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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 47 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NEBIUS GROUP N.V. 1,092.0 $113K 0.00% -189.0 -14.8% $103.76
922 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,145.0 $113K 0.00% $52.76 +14.2%
923 BMO BANK MONTREAL MEDIUM Financial Services 836.0 $113K 0.00% -2K -71.9% $135.34 +18.0%
924 FEDERATED HERMES INC 1,993.0 $113K 0.00% +31.0 +1.6% $56.71
925 LITHIUM AMERS CORP NEW 28,605.0 $113K 0.00% $3.95
926 SIGI SELECTIVE INS GROUP INC Financial Services 1,496.0 $113K 0.00% +303.0 +25.4% $75.39 +18.3%
927 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,726.0 $112K 0.00% $30.12 +13.9%
928 NNN NNN REIT INC Real Estate 2,668.0 $112K 0.00% +81.0 +3.1% $42.03 +7.0%
929 MSCI MSCI INC Financial Services 208.0 $112K 0.00% +4.0 +2.0% $539.01 +8.0%
930 AYI ACUITY INC Industrials 399.0 $112K 0.00% +66.0 +19.8% $280.22 +0.3%
931 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 566.0 $112K 0.00% +31.0 +5.8% $197.50 +19.8%
932 GBDC GOLUB CAP BDC INC Financial Services 8,826.0 $112K 0.00% $12.66 +2.4%
933 AZTA AZENTA INC Healthcare 5,255.0 $111K 0.00% -304.0 -5.5% $21.13 -7.5%
934 ATR APTARGROUP INC Healthcare 878.0 $111K 0.00% +129.0 +17.2% $126.02 -8.3%
935 DOCU DOCUSIGN INC Technology 2,330.0 $110K 0.00% +460.0 +24.6% $47.41 +3.3%
936 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,566.0 $110K 0.00% +311.0 +24.8% $70.51 -22.5%
937 LFUS LITTELFUSE INC Technology 325.0 $110K 0.00% +20.0 +6.6% $339.35 +30.8%
938 DINO HF SINCLAIR CORP Energy 1,767.0 $110K 0.00% +103.0 +6.2% $62.39 +9.6%
939 PRI PRIMERICA INC Financial Services 438.0 $110K 0.00% -30.0 -6.4% $250.48 +12.2%
940 CNM CORE & MAIN INC Industrials 2,219.0 $110K 0.00% -507.0 -18.6% $49.40 -4.5%
Page 47 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%