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Holdings (Monthly) Guide ↗

Westwood Quality Midcap Fund

· Ultimus Managers Trust
Monthly Holdings $2M AUM 59 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 First American Funds Inc. 31846V328 Jan 2026 44,611 $45K 2.76% STIV
2 American International Group Inc. 026874784 Jan 2026 549 $41K 2.54% EC
3 Marvell Technology Inc 573874104 Jan 2026 481 $38K 2.34% EC
4 Chord Energy Corp. 674215207 Jan 2026 350 $35K 2.17% EC
5 Modine Manufacturing Co. 607828100 Jan 2026 189 $35K 2.16% EC
6 Packaging Corporation of America 695156109 Jan 2026 154 $34K 2.12% EC
7 Intercontinental Exchange Inc 45866F104 Jan 2026 196 $34K 2.10% EC
8 Corteva Inc 22052L104 Jan 2026 460 $33K 2.07% EC
9 MSA Safety Inc. 553498106 Jan 2026 184 $33K 2.01% EC
10 The Cooper Companies, Inc. 216648501 Jan 2026 399 $32K 2.01% EC
11 BJ Wholesale Club Holdings Inc 05550J101 Jan 2026 350 $32K 2.00% EC
12 Healthpeak Properties Inc 42250P103 Jan 2026 1,873 $32K 1.99% EC
13 O'Reilly Automotive Inc. 67103H107 Jan 2026 324 $32K 1.97% EC
14 Old Dominion Freight Line Inc. 679580100 Jan 2026 184 $32K 1.97% EC
15 LPL Financial Holdings Inc. 50212V100 Jan 2026 87 $32K 1.96% EC
16 Texas Roadhouse Inc 882681109 Jan 2026 176 $32K 1.96% EC
17 Federal Realty Investment Trust 313745101 Jan 2026 311 $31K 1.94% EC
18 Agree Realty Corp 008492100 Jan 2026 435 $31K 1.94% EC
19 CMS Energy Corporation 125896100 Jan 2026 437 $31K 1.93% EC
20 Ventas Inc. 92276F100 Jan 2026 398 $31K 1.91% EC
21 Brown & Brown Inc 115236101 Jan 2026 406 $29K 1.81% EC
22 Rambus Inc. 750917106 Jan 2026 252 $29K 1.77% EC
23 Littelfuse Inc. 537008104 Jan 2026 87 $28K 1.74% EC
24 Allegro MicroSystems Inc 01749D105 Jan 2026 763 $28K 1.74% EC
25 Eagle Materials Inc. 26969P108 Jan 2026 137 $28K 1.72% EC
26 Permian Resources Corp 71424F105 Jan 2026 1,714 $28K 1.71% EC
27 Cameco Corporation 13321L108 Jan 2026 222 $27K 1.69% EC
28 Church & Dwight Co Inc. 171340102 Jan 2026 279 $27K 1.66% EC
29 Diamondback Energy Inc 25278X109 Jan 2026 162 $27K 1.64% EC
30 Interparfums Inc 458334109 Jan 2026 271 $26K 1.63% EC
31 Verra Mobility Corporation 92511U102 Jan 2026 1,366 $26K 1.63% EC
32 Hubbell Incorporated 443510607 Jan 2026 54 $26K 1.63% EC
33 Southstate Bank Corp. 84472E102 Jan 2026 251 $26K 1.59% EC
34 Glacier Bancorp Inc. 37637Q105 Jan 2026 501 $25K 1.57% EC
35 Toll Brothers, Inc. 889478103 Jan 2026 173 $25K 1.54% EC
36 CACI International Inc. 127190304 Jan 2026 40 $25K 1.53% EC
37 Ulta Beauty Inc 90384S303 Jan 2026 38 $25K 1.52% EC
38 Crown Holdings Inc 228368106 Jan 2026 232 $24K 1.50% EC
39 Pegasystems Inc 705573103 Jan 2026 554 $24K 1.49% EC
40 Evergy Inc 30034W106 Jan 2026 315 $24K 1.49% EC
41 Veralto Corp. 92338C103 Jan 2026 243 $24K 1.49% EC
42 Cullen/Frost Bankers, Inc. 229899109 Jan 2026 174 $24K 1.48% EC
43 Piper Sandler Companies 724078100 Jan 2026 69 $24K 1.48% EC
44 Henry Schein, Inc. 806407102 Jan 2026 314 $24K 1.46% EC
45 DTE Energy Co. 233331107 Jan 2026 175 $24K 1.45% EC
46 Advanced Drainage System Inc 00790R104 Jan 2026 154 $23K 1.45% EC
47 Alliant Energy Corporation 018802108 Jan 2026 355 $23K 1.45% EC
48 Zimmer Biomet Holdings Inc 98956P102 Jan 2026 267 $23K 1.44% EC
49 Gulfport Energy Operating Corp. 402635502 Jan 2026 113 $23K 1.42% EC
50 Lattice Semiconductor Corporation 518415104 Jan 2026 286 $23K 1.42% EC
51 Lithia Motors Incorporated 536797103 Jan 2026 70 $23K 1.40% EC
52 Gallagher Aj &Co 363576109 Jan 2026 90 $22K 1.39% EC
53 McCormick & Company, Incorporated 579780206 Jan 2026 358 $22K 1.37% EC
54 Pan American Silver Corp. 697900108 Jan 2026 386 $21K 1.30% EC
55 Vail Resorts, Inc. 91879Q109 Jan 2026 152 $20K 1.25% EC
56 Hawkins Inc 420261109 Jan 2026 154 $20K 1.24% EC
57 BWX Technologies Inc. 05605H100 Jan 2026 79 $16K 1.00% EC
58 Mckesson Corp. 58155Q103 Jan 2026 19 $16K 0.98% EC
59 Avantor Inc 05352A100 Jan 2026 1,282 $14K 0.86% EC