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Portfolio (Quarterly) Guide ↗

UMB Bank, n.a.

· CIK 0000933429
13F Portfolio $7.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2279 New
Page 75 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 BTU PEABODY ENERGY CORP Energy 837.0 $25K NEW $29.70 -17.8%
1482 ECG EVERUS CONSTR GROUP Industrials 290.0 $25K NEW $85.56 +76.1%
1483 STC STEWART INFORMATION SVCS COR Financial Services 351.0 $25K NEW $70.26 -3.0%
1484 HAS HASBRO INC Consumer Cyclical 300.0 $25K NEW $82.00 +9.9%
1485 SMG SCOTTS MIRACLE-GRO CO Basic Materials 421.0 $25K NEW $58.35 -0.0%
1486 AVA AVISTA CORP Utilities 637.0 $25K NEW $38.54 +6.2%
1487 ITGR INTEGER HLDGS CORP Healthcare 313.0 $25K NEW $78.43 +14.8%
1488 LGL LGL GROUP INC Technology 4,267.0 $25K NEW $5.75 +21.7%
1489 STEP STEPSTONE GROUP INC Financial Services 382.0 $25K NEW $64.17 -19.0%
1490 VSAT VIASAT INC Technology 710.0 $24K NEW $34.46 +118.4%
1491 PRIM PRIMORIS SVCS CORP Industrials 196.0 $24K NEW $124.14 -14.1%
1492 KN KNOWLES CORP Technology 1,135.0 $24K NEW $21.43 +64.4%
1493 TKR TIMKEN CO Industrials 288.0 $24K NEW $84.13 +39.3%
1494 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 1,230.0 $24K NEW $19.68 +30.0%
1495 GHC GRAHAM HLDGS CO Consumer Defensive 22.0 $24K NEW $1098.59 -0.2%
1496 VECO VEECO INSTRS INC DEL Technology 843.0 $24K NEW $28.58 +98.2%
1497 NWN NORTHWEST NAT HLDG CO Utilities 513.0 $24K NEW $46.74 +6.6%
1498 IEP ICAHN ENTERPRISES LP Industrials 3,141.0 $24K NEW $7.55 -0.3%
1499 BHE BENCHMARK ELECTRS INC Technology 554.0 $24K NEW $42.76 +92.8%
1500 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 476.0 $24K NEW $49.70 -2.0%
Page 75 of 114  ·  2,279 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
Technology 26.4%
Financial Services 25.9%
Consumer Cyclical 10.1%
Healthcare 8.4%
Communication Services 7.9%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 3.0%
Utilities 2.5%
Real Estate 1.6%