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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 30 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AVTR AVANTOR INC Healthcare 2,565.0 $20K -5K -65.2% $7.84 -3.1%
582 SEDG SOLAREDGE TECHNOLOGIES INC Energy 369.0 $19K -18.0 -4.7% $51.05 +21.0%
583 AGO ASSURED GUARANTY LTD Financial Services 229.0 $19K -2.0 -0.9% $81.48 -7.3%
584 SLVM SYLVAMO CORP Basic Materials 440.0 $19K -124.0 -22.0% $42.24 -11.4%
585 RDNT RADNET INC Healthcare 327.0 $18K -124.0 -27.5% $55.89 -6.3%
586 URBN URBAN OUTFITTERS INC Consumer Cyclical 286.0 $18K -4.0 -1.4% $63.35 +8.8%
587 EVO EVOTEC AG Healthcare 7,192.0 $18K -2K -24.9% $2.50 +8.0%
588 GNW GENWORTH FINL INC Financial Services 2,206.0 $18K -345.0 -13.5% $8.12 +11.7%
589 MAT MATTEL INC Consumer Cyclical 1,192.0 $17K -2K -63.2% $14.53 +4.3%
590 IFRA ISHARES TR 300.0 $17K -295.0 -49.6% $57.20 +5.2%
591 PI IMPINJ INC Technology 167.0 $17K -18.0 -9.7% $102.70 +35.1%
592 CVCO CAVCO INDS INC DEL Consumer Cyclical 35.0 $17K -4.0 -10.3% $484.29 -5.9%
593 STC STEWART INFORMATION SVCS COR Financial Services 271.0 $17K -80.0 -22.8% $61.58 +8.5%
594 RAMP LIVERAMP HLDGS INC Technology 604.0 $16K -168.0 -21.8% $26.52 +11.8%
595 RHI ROBERT HALF INC. Industrials 612.0 $16K -102.0 -14.3% $25.40 -1.1%
596 PTCT PTC THERAPEUTICS INC Healthcare 226.0 $15K -113.0 -33.3% $68.13 +4.9%
597 UE URBAN EDGE PPTYS Real Estate 762.0 $15K -61.0 -7.4% $19.98 +6.6%
598 PJT PJT PARTNERS INC Financial Services 107.0 $15K -29.0 -21.3% $139.72 +12.0%
599 VICR VICOR CORP Technology 91.0 $15K -43.0 -32.1% $161.00 +70.0%
600 GEO GEO GROUP INC Industrials 869.0 $15K -23.0 -2.6% $16.81 +36.3%
Page 30 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%