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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 49 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LBRDK LIBERTY BROADBAND CORP Communication Services 2,025.0 $98K 0.00% NEW $48.60 -28.3%
962 ALV AUTOLIV INC Consumer Cyclical 825.0 $98K 0.00% NEW $118.70 +1.3%
963 XLP SELECT SECTOR SPDR TR 1,254.0 $97K 0.00% NEW $77.68 +9.0%
964 VOYA VOYA FINANCIAL INC Financial Services 1,307.0 $97K 0.00% NEW $74.49 +10.6%
965 THG HANOVER INS GROUP INC Financial Services 532.0 $97K 0.00% NEW $182.77 +6.5%
966 RACE FERRARI N V Consumer Cyclical 263.0 $97K 0.00% NEW $369.56 -7.5%
967 CMC COMMERCIAL METALS CO Basic Materials 1,403.0 $97K 0.00% NEW $69.22 +2.1%
968 WAB WABTEC Industrials 454.0 $97K 0.00% NEW $213.45 +21.4%
969 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 2,655.0 $97K 0.00% NEW $36.49 +3.2%
970 WFRD WEATHERFORD INTL PLC Energy 1,237.0 $97K 0.00% NEW $78.26 +42.3%
971 FLR FLUOR CORP NEW Industrials 2,438.0 $97K 0.00% NEW $39.63 +12.5%
972 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 2,363.0 $97K 0.00% NEW $40.84 -15.8%
973 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 761.0 $96K 0.00% NEW $125.87 -39.2%
974 NFG NATIONAL FUEL GAS CO Energy 1,194.0 $96K 0.00% NEW $80.06 +1.5%
975 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,000.0 $95K 0.00% NEW $47.74 -4.6%
976 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,255.0 $95K 0.00% NEW $75.91 -28.0%
977 BKE BUCKLE INC Consumer Cyclical 1,777.0 $95K 0.00% NEW $53.42 -8.2%
978 G GENPACT LIMITED Technology 2,022.0 $95K 0.00% NEW $46.78 -31.6%
979 SPMD SPDR SERIES TRUST 1,632.0 $95K 0.00% NEW $57.91 +10.3%
980 GAMESTOP CORP NEW 4,694.0 $94K 0.00% NEW $20.08
Page 49 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%