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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 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM Exxon Mobil Corp Energy 20,933.0 $2.9M 1.07% -1K -4.7% $136.72 +16.6%
22 HD Home Depot Inc Consumer Cyclical 7,991.0 $2.8M 1.05% -179.0 -2.2% $352.68 -9.0%
23 GOOGL Alphabet Inc Class A Communication Services 7,806.0 $2.8M 1.04% -944.0 -10.8% $357.37 -5.3%
24 JPM JPMorgan Chase & CO Financial Services 8,101.0 $2.7M 0.99% -221.0 -2.7% $327.33 +9.6%
25 PEP Pepsico Inc Consumer Defensive 18,331.0 $2.5M 0.93% -629.0 -3.3% $135.40 +1.6%
26 SBUX Starbucks Corp Consumer Cyclical 23,346.0 $2.4M 0.89% -1K -6.0% $102.19 +2.2%
27 TXN Texas Instruments Inc Technology 7,984.0 $2.4M 0.89% -775.0 -8.8% $298.07 -13.3%
28 SYK Stryker Corporation Healthcare 7,530.0 $2.4M 0.88% -235.0 -3.0% $314.84 -3.7%
29 LLY Eli Lilly & CO Healthcare 1,870.0 $2.2M 0.84% -116.0 -5.8% $1199.43 -4.3%
30 INTC Intel Corp Technology 15,758.0 $2.2M 0.82% -4K -19.3% $139.63 -31.4%
31 DHR Danaher Corp Healthcare 11,507.0 $2.2M 0.82% -295.0 -2.5% $190.48 +9.0%
32 KO Coca Cola CO Consumer Defensive 26,914.0 $2.2M 0.82% -1K -5.0% $81.27 +8.4%
33 COST Costco Wholesale Corp Consumer Defensive 2,335.0 $2.2M 0.81% -70.0 -2.9% $935.47 -2.1%
34 WMT Walmart Inc Consumer Defensive 18,110.0 $2.1M 0.77% -1K -6.9% $113.26 -5.4%
35 LIN Linde PLC Basic Materials 3,910.0 $2.0M 0.76% -110.0 -2.7% $518.94 -8.0%
36 ADP Automatic Data Processing Inc Industrials 8,814.0 $2.0M 0.74% -307.0 -3.4% $223.95 +24.0%
37 UNH Unitedhealth Group Inc Healthcare 4,702.0 $2.0M 0.73% -352.0 -7.0% $415.63 -4.4%
38 ASML Asml Holding NV Spons ADR Technology 979.0 $1.9M 0.73% -21.0 -2.1% $1989.44 -13.8%
39 CSCO Cisco Systems Inc Technology 15,996.0 $1.9M 0.70% -1K -7.9% $117.46 -7.0%
40 BAC Bank of America Corp Financial Services 32,058.0 $1.8M 0.68% -1K -3.3% $56.98 +10.0%
Page 2 of 7  ·  127 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%