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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 32 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FBK FB FINL CORP Financial Services 608.0 $32K +51.0 +9.2% $51.94 +0.4%
622 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 342.0 $32K +26.0 +8.2% $92.27 +17.6%
623 BHE BENCHMARK ELECTRS INC Technology 559.0 $31K +5.0 +0.9% $56.06 +45.0%
624 CVBF CVB FINL CORP Financial Services 1,611.0 $31K +40.0 +2.5% $19.39 +2.5%
625 ABCB AMERIS BANCORP Financial Services 399.0 $31K +14.0 +3.6% $77.99 +5.9%
626 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 3,432.0 $31K +1K +48.1% $9.01 +15.4%
627 FTDR FRONTDOOR INC Consumer Cyclical 578.0 $31K +168.0 +41.0% $52.86 +20.0%
628 CRC CALIFORNIA RES CORP Energy 439.0 $30K +10.0 +2.3% $69.22 -9.7%
629 PLXS PLEXUS CORP Technology 150.0 $30K +4.0 +2.7% $202.54 +27.8%
630 DV DOUBLEVERIFY HLDGS INC Technology 3,189.0 $30K +432.0 +15.7% $9.50 -2.4%
631 ENR ENERGIZER HLDGS INC Industrials 1,839.0 $30K +209.0 +12.8% $16.42 +0.7%
632 INVH INVITATION HOMES INC Real Estate 1,207.0 $30K +779.0 +182.0% $24.85 +15.7%
633 SUPN SUPERNUS PHARMACEUTICALS Healthcare 580.0 $30K +104.0 +21.9% $51.69 -6.5%
634 AX AXOS FINANCIAL INC Financial Services 348.0 $30K +4.0 +1.2% $85.09 -1.7%
635 TPH TRI POINTE HOMES INC Consumer Cyclical 633.0 $30K +12.0 +1.9% $46.73 +0.5%
636 EXPAND ENERGY CORPORATION 268.0 $29K +89.0 +49.7% $109.78
637 ENPH ENPHASE ENERGY INC Energy 777.0 $29K +349.0 +81.5% $37.81 +31.4%
638 VOD VODAFONE GROUP PLC Communication Services 31,933.0 $29K +20K +162.4% $0.91 +1549.8%
639 CSGS CSG SYS INTL INC Technology 358.0 $29K +4.0 +1.1% $79.94 +0.9%
640 CHKP CHECK POINT SOFTWARE TECH LT Technology 198.0 $28K +4.0 +2.1% $142.85 -11.8%
Page 32 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%