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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 21 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DHI D R HORTON INC Consumer Cyclical 5,576.0 $765K 0.01% +295.0 +5.6% $137.22 -1.3%
402 WEC WEC ENERGY GROUP INC Utilities 6,550.0 $758K 0.01% +160.0 +2.5% $115.77 -5.7%
403 HII HUNTINGTON INGALLS INDS INC Industrials 1,994.0 $758K 0.01% +2K +427.5% $379.90 -14.1%
404 AME AMETEK INC Industrials 3,516.0 $754K 0.01% +29.0 +0.8% $214.36 +5.3%
405 VGT VANGUARD WORLD FD 1,078.0 $752K 0.01% $697.72 -83.9%
406 NTRS NORTHERN TR CORP Financial Services 5,380.0 $751K 0.01% -548.0 -9.2% $139.57 +17.4%
407 MOS MOSAIC CO Basic Materials 29,374.0 $749K 0.01% $25.50 -14.7%
408 CARR CARRIER GLOBAL CORPORATION Industrials 12,871.0 $725K 0.01% -519.0 -3.9% $56.31 +14.6%
409 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,084.0 $719K 0.01% -122.0 -5.5% $345.15 -12.1%
410 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,607.0 $718K 0.01% -379.0 -19.1% $446.54 -2.1%
411 TILT FLEXSHARES TR 2,936.0 $709K 0.01% $241.37 +10.7%
412 DOW DOW HLDGS INC Basic Materials 16,987.0 $708K 0.01% -1K -7.9% $41.65 -7.0%
413 SCHO SCHWAB STRATEGIC TR 29,142.0 $707K 0.01% -4K -11.2% $24.27 -0.5%
414 WRB BERKLEY W R CORP Financial Services 10,520.0 $697K 0.01% -481.0 -4.4% $66.28 +0.3%
415 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 9,506.0 $691K 0.01% $72.69 +11.3%
416 EAGG ISHARES TR 14,497.0 $689K 0.01% $47.55 -1.3%
417 VCSH VANGUARD SCOTTSDALE FDS 8,689.0 $689K 0.01% -816.0 -8.6% $79.27 -0.6%
418 MELI MERCADOLIBRE INC Consumer Cyclical 397.0 $686K 0.01% -13.0 -3.2% $1729.02 -10.5%
419 ENTERGY CORP NEW 6,079.0 $683K 0.01% -131.0 -2.1% $112.36
420 MATW MATTHEWS INTL CORP Industrials 26,149.0 $675K 0.01% $25.82 +2.7%
Page 21 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%