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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 57 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CHRD CHORD ENERGY CORPORATION Energy 729.0 $68K 0.00% NEW $92.70 +54.1%
1122 BLDR BUILDERS FIRSTSOURCE INC Industrials 656.0 $67K 0.00% NEW $102.89 -28.2%
1123 AAON AAON INC Industrials 885.0 $67K 0.00% NEW $76.25 +73.6%
1124 GDDY GODADDY INC Technology 542.0 $67K 0.00% NEW $124.08 -26.2%
1125 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 465.0 $67K 0.00% NEW $143.89 +34.4%
1126 RBLX ROBLOX CORP Technology 825.0 $67K 0.00% NEW $81.03 -43.5%
1127 KIM KIMCO RLTY CORP Real Estate 3,292.0 $67K 0.00% NEW $20.27 +18.6%
1128 IYW ISHARES TR 334.0 $67K 0.00% NEW $199.68 +20.2%
1129 NDSN NORDSON CORP Industrials 276.0 $66K 0.00% NEW $240.43 +19.3%
1130 NUMG NUSHARES ETF TR 1,383.0 $66K 0.00% NEW $47.74 -4.5%
1131 PEGA PEGASYSTEMS INC Technology 1,105.0 $66K 0.00% NEW $59.72 -42.6%
1132 TDY TELEDYNE TECHNOLOGIES INC Technology 129.0 $66K 0.00% NEW $510.73 +20.3%
1133 FTV FORTIVE CORP Technology 1,192.0 $66K 0.00% NEW $55.21 +6.9%
1134 TXNM ENERGY INC 1,117.0 $66K 0.00% NEW $58.88
1135 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,116.0 $66K 0.00% NEW $58.87 -2.4%
1136 THO THOR INDS INC Consumer Cyclical 639.0 $66K 0.00% NEW $102.67 -27.2%
1137 BROWN FORMAN CORP 2,498.0 $65K 0.00% NEW $26.06
1138 NPO ENPRO INC Industrials 304.0 $65K 0.00% NEW $214.13 +41.4%
1139 SPXC SPX TECHNOLOGIES INC Industrials 325.0 $65K 0.00% NEW $200.06 +2.7%
1140 XYL XYLEM INC Industrials 475.0 $65K 0.00% NEW $136.18 -20.5%
Page 57 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%