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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 103 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 HZO MARINEMAX INC Consumer Cyclical 186.0 $5K NEW $24.23 +36.3%
2042 SNCY SUN CTRY AIRLS HLDGS INC Industrials 313.0 $5K NEW $14.39 +12.4%
2043 AVNS AVANOS MED INC Healthcare 401.0 $5K NEW $11.23 +120.3%
2044 HFWA HERITAGE FINL CORP WASH Financial Services 190.0 $4K NEW $23.65 +10.1%
2045 SXC SUNCOKE ENERGY INC Energy 616.0 $4K NEW $7.20 +5.8%
2046 ASTRANA HEALTH INC 176.0 $4K NEW $24.81
2047 UFCS UNITED FIRE GROUP INC Financial Services 120.0 $4K NEW $36.35 +32.2%
2048 EWU ISHARES TR 99.0 $4K NEW $43.98 +6.0%
2049 CSR CENTERSPACE Real Estate 65.0 $4K NEW $66.72 +0.4%
2050 DNLI DENALI THERAPEUTICS INC Healthcare 262.0 $4K NEW $16.51 +12.8%
2051 PUK PRUDENTIAL PLC Financial Services 139.0 $4K NEW $31.12 -1.7%
2052 VITL VITAL FARMS INC Consumer Defensive 135.0 $4K NEW $31.94 -73.5%
2053 EZPW EZCORP INC Financial Services 222.0 $4K NEW $19.42 +69.9%
2054 GDX VANECK ETF TRUST 50.0 $4K NEW $85.78 +1.6%
2055 FUTU FUTU HLDGS LTD Financial Services 26.0 $4K NEW $164.19 -18.0%
2056 CONFLUENT INC 141.0 $4K NEW $30.24
2057 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 79.0 $4K NEW $53.90 -34.2%
2058 CNXN PC CONNECTION INC Technology 73.0 $4K NEW $57.75 +12.9%
2059 E ENI S P A Energy 111.0 $4K NEW $37.94 +46.3%
2060 WIX WIX COM LTD Technology 40.0 $4K NEW $103.90 -47.4%
Page 103 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%