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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 44 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TALO TALOS ENERGY INC Energy 596.0 $9K +16.0 +2.8% $15.76 +5.3%
862 LPG DORIAN LPG LTD Energy 272.0 $9K +30.0 +12.4% $34.20 +25.7%
863 INVA INNOVIVA INC Healthcare 397.0 $9K +43.0 +12.2% $23.30 -6.1%
864 UPBOUND GROUP INC 511.0 $9K +457.0 +846.3% $18.05
865 DXPE DXP ENTERPRISES INC Industrials 66.0 $9K +10.0 +17.9% $139.73 +1.6%
866 WLY WILEY JOHN & SONS INC Communication Services 242.0 $9K +77.0 +46.7% $38.10 +10.2%
867 FOX FOX CORP Communication Services 173.0 $9K +57.0 +49.1% $53.10 +9.4%
868 TILE INTERFACE INC Consumer Cyclical 368.0 $9K +12.0 +3.4% $24.92 +12.6%
869 UNIT UNITI GROUP LLC Real Estate 973.0 $9K +192.0 +24.6% $9.38 +13.2%
870 OMCL OMNICELL COM Healthcare 273.0 $9K +3.0 +1.1% $33.38 +31.3%
871 HCSG HEALTHCARE SVCS GROUP INC Healthcare 487.0 $9K +12.0 +2.5% $18.55 +13.6%
872 TR TOOTSIE ROLL INDS INC Consumer Defensive 210.0 $9K +23.0 +12.3% $42.74 -4.4%
873 SNDR SCHNEIDER NATIONAL INC Industrials 340.0 $9K +42.0 +14.1% $26.36 +22.0%
874 SLP SIMULATIONS PLUS INC Healthcare 756.0 $9K +181.0 +31.5% $11.82 +18.6%
875 VRE VERIS RESIDENTIAL INC Real Estate 470.0 $9K +9.0 +1.9% $18.87 +0.6%
876 REX REX AMERICAN RES CORP Basic Materials 192.0 $9K +4.0 +2.1% $45.57 +9.8%
877 PCRX PACIRA BIOSCIENCES INC Healthcare 383.0 $9K +40.0 +11.7% $22.60 -0.4%
878 TNDM TANDEM DIABETES CARE INC Healthcare 444.0 $9K +67.0 +17.8% $19.17 -27.7%
879 JJSF J & J SNACK FOODS CORP Consumer Defensive 103.0 $8K +29.0 +39.2% $79.27 -8.2%
880 NABL N-ABLE INC Technology 1,733.0 $8K +722.0 +71.4% $4.67 -23.2%
Page 44 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%