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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STZ Constellation Brands Inc Consumer Defensive 5,949.0 $827K 0.31% -320.0 -5.1% $139.09 -7.8%
62 VSGX Vanguard Esg International Stock ETF 9,100.0 $749K 0.28% -116.0 -1.3% $82.34 +2.5%
63 F Ford Motor CO Consumer Cyclical 53,401.0 $742K 0.28% -3K -5.2% $13.90 +5.2%
64 ROK Rockwell Automation Inc Industrials 1,493.0 $739K 0.28% -61.0 -3.9% $495.08 -12.4%
65 NFLX Netflix Inc Communication Services 9,987.0 $713K 0.27% -358.0 -3.5% $71.40 +9.6%
66 HWM Howmet Aerospace Inc Industrials 2,536.0 $682K 0.25% -282.0 -10.0% $268.86 -3.6%
67 NEE Nextera Energy Utilities 7,576.0 $665K 0.25% -193.0 -2.5% $87.77 -4.9%
68 SLB SLB Limited Energy 13,674.0 $636K 0.24% -948.0 -6.5% $46.49 +23.7%
69 CL Colgate-Palmolive CO Consumer Defensive 6,825.0 $626K 0.23% -375.0 -5.2% $91.68 -3.2%
70 MSGE Sphere Entertainment Co Communication Services 3,509.0 $607K 0.23% -41.0 -1.1% $173.03 -55.3%
71 VZ Verizon Communications Inc. Communication Services 14,171.0 $600K 0.22% -654.0 -4.4% $42.34 +18.4%
72 Acadian Asset Management Inc 8,157.0 $583K 0.22% -431.0 -5.0% $71.52
73 BA Boeing CO Industrials 2,668.0 $578K 0.21% -92.0 -3.3% $216.47 -1.9%
74 LASR Nlight Inc Technology 8,142.0 $567K 0.21% -51.0 -0.6% $69.62 -42.5%
75 MKSI MKS Inc Technology 1,247.0 $555K 0.21% -41.0 -3.2% $444.80 -41.5%
76 LITE Lumentum Holdings Inc Technology 638.0 $547K 0.20% -151.0 -19.1% $858.06 +2.7%
77 SUSB Ishares ESG Aware 1-5 Yr Corp Bond ETF 21,645.0 $541K 0.20% +8K +57.4% $24.99 -1.1%
78 APD Air Products & Chemicals Inc Basic Materials 1,825.0 $535K 0.20% -161.0 -8.1% $293.18 +2.8%
79 UBER Uber Technologies Inc Technology 7,247.0 $523K 0.20% -176.0 -2.4% $72.16 +5.0%
80 CW Curtiss-wright Corp. Industrials 682.0 $517K 0.19% -4.0 -0.6% $757.76 -25.2%
Page 4 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%