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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 84 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 BNS BANK NOVA SCOTIA HALIFAX Financial Services 200.0 $15K NEW $73.69 +5.6%
1662 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 273.0 $15K NEW $53.94 +28.9%
1663 AWR AMER STATES WTR CO Utilities 203.0 $15K NEW $72.48 +4.2%
1664 NATL NCR ATLEOS CORPORATION Technology 386.0 $15K NEW $38.11 +16.8%
1665 VICR VICOR CORP Technology 134.0 $15K NEW $109.60 +125.5%
1666 WAFD WAFD INC Financial Services 458.0 $15K NEW $32.03 +9.6%
1667 HP HELMERICH & PAYNE INC Energy 510.0 $15K NEW $28.68 +44.6%
1668 CNMD CONMED CORP Healthcare 360.0 $15K NEW $40.60 -10.6%
1669 FFBC FIRST FINL BANCORP OH Financial Services 582.0 $15K NEW $25.02 +21.0%
1670 CWT CALIFORNIA WTR SVC GROUP Utilities 336.0 $15K NEW $43.33 -1.0%
1671 JOE ST JOE CO Real Estate 245.0 $15K NEW $59.37 +7.0%
1672 MIRM MIRUM PHARMACEUTICALS INC Healthcare 184.0 $15K NEW $78.99 +24.5%
1673 UTL UNITIL CORP Utilities 300.0 $15K NEW $48.44 +5.5%
1674 LKFN LAKELAND FINL CORP Financial Services 254.0 $14K NEW $57.06 +2.9%
1675 MCY MERCURY GENL CORP NEW Financial Services 153.0 $14K NEW $94.06 +8.3%
1676 GEO GEO GROUP INC NEW Industrials 892.0 $14K NEW $16.12 +43.0%
1677 ROG ROGERS CORP Technology 157.0 $14K NEW $91.57 +43.2%
1678 TDW TIDEWATER INC NEW Energy 284.0 $14K NEW $50.51 +69.3%
1679 RH RH Consumer Cyclical 79.0 $14K NEW $179.15 -32.4%
1680 WSFS WSFS FINL CORP Financial Services 256.0 $14K NEW $55.24 +29.5%
Page 84 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%