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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 35 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ALLE ALLEGION PLC Industrials 30.0 $4K -58.0 -65.9% $145.30 -13.3%
682 IOSP INNOSPEC INC Basic Materials 57.0 $4K -163.0 -74.1% $73.02 +7.8%
683 ZM ZOOM COMMUNICATIONS INC Technology 49.0 $4K -607.0 -92.5% $80.39 +23.9%
684 WHR WHIRLPOOL CORP Consumer Cyclical 72.0 $4K -328.0 -82.0% $53.92 -27.1%
685 NEO NEOGENOMICS INC Healthcare 520.0 $4K -145.0 -21.8% $7.42 +12.7%
686 INGN INOGEN INC Healthcare 618.0 $4K -801.0 -56.5% $6.18 +3.2%
687 PURSUIT ATTRACTIONS AND HOSP 104.0 $4K -47.0 -31.1% $36.63
688 DNOW DNOW INC Energy 310.0 $4K -720.0 -69.9% $11.91 +9.9%
689 LNKB LINKBANCORP INC Financial Services 437.0 $4K -111.0 -20.3% $8.34 +4.2%
690 ROCK GIBRALTAR INDS INC Industrials 91.0 $4K -37.0 -28.9% $39.87 -10.2%
691 OI O-I GLASS INC Consumer Cyclical 341.0 $4K -1K -76.0% $10.51 -20.6%
692 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 180.0 $4K -70.0 -28.0% $19.59 -13.3%
693 PMT PENNYMAC MTG INVT TR Real Estate 282.0 $3K -109.0 -27.9% $11.66 -10.7%
694 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 35.0 $3K -430.0 -92.5% $93.86 +74.4%
695 TRIP TRIPADVISOR INC Consumer Cyclical 303.0 $3K -2K -86.8% $10.66 -9.1%
696 TWO HARBORS INVENTMENT CORPO 279.0 $3K -221.0 -44.2% $11.42
697 CNXN PC CONNECTION INC Technology 54.0 $3K -19.0 -26.0% $58.46 +11.1%
698 DEI DOUGLAS EMMETT INC Real Estate 327.0 $3K -1K -75.8% $9.42 +25.4%
699 PZZA PAPA JOHNS INTL INC Consumer Cyclical 90.0 $3K -15.0 -14.3% $32.41 +1.0%
700 CCOI COGENT COMM HOLDINGS INC Communication Services 154.0 $3K -72.0 -31.9% $18.84 -5.6%
Page 35 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%