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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 113 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 AUR AURORA INNOVATION INC Technology 161.0 $663.0 NEW $4.12 +80.2%
2242 TNK TEEKAY TANKERS LTD Energy 9.0 $660.0 $73.33 +5.3%
2243 WGO WINNEBAGO INDS INC Consumer Cyclical 21.0 $651.0 -98.0 -82.3% $31.00 -7.0%
2244 TRST TRUSTCO BK CORP N Y Financial Services 14.0 $613.0 +2.0 +16.7% $43.79 +10.5%
2245 GO GROCERY OUTLET HLDG CORP Consumer Defensive 84.0 $592.0 +7.0 +9.1% $7.05 +5.0%
2246 LENNAR CORP 7.0 $589.0 NEW $84.14
2247 UNG UNITED STS NAT GAS FD LP Financial Services 50.0 $587.0 $11.74 -3.5%
2248 APARTMENT INVT & MGMT CO 142.0 $578.0 $4.07
2249 METALLUS INC 35.0 $572.0 -3.0 -7.9% $16.34
2250 DDS DILLARDS INC Consumer Cyclical 1.0 $572.0 NEW $572.00 -5.8%
2251 TWI TITAN INTL INC ILL Industrials 81.0 $560.0 -257.0 -76.0% $6.91 +9.5%
2252 AMER SPORTS INC 17.0 $560.0 +9.0 +112.5% $32.94
2253 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 200.0 $556.0 $2.78 -10.1%
2254 CAI CARIS LIFE SCIENCES INC Healthcare 30.0 $536.0 +24.0 +400.0% $17.87 -15.5%
2255 LBRDK LIBERTY BROADBAND CORP Communication Services 10.0 $503.0 -2K -99.5% $50.30 -34.9%
2256 NIQ GLOBAL INTELLIGENCE PLC 44.0 $500.0 NEW $11.36
2257 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 75.0 $494.0 $6.59 +56.8%
2258 KRMN KARMAN HLDGS INC Industrials 6.0 $480.0 +2.0 +50.0% $80.00 -21.5%
2259 JAMES HARDIE INDS PLC 25.0 $474.0 +11.0 +78.6% $18.96
2260 SAIL SAILPOINT INC Technology 35.0 $463.0 +21.0 +150.0% $13.23 +2.1%
Page 113 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%