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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 86 of 114  ·  2,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 FRT FEDERAL RLTY INVT TR NEW Real Estate 134.0 $14K NEW $100.80 +14.0%
1702 UNF UNIFIRST CORP MASS Industrials 70.0 $14K NEW $192.90 +37.8%
1703 SFNC SIMMONS 1ST NATL CORP Financial Services 716.0 $13K NEW $18.85 +11.0%
1704 HAYW HAYWARD HLDGS INC Industrials 872.0 $13K NEW $15.45 -11.8%
1705 AMBA AMBARELLA INC Technology 190.0 $13K NEW $70.84 +11.3%
1706 VRTS VIRTUS INVT PARTNERS INC Financial Services 82.0 $13K NEW $163.15 -14.1%
1707 TRN TRINITY INDS INC Industrials 505.0 $13K NEW $26.44 +29.6%
1708 BGC BGC GROUP INC Financial Services 1,493.0 $13K NEW $8.93 +26.7%
1709 CLSK CLEANSPARK INC Technology 1,316.0 $13K NEW $10.12 +45.2%
1710 NTST NETSTREIT CORP Real Estate 755.0 $13K NEW $17.64 +17.7%
1711 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 263.0 $13K NEW $50.48 +15.8%
1712 TYG TORTOISE ENERGY INFRA CORP Financial Services 325.0 $13K NEW $40.84 +15.1%
1713 PRGS PROGRESS SOFTWARE CORP Technology 306.0 $13K NEW $42.96 -32.1%
1714 BANF BANCFIRST CORP Financial Services 124.0 $13K NEW $106.02 +2.1%
1715 EGY VAALCO ENERGY INC Energy 3,600.0 $13K NEW $3.64 +66.8%
1716 QBTS D-WAVE QUANTUM INC Technology 500.0 $13K NEW $26.15 -27.1%
1717 GTY GETTY RLTY CORP NEW Real Estate 476.0 $13K NEW $27.37 +20.4%
1718 GNL GLOBAL NET LEASE INC Real Estate 1,514.0 $13K NEW $8.60 +8.5%
1719 LMAT LEMAITRE VASCULAR INC Healthcare 160.0 $13K NEW $81.10 +24.3%
1720 CENX CENTURY ALUM CO Basic Materials 331.0 $13K NEW $39.18 +40.2%
Page 86 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%