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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 24 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CE CELANESE CORP DEL Basic Materials 856.0 $56K 0.00% -40.0 -4.5% $65.77 -15.2%
462 LIBERTY MEDIA CORP DEL 718.0 $56K 0.00% -146.0 -16.9% $78.08
463 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,652.0 $56K 0.00% -4K -68.2% $33.74 -5.7%
464 PNW PINNACLE WEST CAP CORP Utilities 545.0 $55K 0.00% -44.0 -7.5% $100.75 -2.3%
465 SJM SMUCKER J M CO Consumer Defensive 568.0 $55K 0.00% -54.0 -8.7% $96.44 +4.3%
466 ASB ASSOCIATED BANC-CORP Financial Services 2,114.0 $55K 0.00% -8K -78.6% $25.86 +6.3%
467 XYL XYLEM INC Industrials 454.0 $54K 0.00% -21.0 -4.4% $119.50 -9.5%
468 DLB DOLBY LABORATORIES INC Technology 901.0 $54K 0.00% -24.0 -2.6% $60.06 -9.7%
469 SSRM SSR MINING IN Basic Materials 1,831.0 $54K 0.00% -463.0 -20.2% $29.40 +6.8%
470 STE STERIS PLC Healthcare 240.0 $53K 0.00% -43.0 -15.2% $221.13 -4.1%
471 SE SEA LTD Consumer Cyclical 638.0 $53K 0.00% -462.0 -42.0% $82.81 +6.5%
472 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,223.0 $53K 0.00% -244.0 -16.6% $43.06 -5.2%
473 DUOL DUOLINGO INC Technology 524.0 $52K 0.00% -106.0 -16.8% $98.57 +13.7%
474 POST POST HLDGS INC Consumer Defensive 521.0 $52K 0.00% -2K -76.6% $98.86 +2.2%
475 OMF ONEMAIN HLDGS INC Financial Services 951.0 $51K 0.00% -779.0 -45.0% $53.49 +0.1%
476 PSN PARSONS CORP DEL Industrials 927.0 $50K 0.00% -45.0 -4.6% $54.17 -7.0%
477 BMVP INVESCO EXCHANGE TRADED FD T 1,000.0 $50K 0.00% -1K -57.0% $49.89 +2.5%
478 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 332.0 $50K 0.00% -156.0 -32.0% $149.52 +8.5%
479 UCTT ULTRA CLEAN HLDGS INC Technology 794.0 $49K 0.00% -19.0 -2.3% $62.18 +38.2%
480 AMH AMERICAN HOMES 4 RENT Real Estate 1,727.0 $48K 0.00% -491.0 -22.1% $27.92 +14.2%
Page 24 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%