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Portfolio (Quarterly) Guide ↗

ANB BANK

· CIK 0002067126
13F Portfolio $247M AUM 202 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 54 Added 45 Reduced 9 Exited
Page 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LASR Nlight Inc Technology 8,193.0 $467K 0.19% -73.0 -0.9% $57.02 +28.3%
82 O Realty Income Corp Real Estate 7,471.0 $457K 0.18% +647.0 +9.5% $61.18 -0.4%
83 AEIS Advanced Energy Inds Industrials 1,350.0 $436K 0.18% -49.0 -3.5% $322.71 -3.6%
84 CASY Casey`s General Stores, Inc. Consumer Cyclical 576.0 $419K 0.17% $727.86 +7.0%
85 MSGE Sphere Entertainment Co Communication Services 3,550.0 $417K 0.17% $117.40 -40.8%
86 MOD Modine Manufacturing Co Consumer Cyclical 1,890.0 $410K 0.17% +119.0 +6.7% $216.71 +26.9%
87 NUSC Nuveen Esg Small-Cap ETF 9,030.0 $407K 0.17% NEW $45.06 +11.3%
88 ESE Esco Technologies Inc Technology 1,420.0 $400K 0.16% +24.0 +1.7% $281.37 +6.9%
89 RBC RBC Bearings Industrials 661.0 $359K 0.14% +12.0 +1.9% $543.12 +6.6%
90 CENX Century Aluminum Co Basic Materials 6,106.0 $358K 0.14% -97.0 -1.6% $58.69 +11.3%
91 NYT New York Times Company Class A Communication Services 4,248.0 $356K 0.14% NEW $83.73 -9.9%
92 SNEX Stonex Group Financial Services 4,329.0 $349K 0.14% +1K +49.2% $80.65 +40.1%
93 SUSB Ishares ESG Aware 1-5 Yr Corp Bond ETF 13,751.0 $345K 0.14% +5K +66.5% $25.07 -0.2%
94 Technipfmc Ltd ADR 4,903.0 $339K 0.14% +161.0 +3.4% $69.13
95 RSG Republic Services Inc Industrials 1,482.0 $325K 0.13% -197.0 -11.7% $219.02 -7.7%
96 UTI Universal Technical Institute Inc Consumer Defensive 8,960.0 $323K 0.13% +491.0 +5.8% $36.10 +6.9%
97 DAN Dana Inc Consumer Cyclical 9,589.0 $323K 0.13% +111.0 +1.2% $33.65 +7.2%
98 WBS Webster Financial Corp Financial Services 4,448.0 $309K 0.12% NEW $69.42 +4.7%
99 IVZ Invesco Ltd. Financial Services 12,324.0 $299K 0.12% +375.0 +3.1% $24.29 +15.9%
100 MKSI MKS Inc Technology 1,288.0 $296K 0.12% NEW $229.81 +41.8%
Page 5 of 7  ·  128 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
Financial Services 21.0%
Technology 20.9%
Healthcare 12.5%
Communication Services 9.8%
Consumer Defensive 9.7%
Industrials 9.5%
Consumer Cyclical 7.6%
Energy 5.3%
Basic Materials 1.8%
Real Estate 1.0%