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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 55 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PII POLARIS INC Consumer Cyclical 1,435.0 $78K 0.00% +38.0 +2.7% $54.50 +15.7%
1082 BALL BALL CORP Consumer Cyclical 1,319.0 $78K 0.00% -28.0 -2.1% $59.11 -4.7%
1083 EXPD EXPEDITORS INTL WASH INC Industrials 543.0 $78K 0.00% +44.0 +8.8% $143.23 +9.7%
1084 IVZ INVESCO LTD Financial Services 3,197.0 $78K 0.00% +460.0 +16.8% $24.29 +11.1%
1085 LNTH LANTHEUS HLDGS INC Healthcare 1,021.0 $77K 0.00% +66.0 +6.9% $75.85 +24.5%
1086 ESE ESCO TECHNOLOGIES INC Technology 275.0 $77K 0.00% +44.0 +19.1% $281.37 +4.2%
1087 ALV AUTOLIV INC Consumer Cyclical 732.0 $77K 0.00% -93.0 -11.3% $105.16 +14.3%
1088 EXR EXTRA SPACE STORAGE INC Real Estate 587.0 $77K 0.00% -16.0 -2.6% $131.13 +9.7%
1089 BSY BENTLEY SYS INC Technology 2,189.0 $77K 0.00% +678.0 +44.9% $35.12 -5.1%
1090 BXP BXP INC Real Estate 1,475.0 $77K 0.00% +375.0 +34.1% $51.90 +15.9%
1091 AAON AAON INC Industrials 924.0 $76K 0.00% +39.0 +4.4% $82.75 +60.0%
1092 NPO ENPRO INC Industrials 305.0 $76K 0.00% $250.65 +20.8%
1093 CRCL CIRCLE INTERNET GROUP INC Financial Services 800.0 $76K 0.00% +15.0 +1.9% $95.41 +20.4%
1094 VYMI VANGUARD WHITEHALL FDS 806.0 $76K 0.00% $94.24 +6.3%
1095 CELH CELSIUS HLDGS INC Consumer Defensive 2,133.0 $76K 0.00% +84.0 +4.1% $35.48 -16.3%
1096 IDCC INTERDIGITAL INC Technology 250.0 $76K 0.00% +132.0 +111.9% $302.00 -11.6%
1097 VLYPN VALLEY NATL BANCORP Financial Services 6,128.0 $75K 0.00% $12.28 +110.7%
1098 ERIE ERIE INDTY CO Financial Services 299.0 $75K 0.00% +193.0 +182.1% $251.31 -10.6%
1099 KIM KIMCO REALTY CORP Real Estate 3,336.0 $75K 0.00% +44.0 +1.3% $22.47 +7.0%
1100 POOL POOL CORP Industrials 369.0 $75K 0.00% +279.0 +310.0% $202.33 -10.1%
Page 55 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%