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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 48 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 RBRK RUBRIK INC. Technology 88.0 $4K +1.0 +1.1% $48.97 +32.0%
942 GOGO GOGO INC Communication Services 1,059.0 $4K +971.0 +1103.4% $4.02 -1.0%
943 HTLD HEARTLAND EXPRESS INC Industrials 403.0 $4K +34.0 +9.2% $10.40 +30.0%
944 VTOL BRISTOW GROUP INC Energy 86.0 $4K +2.0 +2.4% $46.90 -10.7%
945 HUN HUNTSMAN CORP Basic Materials 301.0 $4K +12.0 +4.2% $13.31 +1.9%
946 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 97.0 $4K +2.0 +2.1% $40.47 +0.6%
947 CERT CERTARA INC Healthcare 686.0 $4K +237.0 +52.8% $5.70 -19.1%
948 SUI SUN CMNTYS INC Real Estate 31.0 $4K +7.0 +29.2% $125.97 -3.6%
949 CPF CENTRAL PAC FINL CORP Financial Services 118.0 $4K +16.0 +15.7% $31.96 +5.3%
950 HTZ HERTZ GLOBAL HLDGS INC Industrials 812.0 $4K +75.0 +10.2% $4.61 +16.3%
951 GDEN GOLDEN ENTMT INC Consumer Cyclical 139.0 $4K +3.0 +2.2% $26.69 +7.0%
952 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 195.0 $4K +21.0 +12.1% $18.83 +22.4%
953 TW TRADEWEB MKTS INC Financial Services 31.0 $4K +2.0 +6.9% $117.65 -4.4%
954 IBLC ISHARES TR 98.0 $4K +18.0 +22.5% $36.54 +36.2%
955 SEZL SEZZLE INC Financial Services 56.0 $4K +10.0 +21.7% $63.29 +55.6%
956 CCC CCC INTELLIGENT SOLUTIONS HL Technology 576.0 $3K +486.0 +540.0% $6.00 -28.3%
957 THRM GENTHERM INC Consumer Cyclical 123.0 $3K +27.0 +28.1% $27.78 +11.0%
958 SCL STEPAN CO Basic Materials 68.0 $3K +15.0 +28.3% $49.99 -1.6%
959 SAFEHOLD INC 251.0 $3K +195.0 +348.2% $13.53
960 BJRI BJS RESTAURANTS INC Consumer Cyclical 94.0 $3K +16.0 +20.5% $35.10 +20.2%
Page 48 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%