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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 49 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LNG CHENIERE ENERGY INC Energy 364.0 $103K 0.00% +127.0 +53.6% $283.76 -15.3%
962 SHAK SHAKE SHACK INC Consumer Cyclical 1,166.0 $103K 0.00% +775.0 +198.2% $88.47 -28.3%
963 TRU TRANSUNION Industrials 1,486.0 $103K 0.00% +47.0 +3.3% $69.19 -0.4%
964 IWL ISHARES TR 640.0 $103K 0.00% $160.48 +15.1%
965 RRC RANGE RES CORP Energy 2,266.0 $102K 0.00% -165.0 -6.8% $45.18 -6.9%
966 XLP SELECT SECTOR SPDR TR 1,239.0 $102K 0.00% -15.0 -1.2% $81.98 +3.3%
967 PCTY PAYLOCITY HLDG CORP Technology 939.0 $101K 0.00% +176.0 +23.1% $108.04 +3.4%
968 CRUS CIRRUS LOGIC INC Technology 700.0 $101K 0.00% +57.0 +8.9% $144.62 +15.2%
969 FR FIRST INDL RLTY TR INC Real Estate 1,747.0 $101K 0.00% +127.0 +7.8% $57.85 +7.9%
970 IMTM ISHARES TR 2,100.0 $101K 0.00% $48.02 +9.9%
971 SCHA SCHWAB STRATEGIC TR 3,452.0 $100K 0.00% +852.0 +32.8% $29.08 +14.1%
972 CMC COMMERCIAL METALS CO Basic Materials 1,621.0 $100K 0.00% +218.0 +15.5% $61.43 +15.1%
973 SPYI NEOS ETF TRUST 2,016.0 $100K 0.00% $49.37 +7.9%
974 PGX INVESCO EXCH TRADED FD TR II 9,120.0 $99K 0.00% $10.88 +0.6%
975 WTS WATTS WATER TECHNOLOGIES INC Industrials 341.0 $99K 0.00% +11.0 +3.3% $290.29 +3.1%
976 RIO RIO TINTO PLC Basic Materials 1,060.0 $99K 0.00% $93.29 +10.7%
977 XHB SPDR SERIES TRUST 1,000.0 $99K 0.00% -545.0 -35.3% $98.72 +0.9%
978 SWKS SKYWORKS SOLUTIONS INC Technology 1,826.0 $98K 0.00% -656.0 -26.4% $53.55 +38.8%
979 TEX TEREX CORP NEW Industrials 1,651.0 $98K 0.00% +200.0 +13.8% $59.10 -2.5%
980 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,000.0 $98K 0.00% $48.78 -6.6%
Page 49 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%