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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 9 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVT NVENT ELEC PLC Industrials 2,476.0 $293K 0.00% +67.0 +2.8% $118.28 +42.9%
162 LUV SOUTHWEST AIRLS CO Industrials 7,750.0 $291K 0.00% +156.0 +2.0% $37.57 +2.5%
163 ATI ATI INC Industrials 1,992.0 $290K 0.00% +18.0 +0.9% $145.46 +2.9%
164 TECHNIPFMC PLC 3,998.0 $276K 0.00% +310.0 +8.4% $69.13
165 KR KROGER CO Consumer Defensive 3,774.0 $273K 0.00% +41.0 +1.1% $72.36 -8.8%
166 FN FABRINET Technology 519.0 $271K 0.00% +22.0 +4.4% $521.52 +38.4%
167 PSTG EVERPURE INC Technology 4,558.0 $269K 0.00% +74.0 +1.6% $59.04 +47.9%
168 KDP KEURIG DR PEPPER INC Consumer Defensive 10,197.0 $268K 0.00% +3K +34.1% $26.33 +9.9%
169 IBB ISHARES TR 1,585.0 $268K 0.00% +26.0 +1.7% $168.85 -2.9%
170 EXC EXELON CORP Utilities 5,410.0 $265K 0.00% +443.0 +8.9% $49.02 -11.5%
171 SPYD SPDR SERIES TRUST 5,750.0 $262K 0.00% +250.0 +4.5% $45.52 +2.9%
172 DLTR DOLLAR TREE INC Consumer Defensive 2,370.0 $260K 0.00% +148.0 +6.7% $109.51 -18.2%
173 EIX EDISON INTL Utilities 3,496.0 $256K 0.00% +327.0 +10.3% $73.18 -5.5%
174 BURL BURLINGTON STORES INC Consumer Cyclical 786.0 $256K 0.00% +32.0 +4.2% $325.38 -10.8%
175 DFAT DIMENSIONAL ETF TRUST 4,091.0 $255K 0.00% +2K +106.3% $62.45 +5.4%
176 TTEK TETRA TECH INC NEW Industrials 8,329.0 $251K 0.00% +594.0 +7.7% $30.12 -13.1%
177 BWXT BWX TECHNOLOGIES INC Industrials 1,219.0 $249K 0.00% +12.0 +1.0% $204.49 -1.2%
178 ILMN ILLUMINA INC Healthcare 2,018.0 $249K 0.00% +75.0 +3.9% $123.26 +15.6%
179 WPC WP CAREY INC Real Estate 3,629.0 $247K 0.00% +113.0 +3.2% $67.96 +7.3%
180 IQVIA HLDGS INC 1,431.0 $244K 0.00% +593.0 +70.8% $170.54
Page 9 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%