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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 70 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 HROW HARROW INC Healthcare 104.0 $5K NEW $49.00 -36.7%
1382 CRBU CARIBOU BIOSCIENCES INC Healthcare 3,200.0 $5K $1.59 +24.8%
1383 FJP FIRST TR EXCH TRD ALPHDX FD 75.0 $5K $67.49 +11.5%
1384 WEN WENDYS CO Consumer Cyclical 600.0 $5K $8.33 -5.3%
1385 VNO VORNADO RLTY TR Real Estate 150.0 $5K $33.28 -9.0%
1386 VNM VANECK ETF TRUST 261.0 $5K $19.10 +0.5%
1387 GRNY TIDAL TRUST I 200.0 $5K $24.76 +7.1%
1388 JGRO J P MORGAN EXCHANGE TRADED F 53.0 $5K $92.96 +3.3%
1389 VYX NCR VOYIX CORPORATION Technology 480.0 $5K $10.20 -37.1%
1390 HCKT HACKETT GROUP INC Technology 245.0 $5K $19.66 -50.7%
1391 CODI COMPASS DIVERSIFIED Industrials 1,000.0 $5K -139.0 -12.2% $4.80 +147.2%
1392 BRBR BELLRING BRANDS INC Consumer Defensive 177.0 $5K $26.73 -66.8%
1393 EDIT EDITAS MEDICINE INC Healthcare 2,302.0 $5K $2.05 +20.7%
1394 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 171.0 $5K NEW $27.15 -30.7%
1395 EATON VANCE TAX-MANAGED GLOB 500.0 $5K NEW $9.22
1396 UTG REAVES UTIL INCOME FD Financial Services 126.0 $5K $36.58 +13.0%
1397 RGEN REPLIGEN CORP Healthcare 28.0 $5K NEW $163.89 -34.6%
1398 COLD AMERICOLD REALTY TRUST INC Real Estate 350.0 $5K NEW $12.86 +8.7%
1399 PFN PIMCO INCOME STRATEGY FD II Financial Services 600.0 $4K -400.0 -40.0% $7.50 -9.4%
1400 ETSY INC 81.0 $4K +29.0 +55.8% $55.44
Page 70 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%