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Holdings (Monthly) Guide ↗

Lyrical U.S. Value Equity Fund

· Ultimus Managers Trust
Monthly Holdings $1.3B AUM 2 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 2 New 1 Added 31 Reduced · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 IQVIA HOLDINGS INC 46266C105 May 2026 271,465 NEW $49.5M 3.92% EC
2 AUTONATION INC 05329W102 May 2026 69,926 NEW $13.1M 1.04% EC