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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 34 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MD PEDIATRIX MEDICAL GROUP INC Healthcare 315.0 $7K -49.0 -13.5% $21.39 +5.8%
662 HMC HONDA MOTOR CO LTD Consumer Cyclical 275.0 $7K -91.0 -24.9% $24.31 +5.0%
663 HSIC SCHEIN HENRY INC Healthcare 88.0 $6K -49.0 -35.8% $73.70 -1.1%
664 SAFT SAFETY INS GROUP INC Financial Services 88.0 $6K -4.0 -4.3% $72.64 -0.1%
665 MCW MISTER CAR WASH INC Consumer Cyclical 904.0 $6K -12.0 -1.3% $6.97 +1.8%
666 MSTR STRATEGY INC Technology 50.0 $6K -18.0 -26.5% $124.80 +32.5%
667 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 187.0 $6K -7.0 -3.6% $32.42 +4.7%
668 CNXC CONCENTRIX CORP Technology 217.0 $6K -34.0 -13.6% $27.36 -13.3%
669 EE EXCELERATE ENERGY INC Utilities 175.0 $6K -75.0 -30.0% $33.42 +6.9%
670 DXC DXC TECHNOLOGY CO Technology 459.0 $6K -770.0 -62.6% $12.57 -29.0%
671 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 351.0 $6K -53.0 -13.1% $16.32 -5.7%
672 AMBA AMBARELLA INC Technology 110.0 $6K -80.0 -42.1% $51.47 +57.4%
673 ADMA ADMA BIOLOGICS INC Healthcare 577.0 $5K -569.0 -49.6% $9.01 -7.4%
674 AVNS AVANOS MED INC Healthcare 367.0 $5K -34.0 -8.5% $14.01 +76.6%
675 ABEV AMBEV SA Consumer Defensive 1,747.0 $5K -13K -88.2% $2.92 +6.9%
676 MSEX MIDDLESEX WTR CO Utilities 96.0 $5K -21.0 -17.9% $52.05 -2.5%
677 EFC ELLINGTON FINANCIAL INC Real Estate 411.0 $5K -223.0 -35.2% $11.85 +12.9%
678 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 331.0 $5K -89.0 -21.2% $13.85 -15.1%
679 HNI HNI CORP Industrials 137.0 $5K -39.0 -22.2% $33.39 -8.8%
680 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 81.0 $5K -29.0 -26.4% $55.65 +2.3%
Page 34 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%