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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 89 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 IMO IMPERIAL OIL LTD Energy 100.0 $13K $130.82 +5.7%
1762 SMURFIT WESTROCK PLC 328.0 $13K +108.0 +49.1% $39.85
1763 OCCIDENTAL PETE CORP 302.0 $13K $42.96
1764 FIRST HAWAIIAN INC 524.0 $13K -14.0 -2.6% $24.64
1765 ADNT ADIENT PLC Consumer Cyclical 635.0 $13K +57.0 +9.9% $20.21 -2.7%
1766 MBWM MERCANTILE BK CORP Financial Services 253.0 $13K $50.50 +1.4%
1767 SLYG SPDR SERIES TRUST 132.0 $13K $96.62 +8.7%
1768 PLPC PREFORMED LINE PRODS CO Industrials 47.0 $13K NEW $270.74 +23.9%
1769 TDC TERADATA CORP DEL Technology 495.0 $13K +73.0 +17.3% $25.63 +27.9%
1770 LKFN LAKELAND FINL CORP Financial Services 221.0 $13K -33.0 -13.0% $57.38 +0.9%
1771 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 880.0 $13K +480.0 +120.0% $14.35 -17.8%
1772 CRVL CORVEL CORP Financial Services 231.0 $13K +51.0 +28.3% $54.65 +8.2%
1773 EGBN EAGLE BANCORPORATION INC Financial Services 507.0 $13K $24.87 +0.9%
1774 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 171.0 $13K $73.70 +4.6%
1775 VYX NCR VOYIX CORPORATION Technology 1,987.0 $13K +1K +198.8% $6.33 +2.7%
1776 LOGI LOGITECH INTL S A Technology 138.0 $13K $91.12 +13.0%
1777 YELP YELP INC Communication Services 508.0 $13K +187.0 +58.3% $24.74 -11.9%
1778 CWT CALIFORNIA WTR SVC GROUP Utilities 276.0 $13K -60.0 -17.9% $45.34 -6.3%
1779 DEM WISDOMTREE TR 250.0 $12K $49.69 +6.1%
1780 TFIN TRIUMPH FINANCIAL INC Financial Services 208.0 $12K +12.0 +6.1% $59.66 +6.0%
Page 89 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%