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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 63 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 UAA UNDER ARMOUR INC Consumer Cyclical 2,220.0 $11K -900.0 -28.9% $4.97 +2.1%
1242 TOTL SSGA ACTIVE ETF TR 274.0 $11K +240.0 +705.9% $40.25 -2.6%
1243 EWJ ISHARES INC 136.0 $11K $80.74 +12.6%
1244 BCX BLACKROCK RES & COMMODITIES Financial Services 1,000.0 $11K $10.98 +10.5%
1245 HSIC HENRY SCHEIN INC Healthcare 145.0 $11K -105.0 -42.0% $75.58 -2.7%
1246 FIS FIDELITY NATL INFORMATION SV Technology 164.0 $11K $66.46 -35.4%
1247 ATRO ASTRONICS CORP Industrials 200.0 $11K NEW $54.24 +54.8%
1248 PAA PLAINS ALL AMERN PIPELINE L Energy 600.0 $11K $17.96 +30.9%
1249 MPT MEDICAL PPTYS TRUST INC Financial Services 2,095.0 $10K -3K -54.7% $5.00 +0.6%
1250 MPLX MPLX LP Energy 194.0 $10K $53.37 +4.5%
1251 PAGAYA TECHNOLOGIES LTD 495.0 $10K $20.90
1252 QUBT QUANTUM COMPUTING INC Technology 1,000.0 $10K +975.0 +3900.0% $10.26 -7.6%
1253 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 221.0 $10K NEW $46.30 -26.5%
1254 DBMF LITMAN GREGORY FDS TR 365.0 $10K NEW $28.03 +10.7%
1255 DHC DIVERSIFIED HEALTHCARE TR Real Estate 2,106.0 $10K -584.0 -21.7% $4.85 +83.9%
1256 SAIL SAILPOINT INC Technology 504.0 $10K $20.23 -28.2%
1257 AUR AURORA INNOVATION INC Technology 2,597.0 $10K -1K -29.8% $3.84 +85.7%
1258 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 243.0 $10K $40.90 +12.7%
1259 STM STMICROELECTRONICS N V Technology 383.0 $10K NEW $25.94 +147.5%
1260 TLT ISHARES BARCLAYS 20 PLUS YEAR TREASURY BOND FUND 114.0 $10K +50.0 +78.1% $87.16 -3.8%
Page 63 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%