Atlantic Union Bankshares Corp
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$10.4B
Holdings
1,747
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Increased +9.2% (3.7k → 4.0k shares)
4.2%
02
$AAPL
APPLE INC
Q4 2025: Sold 99.3% (824.5k → 5.6k shares)
4.2%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +12.6% (1.0k → 1.2k shares)
3.4%
04
$IVV
ISHARES S&P 500 INDEX FUND
Q1 2026: Sold 2.3% (187.1k → 182.8k shares)
3.2%
05
$IJH
ISHARES S&P MIDCAP 400 INDEX
Q4 2025: Increased +1843.9% (17.5k → 340.0k shares)
3.1%
06
$IWY
ISHARES TOP 200 GROWTH ETF
Q4 2025: Exited (was 1.44M shares)
2.4%
07
$IJR
ISHARES S&P SMALLCAP 600 INDEX FUND
Q4 2025: Increased +2051.3% (8.1k → 174.0k shares)
2.1%
08
$GOOG
ALPHABET INC
Q4 2025: Sold 97.2% (117.9k → 3.3k shares)
1.9%
09
$AMZN
AMAZON COM INC
Q1 2026: Increased +8.6% (2.3k → 2.5k shares)
1.9%
10
$JPM
J P MORGAN CHASE & CO
Q1 2026: Exited (was 626 shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.