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Portfolio (Quarterly) Guide ↗

ANB BANK

· CIK 0002067126
13F Portfolio $247M AUM 202 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 54 Added 45 Reduced 9 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Technipfmc Ltd ADR 4,903.0 $339K 0.14% +161.0 +3.4% $69.13
42 UTI Universal Technical Institute Inc Consumer Defensive 8,960.0 $323K 0.13% +491.0 +5.8% $36.10 +10.4%
43 DAN Dana Inc Consumer Cyclical 9,589.0 $323K 0.13% +111.0 +1.2% $33.65 +6.4%
44 IVZ Invesco Ltd. Financial Services 12,324.0 $299K 0.12% +375.0 +3.1% $24.29 +14.4%
45 FLS Flowserve Corp Industrials 3,989.0 $293K 0.12% +127.0 +3.3% $73.51 +0.5%
46 UNFI United Natural Foods Inc Consumer Defensive 6,441.0 $290K 0.12% +149.0 +2.4% $45.06 +16.0%
47 IONS Ionis Pharmaceuticals Inc Healthcare 3,769.0 $283K 0.11% +576.0 +18.0% $75.09 +3.2%
48 CEG Constellation Energy Corp Utilities 979.0 $273K 0.11% +67.0 +7.3% $279.25 +2.6%
49 AHR American Healthcare Reit Inc Real Estate 5,428.0 $256K 0.10% +139.0 +2.6% $47.16 +5.7%
50 NOW Servicenow Inc Technology 2,363.0 $247K 0.10% +598.0 +33.9% $104.55 +4.3%
51 SF Stifel Financial Corp Financial Services 3,297.0 $244K 0.10% +1K +51.3% $73.92 -5.1%
52 INCY Incyte Corp Healthcare 2,450.0 $231K 0.09% +17.0 +0.7% $94.12 +3.2%
53 SANM Sanmina Corp Technology 1,645.0 $213K 0.09% +51.0 +3.2% $129.64 +105.1%
54 CMG Chipotle Mexican Grill Inc Consumer Cyclical 6,317.0 $202K 0.08% +349.0 +5.8% $32.01 +0.6%
Page 3 of 3  ·  54 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
Financial Services 21.0%
Technology 20.9%
Healthcare 12.5%
Communication Services 9.8%
Consumer Defensive 9.7%
Industrials 9.5%
Consumer Cyclical 7.6%
Energy 5.3%
Basic Materials 1.8%
Real Estate 1.0%