account_balance
Investment manager · 13F filer · SEC CIK 883948
Atlantic Union Bankshares Corp
Reported value$6.11Bas of Sep 30, 2026
Positions1,892 270 new, 77 sold out
Top 10 weight29.6%AAPL alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.7%Trimmed −2%
NVDANvidia Corporation
4.7%
MSFTMicrosoft Corp
4.0%
IVViShares Tr
3.4%
IWYiShares Tr
2.8%Added +5%
IJHiShares Tr
2.7%
IWRiShares Tr
2.0%Added +9%
GOOGAlphabet Inc
1.9%
AMZNAmazon Com Inc
1.9%
JPMJPMorgan Chase & Co
1.6%
JEPIJ P Morgan Exchange Traded F
1.5%Added +16%
IJRiShares Tr
1.4%Trimmed −9%
AAPLApple Inc
4.7%Trimmed −2%
NVDANvidia Corporation
4.7%
MSFT4.0%IVV3.4%
IWY2.8%
IJH2.7%
IWR2.0%
GOOG1.9%AMZN1.9%JPM1.6%JEPI1.5%
IJR1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.7% Trimmed −2%NVDA Nvidia Corporation 4.7% HeldMSFT Microsoft Corp 4.0% Held
IVV iShares Tr 3.4% Held
IWY iShares Tr 2.8% Added +5%
IJH iShares Tr 2.7% Held
IWR iShares Tr 2.0% Added +9%
GOOG Alphabet Inc 1.9% HeldAMZN Amazon Com Inc 1.9% HeldJPM JPMorgan Chase & Co 1.6% HeldJEPI J P Morgan Exchange Traded F 1.5% Added +16%
IJR iShares Tr 1.4% Trimmed −9%
What changed