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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 12 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BDX BECTON DICKINSON & CO Healthcare 6,512.0 $1.0M 0.01% -420.0 -6.1% $157.23 -7.1%
222 TD TORONTO DOMINION BK ONT Financial Services 10,895.0 $1.0M 0.01% -1K -8.6% $93.31 +16.4%
223 CVS CVS HEALTH CORP Healthcare 13,518.0 $971K 0.01% -589.0 -4.2% $71.82 +32.2%
224 ROK ROCKWELL AUTOMATION INC Industrials 2,656.0 $953K 0.01% -70.0 -2.6% $358.88 +18.9%
225 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,892.0 $946K 0.01% -1K -4.8% $45.30 -30.3%
226 DTE DTE ENERGY CO Utilities 6,169.0 $902K 0.01% -3K -32.9% $146.22 -1.8%
227 NEM NEWMONT CORP Basic Materials 7,930.0 $858K 0.01% -89.0 -1.1% $108.25 -2.4%
228 SCHP SCHWAB STRATEGIC TR 32,229.0 $858K 0.01% -2K -5.0% $26.61 -0.1%
229 SYY SYSCO CORP Consumer Defensive 11,807.0 $842K 0.01% -602.0 -4.8% $71.33 +5.7%
230 GPC GENUINE PARTS CO Consumer Cyclical 7,862.0 $831K 0.01% -988.0 -11.2% $105.75 -13.0%
231 SCHG SCHWAB STRATEGIC TR 28,452.0 $829K 0.01% -7K -19.1% $29.13 +16.6%
232 USFR WISDOMTREE TR 16,352.0 $823K 0.01% -2K -12.0% $50.34 +0.2%
233 GIS GENERAL MILLS INC Consumer Defensive 21,546.0 $802K 0.01% -4K -14.7% $37.22 -9.2%
234 GRMN GARMIN LTD Technology 3,448.0 $800K 0.01% -60.0 -1.7% $232.01 -0.9%
235 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,346.0 $798K 0.01% -132.0 -8.9% $592.98 -4.0%
236 D DOMINION ENERGY INC Utilities 12,758.0 $789K 0.01% -345.0 -2.6% $61.82 +10.6%
237 NOC NORTHROP GRUMMAN CORP Industrials 1,154.0 $787K 0.01% -69.0 -5.6% $682.24 -18.9%
238 NXPI NXP SEMICONDUCTORS N V Technology 3,992.0 $786K 0.01% -32.0 -0.8% $196.86 +50.2%
239 MET METLIFE INC Financial Services 11,081.0 $784K 0.01% -67.0 -0.6% $70.72 +15.1%
240 NTRS NORTHERN TR CORP Financial Services 5,380.0 $751K 0.01% -548.0 -9.2% $139.57 +18.6%
Page 12 of 38  ·  756 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%