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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 54 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TPL TEXAS PACIFIC LAND CORPORATI Energy 171.0 $81K 0.00% -33.0 -16.2% $474.56 -15.2%
1062 AAL AMERICAN AIRLINES GROUP INC Industrials 7,508.0 $81K 0.00% -453.0 -5.7% $10.74 +26.5%
1063 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 2,374.0 $81K 0.00% $33.95 +1.3%
1064 VNT VONTIER CORPORATION Technology 2,269.0 $80K 0.00% +88.0 +4.0% $35.47 -19.9%
1065 KBR KBR INC Industrials 2,182.0 $80K 0.00% +1K +207.3% $36.86 -12.9%
1066 AOS SMITH A O CORP Industrials 1,216.0 $80K 0.00% -80.0 -6.2% $65.94 -13.3%
1067 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,088.0 $80K 0.00% +6K +136.4% $7.94 +16.8%
1068 HQY HEALTHEQUITY INC Healthcare 958.0 $80K 0.00% -27.0 -2.7% $83.57 +3.4%
1069 DY DYCOM INDS INC Industrials 236.0 $80K 0.00% +118.0 +100.0% $338.82 +22.3%
1070 FNDF SCHWAB STRATEGIC TR 1,631.0 $80K 0.00% +206.0 +14.5% $48.93 +9.6%
1071 SLAB SILICON LABORATORIES INC Technology 382.0 $80K 0.00% +55.0 +16.8% $208.15 +4.2%
1072 SITM SITIME CORP Technology 230.0 $79K 0.00% +105.0 +84.0% $345.35 +101.8%
1073 TDY TELEDYNE TECHNOLOGIES INC Technology 131.0 $79K 0.00% +2.0 +1.6% $605.01 +1.5%
1074 WAL WESTERN ALLIANCE BANCORP Financial Services 1,116.0 $79K 0.00% -560.0 -33.4% $70.85 +8.7%
1075 MASI MASIMO CORP Healthcare 444.0 $79K 0.00% -21.0 -4.5% $177.87 +0.4%
1076 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 4,223.0 $79K 0.00% +427.0 +11.2% $18.70 -11.9%
1077 TREX TREX INC Industrials 2,153.0 $78K 0.00% -32.0 -1.5% $36.42 +5.0%
1078 GAP GAP INC Consumer Cyclical 3,239.0 $78K 0.00% +190.0 +6.2% $24.20 -4.3%
1079 IDU ISHARES TR 675.0 $78K 0.00% $116.11 -2.2%
1080 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 3,962.0 $78K 0.00% $19.78 -0.9%
Page 54 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%