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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 78 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ACA ARCOSA INC Industrials 220.0 $23K +5.0 +2.3% $106.14 +12.3%
1542 QABA FIRST TR EXCHANGE-TRADED FD 400.0 $23K +200.0 +100.0% $58.24 +6.6%
1543 DORM DORMAN PRODS INC Consumer Cyclical 223.0 $23K -34.0 -13.2% $104.36 +13.7%
1544 GHC GRAHAM HLDGS CO Consumer Defensive 22.0 $23K $1057.27 +3.7%
1545 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 243.0 $23K +9.0 +3.9% $95.60 +21.6%
1546 LXP INDUSTRIAL TRUST 502.0 $23K NEW $46.26
1547 SWX SOUTHWEST GAS HLDGS INC Utilities 267.0 $23K -160.0 -37.5% $86.90 +3.2%
1548 IPAR INTERPARFUMS INC Consumer Defensive 255.0 $23K $90.84 +0.4%
1549 TLK TELEKOMUNIKASI IND Communication Services 1,232.0 $23K -64.0 -4.9% $18.68 -6.6%
1550 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 307.0 $23K +15.0 +5.1% $74.89 +14.5%
1551 CNMD CONMED CORP Healthcare 638.0 $23K +278.0 +77.2% $35.36 +4.7%
1552 UTG REAVES UTIL INCOME FD Financial Services 574.0 $23K $39.28 +7.1%
1553 CTS CTS CORP Technology 472.0 $23K $47.76 +25.4%
1554 GFF GRIFFON CORP Industrials 309.0 $22K +93.0 +43.1% $72.68 +16.5%
1555 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,500.0 $22K NEW $14.95 +8.8%
1556 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 397.0 $22K +30.0 +8.2% $56.45 -9.6%
1557 PLUS EPLUS INC Technology 297.0 $22K -22.0 -6.9% $75.25 +10.2%
1558 FLO FLOWERS FOODS INC Consumer Defensive 2,740.0 $22K -5K -65.8% $8.15 -14.0%
1559 FMC FMC CORP Basic Materials 1,291.0 $22K +362.0 +39.0% $17.22 -24.4%
1560 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 521.0 $22K +92.0 +21.4% $42.61 +36.1%
Page 78 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%