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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ Verizon Communications Inc. Communication Services 14,171.0 $600K 0.22% -654.0 -4.4% $42.34 +18.4%
62 Acadian Asset Management Inc 8,157.0 $583K 0.22% -431.0 -5.0% $71.52
63 BA Boeing CO Industrials 2,668.0 $578K 0.21% -92.0 -3.3% $216.47 -1.9%
64 LASR Nlight Inc Technology 8,142.0 $567K 0.21% -51.0 -0.6% $69.62 -42.5%
65 MKSI MKS Inc Technology 1,247.0 $555K 0.21% -41.0 -3.2% $444.80 -41.5%
66 LITE Lumentum Holdings Inc Technology 638.0 $547K 0.20% -151.0 -19.1% $858.06 +2.7%
67 APD Air Products & Chemicals Inc Basic Materials 1,825.0 $535K 0.20% -161.0 -8.1% $293.18 +2.8%
68 UBER Uber Technologies Inc Technology 7,247.0 $523K 0.20% -176.0 -2.4% $72.16 +5.0%
69 CW Curtiss-wright Corp. Industrials 682.0 $517K 0.19% -4.0 -0.6% $757.76 -25.2%
70 AEIS Advanced Energy Inds Industrials 1,339.0 $499K 0.19% -11.0 -0.8% $372.87 -24.7%
71 TTMI TTM Technologies Inc Technology 2,661.0 $498K 0.19% -142.0 -5.1% $187.02 -32.8%
72 ESE Esco Technologies Inc Technology 1,407.0 $493K 0.18% -13.0 -0.9% $350.04 -21.7%
73 MOD Modine Manufacturing Co Consumer Cyclical 1,798.0 $480K 0.18% -92.0 -4.9% $267.02 -27.1%
74 NUSC Nuveen Esg Small-Cap ETF 8,980.0 $468K 0.17% -50.0 -0.6% $52.12 -1.5%
75 MKC Mccormick & Co Inc Consumer Defensive 9,085.0 $458K 0.17% -2K -18.6% $50.42 +3.3%
76 CASY Casey`s General Stores, Inc. Consumer Cyclical 573.0 $455K 0.17% -3.0 -0.5% $794.79 -4.9%
77 O Realty Income Corp Real Estate 7,191.0 $446K 0.17% -280.0 -3.8% $61.96 -1.1%
78 SNEX Stonex Group Financial Services 3,754.0 $445K 0.17% -575.0 -13.3% $118.50 -41.4%
79 LIND Lindblad Expeditions Holdings Inc Consumer Cyclical 15,510.0 $438K 0.16% -192.0 -1.2% $28.24 -8.4%
80 SANM Sanmina Corp Technology 1,576.0 $399K 0.15% -69.0 -4.2% $253.08 -21.6%
Page 4 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%