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Portfolio (Quarterly) Guide ↗

UMB Bank, n.a.

· CIK 0000933429
13F Portfolio $7.2B AUM 3,145 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New 998 Added 756 Reduced 86 Exited
Page 13 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,108.0 $166K 0.00% +111.0 +11.1% $150.00 -1.6%
242 CTRA COTERRA ENERGY INC Energy 4,714.0 $166K 0.00% +187.0 +4.1% $35.14 -7.3%
243 SWK STANLEY BLACK & DECKER INC Industrials 2,317.0 $165K 0.00% +37.0 +1.6% $71.06 +6.2%
244 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 738.0 $164K 0.00% +20.0 +2.8% $222.07 +60.4%
245 DTM DT MIDSTREAM INC Energy 1,208.0 $163K 0.00% +66.0 +5.8% $134.67 +10.5%
246 SAP SAP SE Technology 945.0 $162K 0.00% +434.0 +84.9% $171.21 +2.0%
247 NDAQ NASDAQ INC Financial Services 1,901.0 $161K 0.00% +196.0 +11.5% $84.89 +9.1%
248 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 2,001.0 $161K 0.00% +1K +114.2% $80.56 -8.0%
249 SSD SIMPSON MFG INC Industrials 939.0 $161K 0.00% +68.0 +7.8% $171.62 +6.0%
250 CNC CENTENE CORP DEL Healthcare 4,908.0 $161K 0.00% +301.0 +6.5% $32.74 +77.9%
251 JLL JONES LANG LASALLE INC Real Estate 528.0 $161K 0.00% +38.0 +7.8% $304.32 -5.1%
252 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,247.0 $160K 0.00% +278.0 +14.1% $71.18 -13.6%
253 FLUTTER ENTMT PLC 1,566.0 $160K 0.00% +1K +233.9% $101.95
254 GSLC GOLDMAN SACHS ETF TR 1,266.0 $158K 0.00% +130.0 +11.4% $125.13 +11.2%
255 IP INTERNATIONAL PAPER CO Consumer Cyclical 4,430.0 $158K 0.00% +170.0 +4.0% $35.70 -14.8%
256 AIT APPLIED INDL TECHNOLOGIES IN Industrials 595.0 $158K 0.00% +3.0 +0.5% $265.32 +14.1%
257 MTD METTLER TOLEDO INTERNATIONAL Healthcare 125.0 $158K 0.00% +6.0 +5.0% $1261.20 -14.8%
258 SNX TD SYNNEX CORPORATION Technology 930.0 $157K 0.00% +102.0 +12.3% $168.71 +35.1%
259 HRB BLOCK H & R INC Consumer Cyclical 4,943.0 $157K 0.00% +984.0 +24.9% $31.74 +22.0%
260 CRBG COREBRIDGE FINL INC Financial Services 6,569.0 $157K 0.00% +2K +51.3% $23.86 +15.5%
Page 13 of 50  ·  998 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.0%
Technology 24.2%
Consumer Cyclical 10.5%
Healthcare 8.2%
Industrials 7.8%
Communication Services 7.4%
Consumer Defensive 6.3%
Energy 4.2%
Utilities 2.9%
Basic Materials 1.9%