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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 71 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 EQR EQUITY RESIDENTIAL Real Estate 502.0 $32K NEW $63.04 +4.3%
1402 RDN RADIAN GROUP INC Financial Services 878.0 $32K NEW $35.99 +4.5%
1403 DV DOUBLEVERIFY HLDGS INC Technology 2,757.0 $32K NEW $11.44 -16.8%
1404 MIR MIRION TECHNOLOGIES INC Industrials 1,344.0 $31K NEW $23.42 -24.8%
1405 DAYFORCE INC 455.0 $31K NEW $69.16
1406 CWEN CLEARWAY ENERGY INC Utilities 946.0 $31K NEW $33.26 +14.7%
1407 TRNO TERRENO RLTY CORP Real Estate 535.0 $31K NEW $58.71 +12.7%
1408 TTMI TTM TECHNOLOGIES INC Technology 454.0 $31K NEW $69.00 +145.4%
1409 IFRA ISHARES TR 595.0 $31K NEW $52.62 +15.0%
1410 VDC VANGUARD WORLD FD 148.0 $31K NEW $211.24 +8.8%
1411 MFG MIZUHO FINANCIAL GROUP INC Financial Services 4,268.0 $31K NEW $7.32 +26.6%
1412 EAT BRINKER INTL INC Consumer Cyclical 217.0 $31K NEW $143.52 -4.8%
1413 FBK FB FINL CORP Financial Services 557.0 $31K NEW $55.80 -5.8%
1414 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,512.0 $31K NEW $20.49 +13.2%
1415 NGG NATIONAL GRID PLC Utilities 399.0 $31K NEW $77.35 +11.7%
1416 FRDM EA SERIES TRUST 600.0 $31K NEW $51.27 +32.6%
1417 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,035.0 $31K NEW $29.66 +5.8%
1418 PIPER SANDLER COMPANIES 90.0 $31K NEW $339.71
1419 AGYS AGILYSYS INC Technology 256.0 $30K NEW $118.84 -33.1%
1420 ERIE ERIE INDTY CO Financial Services 106.0 $30K NEW $286.65 -21.6%
Page 71 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%