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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SF Stifel Financial Corp Financial Services 2,179.0 $273K 0.11% NEW $125.22 -43.8%
102 ESE Esco Technologies Inc Technology 1,396.0 $273K 0.11% NEW $195.39 +56.0%
103 NOW Servicenow Inc Technology 1,765.0 $270K 0.11% NEW $153.19 -29.0%
104 IWP iShares Russell Mid-Cap Grow 1,959.0 $268K 0.11% NEW $136.94 +3.7%
105 FLS Flowserve Corp Industrials 3,862.0 $268K 0.11% NEW $69.38 +8.4%
106 IVW iShares S&P 500 Growth ETF 2,157.0 $266K 0.10% NEW $123.26 +13.3%
107 VMI Valmont Industries Inc Industrials 651.0 $262K 0.10% NEW $402.32 +29.8%
108 EVR Evercore Inc Cl A Financial Services 769.0 $262K 0.10% NEW $340.25 +2.0%
109 AWI Armstrong World Industries Inc Industrials 1,336.0 $255K 0.10% NEW $191.10 -16.1%
110 IONS Ionis Pharmaceuticals Inc Healthcare 3,193.0 $253K 0.10% NEW $79.11 -2.2%
111 AHR American Healthcare Reit Inc Real Estate 5,289.0 $249K 0.10% NEW $47.06 +5.1%
112 GILT Gilat Satellite Networks Technology 19,030.0 $246K 0.10% NEW $12.94 +37.8%
113 CENX Century Aluminum Co Basic Materials 6,203.0 $243K 0.10% NEW $39.18 +72.4%
114 INCY Incyte Corp Healthcare 2,433.0 $240K 0.10% NEW $98.77 -1.3%
115 IVE iShares S&P 500 Value ETF 1,133.0 $240K 0.10% NEW $212.07 +7.7%
116 SANM Sanmina Corp Technology 1,594.0 $239K 0.10% NEW $150.07 +75.4%
117 MOD Modine Manufacturing Co Consumer Cyclical 1,771.0 $236K 0.09% NEW $133.51 +102.8%
118 IDCC Interdigital Inc Technology 723.0 $230K 0.09% NEW $318.38 -21.2%
119 DTH Wisdomtree International High 4,419.0 $228K 0.09% NEW $51.60 +9.4%
120 DAN Dana Inc Consumer Cyclical 9,478.0 $225K 0.09% NEW $23.76 +52.2%
Page 6 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%