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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMO Thermo Fisher Scientific Inc Healthcare 3,217.0 $1.6M 0.60% -62.0 -1.9% $501.36 +22.4%
42 META Meta Platforms Inc Cl A Communication Services 2,771.0 $1.6M 0.58% -84.0 -2.9% $563.29 +9.5%
43 IBM International Business Machines Technology 5,515.0 $1.6M 0.58% -210.0 -3.7% $281.21 -16.5%
44 WM Waste Management Inc Industrials 6,449.0 $1.4M 0.54% -194.0 -2.9% $222.88 -1.7%
45 EMR Emerson Electric CO Industrials 9,363.0 $1.3M 0.50% -216.0 -2.2% $143.15 +6.8%
46 AVGO Broadcom Inc Technology 3,532.0 $1.3M 0.50% -244.0 -6.5% $377.75 -5.3%
47 DIS Disney Walt Co New Communication Services 13,707.0 $1.3M 0.49% -1K -9.7% $96.25 +9.4%
48 EAGG iShares Esg Aware US Aggregate ETF 27,228.0 $1.3M 0.48% +6K +28.9% $47.41 -2.0%
49 ILCG iShares Morningstar Growth ETF 10,813.0 $1.3M 0.47% +1K +15.3% $117.02 -1.2%
50 BX Blackstone Inc Financial Services 10,550.0 $1.2M 0.46% -90.0 -0.8% $117.67 +15.7%
51 ESGV Vanguard Esg US Stock ETF 9,318.0 $1.2M 0.46% $132.24 +3.3%
52 UPS United Parcel Service Cl B Industrials 10,733.0 $1.2M 0.43% -1K -9.9% $107.50 -4.8%
53 ILCV iShares Morningstar Value ETF 11,378.0 $1.2M 0.43% +2K +16.6% $101.24 +7.2%
54 RTX RTX Corporation Industrials 5,867.0 $1.1M 0.41% -196.0 -3.2% $189.73 +5.8%
55 NKE Nike Inc Cl B Consumer Cyclical 25,824.0 $1.1M 0.40% -245.0 -0.9% $41.05 -6.5%
56 AMGN Amgen Inc Healthcare 2,904.0 $1.1M 0.39% -399.0 -12.1% $362.12 +20.7%
57 CRM Salesforce Inc Technology 5,981.0 $937K 0.35% $156.66 +65.5%
58 VCSH Vanguard Short Term Corp Bond ETF 11,305.0 $893K 0.33% +845.0 +8.1% $79.03 -1.1%
59 AMT American Tower Corp REIT Real Estate 5,306.0 $868K 0.32% -172.0 -3.1% $163.57 +7.5%
60 EEM iShares MSCI Emerging Mkt ETF 12,189.0 $834K 0.31% -100.0 -0.8% $68.41 +0.4%
Page 3 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%