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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 32 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DLTR DOLLAR TREE INC Consumer Defensive 2,370.0 $260K 0.00% +148.0 +6.7% $109.51 -16.7%
622 COHR COHERENT CORP Technology 1,083.0 $258K 0.00% -1K -48.4% $238.21 +52.3%
623 TWLO TWILIO INC Communication Services 2,050.0 $258K 0.00% -349.0 -14.6% $125.82 +57.1%
624 EIX EDISON INTL Utilities 3,496.0 $256K 0.00% +327.0 +10.3% $73.18 -5.5%
625 BURL BURLINGTON STORES INC Consumer Cyclical 786.0 $256K 0.00% +32.0 +4.2% $325.38 -12.1%
626 DFAT DIMENSIONAL ETF TRUST 4,091.0 $255K 0.00% +2K +106.3% $62.45 +4.4%
627 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,102.0 $254K 0.00% $230.89 -6.9%
628 TBBK BANCORP INC DEL Financial Services 4,719.0 $254K 0.00% -31.0 -0.7% $53.73 +1.0%
629 NRG NRG ENERGY INC Utilities 1,728.0 $253K 0.00% $146.14 -14.1%
630 ET ENERGY TRANSFER L P Energy 13,055.0 $252K 0.00% -2K -15.4% $19.30 +4.6%
631 TTEK TETRA TECH INC NEW Industrials 8,329.0 $251K 0.00% +594.0 +7.7% $30.12 -9.5%
632 GEL GENESIS ENERGY L P Energy 14,000.0 $250K 0.00% $17.83 -8.9%
633 BWXT BWX TECHNOLOGIES INC Industrials 1,219.0 $249K 0.00% +12.0 +1.0% $204.49 -3.5%
634 ILMN ILLUMINA INC Healthcare 2,018.0 $249K 0.00% +75.0 +3.9% $123.26 +14.8%
635 SCHB SCHWAB STRATEGIC TR 9,900.0 $248K 0.00% $25.10 +12.3%
636 SPYX SPDR SERIES TRUST 4,680.0 $248K 0.00% $53.03 +13.1%
637 WPC WP CAREY INC Real Estate 3,629.0 $247K 0.00% +113.0 +3.2% $67.96 +8.7%
638 IQVIA HLDGS INC 1,431.0 $244K 0.00% +593.0 +70.8% $170.54
639 SOLV SOLVENTUM CORP Healthcare 3,727.0 $243K 0.00% -1K -24.7% $65.30 +16.6%
640 KKR KKR & CO INC Financial Services 2,602.0 $241K 0.00% -712.0 -21.5% $92.50 +3.8%
Page 32 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%