UMB Bank, n.a.

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CIK 933429

13F portfolio (2026-Q1)

$7.2B

Positions

2,284

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

2284

Top 5

24.4%

Top 10

34.8%

Effective N

51.3

HHI

0.019

This quarter

91 new · 0 exit →

By sector

Unclassified30.7%

Information Technology18.0%

Financials17.3%

Consumer Discretionary9.6%

Industrials5.3%

Health Care5.1%

Communication Services5.1%

Energy2.8%

Other6.1%

By market cap

Mega (>$200B)39.6%

Unknown31.1%

Large ($10–200B)27.7%

Mid ($2–10B)1.2%

Small ($300M–2B)0.4%

Micro (<$300M)0.0%

By region

North America69.1%

Other30.7%

Europe0.2%

Asia-Pacific0.1%

Latin America0.0%

Africa0.0%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	31.76%	422
Banks	11.20%	162
Specialty Retail	7.30%	67
Semiconductors & Semiconductor Equipment	7.00%	71
Technology Hardware & Equipment	5.87%	59
Software & IT Services	4.53%	60
Pharmaceuticals & Biotechnology	4.22%	90
Software	3.95%	84
Oil, Gas & Consumable Fuels	2.79%	73
Machinery	2.37%	87
Commercial Services & Supplies	2.24%	82
Insurance	1.82%	80
Capital Markets	1.82%	62
Chemicals	1.79%	66
Utilities	1.61%	78
Hotels, Restaurants & Leisure	1.08%	38
Aerospace & Defense	1.07%	30
Equity Real Estate Investment Trusts (REITs)	1.06%	110
Electrical Equipment & Components	0.93%	12
Automobiles & Components	0.82%	32
Health Care Equipment & Supplies	0.78%	48
Road & Rail	0.64%	16
Food Products	0.62%	26
Beverages	0.58%	16
Media & Entertainment	0.47%	27
Textiles, Apparel & Luxury Goods	0.25%	22
Diversified Telecommunication Services	0.17%	21
Construction & Engineering	0.16%	31
Distributors	0.16%	45
Metals & Mining	0.14%	41
Tobacco	0.12%	3
Health Care Providers & Services	0.09%	30
Communications Equipment	0.08%	10
Professional Services	0.07%	15
Entertainment	0.06%	19
Airlines	0.06%	11
Construction Materials	0.05%	11
Transportation Infrastructure	0.05%	12
Industrial Conglomerates	0.04%	1
Food & Staples Retailing	0.03%	6
Life Sciences Tools & Services	0.03%	13
Paper & Forest Products	0.03%	16
Marine	0.02%	12
Real Estate Management & Development	0.02%	21
Agricultural Products	0.01%	3
Diversified Consumer Services	0.01%	12
Household Durables	0.01%	13
Media & Publishing	0.00%	8
Leisure Products	0.00%	6
Coal & Consumable Fuels	0.00%	4

Top holdings

#	Ticker	Name	Sector	Weight
1	UMBF	UMB FINANCIAL CORP	Financials	7.44%
2	IVV	ISHARES TR	Unclassified	6.57%
3	AAPL	Apple Inc.	Information Technology	4.29%
4	NVDA	NVIDIA CORP	Information Technology	3.24%
5	GOOGL	Alphabet Inc.	Communication Services	2.89%
6	MSFT	MICROSOFT CORP	Information Technology	2.67%
7	AMZN	AMAZON COM INC	Consumer Discretionary	2.12%
8	AVGO	Broadcom Inc.	Information Technology	2.05%
9	JPM	JPMORGAN CHASE & CO	Financials	1.80%
10	IEFA	ISHARES TR	Unclassified	1.72%

1867/2284 names classified · sector 69.3% of weight · industry 68.2% · mkt cap 68.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsUMBF, JPM, MA, WFC, PGR · other

Information TechnologyAAPL, MSFT, NVDA, AVGO, GE · other

Consumer DiscretionaryAMZN, COST, HD, VFC, TJX · other

IndustrialsBA, UNP, MMM, CAT, LUV · other

Health CareJNJ, MRK, LLY, IDXX, GILD · other

Communication ServicesGOOGL, DIS, META, VZ, T · other

EnergyCVX, XOM, COP, OXY, EOG · other

Consumer StaplesPEP, CVS, KO, PM, KHC · other

UtilitiesNEE, DUK, D, KMI, AWK · other

MaterialsPG, NKE, ECL, LIN, NUE · other

Real EstateWY, O, VTR, WELL, PSA · other

UnclassifiedIVV, IJH, HBM Holdings Company, BRK.A, Mississippi Lime CO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 69.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (1455 classified)UMB Bank, n.a. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for UMB Bank, n.a.: centroid Large Core. Heaviest cells: Large Growth 32.1%, Large Core 12.0%, Large Value 8.7%.

Classified: 67.2% of book weight (1455/2270 names) · unclassified 32.8%: IVV, IEFA, IJH, BRK.A, IWR, BRK.B, VUG, VTV, IJR, GVI +805 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 2,284 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	UMBFUMB FINL CORP	4,723,573	$533M	7.4%	HOLD
2	IVVISHARES TR	720,762	$471M	6.6%	ADD 4%
3	AAPLAPPLE INC	1,210,735	$307M	4.3%	HOLD
4	NVDANVIDIA CORPORATION	1,330,446	$232M	3.2%	HOLD
5	GOOGLALPHABET INC	719,498	$207M	2.9%	HOLD
6	MSFTMICROSOFT CORP	516,618	$191M	2.7%	HOLD
7	AMZNAMAZON COM INC	729,701	$152M	2.1%	ADD 7%
8	AVGOBROADCOM INC	473,588	$147M	2.0%	TRIM −5%
9	JPMJPMORGAN CHASE & CO	437,638	$129M	1.8%	HOLD
10	IEFAISHARES TR	1,359,924	$123M	1.7%	ADD 6%
11	IJHISHARES TR	1,765,898	$119M	1.7%	TRIM −3%
12	BRK.ABERKSHIRE HATHAWAY INC DEL	145	$104M	1.5%	HOLD
13	IWRISHARES TR	964,881	$94M	1.3%	HOLD
14	JNJJOHNSON & JOHNSON	367,699	$90M	1.3%	HOLD
15	COSTCOSTCO WHSL CORP NEW	88,440	$88M	1.2%	HOLD
16	PGRPROGRESSIVE CORP	431,450	$86M	1.2%	HOLD
17	BRK.BBERKSHIRE HATHAWAY INC DEL	164,465	$79M	1.1%	TRIM −16%
18	CVXCHEVRON CORP NEW	379,258	$78M	1.1%	HOLD
19	WMTWALMART INC	626,291	$78M	1.1%	TRIM −6%
20	TJXTJX COS INC NEW	478,857	$76M	1.1%	HOLD
21	VUGVANGUARD INDEX FDS	172,205	$75M	1.1%	HOLD
22	VTVVANGUARD INDEX FDS	380,500	$75M	1.0%	HOLD
23	LLYELI LILLY & CO	77,979	$72M	1.0%	HOLD
24	METAMETA PLATFORMS INC	120,478	$69M	1.0%	HOLD
25	IJRISHARES TR	548,310	$68M	1.0%	TRIM −5%
26	XOMEXXON MOBIL CORP	398,629	$68M	0.9%	TRIM −2%
27	GVIISHARES TR	613,117	$65M	0.9%	TRIM −9%
28	VEAVANGUARD TAX-MANAGED FDS	968,323	$62M	0.9%	HOLD
29	MAMASTERCARD INCORPORATED	108,704	$54M	0.8%	TRIM −7%
30	TSLATESLA INC	145,145	$54M	0.8%	HOLD
31	HDHOME DEPOT INC	161,783	$53M	0.7%	HOLD
32	JQUAJ P MORGAN EXCHANGE TRADED F	865,784	$53M	0.7%	ADD 15%
33	CATCATERPILLAR INC	68,895	$49M	0.7%	ADD 7%
34	IWMISHARES TR	191,731	$48M	0.7%	HOLD
35	VVISA INC	150,128	$45M	0.6%	TRIM −8%
36	NEENEXTERA ENERGY INC	469,444	$44M	0.6%	HOLD
37	LINLINDE PLC	84,405	$42M	0.6%	HOLD
38	ORLYOREILLY AUTOMOTIVE INC	449,410	$41M	0.6%	HOLD
39	PGPROCTER AND GAMBLE CO	284,840	$41M	0.6%	HOLD
40	MCDMCDONALDS CORP	131,513	$41M	0.6%	HOLD
41	APHAMPHENOL CORP	319,514	$40M	0.6%	TRIM −13%
42	ETNEATON CORP PLC	112,214	$40M	0.6%	HOLD
43	PHPARKER-HANNIFIN CORP	44,223	$40M	0.6%	HOLD
44	GOOGALPHABET INC	132,361	$38M	0.5%	HOLD
45	EFVISHARES TR	504,891	$38M	0.5%	TRIM −5%
46	BLKBLACKROCK INC	38,891	$37M	0.5%	TRIM −3%
47	GEVGE VERNOVA INC	42,141	$37M	0.5%	ADD 4%
48	IEMGISHARES INC	527,146	$37M	0.5%	ADD 41%
49	BACBANK AMERICA CORP	723,806	$35M	0.5%	HOLD
50	WELLWELLTOWER INC	172,083	$34M	0.5%	HOLD
51	XMHQINVESCO EXCHANGE TRADED FD T	316,551	$33M	0.5%	ADD 3%
52	RTXRTX CORPORATION	166,332	$32M	0.4%	HOLD
53	EFGISHARES TR	281,923	$31M	0.4%	TRIM −3%
54	DFACDIMENSIONAL ETF TRUST	806,093	$31M	0.4%	HOLD
55	ABTABBOTT LABS	299,507	$31M	0.4%	HOLD
56	TXNTEXAS INSTRS INC	150,417	$29M	0.4%	TRIM −3%
57	UNPUNION PAC CORP	117,589	$29M	0.4%	HOLD
58	VWOVANGUARD INTL EQUITY INDEX F	524,222	$28M	0.4%	HOLD
59	NFLXNETFLIX INC	294,535	$28M	0.4%	ADD 10%
60	ITMVANECK ETF TRUST	599,378	$28M	0.4%	TRIM −41%
61	MSMORGAN STANLEY	166,037	$27M	0.4%	TRIM −4%
62	ABBVABBVIE INC	122,095	$27M	0.4%	HOLD
63	HONHONEYWELL INTL INC	113,918	$26M	0.4%	HOLD
64	MDTMEDTRONIC PLC	293,491	$25M	0.4%	HOLD
65	QUALISHARES TR	123,637	$24M	0.3%	TRIM −45%
66	DUKDUKE ENERGY CORP NEW	176,924	$23M	0.3%	TRIM −3%
67	ROLROLLINS INC	415,361	$22M	0.3%	ADD 39%
68	CMECME GROUP INC	73,809	$22M	0.3%	HOLD
69	IAUISHARES GOLD TR	246,209	$22M	0.3%	HOLD
70	KOCOCA COLA CO	279,259	$21M	0.3%	HOLD
71	IWBISHARES TR	59,206	$21M	0.3%	ADD 5%
72	PANWPALO ALTO NETWORKS INC	127,587	$20M	0.3%	ADD 36%
73	ORCLORACLE CORP	137,469	$20M	0.3%	TRIM −10%
74	GEGE AEROSPACE	70,256	$20M	0.3%	HOLD
75	SPYSTATE STR SPDR S&P 500 ETF T	30,358	$20M	0.3%	HOLD
76	IVWISHARES TR	166,649	$19M	0.3%	TRIM −7%
77	NOWSERVICENOW INC	167,445	$18M	0.2%	ADD 347%
78	ECLECOLAB INC	65,303	$17M	0.2%	HOLD
79	AMDADVANCED MICRO DEVICES INC	85,337	$17M	0.2%	HOLD
80	RFREGIONS FINANCIAL CORP NEW	661,901	$17M	0.2%	HOLD
81	TMOTHERMO FISHER SCIENTIFIC INC	34,934	$17M	0.2%	TRIM −3%
82	SDYSPDR SER TR	109,023	$16M	0.2%	TRIM −2%
83	ISRGINTUITIVE SURGICAL INC	34,060	$16M	0.2%	HOLD
84	PLTRPALANTIR TECHNOLOGIES INC	106,680	$16M	0.2%	TRIM −14%
85	VTIVANGUARD INDEX FDS	48,358	$16M	0.2%	ADD 19%
86	EFAISHARES TR	158,981	$15M	0.2%	HOLD
87	GILDGILEAD SCIENCES INC	108,132	$15M	0.2%	HOLD
88	AMGNAMGEN INC	42,686	$15M	0.2%	TRIM −4%
89	EQTEQT CORP	235,106	$15M	0.2%	HOLD
90	VBRVANGUARD INDEX FDS	68,053	$15M	0.2%	TRIM −4%
91	INTUINTUIT	33,928	$15M	0.2%	TRIM −7%
92	KLACKLA CORP	9,886	$15M	0.2%	ADD 2%
93	BNYBANK NEW YORK MELLON CORP	122,482	$15M	0.2%	TRIM −2%
94	CSCOCISCO SYS INC	184,594	$14M	0.2%	TRIM −4%
95	MARMARRIOTT INTL INC NEW	43,303	$14M	0.2%	TRIM −3%
96	CAGCONAGRA BRANDS INC	886,915	$14M	0.2%	HOLD
97	IDXXIDEXX LABS INC	24,408	$14M	0.2%	ADD 406%
98	CMGCHIPOTLE MEXICAN GRILL INC	411,951	$13M	0.2%	ADD 5409%
99	APOAPOLLO GLOBAL MGMT INC	114,083	$13M	0.2%	ADD 2%
100	WMWASTE MGMT INC DEL	55,256	$13M	0.2%	HOLD
101	LRCXLAM RESEARCH CORP	59,239	$13M	0.2%	HOLD
102	MRKMERCK & CO INC	104,428	$13M	0.2%	TRIM −9%
103	LWLAMB WESTON HLDGS INC	296,370	$13M	0.2%	HOLD
104	VBKVANGUARD INDEX FDS	41,002	$12M	0.2%	TRIM −5%
105	WFCWELLS FARGO CO NEW	150,885	$12M	0.2%	TRIM −3%
106	JEPIJPMorgan Equity Premium Income ETF	210,946	$12M	0.2%	TRIM −7%
107	PSAPUBLIC STORAGE OPER CO	43,538	$12M	0.2%	ADD 88%
108	PEPPEPSICO INC	75,064	$12M	0.2%	TRIM −7%
109	CBSHCOMMERCE BANCSHARES INC	235,243	$12M	0.2%	TRIM −2%
110	SHMSPDR SERIES TRUST	241,567	$12M	0.2%	TRIM −54%
111	MUMICRON TECHNOLOGY INC	32,948	$11M	0.2%	TRIM −27%
112	EAGL2023 ETF SERIES TRUST	365,626	$11M	0.2%	HOLD
113	HSYHERSHEY CO	53,397	$11M	0.2%	HOLD
114	IWVISHARES TR	29,938	$11M	0.2%	TRIM −3%
115	DEDEERE & CO	19,165	$11M	0.2%	TRIM −5%
116	USBUS BANCORP	204,768	$11M	0.1%	HOLD
117	BMYBRISTOL-MYERS SQUIBB CO	175,067	$11M	0.1%	HOLD
118	IBMINTERNATIONAL BUSINESS MACHS	43,585	$11M	0.1%	TRIM −2%
119	FASTFASTENAL CO	223,592	$10M	0.1%	HOLD
120	VFMFVANGUARD WELLINGTON FD	66,873	$10M	0.1%	ADD 22%
121	CRMSALESFORCE INC	54,471	$10M	0.1%	TRIM −4%
122	CTASCINTAS CORP	57,395	$10M	0.1%	TRIM −5%
123	INCEFRANKLIN TEMPLETON ETF TR	145,117	$9M	0.1%	TRIM −38%
124	CEGCONSTELLATION ENERGY CORP	32,425	$9M	0.1%	TRIM −4%
125	DHRDANAHER CORP DEL	47,432	$9M	0.1%	TRIM −4%
126	VOOVANGUARD INDEX FDS	14,950	$9M	0.1%	TRIM −3%
127	IVEISHARES TR	42,252	$9M	0.1%	TRIM −12%
128	EMLPFirst TR. Ex. Tr. FD N. American Energy	203,827	$9M	0.1%	TRIM −17%
129	IWFISHARES TR	20,564	$9M	0.1%	TRIM −7%
130	CPCANADIAN PACIFIC KANSAS CITY	110,739	$9M	0.1%	HOLD
131	COPCONOCOPHILLIPS	65,051	$9M	0.1%	TRIM −4%
132	IWSISHARES TR	57,649	$8M	0.1%	TRIM −11%
133	LMTLOCKHEED MARTIN CORP	13,722	$8M	0.1%	TRIM −5%
134	USHYISHARES TR	220,196	$8M	0.1%	ADD 4%
135	INGING GROEP N.V.	309,114	$8M	0.1%	HOLD
136	AXPAMERICAN EXPRESS CO	26,359	$8M	0.1%	HOLD
137	ESGUISHARES TR	55,336	$8M	0.1%	ADD 42%
138	BROBROWN & BROWN INC	118,550	$8M	0.1%	HOLD
139	ATOATMOS ENERGY CORP	41,020	$8M	0.1%	ADD 4%
140	IWPISHARES TR	57,762	$7M	0.1%	TRIM −16%
141	QAINEW YORK LIFE INVESTMENTS ET	216,880	$7M	0.1%	TRIM −53%
142	BNDVANGUARD BD INDEX FDS	100,043	$7M	0.1%	TRIM −52%
143	ILPTINDUSTRIAL LOGISTICS PPTYS T	1,280,150	$7M	0.1%	HOLD
144	CBCHUBB LIMITED	21,996	$7M	0.1%	ADD 100%
145	LOWLOWES COS INC	30,304	$7M	0.1%	TRIM −5%
146	MNSTMONSTER BEVERAGE CORP NEW	96,824	$7M	0.1%	ADD 77%
147	VFVAVANGUARD WELLINGTON FD	50,307	$7M	0.1%	HOLD
148	IJTISHARES TR	46,067	$7M	0.1%	TRIM −6%
149	NKENIKE INC	124,327	$7M	0.1%	ADD 527%
150	BXBLACKSTONE INC	55,705	$6M	0.1%	TRIM −6%
151	SBUXSTARBUCKS CORP	70,439	$6M	0.1%	HOLD
152	TRVTRAVELERS COMPANIES INC	21,500	$6M	0.1%	TRIM −4%
153	PMPHILIP MORRIS INTL INC	37,579	$6M	0.1%	ADD 3%
154	SHWSHERWIN WILLIAMS CO	19,365	$6M	0.1%	TRIM −4%
155	GSGOLDMAN SACHS GROUP INC	7,250	$6M	0.1%	HOLD
156	USMVISHARES TR	63,172	$6M	0.1%	ADD 53%
157	VOEVANGUARD INDEX FDS	31,128	$6M	0.1%	TRIM −10%
158	EMREMERSON ELEC CO	43,634	$6M	0.1%	TRIM −5%
159	VNQVANGUARD INDEX FDS	64,165	$6M	0.1%	TRIM −3%
160	VFMVVANGUARD WELLINGTON FD	42,703	$6M	0.1%	ADD 25%
161	SHYISHARES TR	68,845	$6M	0.1%	TRIM −27%
162	FTNTFORTINET INC	69,384	$6M	0.1%	HOLD
163	PWRQUANTA SVCS INC	10,306	$6M	0.1%	TRIM −2%
164	TAT&T INC	194,708	$6M	0.1%	TRIM −8%
165	TYTRI CONTL CORP	177,792	$6M	0.1%	HOLD
166	SYKSTRYKER CORPORATION	16,163	$5M	0.1%	TRIM −4%
167	PFEPFIZER INC	187,903	$5M	0.1%	HOLD
168	VFCV F CORP	308,812	$5M	0.1%	TRIM −15%
169	PSXPHILLIPS 66	28,591	$5M	0.1%	TRIM −6%
170	ACNACCENTURE PLC IRELAND	25,675	$5M	0.1%	TRIM −16%
171	CDNSCADENCE DESIGN SYSTEM INC	17,717	$5M	0.1%	ADD 1221%
172	MRVLMARVELL TECHNOLOGY INC	48,929	$5M	0.1%	HOLD
173	UNHUNITEDHEALTH GROUP INC	17,674	$5M	0.1%	TRIM −43%
174	VZVERIZON COMMUNICATIONS INC	94,703	$5M	0.1%	TRIM −4%
175	IWDISHARES TR	22,185	$5M	0.1%	TRIM −4%
176	IDLVINVESCO EXCH TRADED FD TR II	137,223	$5M	0.1%	TRIM −44%
177	ITWILLINOIS TOOL WKS INC	18,160	$5M	0.1%	TRIM −15%
178	REPXRILEY EXPLORATION PERMIAN IN	129,578	$5M	0.1%	NEW
179	XLUSELECT SECTOR SPDR TR	102,819	$5M	0.1%	TRIM −3%
180	PLDPROLOGIS INC.	34,965	$5M	0.1%	TRIM −4%
181	VIGVANGUARD SPECIALIZED FUNDS	21,397	$5M	0.1%	HOLD
182	DELLDELL TECHNOLOGIES INC	27,990	$5M	0.1%	TRIM −4%
183	ADXADAMS DIVERSIFIED EQUITY FD	208,109	$5M	0.1%	TRIM −3%
184	DLRDIGITAL RLTY TR INC	25,164	$5M	0.1%	TRIM −13%
185	SOSOUTHERN CO	45,046	$4M	0.1%	TRIM −14%
186	MCOMOODYS CORP	9,882	$4M	0.1%	TRIM −2%
187	SUBISHARES TR	40,419	$4M	0.1%	TRIM −7%
188	DGXQUEST DIAGNOSTICS INC	21,774	$4M	0.1%	HOLD
189	BABOEING CO	21,175	$4M	0.1%	HOLD
190	PAYXPAYCHEX INC	45,370	$4M	0.1%	TRIM −58%
191	BSXBOSTON SCIENTIFIC CORP	65,934	$4M	0.1%	TRIM −4%
192	QCOMQUALCOMM INC	31,285	$4M	0.1%	TRIM −7%
193	ADPAUTOMATIC DATA PROCESSING IN	19,728	$4M	0.1%	TRIM −50%
194	ADIANALOG DEVICES INC	12,591	$4M	0.1%	HOLD
195	IJKISHARES TR	39,613	$4M	0.1%	TRIM −5%
196	APDAIR PRODS & CHEMS INC	13,605	$4M	0.1%	HOLD
197	DISDISNEY WALT CO	40,482	$4M	0.1%	TRIM −44%
198	MPCMARATHON PETE CORP	15,939	$4M	0.1%	TRIM −14%
199	TTTRANE TECHNOLOGIES PLC	9,323	$4M	0.1%	TRIM −4%
200	VFMOVANGUARD WELLINGTON FD	19,478	$4M	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

UMBFUMB FINL CORP

4.4M

4.3M

4.8M

4.7M

$533M

IVVISHARES TR

560K

613K

661K

655K

690K

721K

$471M

AAPLAPPLE INC

1.3M

1.2M

$307M

NVDANVIDIA CORPORATION

1.4M

1.3M

$232M

GOOGLALPHABET INC

791K

779K

713K

703K

730K

719K

$207M

MSFTMICROSOFT CORP

526K

511K

502K

497K

521K

517K

$191M

AMZNAMAZON COM INC

751K

711K

667K

661K

679K

730K

$152M

AVGOBROADCOM INC

509K

494K

484K

480K

500K

474K

$147M

JPMJPMORGAN CHASE & CO

477K

434K

423K

419K

444K

438K

$129M

IEFAISHARES TR

1.4M

1.2M

1.3M

1.4M

$123M

IJHISHARES TR

2.3M

2.1M

1.9M

1.8M

$119M

BRK/ABERKSHIRE HATHAWAY INC DEL

214

212

183

145

$104M

IWRISHARES TR

703K

817K

882K

907K

966K

965K

$94M

JNJJOHNSON & JOHNSON

319K

317K

318K

341K

372K

368K

$90M

COSTCOSTCO WHSL CORP NEW

95K

91K

89K

88K

90K

88K

$88M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆UMB Bank, n.a.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 2,284 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

UMB Bank, n.a.