Long-term investor
Atlantic Union Bankshares Corp. @atlanticunionbanksharesc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000883948).
Record
- Tracked since 2025-06-30 (441 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.3% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- IVV · 3.3% · long · since 2025-06-30
- IJH · 3.0% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- IWY · 2.7% · long · since 2025-06-30
- GOOG · 2.0% · long · since 2025-06-30
- IWR · 1.9% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- IJR · 1.8% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30