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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 16 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CBRE CBRE GROUP INC Real Estate 2,452.0 $332K 0.01% -423.0 -14.7% $135.46 -5.4%
302 DFUV DIMENSIONAL ETF TRUST 6,848.0 $332K 0.01% -347.0 -4.8% $48.46 +7.5%
303 FSLR FIRST SOLAR INC Energy 1,681.0 $332K 0.01% -88.0 -5.0% $197.26 +18.4%
304 ON ON SEMICONDUCTOR CORP Technology 5,265.0 $326K 0.01% -33.0 -0.6% $61.92 +76.7%
305 NFRA FLEXSHARES TR 5,095.0 $326K 0.01% -126.0 -2.4% $63.95 +1.9%
306 CIEN CIENA CORP Technology 839.0 $326K 0.01% -790.0 -48.5% $388.23 +39.6%
307 FISV FISERV INC Technology 5,753.0 $321K 0.00% -4K -41.5% $55.80 +1.5%
308 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 15,925.0 $315K 0.00% -127.0 -0.8% $19.75 +11.0%
309 TER TERADYNE INC Technology 1,060.0 $314K 0.00% -1K -53.8% $296.46 +8.3%
310 FOXA FOX CORP Communication Services 5,220.0 $305K 0.00% -55K -91.4% $58.40 +12.8%
311 CENCORA INC 955.0 $300K 0.00% -9.0 -0.9% $314.14
312 CCI CROWN CASTLE INC Real Estate 3,630.0 $295K 0.00% -614.0 -14.5% $81.31 +13.6%
313 DFUS DIMENSIONAL ETF TRUST 4,003.0 $284K 0.00% -327.0 -7.5% $70.91 +12.3%
314 HLI HOULIHAN LOKEY INC Financial Services 1,971.0 $283K 0.00% -102.0 -4.9% $143.62 +5.9%
315 BAX BAXTER INTL INC Healthcare 16,806.0 $282K 0.00% -557.0 -3.2% $16.80 +9.1%
316 TPYP TORTOISE CAPITAL SERIES TRUS 6,615.0 $280K 0.00% -175.0 -2.6% $42.36 +4.8%
317 SEALED AIR CORP NEW 6,595.0 $277K 0.00% -3K -33.8% $42.05
318 NUEM NUSHARES ETF TR 7,537.0 $277K 0.00% -787.0 -9.4% $36.74 +8.0%
319 SPTI SPDR SERIES TRUST 9,314.0 $267K 0.00% -4K -28.9% $28.66 -1.8%
320 RDDT REDDIT INC Communication Services 1,956.0 $263K 0.00% -12K -86.1% $134.65 +18.2%
Page 16 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%