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Holdings (Monthly) Guide ↗

Hvia Equity Fund

· Ultimus Managers Trust
Monthly Holdings $54M AUM 53 positions Period Feb 2026 Filed Apr 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Feb 2026 17,017 $3.0M 5.62% EC
2 KLA Corp. 482480100 Feb 2026 1,692 $2.6M 4.81% EC
3 Alphabet Inc. 02079K107 Feb 2026 7,286 $2.3M 4.23% EC
4 Amazon.com, Inc. 023135106 Feb 2026 10,309 $2.2M 4.03% EC
5 Microsoft Corp. 594918104 Feb 2026 4,886 $1.9M 3.57% EC
6 Apple Inc. 037833100 Feb 2026 7,127 $1.9M 3.51% EC
7 Amphenol Corporation 032095101 Feb 2026 11,161 $1.6M 3.04% EC
8 American Express Company 025816109 Feb 2026 5,167 $1.6M 2.97% EC
9 Eli Lilly & Co. 532457108 Feb 2026 1,487 $1.6M 2.91% EC
10 Meta Platforms Inc 30303M102 Feb 2026 2,267 $1.5M 2.74% EC
11 Quanta Services, Inc. 74762E102 Feb 2026 2,530 $1.4M 2.65% EC
12 Visa Inc 92826C839 Feb 2026 4,307 $1.4M 2.57% EC
13 Autozone, Inc. 053332102 Feb 2026 335 $1.3M 2.34% EC
14 AbbVie Inc. 00287Y109 Feb 2026 5,107 $1.2M 2.21% EC
15 Ciena Corporation 171779309 Feb 2026 3,397 $1.2M 2.21% EC
16 International Business Machines Corp. 459200101 Feb 2026 4,815 $1.2M 2.15% EC
17 Take-Two Interactive Software Inc. 874054109 Feb 2026 5,110 $1.1M 2.01% EC
18 The Charles Schwab Corporation 808513105 Feb 2026 11,171 $1.1M 1.98% EC
19 Netflix, Inc. 64110L106 Feb 2026 10,839 $1.0M 1.94% EC
20 Fluor Corporation 343412102 Feb 2026 18,289 $957K 1.78% EC
21 Mercadolibre Inc 58733R102 Feb 2026 520 $914K 1.70% EC
22 CBRE Group Inc. 12504L109 Feb 2026 6,143 $907K 1.69% EC
23 Starbucks Corp. 855244109 Feb 2026 9,243 $906K 1.69% EC
24 Danaher Corporation 235851102 Feb 2026 4,300 $906K 1.69% EC
25 Morgan Stanley 617446448 Feb 2026 5,419 $902K 1.68% EC
26 Cisco Systems, Inc. 17275R102 Feb 2026 11,298 $898K 1.67% EC
27 Salesforce Inc. 79466L302 Feb 2026 4,607 $897K 1.67% EC
28 JPMorgan Chase & Co. 46625H100 Feb 2026 2,806 $843K 1.57% EC
29 Thermo Fisher Scientific Inc 883556102 Feb 2026 1,615 $842K 1.57% EC
30 W.w. Grainger Inc. 384802104 Feb 2026 734 $840K 1.57% EC
31 Servicenow Inc 81762P102 Feb 2026 7,766 $839K 1.56% EC
32 NextEra Energy Inc 65339F101 Feb 2026 8,567 $803K 1.50% EC
33 Goldman Sachs Group, Inc. 38141G104 Feb 2026 899 $773K 1.44% EC
34 Duke Energy Corp 26441C204 Feb 2026 5,872 $768K 1.43% EC
35 Rockwell Automation, Inc. 773903109 Feb 2026 1,774 $723K 1.35% EC
36 First American Funds Inc. 31846V336 Feb 2026 686,061 $686K 1.28% STIV
37 Baker Hughes Company 05722G100 Feb 2026 10,045 $656K 1.22% EC
38 Chipotle Mexican Grill Inc 169656105 Feb 2026 17,182 $640K 1.19% EC
39 Exxon Mobil Corp. 30231G102 Feb 2026 4,141 $632K 1.18% EC
40 The Sherwin-Williams Company 824348106 Feb 2026 1,642 $595K 1.11% EC
41 SLB Ltd. 806857108 Feb 2026 11,490 $590K 1.10% EC
42 Marsh & McLennan Companies, Inc. 571748102 Feb 2026 3,080 $575K 1.07% EC
43 Prologis Inc. 74340W103 Feb 2026 3,786 $540K 1.01% EC
44 Trimble Inc 896239100 Feb 2026 8,040 $538K 1.00% EC
45 United Rentals, Inc. 911363109 Feb 2026 611 $513K 0.96% EC
46 Nucor Corporation 670346105 Feb 2026 2,879 $509K 0.95% EC
47 Mondelez International, Inc. 609207105 Feb 2026 7,534 $464K 0.86% EC
48 Lincoln Electric Holdings Inc. 533900106 Feb 2026 1,525 $438K 0.82% EC
49 Weyerhaeuser Company 962166104 Feb 2026 16,326 $400K 0.75% EC
50 Adobe Inc 00724F101 Feb 2026 1,514 $397K 0.74% EC
51 Generac Holdings Inc. 368736104 Feb 2026 1,532 $345K 0.64% EC
52 CSX Corporation 126408103 Feb 2026 6,935 $296K 0.55% EC
53 Pepsico Inc 713448108 Feb 2026 1,478 $251K 0.47% EC