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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 54 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 WSM WILLIAMS SONOMA INC Consumer Cyclical 147.0 $26K +50.0 +51.5% $178.50 +1.0%
1062 XPO XPO INC Industrials 192.0 $26K $135.91 +55.0%
1063 EXPAND ENERGY CORPORATION 234.0 $26K +100.0 +74.6% $110.36
1064 TEAM ATLASSIAN CORPORATION Technology 158.0 $26K -42.0 -21.0% $162.14 -46.8%
1065 CGGR CAPITAL GROUP GROWTH ETF 568.0 $25K $44.47 +3.6%
1066 FNF FIDELITY NATIONAL FINANCIAL Financial Services 462.0 $25K -10.0 -2.1% $54.59 -9.6%
1067 VOTE TCW ETF TRUST 314.0 $25K $80.20 +8.9%
1068 GNR SPDR INDEX SHS FDS 405.0 $25K +3.0 +0.8% $62.15 +19.0%
1069 AGI ALAMOS GOLD INC NEW Basic Materials 651.0 $25K NEW $38.58 +1.7%
1070 FXNC FIRST NATL CORP Financial Services 995.0 $25K $25.24 +10.3%
1071 XLC SELECT SECTOR SPDR TR 213.0 $25K +103.0 +93.6% $117.72 -1.4%
1072 QCLN FIRST TR EXCHANGE-TRADED FD 560.0 $25K $44.59 +39.3%
1073 SMR NUSCALE PWR CORP Utilities 1,757.0 $25K +307.0 +21.2% $14.17 -26.7%
1074 PAWZ PROSHARES TR 455.0 $25K $54.67 -13.9%
1075 BIL SPDR SERIES TRUST 272.0 $25K $91.38 +0.2%
1076 CII BLACKROCK ENHANCED LARGE CAP Financial Services 1,057.0 $25K $23.37 +6.1%
1077 BKEM BNY MELLON ETF TRUST 329.0 $25K $74.87 +23.7%
1078 ISHARES TR 1,095.0 $24K $22.37
1079 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 2,500.0 $24K $9.75 +6.9%
1080 KR KROGER CO Consumer Defensive 390.0 $24K $62.48 +7.3%
Page 54 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%