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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 92 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 CVI CVR ENERGY INC Energy 325.0 $11K +121.0 +59.3% $33.65 +2.6%
1822 CXW CORECIVIC INC Real Estate 576.0 $11K +99.0 +20.8% $18.91 +11.2%
1823 GSHD GOOSEHEAD INS INC Financial Services 253.0 $11K +92.0 +57.1% $42.66 -1.2%
1824 RXO RXO INC Industrials 738.0 $11K +351.0 +90.7% $14.62 +30.6%
1825 PRLB PROTO LABS INC Industrials 189.0 $11K $57.02 +26.7%
1826 GNL GLOBAL NET LEASE INC Real Estate 1,149.0 $11K -365.0 -24.1% $9.36 -0.3%
1827 USPH U S PHYSICAL THERAPY Healthcare 143.0 $11K +46.0 +47.4% $74.96 -13.2%
1828 TEAM ATLASSIAN CORPORATION Technology 157.0 $11K -144.0 -47.8% $68.25 +31.1%
1829 THOMSON REUTERS CORP 119.0 $11K $89.98
1830 SONO SONOS INC Technology 796.0 $11K +106.0 +15.4% $13.40 +10.2%
1831 JBLU JETBLUE AIRWAYS CORP Industrials 2,408.0 $11K +296.0 +14.0% $4.42 +3.6%
1832 CUBI CUSTOMERS BANCORP INC Financial Services 153.0 $11K +12.0 +8.5% $69.41 +4.7%
1833 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 321.0 $11K +74.0 +30.0% $33.07 +1.8%
1834 HE HAWAIIAN ELEC INDS INC MTN B Utilities 715.0 $11K +235.0 +49.0% $14.84 -9.8%
1835 MTX MINERALS TECHNOLOGIES INC Basic Materials 149.0 $11K +1.0 +0.7% $70.92 +7.1%
1836 STBA S & T BANCORP INC Financial Services 252.0 $11K +4.0 +1.6% $41.83 +5.8%
1837 VSTS VESTIS CORPORATION Industrials 1,330.0 $10K +14.0 +1.1% $7.86 +54.8%
1838 XHR XENIA HOTELS & RESORTS INC Real Estate 704.0 $10K +6.0 +0.9% $14.83 +10.4%
1839 CLSK CLEANSPARK INC Technology 1,219.0 $10K -97.0 -7.4% $8.51 +72.6%
1840 PAYO PAYONEER GLOBAL INC Technology 2,146.0 $10K +936.0 +77.4% $4.83 -0.6%
Page 92 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%