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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 65 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MP MP MATERIALS CORP Basic Materials 185.0 $9K +176.0 +1955.6% $50.52 +10.5%
1282 SRV NXG CUSHING MIDSTREAM ENERGY Financial Services 238.0 $9K $39.05 +26.2%
1283 NTRA NATERA INC Healthcare 40.0 $9K +9.0 +29.0% $229.12 -11.7%
1284 CCL CARNIVAL CORP Consumer Cyclical 300.0 $9K -119.0 -28.4% $30.54 -14.9%
1285 NATL NCR ATLEOS CORPORATION Technology 240.0 $9K $38.11 +17.6%
1286 MLKN MILLERKNOLL INC Consumer Cyclical 500.0 $9K $18.28 -18.9%
1287 IXP ISHARES TR 75.0 $9K $121.23 +1.6%
1288 DTM DT MIDSTREAM INC Energy 75.0 $9K $119.68 +26.5%
1289 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 465.0 $9K $19.00 +18.6%
1290 BCS BARCLAYS PLC SPONS ADR Financial Services 346.0 $9K NEW $25.45 -6.7%
1291 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 400.0 $9K $21.72 -19.7%
1292 CCEF CALAMOS ETF TR 300.0 $9K NEW $28.82 +1.7%
1293 TTEK TETRA TECH INC NEW Industrials 256.0 $9K $33.60 -18.9%
1294 SCHV SCHWAB STRATEGIC TR 290.0 $9K $29.61 +10.7%
1295 ECG EVERUS CONSTR GROUP Industrials 100.0 $9K NEW $85.56 +72.6%
1296 SPLV INVESCO EXCH TRADED FD TR II 119.0 $8K NEW $71.42 +3.0%
1297 EEMA ISHARES INC 90.0 $8K $94.02 +18.7%
1298 H HYATT HOTELS CORP Consumer Cyclical 52.0 $8K $160.33 +7.7%
1299 CRCL CIRCLE INTERNET GROUP INC Financial Services 105.0 $8K +70.0 +200.0% $79.30 +41.6%
1300 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 170.0 $8K -2K -91.3% $48.94 -3.2%
Page 65 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%