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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 20 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NEU NEWMARKET CORP Basic Materials 208.0 $133K 0.00% -3.0 -1.4% $640.95 +6.5%
382 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,328.0 $133K 0.00% -75.0 -5.3% $100.09 -6.5%
383 TXT TEXTRON INC Industrials 1,471.0 $129K 0.00% -17.0 -1.1% $87.56 +1.4%
384 SLF SUN LIFE FINANCIAL INC. Financial Services 2,043.0 $128K 0.00% -317.0 -13.4% $62.56 +15.0%
385 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,646.0 $127K 0.00% -477.0 -22.5% $77.13 +10.9%
386 HSBC HSBC HLDGS PLC Financial Services 1,501.0 $124K 0.00% -87.0 -5.5% $82.49 +7.1%
387 TRMB TRIMBLE INC Technology 1,895.0 $124K 0.00% -39.0 -2.0% $65.23 -15.5%
388 AR ANTERO RESOURCES CORP Energy 2,902.0 $123K 0.00% -125.0 -4.1% $42.44 -9.6%
389 WATSCO INC 332.0 $120K 0.00% -373.0 -52.9% $360.31
390 PINS PINTEREST INC Communication Services 6,462.0 $119K 0.00% -407.0 -5.9% $18.34 +6.2%
391 AFG AMERICAN FINANCIAL GROUP INC Financial Services 925.0 $118K 0.00% -18.0 -1.9% $127.71 +7.2%
392 LPLA LPL FINL HLDGS INC Financial Services 392.0 $118K 0.00% -55.0 -12.3% $300.83 -0.4%
393 CRL CHARLES RIV LABS INTL INC Healthcare 662.0 $114K 0.00% -16.0 -2.4% $172.50 -12.6%
394 CINF CINCINNATI FINL CORP Financial Services 722.0 $114K 0.00% -9.0 -1.2% $157.35 +6.5%
395 NEBIUS GROUP N.V. 1,092.0 $113K 0.00% -189.0 -14.8% $103.76
396 BMO BANK MONTREAL MEDIUM Financial Services 836.0 $113K 0.00% -2K -71.9% $135.34 +13.6%
397 AZTA AZENTA INC Healthcare 5,255.0 $111K 0.00% -304.0 -5.5% $21.13 -23.1%
398 PRI PRIMERICA INC Financial Services 438.0 $110K 0.00% -30.0 -6.4% $250.48 +9.4%
399 CNM CORE & MAIN INC Industrials 2,219.0 $110K 0.00% -507.0 -18.6% $49.40 -6.6%
400 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 4,883.0 $106K 0.00% -507.0 -9.4% $21.66 +1.8%
Page 20 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%