19.2%
Page 5 of 7  ·  126 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
Financial Services 22.4%
Technology 21.9%
Healthcare 13.4%
Industrials 9.5%
Communication Services 9.5%
Consumer Defensive 8.9%
Consumer Cyclical 7.7%
Energy 3.4%
Basic Materials 1.5%
Real Estate 1.0%