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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 38 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 POR PORTLAND GEN ELEC CO Utilities 322.0 $17K +32.0 +11.0% $52.77 -8.5%
742 APLE APPLE HOSPITALITY REIT INC Real Estate 1,475.0 $17K +59.0 +4.2% $11.51 +21.5%
743 ROG ROGERS CORP Technology 158.0 $17K +1.0 +0.6% $107.33 +24.7%
744 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 320.0 $17K +9.0 +2.9% $52.75 -6.1%
745 CPRX CATALYST PHARMACEUTICALS INC Healthcare 681.0 $17K +91.0 +15.4% $24.76 +26.1%
746 BRZE BRAZE INC Technology 701.0 $17K +54.0 +8.3% $23.61 -7.8%
747 TRN TRINITY INDS INC Industrials 513.0 $17K +8.0 +1.6% $32.18 +6.5%
748 VCYT VERACYTE INC Healthcare 510.0 $16K +15.0 +3.0% $32.21 +28.8%
749 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 783.0 $16K +272.0 +53.2% $20.95 +15.5%
750 WAY WAYSTAR HLDG CORP Technology 680.0 $16K +442.0 +185.7% $24.11 -25.6%
751 NMIH NMI HLDGS INC Financial Services 430.0 $16K +27.0 +6.7% $37.51 +2.8%
752 WDFC WD 40 CO Basic Materials 79.0 $16K +2.0 +2.6% $203.94 +0.1%
753 RVTY REVVITY INC Healthcare 183.0 $16K +71.0 +63.4% $87.61 +9.0%
754 JOE ST JOE CO Real Estate 251.0 $16K +6.0 +2.5% $62.80 +2.4%
755 BANF BANCFIRST CORP Financial Services 143.0 $16K +19.0 +15.3% $108.50 -0.2%
756 GTY GETTY RLTY CORP NEW Real Estate 486.0 $15K +10.0 +2.1% $31.80 +3.6%
757 NTRA NATERA INC Healthcare 77.0 $15K +26.0 +51.0% $199.99 -3.7%
758 BOX BOX INC Technology 651.0 $15K +89.0 +15.8% $23.64 +8.7%
759 LCII LCI INDS Consumer Cyclical 124.0 $15K +9.0 +7.8% $122.98 -10.5%
760 WAFD WAFD INC Financial Services 483.0 $15K +25.0 +5.5% $31.40 +11.7%
Page 38 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%