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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 69 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 UHS UNIVERSAL HLTH SVCS INC Healthcare 211.0 $38K 0.00% -698.0 -76.8% $178.97 -8.2%
1362 CWEN CLEARWAY ENERGY INC Utilities 961.0 $38K 0.00% +15.0 +1.6% $39.29 -2.9%
1363 NGS NATURAL GAS SVCS GROUP INC Energy 1,000.0 $38K 0.00% +500.0 +100.0% $37.74 +12.2%
1364 GTES GATES INDL CORP PLC Industrials 1,658.0 $37K 0.00% +114.0 +7.4% $22.61 +6.5%
1365 PRIM PRIMORIS SVCS CORP Industrials 262.0 $37K 0.00% +66.0 +33.7% $143.04 -25.4%
1366 SANM SANMINA CORP Technology 288.0 $37K 0.00% -52.0 -15.3% $129.64 +78.3%
1367 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 353.0 $37K 0.00% +20.0 +6.0% $105.40 -4.3%
1368 PVH PVH CORPORATION Consumer Cyclical 533.0 $37K 0.00% -28.0 -5.0% $69.76 +21.4%
1369 TGTX TG THERAPEUTICS INC Healthcare 1,116.0 $37K 0.00% +33.0 +3.0% $33.22 +19.7%
1370 EQR EQUITY RESIDENTIAL Real Estate 626.0 $37K 0.00% +124.0 +24.7% $59.15 +11.2%
1371 AWI ARMSTRONG WORLD INDS INC NEW Industrials 224.0 $37K 0.00% -14.0 -5.9% $164.80 -4.6%
1372 CVSA COVISTA INC Consumer Cyclical 319.0 $37K 0.00% +10.0 +3.2% $115.25 +7.7%
1373 KGC KINROSS GOLD CORP Basic Materials 1,204.0 $37K 0.00% $30.52 -6.1%
1374 SMTC SEMTECH CORP Technology 477.0 $37K 0.00% -11.0 -2.2% $76.89 +84.5%
1375 WLK WESTLAKE CORPORATION Basic Materials 312.0 $36K 0.00% -81.0 -20.6% $116.82 -24.2%
1376 FELE FRANKLIN ELEC INC Industrials 394.0 $36K 0.00% +5.0 +1.3% $92.17 +4.9%
1377 BRKR BRUKER CORP Healthcare 1,005.0 $36K 0.00% -566.0 -36.0% $36.12 +24.5%
1378 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 1,346.0 $36K 0.00% +1K +1379.1% $26.94 +22.3%
1379 NOG NORTHERN OIL & GAS INC Energy 1,240.0 $36K 0.00% -93.0 -7.0% $29.23 -19.2%
1380 SNY SANOFI SA Healthcare 752.0 $36K 0.00% -28.0 -3.6% $48.18 -7.3%
Page 69 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%