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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 84 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ROG ROGERS CORP Technology 158.0 $17K +1.0 +0.6% $107.33 +21.9%
1662 CVCO CAVCO INDS INC DEL Consumer Cyclical 35.0 $17K -4.0 -10.3% $484.29 -4.0%
1663 AKR ACADIA RLTY TR Real Estate 886.0 $17K $19.12 +12.0%
1664 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 320.0 $17K +9.0 +2.9% $52.75 -2.9%
1665 CPRX CATALYST PHARMACEUTICALS INC Healthcare 681.0 $17K +91.0 +15.4% $24.76 +26.0%
1666 STC STEWART INFORMATION SVCS COR Financial Services 271.0 $17K -80.0 -22.8% $61.58 +8.7%
1667 CAPL CROSSAMERICA PARTNERS LP Energy 800.0 $17K $20.78 +8.3%
1668 BRZE BRAZE INC Technology 701.0 $17K +54.0 +8.3% $23.61 -3.3%
1669 TRN TRINITY INDS INC Industrials 513.0 $17K +8.0 +1.6% $32.18 +3.3%
1670 VCYT VERACYTE INC Healthcare 510.0 $16K +15.0 +3.0% $32.21 +29.4%
1671 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 783.0 $16K +272.0 +53.2% $20.95 +7.2%
1672 WAY WAYSTAR HLDG CORP Technology 680.0 $16K +442.0 +185.7% $24.11 -18.7%
1673 IONS IONIS PHARMACEUTICALS INC Healthcare 215.0 $16K $75.09 -1.7%
1674 NMIH NMI HLDGS INC Financial Services 430.0 $16K +27.0 +6.7% $37.51 +0.8%
1675 WDFC WD 40 CO Basic Materials 79.0 $16K +2.0 +2.6% $203.94 +0.1%
1676 RVTY REVVITY INC Healthcare 183.0 $16K +71.0 +63.4% $87.61 +9.4%
1677 RAMP LIVERAMP HLDGS INC Technology 604.0 $16K -168.0 -21.8% $26.52 +42.1%
1678 JOE ST JOE CO Real Estate 251.0 $16K +6.0 +2.5% $62.80 +0.6%
1679 Grupo Cibest SA 216.0 $16K NEW $72.81
1680 RHI ROBERT HALF INC. Industrials 612.0 $16K -102.0 -14.3% $25.40 +1.1%
Page 84 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%