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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CEG Constellation Energy Corp Utilities 982.0 $244K 0.09% $248.37 +20.4%
122 NOW Servicenow Inc Technology 2,435.0 $242K 0.09% +72.0 +3.0% $99.28 +42.3%
123 IVW iShares S&P 500 Growth ETF 1,721.0 $237K 0.09% -367.0 -17.6% $137.53 +2.2%
124 IVE iShares S&P 500 Value ETF 1,011.0 $230K 0.09% -18.0 -1.8% $227.06 +4.3%
125 DTH Wisdomtree International High 4,106.0 $222K 0.08% $54.11 +8.8%
126 BBIO Bridgebio Pharma Inc Healthcare 2,838.0 $211K 0.08% $74.48 +0.5%
127 CMG Chipotle Mexican Grill Inc Consumer Cyclical 5,955.0 $202K 0.08% -362.0 -5.7% $34.00 +8.6%
Page 7 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%