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Holdings (Monthly) Guide ↗

Westwood Quality Smidcap Fund

· Ultimus Managers Trust
Monthly Holdings $105M AUM 63 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 First American Funds Inc. 31846V211 Apr 2024 3,318,541 $3.3M 3.17% STIV
2 Southstate Bank Corp. 84472E102 Jan 2026 27,404 $2.8M 2.68% EC
3 Idacorp Inc 451107106 Apr 2024 19,742 $2.6M 2.51% EC
4 Cullen/Frost Bankers, Inc. 229899109 Apr 2024 18,914 $2.6M 2.49% EC
5 Modine Manufacturing Co. 607828100 Jan 2026 13,992 $2.6M 2.47% EC
6 AAR Corp. 000361105 Apr 2024 22,587 $2.4M 2.29% EC
7 Permian Resources Corp 71424F105 Jan 2026 146,766 $2.4M 2.26% EC
8 Glacier Bancorp Inc. 37637Q105 Apr 2024 45,843 $2.3M 2.22% EC
9 Avista Corporation 05379B107 Jan 2026 54,103 $2.2M 2.14% EC
10 Packaging Corporation of America 695156109 Jan 2026 10,007 $2.2M 2.13% EC
11 National Fuel Gas Company 636180101 Jan 2026 26,090 $2.2M 2.09% EC
12 The Timken Company 887389104 Apr 2024 23,016 $2.1M 2.05% EC
13 Wintrust Financial Corporation 97650W108 Apr 2024 14,270 $2.1M 2.01% EC
14 Rexford Industrial Realty Inc. 76169C100 Apr 2024 51,124 $2.1M 1.98% EC
15 Sensient Technologies Corp 81725T100 Jan 2026 21,840 $2.1M 1.97% EC
16 MSA Safety Inc. 553498106 Jan 2026 11,604 $2.1M 1.97% EC
17 Advanced Drainage System Inc 00790R104 Jan 2026 13,450 $2.0M 1.96% EC
18 Lithia Motors Incorporated 536797103 Apr 2024 6,163 $2.0M 1.91% EC
19 Potlatchdeltic Corp. 737630103 Apr 2024 47,551 $2.0M 1.90% EC
20 Skyward Specialty Insurance Group Inc 830940102 Jan 2026 42,884 $1.9M 1.83% EC
21 Littelfuse Inc. 537008104 Apr 2024 5,710 $1.8M 1.77% EC
22 Interparfums Inc 458334109 Jan 2026 17,765 $1.7M 1.66% EC
23 Integer Holdings Corp. 45826H109 Apr 2024 19,843 $1.7M 1.65% EC
24 Chord Energy Corp. 674215207 Apr 2024 16,685 $1.7M 1.60% EC
25 Renaissancere Holdings Ltd. G7496G103 Apr 2024 5,900 $1.7M 1.59% EC
26 Warner Music Group Corporation 934550203 Jan 2026 53,303 $1.6M 1.53% EC
27 Crown Holdings Inc 228368106 Apr 2024 15,262 $1.6M 1.53% EC
28 Verra Mobility Corporation 92511U102 Apr 2024 82,706 $1.6M 1.53% EC
29 COPT Defense Properties 22002T108 Apr 2024 51,542 $1.6M 1.52% EC
30 Hubbell Incorporated 443510607 Apr 2024 3,252 $1.6M 1.52% EC
31 BJ Wholesale Club Holdings Inc 05550J101 Apr 2024 17,049 $1.6M 1.51% EC
32 XPO Inc 983793100 Apr 2024 10,553 $1.6M 1.49% EC
33 Evercore Inc 29977A105 Jan 2026 4,423 $1.6M 1.49% EC
34 Texas Roadhouse Inc 882681109 Apr 2024 8,575 $1.5M 1.48% EC
35 Cheesecake Factory Inc 163072101 Jan 2026 26,583 $1.5M 1.47% EC
36 Piper Sandler Companies 724078100 Apr 2024 4,429 $1.5M 1.47% EC
37 Trex Company, Inc. 89531P105 Jan 2026 36,769 $1.5M 1.46% EC
38 Dominos Pizza Inc. 25754A201 Apr 2024 3,703 $1.5M 1.45% EC
39 Royal Gold, Inc. 780287108 Apr 2024 5,679 $1.5M 1.43% EC
40 Federal Realty Investment Trust 313745101 Jan 2026 14,766 $1.5M 1.43% EC
41 Marex Group Plc G5S37H101 Jan 2026 37,606 $1.5M 1.42% EC
42 Academy Sports and Outdoors Inc 00402L107 Apr 2024 26,129 $1.4M 1.37% EC
43 Rambus Inc. 750917106 Apr 2024 12,440 $1.4M 1.35% EC
44 Mercury General Corporation 589400100 Jan 2026 16,052 $1.4M 1.34% EC
45 Eagle Materials Inc. 26969P108 Apr 2024 6,779 $1.4M 1.32% EC
46 Pegasystems Inc 705573103 Jan 2026 30,660 $1.3M 1.28% EC
47 Blue Bird Corp. 095306106 Apr 2024 25,352 $1.3M 1.22% EC
48 BWX Technologies Inc. 05605H100 Jan 2026 6,079 $1.2M 1.19% EC
49 Moog Inc. 615394202 Apr 2024 3,999 $1.2M 1.17% EC
50 Gulfport Energy Operating Corp. 402635502 Jan 2026 5,782 $1.2M 1.13% EC
51 US Foods Holding Corp 912008109 Jan 2026 13,479 $1.1M 1.08% EC
52 Newmark Group Inc 65158N102 Jan 2026 63,044 $1.1M 1.08% EC
53 Brixmor Property Group Inc 11120U105 Jan 2026 40,889 $1.1M 1.05% EC
54 Pan American Silver Corp. 697900108 Jan 2026 19,954 $1.1M 1.04% EC
55 Vail Resorts, Inc. 91879Q109 Jan 2026 8,159 $1.1M 1.04% EC
56 Amdocs Limited G02602103 Apr 2024 13,232 $1.1M 1.04% EC
57 The Cooper Companies, Inc. 216648501 Apr 2024 13,224 $1.1M 1.03% EC
58 Boise Cascade Co 09739D100 Apr 2024 12,973 $1.0M 1.00% EC
59 Lattice Semiconductor Corporation 518415104 Jan 2026 12,971 $1.0M 1.00% EC
60 Kratos Defense & Security Solutions, Inc. 50077B207 Apr 2024 10,120 $1.0M 1.00% EC
61 Henry Schein, Inc. 806407102 Jan 2026 12,976 $979K 0.94% EC
62 Blackline Inc 09239B109 Jan 2026 19,943 $927K 0.89% EC
63 IPG Photonics Corp 44980X109 Jan 2026 9,085 $840K 0.80% EC