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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 85 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CCB COASTAL FINL CORP WA Financial Services 123.0 $14K NEW $114.59 -39.9%
1682 WD WALKER & DUNLOP INC Financial Services 234.0 $14K NEW $60.15 -19.7%
1683 NWS NEWS CORP NEW Communication Services 474.0 $14K NEW $29.63 -0.0%
1684 ALLE ALLEGION PLC Industrials 88.0 $14K NEW $159.22 -20.8%
1685 VRRM VERRA MOBILITY CORP Technology 625.0 $14K NEW $22.41 -41.6%
1686 AMR ALPHA METALLURGICAL RESOUR I Energy 70.0 $14K NEW $199.89 -11.9%
1687 LCII LCI INDS Consumer Cyclical 115.0 $14K NEW $121.34 -11.4%
1688 POR PORTLAND GEN ELEC CO Utilities 290.0 $14K NEW $47.99 +2.9%
1689 PRVA PRIVIA HEALTH GROUP INC Healthcare 585.0 $14K NEW $23.71 -1.0%
1690 LOGI LOGITECH INTL S A Technology 138.0 $14K NEW $100.22 +3.7%
1691 MGNI MAGNITE INC Communication Services 849.0 $14K NEW $16.23 -19.7%
1692 CPRX CATALYST PHARMACEUTICALS INC Healthcare 590.0 $14K NEW $23.34 +33.7%
1693 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 867.0 $14K NEW $15.86 +22.0%
1694 ENPH ENPHASE ENERGY INC Energy 428.0 $14K NEW $32.05 +46.8%
1695 SRPT SAREPTA THERAPEUTICS INC Healthcare 637.0 $14K NEW $21.52 -21.2%
1696 DNOW DNOW INC Energy 1,030.0 $14K NEW $13.25 -0.6%
1697 WDS WOODSIDE ENERGY GROUP LTD Energy 875.0 $14K NEW $15.59 +49.3%
1698 FIRST HAWAIIAN INC 538.0 $14K NEW $25.30
1699 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 527.0 $14K NEW $25.82 -36.5%
1700 ARCB ARCBEST CORP Industrials 183.0 $14K NEW $74.19 +60.5%
Page 85 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%