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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 40 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SATS ECHOSTAR CORP Technology 1,324.0 $155K 0.00% -566.0 -29.9% $117.07 +3.3%
782 EMXC ISHARES INC 1,964.0 $154K 0.00% $78.66 +28.9%
783 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,126.0 $154K 0.00% -48.0 -4.1% $137.13 -0.2%
784 ARW ARROW ELECTRS INC Technology 1,074.0 $154K 0.00% +91.0 +9.3% $143.41 +59.5%
785 OHI OMEGA HEALTHCARE INVS INC Real Estate 3,511.0 $154K 0.00% +75.0 +2.2% $43.82 +3.8%
786 REET ISHARES TR 6,110.0 $154K 0.00% $25.15 +9.8%
787 WCC WESCO INTL INC Industrials 558.0 $153K 0.00% -15.0 -2.6% $273.62 +27.1%
788 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,633.0 $151K 0.00% +123.0 +8.2% $92.76 +54.7%
789 WCN WASTE CONNECTIONS INC Industrials 929.0 $151K 0.00% $162.44 -4.6%
790 ONTO ONTO INNOVATION INC Technology 735.0 $151K 0.00% +22.0 +3.1% $205.07 +54.2%
791 LAMR LAMAR ADVERTISING CO Real Estate 1,188.0 $150K 0.00% +62.0 +5.5% $126.66 +19.2%
792 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 9,740.0 $150K 0.00% -219.0 -2.2% $15.42 +0.8%
793 DKS DICKS SPORTING GOODS INC Consumer Cyclical 756.0 $150K 0.00% +35.0 +4.8% $198.29 +13.9%
794 EXEL EXELIXIS INC Healthcare 3,484.0 $149K 0.00% +92.0 +2.7% $42.89 +21.5%
795 PEN PENUMBRA INC Healthcare 455.0 $149K 0.00% +13.0 +2.9% $328.37 -3.0%
796 SOUTHSTATE BK CORP 1,614.0 $149K 0.00% -35.0 -2.1% $92.52
797 WTFC WINTRUST FINL CORP Financial Services 1,072.0 $149K 0.00% +51.0 +5.0% $138.94 +12.8%
798 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,735.0 $149K 0.00% -206.0 -10.6% $85.66 +22.0%
799 GWRE GUIDEWIRE SOFTWARE INC Technology 991.0 $148K 0.00% $149.56 -21.5%
800 MTB M & T BK CORP Financial Services 712.0 $147K 0.00% +5.0 +0.7% $206.72 +10.5%
Page 40 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%