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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 37 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TELEFONICA S A 445.0 $2K -575.0 -56.4% $4.34
722 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 85.0 $2K -9.0 -9.6% $22.26 -13.1%
723 PENG PENGUIN SOLUTIONS INC Technology 105.0 $2K -59.0 -36.0% $17.60 +158.7%
724 BL BLACKLINE INC Technology 49.0 $2K -264.0 -84.3% $37.00 -17.8%
725 OXM OXFORD INDS INC Consumer Cyclical 47.0 $2K -66.0 -58.4% $38.51 -1.3%
726 AAT AMERICAN ASSETS TR INC Real Estate 93.0 $2K -209.0 -69.2% $18.41 +14.5%
727 MDB MONGODB INC Technology 6.0 $1K -5.0 -45.5% $244.83 +36.7%
728 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 69.0 $1K -473.0 -87.3% $21.17 +1.5%
729 GTLB GITLAB INC Technology 67.0 $1K -2K -96.6% $21.64 +15.9%
730 LGIH LGI HOMES INC Consumer Cyclical 34.0 $1K -265.0 -88.6% $39.53 +3.3%
731 SMP STANDARD MTR PRODS INC Consumer Cyclical 38.0 $1K -54.0 -58.7% $34.74 +7.2%
732 ASIX ADVANSIX INC Basic Materials 54.0 $1K -216.0 -80.0% $24.39 -10.9%
733 TRUP TRUPANION INC Financial Services 50.0 $1K -162.0 -76.4% $25.62 -11.8%
734 BEAM BEAM THERAPEUTICS INC Healthcare 50.0 $1K -50.0 -50.0% $23.84 +13.2%
735 U UNITY SOFTWARE INC Technology 54.0 $1K -5.0 -8.5% $21.94 +23.6%
736 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 122.0 $1K -313.0 -72.0% $9.42 +52.8%
737 ANGI ANGI INC Communication Services 164.0 $1K -52.0 -24.1% $6.85 -22.9%
738 S SENTINELONE INC Technology 72.0 $927.0 -1K -94.3% $12.88 +35.8%
739 FBRT FRANKLIN BSP RLTY TR INC Real Estate 93.0 $790.0 -602.0 -86.6% $8.49 +8.6%
740 SNOW SNOWFLAKE INC Technology 5.0 $754.0 -7.0 -58.3% $150.80 +8.0%
Page 37 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%