UMB Bank, n.a.

CIK

933429

Location

Kansas City, MO

Portfolio Value

Mid $4,917,338,381

Diversification

Diversified

Filing Date

Global Rank

#672 / 8,603 ▼ 5 · as of Mar 2026

Top Industry

Banks - Regional 12.1%

3Y Alpha vs SPY

-0.7%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.8%

SPY

+76.5%

Annualised alpha

-0.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,921 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

+0.2 pts

Top 5

29.9%

−1.2 pts

Top 10

42.2%

−1.8 pts

HHI

282

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.7%	$1,263,688,604	333
Technology	24.4%	$1,199,101,800	288
Consumer Cyclical	10.5%	$517,659,022	237
Industrials	8.5%	$419,224,556	274
Healthcare	8.2%	$405,397,828	213
Communication Services	6.7%	$327,831,303	74
Consumer Defensive	6.3%	$311,067,541	90
Energy	2.9%	$142,307,745	108
Utilities	2.2%	$108,899,597	63
Basic Materials	1.9%	$94,513,430	87
Real Estate	1.6%	$77,532,277	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
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
MQ	Marqeta, Inc.	526	$9,994
ELME	Elme Communities	556	$9,674
UTZ	Utz Brands, Inc.	786	$8,158
PIPR	Piper Sandler Companies	90	$7,643
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,921 positions · $4,917,338,381 total · 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 1,921 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%	10.83%
AAPL	Apple Inc. Technology	Reduced	1,210,735	-16,214	$307,272,434	−7.9%	6.25%
NVDA	Nvidia Corp Technology	Reduced	1,330,446	-8,451	$232,029,781	−7.1%	4.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	719,498	-10,185	$206,898,844	−9.4%	4.21%
MSFT	Microsoft Corp Technology	Reduced	516,618	-4,629	$191,236,484	−24.1%	3.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	729,701	+50,613	$151,974,826	−3.0%	3.09%
AVGO	Broadcom Inc. Technology	Reduced	473,588	-26,346	$146,580,221	−15.3%	2.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	437,638	-6,682	$128,735,593	−10.1%	2.62%
JNJ	Johnson & Johnson Healthcare	Reduced	367,699	-4,626	$89,880,343	+16.6%	1.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	88,440	-1,519	$88,124,269	+13.6%	1.79%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	431,450	-559	$85,530,647	−13.1%	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	164,465	-31,558	$78,811,627	−20.0%	1.60%
CVX	Chevron Corp Energy	Reduced	379,258	-6,396	$78,468,479	+33.5%	1.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	626,291	-38,523	$77,835,445	+5.1%	1.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	478,857	-240	$76,473,462	+3.9%	1.56%
LLY	ELI LILLY & Co Healthcare	Reduced	77,979	-661	$71,722,744	−15.1%	1.46%
META	Meta Platforms, Inc. Communication Services	Reduced	120,478	-829	$68,929,077	−13.9%	1.40%
MA	Mastercard Inc Financial Services	Reduced	108,704	-7,966	$54,315,040	−18.5%	1.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	145,145	-286	$53,957,653	−17.5%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	161,783	-2,263	$53,208,809	−5.7%	1.08%
CAT	Caterpillar Inc Industrials	Added	68,895	+4,252	$48,809,351	+31.8%	0.99%
V	Visa Inc. Financial Services	Reduced	150,128	-12,918	$45,374,686	−20.6%	0.92%
NEE	Nextera Energy Inc Utilities	Reduced	469,444	-1,247	$43,601,957	+15.4%	0.89%
LIN	Linde PLC Basic Materials	Added	84,405	+295	$41,844,622	+16.7%	0.85%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	449,410	-2,847	$41,485,036	+0.6%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	284,840	-3,399	$41,142,289	−0.4%	0.84%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	131,513	-1,407	$40,872,925	+0.6%	0.83%
APH	Amphenol Corp /De/ Technology	Reduced	319,514	-48,180	$40,370,593	−18.8%	0.82%
ETN	Eaton Corp plc Industrials	Reduced	112,214	-1,207	$40,135,581	+11.1%	0.82%
PH	Parker-Hannifin Corp Industrials	Reduced	44,223	-321	$39,590,198	+1.1%	0.81%
BLK	BlackRock, Inc. Financial Services	Reduced	38,891	-1,024	$37,401,862	−12.5%	0.76%
GEV	GE Vernova Inc. Industrials	Added	42,141	+1,767	$36,784,878	+39.4%	0.75%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	723,806	-10,113	$35,285,542	−12.6%	0.72%
WELL	Welltower Inc. Real Estate	Reduced	172,083	-465	$34,022,529	+6.2%	0.69%
RTX	RTX Corp Industrials	Reduced	166,332	-1,969	$32,085,442	+3.9%	0.65%
ABT	Abbott Laboratories Healthcare	Reduced	299,507	-2,650	$30,750,383	−18.8%	0.63%
TXN	Texas Instruments Inc Technology	Reduced	150,417	-4,313	$29,201,955	+8.8%	0.59%
UNP	Union Pacific Corp Industrials	Reduced	117,589	-1,151	$28,529,442	+3.9%	0.58%
NFLX	Netflix Inc Communication Services	Added	294,535	+25,765	$28,319,539	+12.4%	0.58%
MS	Morgan Stanley Financial Services	Reduced	166,037	-7,480	$27,324,708	−11.3%	0.56%
HON	Honeywell International Inc Industrials	Reduced	113,918	-1,135	$27,004,603	+14.7%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	122,095	-1,466	$26,554,440	−5.9%	0.54%
MDT	Medtronic plc Healthcare	Added	293,491	+5,042	$25,430,994	−8.2%	0.52%
DUK	Duke Energy CORP Utilities	Reduced	176,924	-4,774	$23,166,428	+8.8%	0.47%
ROL	Rollins Inc Consumer Cyclical	Added	415,361	+116,971	$22,184,430	+23.9%	0.45%
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%	0.44%
KO	Coca Cola Co Consumer Defensive	Reduced	279,259	-663	$21,237,646	+8.5%	0.43%
PANW	Palo Alto Networks Inc Technology	Added	127,587	+33,514	$20,454,747	+18.0%	0.42%
ORCL	Oracle Corp Technology	Reduced	137,469	-14,604	$20,223,063	−31.8%	0.41%