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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 18 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HUM HUMANA INC Healthcare 1,202.0 $208K 0.00% -102.0 -7.8% $173.39 +76.0%
342 MEDP MEDPACE HLDGS INC Healthcare 431.0 $207K 0.00% -19.0 -4.2% $480.19 -13.5%
343 NU NU HLDGS LTD Financial Services 14,183.0 $204K 0.00% -4K -22.9% $14.37 -15.2%
344 F FORD MTR CO Consumer Cyclical 17,386.0 $201K 0.00% -610.0 -3.4% $11.54 +16.1%
345 UAL UNITED AIRLS HLDGS INC Industrials 2,172.0 $200K 0.00% -207.0 -8.7% $92.07 +0.8%
346 AVY AVERY DENNISON CORP Industrials 1,147.0 $198K 0.00% -523.0 -31.3% $172.68 -9.2%
347 ICLR ICON PLC Healthcare 1,775.0 $196K 0.00% -1K -38.6% $110.66 +5.2%
348 EW EDWARDS LIFESCIENCES CORP Healthcare 2,424.0 $194K 0.00% -137.0 -5.3% $80.08 +1.6%
349 CG CARLYLE GROUP INC Financial Services 3,929.0 $190K 0.00% -456.0 -10.4% $48.39 -3.7%
350 STT STATE STR CORP Financial Services 1,463.0 $185K 0.00% -187.0 -11.3% $126.56 +20.8%
351 RRX REGAL REXNORD CORPORATION Industrials 980.0 $184K 0.00% -43.0 -4.2% $187.26 +5.3%
352 SOMNIGROUP INTERNATIONAL INC 2,445.0 $181K 0.00% -118.0 -4.6% $73.92
353 FNF FIDELITY NATL FINL INC Financial Services 3,766.0 $175K 0.00% -223.0 -5.6% $46.38 +3.3%
354 FANG DIAMONDBACK ENERGY INC Energy 850.0 $168K 0.00% -21.0 -2.4% $197.79 +2.9%
355 ANNALY CAPITAL MANAGEMENT IN 7,792.0 $165K 0.00% -60.0 -0.8% $21.15
356 DASH DOORDASH INC Communication Services 1,097.0 $165K 0.00% -316.0 -22.4% $150.15 +6.0%
357 TLH ISHARES TR 1,630.0 $164K 0.00% -247.0 -13.2% $100.72 -3.0%
358 HDB HDFC BANK LTD Financial Services 6,457.0 $161K 0.00% -109.0 -1.7% $24.88 -1.7%
359 AN AUTONATION INC Consumer Cyclical 806.0 $157K 0.00% -78.0 -8.8% $195.26 -6.8%
360 AIG AMERICAN INTL GROUP INC Financial Services 2,081.0 $157K 0.00% -165.0 -7.3% $75.25 +4.1%
Page 18 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%