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Holdings (Monthly) Guide ↗

Hvia Equity Fund

· Ultimus Managers Trust
Monthly Holdings $58M AUM 5 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 5 New 22 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NEWMONT CORP 651639106 May 2026 8,400 NEW $922K 1.66% EC
2 MARATHON PETROLEUM CORP 56585A102 May 2026 2,984 NEW $742K 1.34% EC
3 TENET HEALTHCARE CORP 88033G407 May 2026 2,810 NEW $493K 0.89% EC
4 JONES LANG LASALLE INC 48020Q107 May 2026 1,400 NEW $395K 0.71% EC
5 ALLSTATE CORP (THE) 020002101 May 2026 1,688 NEW $348K 0.63% EC