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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 61 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 BKGI BNY MELLON ETF TRUST 345.0 $14K $40.34 +14.3%
1202 SEI SOLARIS ENERGY INFRAS INC Energy 300.0 $14K $45.97 +59.3%
1203 IYY ISHARES TR 83.0 $14K NEW $165.81 +8.2%
1204 SSD SIMPSON MFG INC Industrials 85.0 $14K $161.47 +13.2%
1205 IEO ISHARES TR 154.0 $14K $89.11 +35.8%
1206 USIG ISHARES TR 265.0 $14K $51.77 -1.8%
1207 FNDE SCHWAB STRATEGIC TR 380.0 $14K +14.0 +3.8% $36.02 +12.0%
1208 VGK VANGUARD INTL EQUITY INDEX F 163.0 $14K +102.0 +167.2% $83.61 +5.5%
1209 CLH CLEAN HARBORS INC Industrials 58.0 $14K $234.48 +24.3%
1210 ABR ARBOR REALTY TRUST INC Real Estate 1,750.0 $14K -2K -54.0% $7.76 -25.3%
1211 BETTER HOME & FINANCE HOLDIN 416.0 $14K NEW $32.58
1212 NTSK NETSKOPE INC Technology 746.0 $13K NEW $17.54 -34.0%
1213 NRGV ENERGY VAULT HOLDINGS INC Utilities 2,800.0 $13K $4.61 +2.0%
1214 THW ABRDN WORLD HEALTHCARE FUND Financial Services 1,000.0 $13K $12.78 +0.2%
1215 ALK ALASKA AIR GROUP INC Industrials 254.0 $13K $50.30 -21.0%
1216 EEMV ISHARES INC 199.0 $13K $64.04 +12.0%
1217 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 1,256.0 $13K $10.09 +1.9%
1218 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 725.0 $13K $17.44 +1.8%
1219 MDB MONGODB INC Technology 30.0 $13K $419.70 -21.6%
1220 WDC WESTERN DIGITAL CORP Technology 73.0 $13K NEW $172.27 +166.8%
Page 61 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%