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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 28 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WAT WATERS CORP Healthcare 917.0 $348K 0.01% NEW $379.83 -12.5%
542 AXON AXON ENTERPRISE INC Industrials 607.0 $345K 0.01% NEW $567.93 -30.9%
543 PPL PPL CORP Utilities 9,842.0 $345K 0.01% NEW $35.02 -0.3%
544 CLH CLEAN HARBORS INC Industrials 1,459.0 $342K 0.01% NEW $234.48 +24.5%
545 TWLO TWILIO INC Communication Services 2,399.0 $341K 0.01% NEW $142.24 +39.0%
546 TPR TAPESTRY INC Consumer Cyclical 2,665.0 $341K 0.01% NEW $127.77 +2.7%
547 IAGG ISHARES TR 6,734.0 $337K 0.00% NEW $50.01 -0.7%
548 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 557.0 $336K 0.00% NEW $603.28 +8.1%
549 EPI WISDOMTREE TR 7,258.0 $336K 0.00% NEW $46.29 -10.6%
550 DFUV DIMENSIONAL ETF TRUST 7,195.0 $335K 0.00% NEW $46.59 +11.8%
551 HUM HUMANA INC Healthcare 1,304.0 $334K 0.00% NEW $256.13 +19.5%
552 KEY KEYCORP Financial Services 16,162.0 $334K 0.00% NEW $20.64 +2.1%
553 VSS VANGUARD INTL EQUITY INDEX F 2,320.0 $333K 0.00% NEW $143.33 +8.6%
554 HWM HOWMET AEROSPACE INC Industrials 1,620.0 $332K 0.00% NEW $205.02 +25.3%
555 BAX BAXTER INTL INC Healthcare 17,363.0 $332K 0.00% NEW $19.11 -4.1%
556 TLT ISHARES TR 3,799.0 $331K 0.00% NEW $87.16 -4.7%
557 DD DUPONT DE NEMOURS INC Basic Materials 8,125.0 $327K 0.00% NEW $40.20 +21.0%
558 CENCORA INC 964.0 $326K 0.00% NEW $337.75
559 MOO VANECK ETF TRUST 4,472.0 $326K 0.00% NEW $72.79 +11.3%
560 XLI SELECT SECTOR SPDR TR 2,094.0 $325K 0.00% NEW $155.12 +8.8%
Page 28 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%