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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 4 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 118,740.0 $27.5M 0.36% NEW $231.32 +16.4%
62 TXN TEXAS INSTRS INC Technology 154,730.0 $26.8M 0.36% NEW $173.49 +76.6%
63 GEV GE VERNOVA INC Utilities 40,374.0 $26.4M 0.35% NEW $653.57 +66.9%
64 SHM SPDR SERIES TRUST 528,907.0 $25.4M 0.34% NEW $47.99 -0.6%
65 NFLX NETFLIX INC Communication Services 268,770.0 $25.2M 0.34% NEW $93.76 -7.3%
66 IEMG ISHARES INC 374,416.0 $25.2M 0.34% NEW $67.22 +18.3%
67 INTU INTUIT Technology 36,445.0 $24.1M 0.32% NEW $662.42 -42.9%
68 HON HONEYWELL INTL INC Industrials 115,053.0 $22.4M 0.30% NEW $195.09 +11.6%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 124,186.0 $22.1M 0.29% NEW $177.75 -24.8%
70 IVW ISHARES TR 178,683.0 $22.0M 0.29% NEW $123.26 +10.9%
71 GE GE AEROSPACE Industrials 70,098.0 $21.6M 0.29% NEW $308.03 -5.4%
72 DUK DUKE ENERGY CORP NEW Utilities 181,698.0 $21.3M 0.28% NEW $117.21 +6.1%
73 IWB ISHARES TR 56,335.0 $21.0M 0.28% NEW $373.44 +7.8%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 36,071.0 $20.9M 0.28% NEW $579.45 -22.6%
75 SPY SPDR S&P 500 ETF TR Financial Services 30,624.0 $20.9M 0.28% NEW $681.92 +8.4%
76 IAU ISHARES GOLD TR Financial Services 247,652.0 $20.1M 0.27% NEW $81.17 +5.3%
77 CME CME GROUP INC Financial Services 72,987.0 $19.9M 0.27% NEW $273.08 +9.4%
78 KO COCA COLA CO Consumer Defensive 279,922.0 $19.6M 0.26% NEW $69.91 +15.1%
79 ISRG INTUITIVE SURGICAL INC Healthcare 34,114.0 $19.3M 0.26% NEW $566.36 -24.4%
80 AMD ADVANCED MICRO DEVICES INC Technology 86,776.0 $18.6M 0.25% NEW $214.16 +98.0%
Page 4 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%