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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 44 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PIE INVESCO EXCH TRADED FD TR II 4,890.0 $127K 0.00% $26.03 +18.9%
862 NTNX NUTANIX INC Technology 3,348.0 $127K 0.00% +1K +63.7% $38.01 +17.6%
863 CGNX COGNEX CORP Technology 2,595.0 $127K 0.00% +235.0 +10.0% $48.99 +31.2%
864 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,646.0 $127K 0.00% -477.0 -22.5% $77.13 +14.7%
865 JHG JANUS HENDERSON GROUP PLC Financial Services 2,469.0 $127K 0.00% $51.37 +0.6%
866 CYTK CYTOKINETICS INC Healthcare 1,920.0 $127K 0.00% +136.0 +7.6% $65.91 +18.4%
867 OKTA OKTA INC Technology 1,607.0 $126K 0.00% +303.0 +23.2% $78.71 +13.6%
868 EHC ENCOMPASS HEALTH CORP Healthcare 1,304.0 $126K 0.00% +70.0 +5.7% $96.73 +8.0%
869 JBHT HUNT J B TRANS SVCS INC Industrials 595.0 $126K 0.00% +41.0 +7.4% $211.90 +22.3%
870 BRX BRIXMOR PPTY GROUP INC Real Estate 4,376.0 $126K 0.00% +173.0 +4.1% $28.80 +7.2%
871 SLQT SELECTQUOTE INC Financial Services 200,000.0 $126K 0.00% $0.63 +66.8%
872 NJR NEW JERSEY RES CORP Utilities 2,292.0 $126K 0.00% +31.0 +1.4% $54.92 +4.1%
873 ARMK ARAMARK Industrials 3,101.0 $126K 0.00% +194.0 +6.7% $40.54 +27.4%
874 GAMESTOP CORP 5,451.0 $126K 0.00% +757.0 +16.1% $23.04
875 REXR REXFORD INDL RLTY INC Real Estate 3,834.0 $125K 0.00% +878.0 +29.7% $32.73 +10.1%
876 LYV LIVE NATION ENTERTAINMENT IN Communication Services 821.0 $125K 0.00% +61.0 +8.0% $152.51 +8.8%
877 NIC NICOLET BANKSHARES INC Financial Services 840.0 $125K 0.00% $148.62 -4.2%
878 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,520.0 $125K 0.00% +11.0 +0.7% $82.13 -17.8%
879 TIP ISHARES TR 1,131.0 $125K 0.00% $110.36 +0.0%
880 TTC TORO CO Industrials 1,335.0 $125K 0.00% +42.0 +3.2% $93.44 -4.6%
Page 44 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%