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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 90 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 VSH VISHAY INTERTECHNOLOGY INC Technology 687.0 $12K +114.0 +19.9% $18.00 +105.3%
1782 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,316.0 $12K +78.0 +6.3% $9.37 +13.2%
1783 HUBG HUB GROUP INC Industrials 342.0 $12K -19.0 -5.3% $36.04 +5.9%
1784 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 191.0 $12K -4.0 -2.0% $64.45 -1.5%
1785 ACT ENACT HLDGS INC Financial Services 301.0 $12K +8.0 +2.7% $40.81 +5.0%
1786 MDYG SPDR SERIES TRUST 128.0 $12K $95.96 +7.9%
1787 PATHWARD FINANCIAL INC 137.0 $12K +5.0 +3.8% $89.23
1788 LAUR LAUREATE ED INC Consumer Defensive 349.0 $12K NEW $34.84 -5.3%
1789 MOV MOVADO GROUP INC Consumer Cyclical 496.0 $12K $24.42 +8.8%
1790 PHG KONINKLIJKE PHILIPS N V Healthcare 441.0 $12K $27.40 -4.9%
1791 CUSHMAN AND WAKEFIELD LTD 978.0 $12K NEW $12.26
1792 RCUS ARCUS BIOSCIENCES INC Healthcare 555.0 $12K +72.0 +14.9% $21.60 +8.3%
1793 DNLI DENALI THERAPEUTICS INC Healthcare 624.0 $12K +362.0 +138.2% $19.20 -4.2%
1794 GRAB GRAB HOLDINGS LIMITED Technology 3,268.0 $12K $3.66 -3.3%
1795 STRA STRATEGIC ED INC Consumer Defensive 144.0 $12K +9.0 +6.7% $82.96 -2.4%
1796 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 215.0 $12K -2.0 -0.9% $55.31 -38.2%
1797 NAVI NAVIENT CORPORATION Financial Services 1,452.0 $12K +1K +278.1% $8.18 +2.1%
1798 RPRX ROYALTY PHARMA PLC Healthcare 247.0 $12K +22.0 +9.8% $47.97 +8.5%
1799 CHCO CITY HLDG CO Financial Services 99.0 $12K +10.0 +11.2% $119.52 +2.8%
1800 GENI GENIUS SPORTS LIMITED Communication Services 2,666.0 $12K -3K -53.2% $4.43 +16.9%
Page 90 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%