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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 47 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CABO CABLE ONE INC Communication Services 62.0 $6K +31.0 +100.0% $91.21 -46.5%
922 HOPE HOPE BANCORP INC Financial Services 501.0 $6K +58.0 +13.1% $11.17 +6.2%
923 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 70.0 $6K +1.0 +1.4% $79.33 -5.6%
924 HFWA HERITAGE FINL CORP WASH Financial Services 213.0 $6K +23.0 +12.1% $26.00 +0.1%
925 HSTM HEALTHSTREAM INC Healthcare 260.0 $5K +197.0 +312.7% $20.71 +9.6%
926 NPK NATIONAL PRESTO INDS INC Industrials 39.0 $5K +1.0 +2.6% $137.05 +0.7%
927 UA UNDER ARMOUR INC Consumer Cyclical 922.0 $5K +144.0 +18.5% $5.79 -13.8%
928 GLOB GLOBANT S A Technology 112.0 $5K +55.0 +96.5% $46.11 -15.6%
929 EXPI EXP WORLD HLDGS INC Real Estate 858.0 $5K +770.0 +875.0% $5.99 +12.5%
930 VITL VITAL FARMS INC Consumer Defensive 363.0 $5K +228.0 +168.9% $14.12 -39.9%
931 BFS SAUL CTRS INC Real Estate 157.0 $5K +78.0 +98.7% $32.58 +3.0%
932 OTEX OPEN TEXT CORP Technology 228.0 $5K +67.0 +41.6% $22.24 +2.0%
933 MNRO MONRO INC Consumer Cyclical 316.0 $5K +64.0 +25.4% $16.04 -1.8%
934 HTO H2O AMERICA Utilities 86.0 $5K +8.0 +10.3% $58.67 -5.9%
935 PRA PROASSURANCE CORP Financial Services 204.0 $5K +8.0 +4.1% $24.72 -0.9%
936 FTAI AVIATION LTD 20.0 $5K +4.0 +25.0% $245.00
937 ADAMM ADAMAS TRUST INC. Financial Services 631.0 $5K +12.0 +1.9% $7.36 +246.3%
938 LIBERTY GLOBAL LTD 380.0 $5K +12.0 +3.3% $12.09
939 UFCS UNITED FIRE GROUP INC Financial Services 123.0 $5K +3.0 +2.5% $37.06 +29.7%
940 QDEL QUIDELORTHO CORP Healthcare 265.0 $4K +86.0 +48.0% $16.43 -37.2%
Page 47 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%