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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 46 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 L LOEWS CORP Financial Services 1,062.0 $112K 0.00% NEW $105.31 +3.7%
902 LH LABCORP HOLDINGS INC Healthcare 445.0 $112K 0.00% NEW $250.88 +1.9%
903 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,510.0 $111K 0.00% NEW $73.58 +89.4%
904 COMERICA INC 1,277.0 $111K 0.00% NEW $86.93
905 CFR CULLEN FROST BANKERS INC Financial Services 876.0 $111K 0.00% NEW $126.63 +9.8%
906 CHRW C H ROBINSON WORLDWIDE INC Industrials 690.0 $111K 0.00% NEW $160.76 +10.8%
907 DUOL DUOLINGO INC Technology 630.0 $111K 0.00% NEW $175.50 -39.8%
908 BRX BRIXMOR PPTY GROUP INC Real Estate 4,203.0 $110K 0.00% NEW $26.22 +17.7%
909 OSS ONE STOP SYS INC Technology 15,300.0 $110K 0.00% NEW $7.18 +129.9%
910 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,212.0 $110K 0.00% NEW $90.61 +26.8%
911 IDV ISHARES TR 2,776.0 $110K 0.00% NEW $39.45 +15.0%
912 IWL ISHARES TR 640.0 $109K 0.00% NEW $170.63 +8.3%
913 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 8,215.0 $109K 0.00% NEW $13.28 -19.4%
914 ENS ENERSYS Industrials 742.0 $109K 0.00% NEW $146.75 +62.8%
915 ARW ARROW ELECTRS INC Technology 983.0 $108K 0.00% NEW $110.18 +93.2%
916 LYV LIVE NATION ENTERTAINMENT IN Communication Services 760.0 $108K 0.00% NEW $142.50 +16.5%
917 JBHT HUNT J B TRANS SVCS INC Industrials 554.0 $108K 0.00% NEW $194.34 +33.4%
918 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 3,962.0 $108K 0.00% NEW $27.15 -27.8%
919 MTDR MATADOR RES CO Energy 2,527.0 $107K 0.00% NEW $42.44 +32.2%
920 NEBIUS GROUP N.V. 1,281.0 $107K 0.00% NEW $83.70
Page 46 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%