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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Madison Square Garden Entertainment Corp 4,512.0 $365K 0.14% NEW $80.89
102 TH Target Hospitality Corp Industrials 17,159.0 $349K 0.13% NEW $20.36 -4.1%
103 ARW Arrow Electronics Inc Technology 1,634.0 $349K 0.13% NEW $213.41 +1.2%
104 ADEA Adeia Inc Technology 10,534.0 $347K 0.13% NEW $32.93 -19.5%
105 HST Host Hotels & Resorts Inc Real Estate 14,181.0 $336K 0.12% NEW $23.71 -7.0%
106 WBS Webster Financial Corp Financial Services 4,369.0 $334K 0.12% -79.0 -1.8% $76.42 +1.5%
107 Technipfmc Ltd ADR 5,007.0 $332K 0.12% +104.0 +2.1% $66.30
108 WWD Woodward Inc Industrials 771.0 $328K 0.12% -25.0 -3.1% $425.44 -18.6%
109 LINC Lincoln Educational Services Corp Consumer Defensive 6,469.0 $323K 0.12% NEW $49.90 -48.6%
110 IVZ Invesco Ltd. Financial Services 12,101.0 $319K 0.12% -223.0 -1.8% $26.39 +25.3%
111 RSG Republic Services Inc Industrials 1,482.0 $316K 0.12% $213.08 +4.5%
112 VIAV Viavi Solutions Technology 6,367.0 $304K 0.11% NEW $47.75 -27.0%
113 NTRA Natera Inc/sh Sh Healthcare 1,115.0 $303K 0.11% -43.0 -3.7% $271.45 +20.9%
114 IONS Ionis Pharmaceuticals Inc Healthcare 3,733.0 $296K 0.11% -36.0 -1.0% $79.29 -26.7%
115 UNFI United Natural Foods Inc Consumer Defensive 6,311.0 $288K 0.11% -130.0 -2.0% $45.67 -3.8%
116 AHR American Healthcare Reit Inc Real Estate 5,483.0 $286K 0.11% +55.0 +1.0% $52.15 +4.9%
117 DAR Darling Ingredients Inc Consumer Defensive 5,183.0 $283K 0.11% NEW $54.62 +19.4%
118 INCY Incyte Corp Healthcare 2,462.0 $279K 0.10% $113.36 +11.8%
119 EVR Evercore Inc Cl A Financial Services 785.0 $268K 0.10% +14.0 +1.8% $341.44 -12.7%
120 MA Mastercard Inc Cl A Financial Services 493.0 $253K 0.09% $513.60 +12.8%
Page 6 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%