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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 37 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HP HELMERICH & PAYNE INC Energy 522.0 $19K +12.0 +2.4% $36.03 +15.3%
722 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 284.0 $19K +11.0 +4.0% $66.11 +4.0%
723 LGND LIGAND PHARMACEUTICALS INC Healthcare 94.0 $19K +5.0 +5.6% $199.65 +4.1%
724 FRPT FRESHPET INC Consumer Defensive 318.0 $19K +14.0 +4.6% $58.96 -17.8%
725 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 2,806.0 $19K +1K +110.0% $6.63 -14.9%
726 LBRT LIBERTY ENERGY INC Energy 645.0 $19K +26.0 +4.2% $28.80 +14.8%
727 INSW INTERNATIONAL SEAWAYS INC Energy 254.0 $19K +6.0 +2.4% $72.88 +17.0%
728 MDU MDU RES GROUP INC Industrials 893.0 $19K +26.0 +3.0% $20.72 +8.5%
729 FCF FIRST COMWLTH FINL CORP PA Financial Services 1,046.0 $18K +38.0 +3.8% $17.58 +4.3%
730 NATL NCR ATLEOS CORPORATION Technology 420.0 $18K +34.0 +8.8% $43.58 +2.8%
731 ARCB ARCBEST CORP Industrials 186.0 $18K +3.0 +1.6% $98.36 +20.7%
732 FBP FIRST BANCORP CORPORATION Financial Services 852.0 $18K +5.0 +0.6% $21.36 +10.8%
733 BEN FRANKLIN RESOURCES INC Financial Services 764.0 $18K +422.0 +123.4% $23.62 +30.4%
734 FROG JFROG LTD Technology 379.0 $18K +27.0 +7.7% $46.93 +44.7%
735 AWR AMER STATES WTR CO Utilities 235.0 $18K +32.0 +15.8% $75.62 -0.1%
736 RH RH Consumer Cyclical 127.0 $18K +48.0 +60.8% $139.82 -11.9%
737 WSFS WSFS FINL CORP Financial Services 270.0 $18K +14.0 +5.5% $65.46 +7.4%
738 CARG CARGURUS INC Consumer Cyclical 509.0 $17K +43.0 +9.2% $34.05 -16.6%
739 SRPT SAREPTA THERAPEUTICS INC Healthcare 791.0 $17K +154.0 +24.2% $21.76 -21.8%
740 FFBC 1ST FINL BANCORP Financial Services 612.0 $17K +30.0 +5.2% $27.88 +7.2%
Page 37 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%