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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 66 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 TFI SPDR SERIES TRUST 986.0 $45K 0.00% NEW $45.34 -0.3%
1302 DX DYNEX CAP INC Real Estate 3,500.0 $45K 0.00% $12.76 +0.7%
1303 PBI PITNEY BOWES INC Industrials 4,008.0 $44K 0.00% $11.05 +40.3%
1304 ULS UL SOLUTIONS INC Industrials 516.0 $44K 0.00% +249.0 +93.3% $85.71 +19.0%
1305 AHR AMERICAN HEALTHCARE REIT INC Real Estate 932.0 $44K 0.00% +911.0 +4338.1% $47.16 +6.3%
1306 ACHR ARCHER AVIATION INC Industrials 8,500.0 $44K 0.00% $5.17 +18.4%
1307 BLKB BLACKBAUD INC Technology 1,137.0 $44K 0.00% +200.0 +21.3% $38.61 -23.3%
1308 SBCF SEACOAST BKG CORP FLA Financial Services 1,448.0 $44K 0.00% +291.0 +25.1% $30.29 +1.1%
1309 TTMI TTM TECHNOLOGIES INC Technology 447.0 $44K 0.00% -7.0 -1.5% $97.42 +73.8%
1310 STM STMICROELECTRONICS N V Technology 1,257.0 $43K 0.00% $34.55 +77.2%
1311 ASX ASE TECHNOLOGY HLDG CO LTD Technology 1,999.0 $43K 0.00% $21.68 +50.6%
1312 BCC BOISE CASCADE CO DEL Basic Materials 571.0 $43K 0.00% +47.0 +9.0% $75.85 -11.5%
1313 PPT PUTNAM PREMIER INCOME TR Financial Services 12,170.0 $43K 0.00% $3.55 -3.1%
1314 HIMS HIMS & HERS HEALTH INC Healthcare 2,080.0 $43K 0.00% -405.0 -16.3% $20.76 +15.7%
1315 SMG SCOTTS MIRACLE-GRO CO Basic Materials 710.0 $43K 0.00% +289.0 +68.7% $60.81 -4.1%
1316 IMCB ISHARES TR 515.0 $43K 0.00% $83.43 +9.5%
1317 JXN JACKSON FINANCIAL INC Financial Services 406.0 $43K 0.00% +14.0 +3.6% $105.72 +2.3%
1318 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 5,056.0 $43K 0.00% -3K -38.5% $8.45 +26.6%
1319 SHC SOTERA HEALTH CO Healthcare 2,979.0 $43K 0.00% -89.0 -2.9% $14.34 +8.4%
1320 MAA MID-AMER APT CMNTYS INC Real Estate 347.0 $42K 0.00% +72.0 +26.2% $122.12 +6.5%
Page 66 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%