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Portfolio (Quarterly) Guide ↗

UMB Bank, n.a.

· CIK 0000933429
13F Portfolio $7.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2279 New
Page 101 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 FCPT FOUR CORNERS PPTY TR INC Real Estate 232.0 $5K NEW $23.06 +6.1%
2002 XRAY DENTSPLY SIRONA INC Healthcare 466.0 $5K NEW $11.43 -11.9%
2003 VRNS VARONIS SYS INC Technology 162.0 $5K NEW $32.80 -14.1%
2004 AHCO ADAPTHEALTH CORP Healthcare 533.0 $5K NEW $9.96 +7.6%
2005 TWO HBRS INVT CORP 500.0 $5K NEW $10.50
2006 OTEX OPEN TEXT CORP Technology 161.0 $5K NEW $32.58 -30.4%
2007 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 115.0 $5K NEW $45.40 -10.0%
2008 FWRD FORWARD AIR CORP Industrials 208.0 $5K NEW $25.00 -65.0%
2009 CVI CVR ENERGY INC Energy 204.0 $5K NEW $25.44 +33.2%
2010 QDEL QUIDELORTHO CORP Healthcare 179.0 $5K NEW $28.56 -63.9%
2011 MCW MISTER CAR WASH INC Consumer Cyclical 916.0 $5K NEW $5.56 +27.7%
2012 GCI LIBERTY INC 138.0 $5K NEW $36.87
2013 PURSUIT ATTRACTIONS AND HOSP 151.0 $5K NEW $33.68
2014 BDN BRANDYWINE RLTY TR Real Estate 1,738.0 $5K NEW $2.92 +3.8%
2015 WLY WILEY JOHN & SONS INC Communication Services 165.0 $5K NEW $30.63 +30.2%
2016 MNRO MONRO INC Consumer Cyclical 252.0 $5K NEW $20.04 -21.4%
2017 STEL STELLAR BANCORP INC Financial Services 162.0 $5K NEW $30.94 +17.6%
2018 NAVI NAVIENT CORPORATION Financial Services 384.0 $5K NEW $13.00 -37.4%
2019 NHI NATIONAL HEALTH INVS INC Real Estate 65.0 $5K NEW $76.37 -2.3%
2020 INVX INNOVEX INTERNATIONAL INC Energy 226.0 $5K NEW $21.87 +28.0%
Page 101 of 114  ·  2,279 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
Technology 26.4%
Financial Services 25.9%
Consumer Cyclical 10.1%
Healthcare 8.4%
Communication Services 7.9%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 3.0%
Utilities 2.5%
Real Estate 1.6%