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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 72 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,660.0 $33K +2K +161.8% $9.02 +12.3%
1422 NSP INSPERITY INC Industrials 1,220.0 $33K -207.0 -14.5% $27.04 +14.1%
1423 COOPER COS INC 461.0 $33K +386.0 +514.7% $71.50
1424 SXI STANDEX INTL CORP Industrials 129.0 $33K +1.0 +0.8% $254.86 -0.4%
1425 HUT 8 CORP 700.0 $33K +200.0 +40.0% $46.91
1426 IRT INDEPENDENCE RLTY TR INC Real Estate 2,205.0 $33K +1K +101.9% $14.89 +12.8%
1427 NE NOBLE CORP PLC Energy 667.0 $33K +34.0 +5.4% $49.07 +6.7%
1428 CNO CNO FINL GROUP INC Financial Services 796.0 $33K $41.06 +15.4%
1429 AROC ARCHROCK INC Energy 938.0 $33K +100.0 +11.9% $34.80 +6.0%
1430 VICI VICI PPTYS INC Real Estate 1,191.0 $33K -993.0 -45.5% $27.32 +4.0%
1431 GKOS GLAUKOS CORP Healthcare 302.0 $33K +3.0 +1.0% $107.66 +29.1%
1432 IAC IAC INC Technology 812.0 $33K -75.0 -8.5% $40.03 +2.8%
1433 NOVT NOVANTA INC Technology 274.0 $32K +101.0 +58.4% $118.11 +31.1%
1434 HRI HERC HLDGS INC Industrials 325.0 $32K NEW $99.55 +30.2%
1435 KN KNOWLES CORP Technology 1,239.0 $32K +104.0 +9.2% $25.68 +37.2%
1436 PK PARK HOTELS & RESORTS INC Real Estate 3,013.0 $32K -320.0 -9.6% $10.53 +8.2%
1437 EAT BRINKER INTL INC Consumer Cyclical 222.0 $32K +5.0 +2.3% $142.77 -4.3%
1438 PAYC PAYCOM SOFTWARE INC Technology 260.0 $32K -549.0 -67.9% $121.54 +10.5%
1439 FBK FB FINL CORP Financial Services 608.0 $32K +51.0 +9.2% $51.94 +1.3%
1440 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 342.0 $32K +26.0 +8.2% $92.27 +20.3%
Page 72 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%