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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 84 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 AURORA CANNABIS INC 13.0 $55.0 +2.0 +18.2% $4.23
1662 GAMESTOP CORP NEW 18.0 $55.0 NEW $3.06
1663 CTEC GLOBAL X FDS 1.0 $54.0 $54.00 +30.2%
1664 HOOW ROUNDHILL ETF TRUST 1.0 $48.0 NEW $48.00 -52.0%
1665 CPRX CATALYST PHARMACEUTICALS INC Healthcare 2.0 $47.0 $23.50 +32.7%
1666 SPHERE 3D CORP NEW 122.0 $37.0 $0.30
1667 BLOX TIDAL TRUST II 2.0 $35.0 NEW $17.50 -7.5%
1668 PAY PAYMENTUS HOLDINGS INC Technology 1.0 $32.0 $32.00 -24.1%
1669 BYND BEYOND MEAT INC Consumer Defensive 35.0 $29.0 -310.0 -89.9% $0.83 -8.0%
1670 GENI GENIUS SPORTS LIMITED Communication Services 2.0 $27.0 $13.50 -68.6%
1671 CANOPY GROWTH CORPORATION 20.0 $23.0 -25.0 -55.6% $1.15
1672 LUNG PULMONX CORP Healthcare 10.0 $23.0 $2.30 -43.0%
1673 BTDR BITDEER TECHNOLOGIES GROUP Technology 2.0 $22.0 $11.00 +19.5%
1674 CBOE CBOE GLOBAL MKTS INC Financial Services $18.0 NEW
1675 CNQ CANADIAN NAT RES LTD Energy 1.0 $18.0 $18.00 +171.9%
1676 NTLA INTELLIA THERAPEUTICS INC Healthcare 2.0 $18.0 $9.00 +51.9%
1677 RIOT RIOT PLATFORMS INC Financial Services 1.0 $18.0 $18.00 +30.5%
1678 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 5.0 $17.0 $3.40 -24.1%
1679 CMTL COMTECH TELECOMMUNICATIONS C Technology 3.0 $16.0 $5.33 -29.3%
1680 ACCO ACCO BRANDS CORP Industrials 3.0 $12.0 NEW $4.00 -4.5%
Page 84 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%