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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 56 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CRH PLC 709.0 $75K 0.00% +342.0 +93.2% $105.12
1102 PRF INVESCO EXCHANGE TRADED FD T 1,568.0 $75K 0.00% +400.0 +34.2% $47.53 +11.1%
1103 ESI ELEMENT SOLUTIONS INC Basic Materials 2,181.0 $74K 0.00% +40.0 +1.9% $34.14 +18.2%
1104 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,277.0 $74K 0.00% +161.0 +14.4% $58.24 -1.3%
1105 HR HEALTHCARE RLTY TR Real Estate 4,377.0 $74K 0.00% -424.0 -8.8% $16.99 +19.8%
1106 CTRE CARETRUST REIT INC Real Estate 2,020.0 $74K 0.00% +495.0 +32.5% $36.65 +11.9%
1107 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,596.0 $73K 0.00% -31.0 -1.9% $45.89 +5.0%
1108 KBH KB HOME Consumer Cyclical 1,415.0 $73K 0.00% +411.0 +40.9% $51.75 -7.2%
1109 VIAV VIAVI SOLUTIONS INC Technology 2,199.0 $73K 0.00% +12.0 +0.6% $33.28 +44.5%
1110 MRNA MODERNA INC Healthcare 1,425.0 $72K 0.00% +146.0 +11.4% $50.80 -7.0%
1111 SAM BOSTON BEER INC Consumer Defensive 314.0 $72K 0.00% $230.40 -20.4%
1112 BYD BOYD GAMING CORP Consumer Cyclical 880.0 $72K 0.00% +53.0 +6.4% $82.18 -3.1%
1113 TCBI TEXAS CAP BANCSHARES INC Financial Services 760.0 $72K 0.00% +6.0 +0.8% $94.88 +4.1%
1114 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,146.0 $72K 0.00% +421.0 +58.1% $62.70 +20.5%
1115 ARKW ARK ETF TR 593.0 $72K 0.00% $120.61 +20.5%
1116 DOCN DIGITALOCEAN HLDGS INC Technology 831.0 $71K 0.00% +10.0 +1.2% $85.78 +84.6%
1117 VMC VULCAN MATLS CO Basic Materials 261.0 $71K 0.00% -5.0 -1.9% $272.30 -3.3%
1118 LSTR LANDSTAR SYS INC Industrials 441.0 $71K 0.00% +7.0 +1.6% $160.31 +19.2%
1119 CART MAPLEBEAR INC Consumer Cyclical 1,884.0 $71K 0.00% +36.0 +1.9% $37.46 +7.0%
1120 OC OWENS CORNING NEW Industrials 651.0 $70K 0.00% +25.0 +4.0% $108.22 +7.2%
Page 56 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%