UMB Bank, n.a.

CIK

933429

Location

Kansas City, MO

Portfolio Value

Mid $5,000,708,805

Diversification

Diversified

Filing Date

Global Rank

#670 / 8,623 ▼ 5 · as of Mar 2026

Top Industry

Banks - Regional 11.9%

3Y Alpha vs SPY

+0.3%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.9%

SPY

+65.3%

Annualised alpha

+0.6%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,922 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

+0.1 pts

Top 5

29.4%

−1.3 pts

Top 10

41.5%

−2.0 pts

HHI

275

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.3%	$1,263,882,907	333
Technology	24.2%	$1,212,670,035	288
Consumer Cyclical	10.4%	$520,484,409	237
Industrials	8.4%	$419,003,218	274
Healthcare	8.1%	$405,397,828	213
Communication Services	6.6%	$327,831,303	74
Consumer Defensive	6.2%	$311,067,541	90
Energy	4.2%	$209,939,140	109
Utilities	2.2%	$108,991,127	63
Basic Materials	1.9%	$93,796,272	87
Real Estate	1.6%	$77,530,347	136
Unclassified	1.0%	$50,114,678	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	+404,473	411,951	$13,186,551
NOW	ServiceNow, Inc.	+129,952	167,445	$17,506,374
ROL	Rollins Inc	+116,971	415,361	$22,184,430
NKE	NIKE, Inc.	+104,485	124,327	$6,566,952
OWL	Blue Owl Capital Inc.	+58,252	58,313	$532,397
AMZN	Amazon Com Inc	+50,613	729,701	$151,974,826
IBKR	Interactive Brokers Group, Inc.	+46,832	47,821	$3,207,354
MNST	Monster Beverage Corp	+41,981	96,824	$7,015,866
PANW	Palo Alto Networks Inc	+33,514	127,587	$20,454,747
NFLX	Netflix Inc	+25,765	294,535	$28,319,539
NOK	Nokia Corp	+21,120	24,576	$197,591
PSA	Public Storage	+20,437	43,538	$11,793,572
VOD	Vodafone Group Public Ltd Co	+19,762	31,933	$479,633
IDXX	Idexx Laboratories Inc /De	+19,587	24,408	$13,714,611
CDNS	Cadence Design Systems Inc	+16,376	17,717	$4,923,022
FMS	Fresenius Medical Care AG	+15,000	15,150	$341,784
LWLG	Lightwave Logic, Inc.	+14,500	403,092	$2,833,736
VIR	Vir Biotechnology, Inc.	+12,510	19,572	$175,365
RF	Regions Financial Corp	+11,684	661,901	$17,288,853
CB	Chubb Ltd	+11,014	21,996	$7,169,155
B	Barrick Mining Corp	+10,000	25,618	$1,044,958
MFG	Mizuho Financial Group Inc	+5,820	10,088	$80,098
COTY	Coty Inc.	+5,284	12,791	$25,709
MDT	Medtronic plc	+5,042	293,491	$25,430,994
PSLV	Sprott Physical Silver Trust	+5,000	15,000	$365,850
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	−210,142	14,469	$583,679
ZTS	Zoetis Inc.	−100,732	15,878	$1,876,938
UMBF	Umb Financial Corp	−86,251	4,723,573	$532,771,797
UBER	Uber Technologies, Inc	−76,969	17,154	$1,233,886
SEIC	Sei Investments Co	−68,967	7,745	$607,750
PAYX	Paychex Inc	−62,951	45,370	$4,179,483
VFC	V F Corp	−56,444	308,812	$5,246,715
FOXA	Fox Corp	−55,297	5,220	$304,847
APH	Amphenol Corp /De/	−48,180	319,514	$40,370,593
ARCC	Ares Capital Corp	−41,270	1,500	$27,030
WMT	Walmart Inc.	−38,523	626,291	$77,835,445
BRK-B	Berkshire Hathaway Inc	−31,558	164,465	$78,811,627
DIS	Walt Disney Co	−31,373	40,482	$3,901,654
KTB	Kontoor Brands, Inc.	−30,391	20,206	$1,420,279
AVGO	Broadcom Inc.	−26,346	473,588	$146,580,221
ANET	Arista Networks, Inc.	−26,029	30,437	$3,737,054
LYFT	Lyft, Inc.	−22,630	2,219	$29,512
ADP	Automatic Data Processing Inc	−19,396	19,728	$4,008,334
PSTL	Postal Realty Trust, Inc.	−18,295	88,928	$1,650,503
PLTR	Palantir Technologies Inc.	−17,506	106,680	$15,605,150
AAPL	Apple Inc.	−16,214	1,210,735	$307,272,434
T	At&T Inc.	−15,919	194,708	$5,644,584
EQBK	Equity Bancshares Inc	−15,000	46,796	$2,078,210
ORCL	Oracle Corp	−14,604	137,469	$20,223,063
DDOG	Datadog, Inc.	−13,869	1,858	$219,336
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
REPX	Riley Exploration Permian, Inc.	129,578	$4,723,118
BPRE	Bluerock Private Real Estate Fund	102,251	$1,698,389
SOLS	Solstice Advanced Materials Inc.	12,492	$951,389
VSNT	Versant Media Group, Inc.	24,590	$910,321
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	39,827	$640,019
Q	Qnity Electronics, Inc.	4,828	$557,053
UL	Unilever PLC	9,522	$542,467
TTE	TotalEnergies SE	4,489	$408,408
XRPZ	Franklin XRP Trust	7,375	$107,601
KB	KB Financial Group Inc.	827	$82,476
HRI	Herc Holdings Inc	325	$32,353
TTAN	ServiceTitan, Inc.	400	$25,384
AGX	Argan Inc	46	$25,053
LXP	LXP Industrial Trust	502	$23,221
MICC	Magnum Ice Cream Co N.V.	1,500	$22,424
ARM	Arm Holdings PLC /Uk	146	$22,086
TBN	Tamboran Resources Corp	400	$19,996
LIF	Life360, Inc.	483	$19,716
VSEC	Vse Corp	106	$19,546
CIB	Grupo Cibest S.A.	216	$15,726
REI	Ring Energy, Inc.	10,000	$15,300
KNTK	Kinetik Holdings Inc.	282	$13,651
GPOR	Gulfport Energy Corp	63	$13,328
PLPC	Preformed Line Products Co	47	$12,725
LAUR	Laureate Education, Inc.	349	$12,159
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PSBD	Palmer Square Capital BDC Inc.	81,522	$993,753
BIPH	Brookfield Infrastructure Partners L.P.	28,441	$988,040
BXMX	Nuveen S&P 500 BuyWrite Income Fund	51,793	$761,357
AGQ	ProShares Trust II	850	$131,852
OSS	One Stop Systems, Inc.	15,300	$109,854
BEP	Brookfield Renewable Partners L.P.	3,650	$98,440
PAC	Pacific Airport Group	190	$50,089
LBRDA	Liberty Broadband Corp	694	$33,506
PIPR	Piper Sandler Companies	90	$30,573
EXAS	EXACT SCIENCES CORP	262	$26,608
GIB	Cgi Inc	204	$18,829
GLXY	Galaxy Digital Inc.	800	$17,888
TGNA	TEGNA INC	817	$15,857
ROAD	Construction Partners, Inc.	109	$11,831
ELME	Elme Communities	556	$9,674
UTZ	Utz Brands, Inc.	786	$8,158
BLMN	Bloomin' Brands, Inc.	1,086	$6,700
BORR	Borr Drilling Ltd	1,500	$6,045
TNET	Trinet Group, Inc.	99	$5,853
IIIV	i3 Verticals, Inc.	216	$5,441
VRNS	Varonis Systems Inc	162	$5,313
BDN	Brandywine Realty Trust	1,738	$5,074
WIX	Wix.com Ltd.	40	$4,155
MYGN	Myriad Genetics Inc	651	$4,003
GWRS	Global Water Resources, Inc.	432	$3,650
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,922 tracked positions · $5,000,708,805 total · filing declares 3,145 positions · $7,163,050,251 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,922 positions by value · page 1 of 39

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UMBF	Umb Financial Corp Financial Services	Reduced	4,723,573	-86,251	$532,771,797	−3.7%	10.65%
AAPL	Apple Inc. Technology	Reduced	1,210,735	-16,214	$307,272,434	−7.9%	6.14%
NVDA	Nvidia Corp Technology	Reduced	1,330,446	-8,451	$232,029,781	−7.1%	4.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	719,498	-10,185	$206,898,844	−9.4%	4.14%
MSFT	Microsoft Corp Technology	Reduced	516,618	-4,629	$191,236,484	−24.1%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	729,701	+50,613	$151,974,826	−3.0%	3.04%
AVGO	Broadcom Inc. Technology	Reduced	473,588	-26,346	$146,580,221	−15.3%	2.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	437,638	-6,682	$128,735,593	−10.1%	2.57%
JNJ	Johnson & Johnson Healthcare	Reduced	367,699	-4,626	$89,880,343	+16.6%	1.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	88,440	-1,519	$88,124,269	+13.6%	1.76%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	431,450	-559	$85,530,647	−13.1%	1.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	164,465	-31,558	$78,811,627	−20.0%	1.58%
CVX	Chevron Corp Energy	Reduced	379,258	-6,396	$78,468,479	+33.5%	1.57%
WMT	Walmart Inc. Consumer Defensive	Reduced	626,291	-38,523	$77,835,445	+5.1%	1.56%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	478,857	-240	$76,473,462	+3.9%	1.53%
LLY	ELI LILLY & Co Healthcare	Reduced	77,979	-661	$71,722,744	−15.1%	1.43%
META	Meta Platforms, Inc. Communication Services	Reduced	120,478	-829	$68,929,077	−13.9%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	398,629	-9,775	$67,631,395	+37.6%	1.35%
MA	Mastercard Inc Financial Services	Reduced	108,704	-7,966	$54,315,040	−18.5%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	145,145	-286	$53,957,653	−17.5%	1.08%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	161,783	-2,263	$53,208,809	−5.7%	1.06%
CAT	Caterpillar Inc Industrials	Added	68,895	+4,252	$48,809,351	+31.8%	0.98%
V	Visa Inc. Financial Services	Reduced	150,128	-12,918	$45,374,686	−20.6%	0.91%
NEE	Nextera Energy Inc Utilities	Reduced	469,444	-1,247	$43,601,957	+15.4%	0.87%
LIN	Linde PLC Basic Materials	Added	84,405	+295	$41,844,622	+16.7%	0.84%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	449,410	-2,847	$41,485,036	+0.6%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	284,840	-3,399	$41,142,289	−0.4%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	131,513	-1,407	$40,872,925	+0.6%	0.82%
APH	Amphenol Corp /De/ Technology	Reduced	319,514	-48,180	$40,370,593	−18.8%	0.81%
ETN	Eaton Corp plc Industrials	Reduced	112,214	-1,207	$40,135,581	+11.1%	0.80%
PH	Parker-Hannifin Corp Industrials	Reduced	44,223	-321	$39,590,198	+1.1%	0.79%
BLK	BlackRock, Inc. Financial Services	Reduced	38,891	-1,024	$37,401,862	−12.5%	0.75%
GEV	GE Vernova Inc. Industrials	Added	42,141	+1,767	$36,784,878	+39.4%	0.74%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	723,806	-10,113	$35,285,542	−12.6%	0.71%
WELL	Welltower Inc. Real Estate	Reduced	172,083	-465	$34,022,529	+6.2%	0.68%
RTX	RTX Corp Industrials	Reduced	166,332	-1,969	$32,085,442	+3.9%	0.64%
ABT	Abbott Laboratories Healthcare	Reduced	299,507	-2,650	$30,750,383	−18.8%	0.61%
TXN	Texas Instruments Inc Technology	Reduced	150,417	-4,313	$29,201,955	+8.8%	0.58%
UNP	Union Pacific Corp Industrials	Reduced	117,589	-1,151	$28,529,442	+3.9%	0.57%
NFLX	Netflix Inc Communication Services	Added	294,535	+25,765	$28,319,539	+12.4%	0.57%
MS	Morgan Stanley Financial Services	Reduced	166,037	-7,480	$27,324,708	−11.3%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	122,095	-1,466	$26,554,440	−5.9%	0.53%
HON	Honeywell International Inc Industrials	Reduced	113,918	-1,135	$25,748,889	+14.7%	0.51%
MDT	Medtronic plc Healthcare	Added	293,491	+5,042	$25,430,994	−8.2%	0.51%
DUK	Duke Energy CORP Utilities	Reduced	176,924	-4,774	$23,166,428	+8.8%	0.46%
ROL	Rollins Inc Consumer Cyclical	Added	415,361	+116,971	$22,184,430	+23.9%	0.44%
CME	Cme Group Inc. Financial Services	Added	73,809	+822	$21,799,487	+9.4%	0.44%
IAU	Ishares Gold Trust	Reduced	246,209	-1,443	$21,705,784	+8.0%	0.43%
KO	Coca Cola Co Consumer Defensive	Reduced	279,259	-663	$21,237,646	+8.5%	0.42%
PANW	Palo Alto Networks Inc Technology	Added	127,587	+33,514	$20,454,747	+18.0%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.