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Portfolio (Quarterly) Guide ↗

ANB BANK

· CIK 0002067126
13F Portfolio $268M AUM 201 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 13 Added 90 Reduced 13 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR Emerson Electric CO Industrials 9,363.0 $1.3M 0.50% -216.0 -2.2% $143.15 +6.8%
42 AVGO Broadcom Inc Technology 3,532.0 $1.3M 0.50% -244.0 -6.5% $377.75 -5.3%
43 DIS Disney Walt Co New Communication Services 13,707.0 $1.3M 0.49% -1K -9.7% $96.25 +9.4%
44 BX Blackstone Inc Financial Services 10,550.0 $1.2M 0.46% -90.0 -0.8% $117.67 +15.7%
45 UPS United Parcel Service Cl B Industrials 10,733.0 $1.2M 0.43% -1K -9.9% $107.50 -4.8%
46 RTX RTX Corporation Industrials 5,867.0 $1.1M 0.41% -196.0 -3.2% $189.73 +5.8%
47 NKE Nike Inc Cl B Consumer Cyclical 25,824.0 $1.1M 0.40% -245.0 -0.9% $41.05 -6.5%
48 AMGN Amgen Inc Healthcare 2,904.0 $1.1M 0.39% -399.0 -12.1% $362.12 +20.7%
49 AMT American Tower Corp REIT Real Estate 5,306.0 $868K 0.32% -172.0 -3.1% $163.57 +7.5%
50 EEM iShares MSCI Emerging Mkt ETF 12,189.0 $834K 0.31% -100.0 -0.8% $68.41 +0.4%
51 STZ Constellation Brands Inc Consumer Defensive 5,949.0 $827K 0.31% -320.0 -5.1% $139.09 -7.8%
52 VSGX Vanguard Esg International Stock ETF 9,100.0 $749K 0.28% -116.0 -1.3% $82.34 +2.5%
53 F Ford Motor CO Consumer Cyclical 53,401.0 $742K 0.28% -3K -5.2% $13.90 +5.2%
54 ROK Rockwell Automation Inc Industrials 1,493.0 $739K 0.28% -61.0 -3.9% $495.08 -12.4%
55 NFLX Netflix Inc Communication Services 9,987.0 $713K 0.27% -358.0 -3.5% $71.40 +9.6%
56 HWM Howmet Aerospace Inc Industrials 2,536.0 $682K 0.25% -282.0 -10.0% $268.86 -3.6%
57 NEE Nextera Energy Utilities 7,576.0 $665K 0.25% -193.0 -2.5% $87.77 -4.9%
58 SLB SLB Limited Energy 13,674.0 $636K 0.24% -948.0 -6.5% $46.49 +23.7%
59 CL Colgate-Palmolive CO Consumer Defensive 6,825.0 $626K 0.23% -375.0 -5.2% $91.68 -3.2%
60 MSGE Sphere Entertainment Co Communication Services 3,509.0 $607K 0.23% -41.0 -1.1% $173.03 -55.3%
Page 3 of 5  ·  90 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 24.7%
Financial Services 23.4%
Healthcare 12.5%
Industrials 10.3%
Consumer Defensive 9.0%
Consumer Cyclical 7.7%
Communication Services 4.7%
Energy 4.1%
Basic Materials 1.8%
Real Estate 1.2%