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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 32 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GNL GLOBAL NET LEASE INC Real Estate 1,149.0 $11K -365.0 -24.1% $9.36 -0.3%
622 TEAM ATLASSIAN CORPORATION Technology 157.0 $11K -144.0 -47.8% $68.25 +29.9%
623 CLSK CLEANSPARK INC Technology 1,219.0 $10K -97.0 -7.4% $8.51 +52.4%
624 ICFI ICF INTL INC Industrials 158.0 $10K -76.0 -32.5% $65.29 -1.5%
625 ICUI ICU MED INC Healthcare 76.0 $10K -46.0 -37.7% $129.14 -6.4%
626 EPAC ENERPAC TOOL GROUP CORP Industrials 267.0 $10K -47.0 -15.0% $36.47 -6.7%
627 SPSM SPDR SERIES TRUST 201.0 $10K -294.0 -59.4% $48.32 +8.1%
628 ACAD ACADIA PHARMACEUTICALS INC Healthcare 427.0 $10K -178.0 -29.4% $22.26 -6.1%
629 FUL FULLER H B CO Basic Materials 153.0 $9K -219.0 -58.9% $61.68 -5.3%
630 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 288.0 $9K -19.0 -6.2% $32.66 +11.0%
631 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 561.0 $9K -215.0 -27.7% $16.70 -10.3%
632 WSC WILLSCOT HLDGS CORP Industrials 537.0 $9K -12.0 -2.2% $17.36 +38.4%
633 KSS KOHLS CORP Consumer Cyclical 710.0 $9K -37.0 -5.0% $12.90 -10.2%
634 WD WALKER & DUNLOP INC Financial Services 203.0 $9K -31.0 -13.2% $44.38 +15.8%
635 VCEL VERICEL CORP Healthcare 280.0 $9K -58.0 -17.2% $32.17 +6.2%
636 DEA EASTERLY GOVT PPTYS INC Real Estate 398.0 $9K -9.0 -2.2% $21.43 +9.6%
637 HMN HORACE MANN EDUCATORS CORP N Financial Services 197.0 $8K -36.0 -15.4% $42.68 +7.1%
638 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 159.0 $8K -3.0 -1.9% $52.70 +3.4%
639 CRY ARTIVION INC 227.0 $8K -24.0 -9.6% $36.62 -51.2%
640 TOST TOAST INC Technology 312.0 $8K -437.0 -58.3% $26.51 -14.2%
Page 32 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%