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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 22 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BC BRUNSWICK CORP Consumer Cyclical 1,123.0 $82K 0.00% -2K -67.3% $72.76 +5.1%
422 TPL TEXAS PACIFIC LAND CORPORATI Energy 171.0 $81K 0.00% -33.0 -16.2% $474.56 -18.8%
423 AAL AMERICAN AIRLINES GROUP INC Industrials 7,508.0 $81K 0.00% -453.0 -5.7% $10.74 +15.1%
424 AOS SMITH A O CORP Industrials 1,216.0 $80K 0.00% -80.0 -6.2% $65.94 -14.0%
425 HQY HEALTHEQUITY INC Healthcare 958.0 $80K 0.00% -27.0 -2.7% $83.57 -1.7%
426 WAL WESTERN ALLIANCE BANCORP Financial Services 1,116.0 $79K 0.00% -560.0 -33.4% $70.85 +5.0%
427 MASI MASIMO CORP Healthcare 444.0 $79K 0.00% -21.0 -4.5% $177.87 +0.3%
428 TREX TREX INC Industrials 2,153.0 $78K 0.00% -32.0 -1.5% $36.42 +2.8%
429 BALL BALL CORP Consumer Cyclical 1,319.0 $78K 0.00% -28.0 -2.1% $59.11 -5.6%
430 ALV AUTOLIV INC Consumer Cyclical 732.0 $77K 0.00% -93.0 -11.3% $105.16 +10.1%
431 EXR EXTRA SPACE STORAGE INC Real Estate 587.0 $77K 0.00% -16.0 -2.6% $131.13 +4.4%
432 HR HEALTHCARE RLTY TR Real Estate 4,377.0 $74K 0.00% -424.0 -8.8% $16.99 +19.4%
433 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,596.0 $73K 0.00% -31.0 -1.9% $45.89 +1.8%
434 VMC VULCAN MATLS CO Basic Materials 261.0 $71K 0.00% -5.0 -1.9% $272.30 -1.6%
435 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 944.0 $70K 0.00% -14.0 -1.5% $74.38 -29.2%
436 DKNG DRAFTKINGS INC NEW Consumer Cyclical 3,241.0 $70K 0.00% -5K -61.4% $21.62 +15.6%
437 HEI HEICO CORP NEW Industrials 252.0 $69K 0.00% -22.0 -8.0% $274.20 +5.3%
438 FAF FIRST AMERN FINL CORP Financial Services 1,143.0 $69K 0.00% -161.0 -12.3% $60.29 +11.3%
439 UBSI UNITED BANKSHARES INC WEST V Financial Services 1,658.0 $69K 0.00% -14.0 -0.8% $41.42 +0.8%
440 PTC PTC INC Technology 478.0 $68K 0.00% -101.0 -17.4% $142.49 -0.4%
Page 22 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%