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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 32 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BC BRUNSWICK CORP Consumer Cyclical 3,439.0 $255K 0.00% NEW $74.24 -0.8%
622 ILMN ILLUMINA INC Healthcare 1,943.0 $255K 0.00% NEW $131.16 +6.1%
623 ET ENERGY TRANSFER L P Energy 15,428.0 $254K 0.00% NEW $16.49 +25.3%
624 ASB ASSOCIATED BANC CORP Financial Services 9,859.0 $254K 0.00% NEW $25.76 +6.7%
625 BMI BADGER METER INC Technology 1,454.0 $254K 0.00% NEW $174.41 -33.5%
626 MEDP MEDPACE HLDGS INC Healthcare 450.0 $253K 0.00% NEW $561.65 -27.5%
627 HAL HALLIBURTON CO Energy 8,860.0 $250K 0.00% NEW $28.26 +54.1%
628 EPS WISDOMTREE TR 3,517.0 $249K 0.00% NEW $70.86 +8.2%
629 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 6,419.0 $249K 0.00% NEW $38.73 -12.1%
630 WDAY WORKDAY INC Technology 1,155.0 $248K 0.00% NEW $214.78 -42.9%
631 NVT NVENT ELECTRIC PLC Industrials 2,409.0 $246K 0.00% NEW $101.97 +57.2%
632 UGI UGI CORP NEW Utilities 6,496.0 $243K 0.00% NEW $37.43 -5.9%
633 DG DOLLAR GEN CORP NEW Consumer Defensive 1,823.0 $242K 0.00% NEW $132.77 -22.9%
634 GUNR FLEXSHARES TR 5,277.0 $242K 0.00% NEW $45.85 +18.8%
635 HDB HDFC BANK LTD Financial Services 6,566.0 $240K 0.00% NEW $36.54 -33.7%
636 TPYP TORTOISE CAPITAL SERIES TRUS 6,790.0 $240K 0.00% NEW $35.29 +26.1%
637 WATSCO INC 705.0 $239K 0.00% NEW $338.85
638 SPYD SPDR SERIES TRUST 5,500.0 $238K 0.00% NEW $43.25 +8.4%
639 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 10,000.0 $236K 0.00% NEW $23.65 +2.3%
640 F FORD MTR CO Consumer Cyclical 17,996.0 $236K 0.00% NEW $13.12 -1.1%
Page 32 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%