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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROAD Construction Partners Inc Industrials 3,074.0 $365K 0.14% -1K -27.8% $118.77 -11.9%
82 WBS Webster Financial Corp Financial Services 4,369.0 $334K 0.12% -79.0 -1.8% $76.42 +1.5%
83 WWD Woodward Inc Industrials 771.0 $328K 0.12% -25.0 -3.1% $425.44 -18.6%
84 IVZ Invesco Ltd. Financial Services 12,101.0 $319K 0.12% -223.0 -1.8% $26.39 +25.3%
85 NTRA Natera Inc/sh Sh Healthcare 1,115.0 $303K 0.11% -43.0 -3.7% $271.45 +20.9%
86 IONS Ionis Pharmaceuticals Inc Healthcare 3,733.0 $296K 0.11% -36.0 -1.0% $79.29 -26.7%
87 UNFI United Natural Foods Inc Consumer Defensive 6,311.0 $288K 0.11% -130.0 -2.0% $45.67 -3.8%
88 IVW iShares S&P 500 Growth ETF 1,721.0 $237K 0.09% -367.0 -17.6% $137.53 +2.2%
89 IVE iShares S&P 500 Value ETF 1,011.0 $230K 0.09% -18.0 -1.8% $227.06 +4.3%
90 CMG Chipotle Mexican Grill Inc Consumer Cyclical 5,955.0 $202K 0.08% -362.0 -5.7% $34.00 +8.6%
Page 5 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%