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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 13 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CARR CARRIER GLOBAL CORPORATION Industrials 12,871.0 $725K 0.01% -519.0 -3.9% $56.31 +10.6%
242 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,084.0 $719K 0.01% -122.0 -5.5% $345.15 -11.0%
243 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,607.0 $718K 0.01% -379.0 -19.1% $446.54 -1.1%
244 DOW DOW HLDGS INC Basic Materials 16,987.0 $708K 0.01% -1K -7.9% $41.65 -9.7%
245 SCHO SCHWAB STRATEGIC TR 29,142.0 $707K 0.01% -4K -11.2% $24.27 -0.7%
246 WRB BERKLEY W R CORP Financial Services 10,520.0 $697K 0.01% -481.0 -4.4% $66.28 +3.2%
247 VCSH VANGUARD SCOTTSDALE FDS 8,689.0 $689K 0.01% -816.0 -8.6% $79.27 -0.7%
248 MELI MERCADOLIBRE INC Consumer Cyclical 397.0 $686K 0.01% -13.0 -3.2% $1729.02 -7.8%
249 ENTERGY CORP NEW 6,079.0 $683K 0.01% -131.0 -2.1% $112.36
250 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,403.0 $661K 0.01% -84.0 -3.4% $275.18 -9.7%
251 SHEL SHELL PLC Energy 7,109.0 $661K 0.01% -161.0 -2.2% $93.00 -4.9%
252 WBD WARNER BROS DISCOVERY INC Communication Services 23,854.0 $655K 0.01% -1K -4.4% $27.46 -1.0%
253 J JACOBS SOLUTIONS INC Industrials 5,134.0 $653K 0.01% -621.0 -10.8% $127.28 -10.6%
254 ED CONSOLIDATED EDISON INC Utilities 5,732.0 $649K 0.01% -71.0 -1.2% $113.18 -3.9%
255 LEIDOS HOLDINGS INC 4,020.0 $625K 0.01% -253.0 -5.9% $155.52
256 SEIC SEI INVTS CO Financial Services 7,745.0 $608K 0.01% -69K -89.9% $78.47 +17.5%
257 CI THE CIGNA GROUP Healthcare 2,274.0 $607K 0.01% -642.0 -22.0% $266.75 +9.2%
258 ORI OLD REP INTL CORP Financial Services 15,004.0 $599K 0.01% -2K -13.0% $39.90 -0.8%
259 CSGP COSTAR GROUP INC Real Estate 14,469.0 $584K 0.01% -210K -93.6% $40.34 -16.7%
260 MKC MCCORMICK & CO INC Consumer Defensive 11,434.0 $577K 0.01% -716.0 -5.9% $50.44 -6.7%
Page 13 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%