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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 24 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,146.0 $72K 0.00% +421.0 +58.1% $62.70 +23.0%
462 DOCN DIGITALOCEAN HLDGS INC Technology 831.0 $71K 0.00% +10.0 +1.2% $85.78 +74.9%
463 LSTR LANDSTAR SYS INC Industrials 441.0 $71K 0.00% +7.0 +1.6% $160.31 +13.6%
464 CART MAPLEBEAR INC Consumer Cyclical 1,884.0 $71K 0.00% +36.0 +1.9% $37.46 +10.3%
465 OC OWENS CORNING NEW Industrials 651.0 $70K 0.00% +25.0 +4.0% $108.22 -0.2%
466 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 1,010.0 $70K 0.00% +6.0 +0.6% $69.19 -9.4%
467 FTV FORTIVE CORP Technology 1,258.0 $70K 0.00% +66.0 +5.5% $55.28 +5.3%
468 FOUR SHIFT4 PMTS INC Technology 1,584.0 $69K 0.00% +885.0 +126.6% $43.73 -6.3%
469 BIDU BAIDU INC Communication Services 621.0 $69K 0.00% +193.0 +45.1% $111.42 +21.4%
470 PEGA PEGASYSTEMS INC Technology 1,618.0 $69K 0.00% +513.0 +46.4% $42.56 -21.3%
471 ITRI ITRON INC Technology 768.0 $69K 0.00% +36.0 +4.9% $89.63 -13.0%
472 SCHM SCHWAB STRATEGIC TR 2,223.0 $69K 0.00% +900.0 +68.0% $30.96 +10.4%
473 BROWN FORMAN CORP 2,594.0 $69K 0.00% +96.0 +3.8% $26.44
474 AVNT AVIENT CORPORATION Basic Materials 1,868.0 $68K 0.00% +1K +115.7% $36.30 -10.1%
475 TXNM ENERGY INC 1,150.0 $67K 0.00% +33.0 +3.0% $58.46
476 CHH CHOICE HOTELS INTL INC Consumer Cyclical 649.0 $67K 0.00% +258.0 +66.0% $103.50 +2.6%
477 CVLT COMMVAULT SYS INC Technology 854.0 $67K 0.00% +634.0 +288.2% $77.89 +30.9%
478 EVEREST GROUP LTD 202.0 $66K 0.00% +52.0 +34.7% $326.85
479 THO THOR INDS INC Consumer Cyclical 817.0 $65K 0.00% +178.0 +27.9% $79.89 -9.7%
480 VVV VALVOLINE INC Energy 1,937.0 $65K 0.00% +31.0 +1.6% $33.68 -4.5%
Page 24 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%