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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 102 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 HFWA HERITAGE FINL CORP WASH Financial Services 213.0 $6K +23.0 +12.1% $26.00 +1.8%
2022 DOUG DOUGLAS ELLIMAN INC Real Estate 3,363.0 $6K $1.64 +0.6%
2023 PSO PEARSON PLC Communication Services 413.0 $5K $13.13 +16.1%
2024 HSTM HEALTHSTREAM INC Healthcare 260.0 $5K +197.0 +312.7% $20.71 +14.6%
2025 U HAUL HOLDING COMPANY 120.0 $5K $44.67
2026 NPK NATIONAL PRESTO INDS INC Industrials 39.0 $5K +1.0 +2.6% $137.05 +3.1%
2027 UA UNDER ARMOUR INC Consumer Cyclical 922.0 $5K +144.0 +18.5% $5.79 -16.4%
2028 NHI NATIONAL HEALTH INVS INC Real Estate 65.0 $5K $80.86 -6.3%
2029 NEWSMAX INC 1,000.0 $5K $5.22
2030 LIT GLOBAL X FDS 70.0 $5K $74.36 +9.9%
2031 ADMA ADMA BIOLOGICS INC Healthcare 577.0 $5K -569.0 -49.6% $9.01 -6.1%
2032 SNCY SUN CTRY AIRLS HLDGS INC Industrials 313.0 $5K $16.52 -2.1%
2033 GLOB GLOBANT S A Technology 112.0 $5K +55.0 +96.5% $46.11 -14.4%
2034 AVNS AVANOS MED INC Healthcare 367.0 $5K -34.0 -8.5% $14.01 +76.7%
2035 EXPI EXP WORLD HLDGS INC Real Estate 858.0 $5K +770.0 +875.0% $5.99 -21.7%
2036 VITL VITAL FARMS INC Consumer Defensive 363.0 $5K +228.0 +168.9% $14.12 -39.4%
2037 BFS SAUL CTRS INC Real Estate 157.0 $5K +78.0 +98.7% $32.58 +2.3%
2038 ABEV AMBEV SA Consumer Defensive 1,747.0 $5K -13K -88.2% $2.92 +6.0%
2039 GCI LIBERTY INC 138.0 $5K $36.85
2040 OTEX OPEN TEXT CORP Technology 228.0 $5K +67.0 +41.6% $22.24 +6.0%
Page 102 of 115  ·  2,284 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%