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Holdings (Monthly) Guide ↗

Hvia Equity Fund

· Ultimus Managers Trust
Monthly Holdings $58M AUM 22 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 NVIDIA CORP 67066G104 Feb 2026 15,794 -1,223 $3.3M +10.6% 6.01% EC
2 KLA CORP 482480100 Feb 2026 1,504 -188 $2.9M +12.0% 5.21% EC
3 ALPHABET INC 02079K107 Feb 2026 7,192 -94 $2.7M +19.3% 4.88% EC
4 AMAZON.COM INC 023135106 Feb 2026 9,791 -518 $2.6M +22.4% 4.77% EC
5 APPLE INC 037833100 Feb 2026 7,048 -79 $2.2M +16.8% 3.96% EC
6 CIENA CORP 171779309 Feb 2026 2,727 -670 $1.6M +33.6% 2.85% EC
7 QUANTA SERVICES INC 74762E102 Feb 2026 2,171 -359 $1.5M +8.5% 2.78% EC
8 META PLATFORMS INC 30303M102 Feb 2026 2,237 -30 $1.4M -3.7% 2.55% EC
9 AMPHENOL CORP 032095101 Feb 2026 9,276 -1,885 $1.4M -15.4% 2.49% EC
10 NETFLIX INC 64110L106 Feb 2026 10,633 -206 $915K -12.3% 1.65% EC
11 STARBUCKS CORP 855244109 Feb 2026 8,942 -301 $887K -2.1% 1.60% EC
12 FLUOR CORP 343412102 Feb 2026 17,238 -1,051 $789K -17.5% 1.42% EC
13 ROCKWELL AUTOMATION INC 773903109 Feb 2026 1,658 -116 $748K +3.5% 1.35% EC
14 NEXTERA ENERGY INC 65339F101 Feb 2026 8,349 -218 $726K -9.6% 1.31% EC
15 DUKE ENERGY CORP 26441C204 Feb 2026 5,718 -154 $702K -8.7% 1.26% EC
16 SLB LTD 806857108 Feb 2026 10,891 -599 $594K +0.7% 1.07% EC
17 BAKER HUGHES COMPANY 05722G100 Feb 2026 9,214 -831 $589K -10.2% 1.06% EC
18 EXXON MOBIL CORP 30231G102 Feb 2026 3,698 -443 $537K -14.9% 0.97% EC
19 TRIMBLE INC 896239100 Feb 2026 7,735 -305 $436K -18.8% 0.79% EC
20 GENERAC HOLDINGS INC 368736104 Feb 2026 1,437 -95 $399K +15.7% 0.72% EC
21 MONDELEZ INTERNATIONAL INC 609207105 Feb 2026 5,805 -1,729 $355K -23.5% 0.64% EC
22 FIRST AMERICAN FUNDS INC 31846V336 Feb 2026 279,657 -406,404 $280K -59.2% 0.50% STIV