Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlantic Union Bankshares Corp (CIK 883948) reported $5.21B across 1,728 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($216.3M, 4.16%), AAPL ($215.5M, 4.14%), MSFT ($174.1M, 3.34%), IVV ($166.8M, 3.20%), IJH ($158.2M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $216.3M | 4.16% | 1.2M | Trimmed |
| 2 | AAPL | APPLE INC | $215.5M | 4.14% | 849,162 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $174.1M | 3.34% | 470,335 | Added |
| 4 | IVV | ISHARES S&P 500 INDEX FUND | $166.8M | 3.20% | 255,315 | Added |
| 5 | IJH | ISHARES S&P MIDCAP 400 INDEX | $158.2M | 3.04% | 2.3M | Trimmed |
| 6 | IWY | ISHARES TOP 200 GROWTH ETF | $124.3M | 2.39% | 499,514 | Trimmed |
| 7 | IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | $106.5M | 2.05% | 856,543 | Trimmed |
| 8 | GOOG | ALPHABET INC | $99.4M | 1.91% | 346,581 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $96.4M | 1.85% | 463,056 | Added |
| 10 | JPM | J P MORGAN CHASE & CO | $86.0M | 1.65% | 292,269 | Trimmed |
| 11 | IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $84.3M | 1.62% | 866,594 | Trimmed |
| 12 | SPY | SPDR S&P 500 ETF TRUST | $75.5M | 1.45% | 116,140 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $73.9M | 1.42% | 256,988 | Trimmed |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $72.5M | 1.39% | 1.3M | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC B | $68.6M | 1.32% | 143,257 | Trimmed |
| 16 | AVGO | BROADCOM INC | $64.4M | 1.24% | 208,181 | Added |
| 17 | IQLT | ISHARES TR | $61.6M | 1.18% | 1.3M | Added |
| 18 | MDY | MIDCAP 400 SPDR TRUST SERIES 1 | $52.0M | 1.00% | 84,363 | Trimmed |
| 19 | META | META PLATFORMS INC | $51.6M | 0.99% | 90,189 | Trimmed |
| 20 | RTX | RTX CORPORATION | $46.6M | 0.90% | 241,828 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $43.6M | 0.84% | 178,211 | Added |
| 22 | BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $43.6M | 0.84% | 2.6M | Added |
| 23 | BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $42.7M | 0.82% | 2.1M | Added |
| 24 | XOM | EXXON MOBIL CORP | $41.6M | 0.80% | 245,225 | Added |
| 25 | WMT | WALMART INC | $39.9M | 0.77% | 321,253 | Added |
Source: SEC Form 13F filings · as of 2026-03-31