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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 48 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 1,857.0 $110K 0.00% $59.03 +14.4%
942 AAXJ ISHARES TR 1,133.0 $109K 0.00% $96.29 +18.6%
943 BWA BORGWARNER INC Consumer Cyclical 1,993.0 $108K 0.00% +284.0 +16.6% $54.26 +17.1%
944 STRL STERLING INFRASTRUCTURE INC Industrials 265.0 $108K 0.00% +43.0 +19.4% $407.27 +84.6%
945 FRANKLIN XRP TRUST 7,375.0 $108K 0.00% NEW $14.59
946 MSM MSC INDL DIRECT INC Industrials 1,163.0 $107K 0.00% +448.0 +62.7% $92.27 +14.9%
947 SM SM ENERGY COMPANY Energy 3,439.0 $107K 0.00% +2K +80.0% $31.18 +11.6%
948 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1,988.0 $107K 0.00% $53.88 -8.2%
949 MANH MANHATTAN ASSOCIATES INC Technology 801.0 $107K 0.00% +43.0 +5.7% $133.12 +1.1%
950 DCI DONALDSON INC Industrials 1,253.0 $106K 0.00% +138.0 +12.4% $84.87 -2.7%
951 MGEE MGE ENERGY INC Utilities 1,371.0 $106K 0.00% +110.0 +8.7% $77.29 -1.7%
952 FCFS FIRSTCASH HOLDINGS INC Financial Services 563.0 $106K 0.00% +25.0 +4.7% $188.00 +20.4%
953 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 4,883.0 $106K 0.00% -507.0 -9.4% $21.66 +4.8%
954 WSM WILLIAMS SONOMA INC Consumer Cyclical 580.0 $106K 0.00% +65.0 +12.6% $182.33 -1.1%
955 DFNM DIMENSIONAL ETF TRUST 2,191.0 $105K 0.00% NEW $47.93 -0.1%
956 RMBS RAMBUS INC DEL Technology 1,219.0 $105K 0.00% -39.0 -3.1% $86.03 +55.2%
957 BHP BHP BILLITON LIMITED Basic Materials 1,439.0 $105K 0.00% -29.0 -2.0% $72.74 +16.8%
958 CHRW C H ROBINSON WORLDWIDE IN Industrials 630.0 $105K 0.00% -60.0 -8.7% $166.07 +7.3%
959 R RYDER SYS INC Industrials 511.0 $105K 0.00% +23.0 +4.7% $204.71 +14.7%
960 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,826.0 $105K 0.00% +171.0 +6.4% $37.01 +1.8%
Page 48 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%