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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 74 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AX AXOS FINANCIAL INC Financial Services 348.0 $30K +4.0 +1.2% $85.09 +1.0%
1462 TPH TRI POINTE HOMES INC Consumer Cyclical 633.0 $30K +12.0 +1.9% $46.73 +0.5%
1463 LYFT LYFT INC Technology 2,219.0 $30K -23K -91.1% $13.30 +1.4%
1464 EXPAND ENERGY CORPORATION 268.0 $29K +89.0 +49.7% $109.78
1465 ENPH ENPHASE ENERGY INC Energy 777.0 $29K +349.0 +81.5% $37.81 +64.9%
1466 TKR TIMKEN CO Industrials 289.0 $29K $100.57 +16.5%
1467 VOD VODAFONE GROUP PLC Communication Services 31,933.0 $29K +20K +162.4% $0.91 +1576.2%
1468 WF WOORI FINL GROUP INC Financial Services 431.0 $29K $66.60 -6.2%
1469 BITWISE FUNDS TRUST 1,520.0 $29K NEW $18.86
1470 CSGS CSG SYS INTL INC Technology 358.0 $29K +4.0 +1.1% $79.94 +0.9%
1471 INCY INCYTE CORP Healthcare 303.0 $29K -22.0 -6.8% $94.12 +3.5%
1472 QRVO QORVO INC Technology 367.0 $28K -131.0 -26.3% $77.40 +27.6%
1473 CHKP CHECK POINT SOFTWARE TECH LT Technology 198.0 $28K +4.0 +2.1% $142.85 -7.8%
1474 DB DEUTSCHE BK AG Financial Services 946.0 $28K $29.78 +10.5%
1475 FSS FEDERAL SIGNAL CORP Industrials 260.0 $28K -71.0 -21.4% $108.14 +3.2%
1476 XRAY DENTSPLY SIRONA INC Healthcare 2,422.0 $28K +2K +419.7% $11.60 -15.2%
1477 BTU PEABODY ENGR CORP Energy 852.0 $28K +15.0 +1.8% $32.95 -25.9%
1478 HCC WARRIOR MET COAL INC Energy 301.0 $28K -7.0 -2.3% $93.15 -8.3%
1479 NWN NORTHWEST NAT HLDG CO Utilities 525.0 $28K +12.0 +2.3% $53.22 -6.4%
1480 BZ KANZHUN LIMITED Industrials 2,078.0 $28K -517.0 -19.9% $13.39 +3.1%
Page 74 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%