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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 48 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,065.0 $42K 0.00% $39.39 -20.0%
942 DGS WISDOMTREE TR 730.0 $42K 0.00% $57.24 +12.2%
943 SAFE PRO GROUP INC 10,000.0 $42K 0.00% NEW $4.16
944 LULU LULULEMON ATHLETICA INC Consumer Cyclical 200.0 $42K 0.00% -192.0 -49.0% $207.81 -39.0%
945 FLOT ISHARES TR 812.0 $41K 0.00% $50.86 +0.3%
946 VST VISTRA CORP Utilities 254.0 $41K 0.00% $161.33 -10.7%
947 GOVT ISHARES TR 1,776.0 $41K 0.00% $23.03 -1.7%
948 FS SPECIALTY LENDING FD 2,887.0 $41K 0.00% NEW $14.14
949 URI UNITED RENTALS INC Industrials 50.0 $40K 0.00% $809.32 +15.7%
950 SEALED AIR CORP NEW 975.0 $40K 0.00% -48.0 -4.7% $41.43
951 NICE NICE LTD. Technology 355.0 $40K 0.00% $113.04 -15.6%
952 DLS WISDOMTREE TR 495.0 $40K 0.00% $81.01 +7.9%
953 ARKG ARK ETF TR 1,380.0 $40K 0.00% $28.97 +5.4%
954 AMTM AMENTUM HOLDINGS INC Industrials 1,377.0 $40K 0.00% -98.0 -6.6% $29.00 -20.1%
955 CRL CHARLES RIV LABS INTL INC Healthcare 200.0 $40K 0.00% $199.48 -20.4%
956 STLA STELLANTIS NV Consumer Cyclical 3,660.0 $40K 0.00% $10.89 -30.9%
957 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 3,051.0 $40K 0.00% $13.04 +6.7%
958 DOX AMDOCS LTD Technology 490.0 $39K 0.00% +41.0 +9.1% $80.51 -22.5%
959 SPYV SPDR SERIES TRUST 690.0 $39K 0.00% $56.78 +6.7%
960 SPMB SPDR PORTFOLIO MORTGAGE BACKED 1,744.0 $39K 0.00% $22.42 -1.4%
Page 48 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%