UMB Bank, n.a.
Kansas City, MO
$7.9bn in 2,303 US stocks at the end of 30 June 2026. The top 10 are 36.3% of the money. It changed about 7.0% of the portfolio this quarter.
Value
$7.9bn
Stocks
2,303
Top 10 share
36.3%
Turnover
7.0%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN<0.1% of the fund
- Vaneck ETF TrustMORT<0.1% of the fund
- Doubleline ETF TrustDSCO<0.1% of the fund
- Global X FDSCOPX<0.1% of the fund
- Horizon Technology FinanceHRZN<0.1% of the fund
- Kayne Anderson BDCKBDC<0.1% of the fund
- Fidus InvestmentFDUS<0.1% of the fund
- Vanguard Instl Index FDVBIL<0.1% of the fund
- Crescent Capital BDCCCAP<0.1% of the fund
- Vanguard Scottsdale FDSVMBS<0.1% of the fund
- Sunbelt Rentals HoldingsSUNB<0.1% of the fund
- Myriad GeneticsMYGN<0.1% of the fund
- Farmland PartnersFPI<0.1% of the fund
- Carillon SER TRRJDI<0.1% of the fund
- Gladstone LandLAND<0.1% of the fund
- Pinnacle Financial PartnersPNFP<0.1% of the fund
- Coeur MiningCDE<0.1% of the fund
- FermiFRMI<0.1% of the fund
- Goldman Sachs ETF TRGSEW<0.1% of the fund
- Listed FDS TRUMMA<0.1% of the fund
- Spdr Series TrustSPYM<0.1% of the fund
- Tidal Trust IIIONX<0.1% of the fund
- Alps ETF TRAMLP<0.1% of the fund
- Global X FDSBUG<0.1% of the fund
- AmcorAMCR<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIWR1.4% of the fund+5%
- TJX CompaniesTJX0.9% of the fund+3%
- J P Morgan Exchange Traded FJQUA0.8% of the fund+4%
- Ishares TRIWM0.8% of the fund+3%
- GE VernovaGEV0.7% of the fund+9%
- EatonETN0.6% of the fund+5%
- IsharesIEMG0.6% of the fund+9%
- Intuitive SurgicalISRG0.3% of the fund+99%
- Ishares TRIWB0.3% of the fund+6%
- IntelINTC0.3% of the fund+247%
- Marvell TechnologyMRVL0.3% of the fund+38%
- ServiceNowNOW0.3% of the fund+21%
- Palantir TechnologiesPLTR0.2% of the fund+51%
- Chipotle Mexican GrillCMG0.2% of the fund+3%
- CrowdStrike HoldingsCRWD0.1% of the fund+696%
- Interactive Brokers GroupIBKR0.1% of the fund+99%
- StrykerSYK0.1% of the fund+58%
- Goldman Sachs GroupGS<0.1% of the fund+2%
- Travelers CompaniesTRV<0.1% of the fund+5%
- Quest DiagnosticsDGX<0.1% of the fund+53%
- Emerson ElectricEMR<0.1% of the fund+2%
- Ishares TRUSMV<0.1% of the fund+3%
- QualcommQCOM<0.1% of the fund+6%
- Flexshares TRGUNR<0.1% of the fund+2043%
- Ishares TRMTUM<0.1% of the fund+14%
Cut
Sold some of their stake.
- AppleAAPL4.3% of the fund-4%
- Ishares TRIJH1.7% of the fund-3%
- JPMorgan ChaseJPM1.6% of the fund-11%
- Vanguard Index FDSVUG1.1% of the fund-4%
- Vanguard Index FDSVTV1.0% of the fund-3%
- Ishares TRIJR1.0% of the fund-5%
- Ishares TRGVI0.8% of the fund-5%
- ChevronCVX0.7% of the fund-13%
- MastercardMA0.7% of the fund-6%
- Home DepotHD0.6% of the fund-10%
- VisaV0.6% of the fund-7%
- O'Reilly AutomotiveORLY0.5% of the fund-4%
- WelltowerWELL0.5% of the fund-2%
- Ishares TREFV0.5% of the fund-5%
- McDonald'sMCD0.4% of the fund-3%
- Ishares TREFG0.4% of the fund-4%
- Morgan StanleyMS0.4% of the fund-4%
- Parker-HannifinPH0.4% of the fund-24%
- Vanguard Intl Equity Index FVWO0.4% of the fund-3%
- KLAKLAC0.4% of the fund-2%
- RTXRTX0.3% of the fund-16%
- Abbott LaboratoriesABT0.3% of the fund-3%
- Ishares TRIVW0.3% of the fund-7%
- Vaneck ETF TrustITM0.3% of the fund-26%
- NetflixNFLX0.3% of the fund-3%
Sold out
Sold their entire stake.
- EcovystECVT-100%
- Invesco Exch Traded FD TR IIPZA-100%
- Esperion Therapeutics INC NE-100%
- DuPont de NemoursDD-100%
- Carnival-100%
- Sealed Air Corp New-100%
- Invesco Exchange Traded FD TSPHQ-100%
- Coterra EnergyCTRA-100%
- Cantaloupe-100%
- Vanguard Ultra-ShortVGUS-100%
- Dimensional ETF TrustDFNM-100%
- Masimo-100%
- Hologic-100%
- Invesco Exchange Traded FD TBMVP-100%
- Air Lease-100%
- First Citizens BancsharesFCNCA-100%
- Invesco Exch Traded FD TR IIBKLN-100%
- Herc HoldingsHRI-100%
- TRI Pointe Homes-100%
- CSG SYS Intl-100%
- Dentsply SironaXRAY-100%
- ServiceTitanTTAN-100%
- Liberty CapitalGLIBK-100%
- ETF Opportunities TrustXRPR-100%
- Mitsubishi UFJ Financial GroupMUFG-100%
Holdings
- Ishares TRIVV
- Share
- 6.9%
- Value
- $542m
- Shares
- 723,246
Held
- Ishares TRIEFA
- Share
- 1.7%
- Value
- $134m
- Shares
- 1,383,831
Held
- Ishares TRIJH
- Share
- 1.7%
- Value
- $132m
- Shares
- 1,710,991
-3%
- Ishares TRIWR
- Share
- 1.4%
- Value
- $112m
- Shares
- 1,012,156
+5%
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.4%
- Value
- $109m
- Shares
- 145
Held
- Vanguard Index FDSVUG
- Share
- 1.1%
- Value
- $86m
- Shares
- 996,127
-4%
- Vanguard Index FDSVTV
- Share
- 1.0%
- Value
- $81m
- Shares
- 369,456
-3%
- Ishares TRIJR
- Share
- 1.0%
- Value
- $78m
- Shares
- 522,678
-5%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.9%
- Value
- $69m
- Shares
- 963,172
Held
- J P Morgan Exchange Traded FJQUA
- Share
- 0.8%
- Value
- $65m
- Shares
- 901,926
+4%
- Ishares TRGVI
- Share
- 0.8%
- Value
- $62m
- Shares
- 582,564
-5%
- Ishares TRIWM
- Share
- 0.8%
- Value
- $59m
- Shares
- 197,237
+3%
- IsharesIEMG
- Share
- 0.6%
- Value
- $47m
- Shares
- 573,155
+9%
- Ishares TREFV
- Share
- 0.5%
- Value
- $37m
- Shares
- 481,123
-5%
- Invesco Exchange Traded FD TXMHQ
- Share
- 0.5%
- Value
- $36m
- Shares
- 321,520
Held
- Dimensional ETF TrustDFAC
- Share
- 0.5%
- Value
- $36m
- Shares
- 804,075
Held
- Ishares TREFG
- Share
- 0.4%
- Value
- $34m
- Shares
- 271,262
-4%
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $30m
- Shares
- 507,725
-3%
- Ishares TRIWB
- Share
- 0.3%
- Value
- $26m
- Shares
- 62,826
+6%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $23m
- Shares
- 30,356
Held
- Ishares TRIVW
- Share
- 0.3%
- Value
- $21m
- Shares
- 154,322
-7%
- Vaneck ETF TrustITM
- Share
- 0.3%
- Value
- $21m
- Shares
- 443,181
-26%
- Ishares TRQUAL
- Share
- 0.3%
- Value
- $20m
- Shares
- 93,041
-25%
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $17m
- Shares
- 226,229
-8%
- Spdr Series TrustSDY
- Share
- 0.2%
- Value
- $17m
- Shares
- 109,855
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $16m
- Shares
- 43,184
-11%
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $16m
- Shares
- 64,840
-5%
- Ishares TREFA
- Share
- 0.2%
- Value
- $16m
- Shares
- 151,252
-5%
- Vanguard Index FDSVBK
- Share
- 0.2%
- Value
- $14m
- Shares
- 38,905
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| UMB FinancialUMBF | 8.5% | $667m | 4,674,963 | Held |
| Ishares TRIVV | 6.9% | $542m | 723,246 | Held |
| AppleAAPL | 4.3% | $336m | 1,160,739 | -4% |
| NvidiaNVDA | 3.3% | $263m | 1,316,091 | Held |
| AlphabetGOOGL | 3.2% | $252m | 705,353 | Held |
| MicrosoftMSFT | 2.4% | $191m | 512,172 | Held |
| BroadcomAVGO | 2.2% | $177m | 467,314 | Held |
| Amazon.comAMZN | 2.2% | $172m | 721,467 | Held |
| Ishares TRIEFA | 1.7% | $134m | 1,383,831 | Held |
| Ishares TRIJH | 1.7% | $132m | 1,710,991 | -3% |
| JPMorgan ChaseJPM | 1.6% | $127m | 389,201 | -11% |
| Ishares TRIWR | 1.4% | $112m | 1,012,156 | +5% |
| Berkshire Hathaway INC DELBRK-A | 1.4% | $109m | 145 | Held |
| ProgressivePGR | 1.2% | $94m | 431,803 | Held |
| Johnson & JohnsonJNJ | 1.2% | $93m | 365,410 | Held |
| Eli LillyLLY | 1.2% | $92m | 76,534 | Held |
| Vanguard Index FDSVUG | 1.1% | $86m | 996,127 | -4% |
| Costco WholesaleCOST | 1.0% | $82m | 87,209 | Held |
| Berkshire HathawayBRK-B | 1.0% | $81m | 161,216 | Held |
| Vanguard Index FDSVTV | 1.0% | $81m | 369,456 | -3% |
| Ishares TRIJR | 1.0% | $78m | 522,678 | -5% |
| TJX CompaniesTJX | 0.9% | $75m | 493,660 | +3% |
| CaterpillarCAT | 0.9% | $73m | 68,125 | Held |
| WalmartWMT | 0.9% | $70m | 615,797 | Held |
| Vanguard Tax-Managed FDSVEA | 0.9% | $69m | 963,172 | Held |
| Meta PlatformsMETA | 0.9% | $67m | 119,623 | Held |
| J P Morgan Exchange Traded FJQUA | 0.8% | $65m | 901,926 | +4% |
| Ishares TRGVI | 0.8% | $62m | 582,564 | -5% |
| TeslaTSLA | 0.8% | $60m | 143,617 | Held |
| Ishares TRIWM | 0.8% | $59m | 197,237 | +3% |
| AmphenolAPH | 0.7% | $56m | 315,705 | Held |
| ChevronCVX | 0.7% | $55m | 328,803 | -13% |
| ExxonMobil HoldingsXOM | 0.7% | $54m | 394,360 | Held |
| GE VernovaGEV | 0.7% | $54m | 45,876 | +9% |
| MastercardMA | 0.7% | $52m | 102,035 | -6% |
| Home DepotHD | 0.6% | $51m | 145,009 | -10% |
| EatonETN | 0.6% | $50m | 117,792 | +5% |
| Advanced Micro DevicesAMD | 0.6% | $49m | 85,164 | Held |
| VisaV | 0.6% | $48m | 140,088 | -7% |
| IsharesIEMG | 0.6% | $47m | 573,155 | +9% |
| AlphabetGOOG | 0.6% | $46m | 131,035 | Held |
| Texas InstrumentsTXN | 0.6% | $44m | 147,590 | Held |
| LindeLIN | 0.5% | $43m | 83,193 | Held |
| Palo Alto NetworksPANW | 0.5% | $43m | 125,903 | Held |
| Procter & GamblePG | 0.5% | $41m | 282,771 | Held |
| NextEra EnergyNEE | 0.5% | $41m | 471,252 | Held |
| Bank of AmericaBAC | 0.5% | $41m | 713,545 | Held |
| O'Reilly AutomotiveORLY | 0.5% | $40m | 433,416 | -4% |
| WelltowerWELL | 0.5% | $38m | 168,493 | -2% |
| Micron TechnologyMU | 0.5% | $38m | 32,994 | Held |
| Ishares TREFV | 0.5% | $37m | 481,123 | -5% |
| BlackRockBLK | 0.5% | $37m | 38,202 | Held |
| Invesco Exchange Traded FD TXMHQ | 0.5% | $36m | 321,520 | Held |
| Dimensional ETF TrustDFAC | 0.5% | $36m | 804,075 | Held |
| McDonald'sMCD | 0.4% | $35m | 128,168 | -3% |
| Ishares TREFG | 0.4% | $34m | 271,262 | -4% |
| Morgan StanleyMS | 0.4% | $33m | 159,718 | -4% |
| Parker-HannifinPH | 0.4% | $33m | 33,573 | -24% |
| Union PacificUNP | 0.4% | $32m | 117,066 | Held |
| AbbVieABBV | 0.4% | $30m | 120,590 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $30m | 507,725 | -3% |
| KLAKLAC | 0.4% | $29m | 96,867 | -2% |
| Intuitive SurgicalISRG | 0.3% | $27m | 67,821 | +99% |
| RTXRTX | 0.3% | $26m | 139,058 | -16% |
| Abbott LaboratoriesABT | 0.3% | $26m | 290,288 | -3% |
| General ElectricGE | 0.3% | $26m | 70,106 | Held |
| Ishares TRIWB | 0.3% | $26m | 62,826 | +6% |
| Lam ResearchLRCX | 0.3% | $25m | 58,708 | Held |
| IntelINTC | 0.3% | $25m | 177,749 | +247% |
| MedtronicMDT | 0.3% | $23m | 290,864 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $23m | 30,356 | Held |
| Coca-ColaKO | 0.3% | $22m | 274,289 | Held |
| Duke EnergyDUK | 0.3% | $22m | 175,888 | Held |
| Cisco SystemsCSCO | 0.3% | $21m | 182,070 | Held |
| Ishares TRIVW | 0.3% | $21m | 154,322 | -7% |
| Vaneck ETF TrustITM | 0.3% | $21m | 443,181 | -26% |
| NetflixNFLX | 0.3% | $20m | 286,495 | -3% |
| Ishares TRQUAL | 0.3% | $20m | 93,041 | -25% |
| Marvell TechnologyMRVL | 0.3% | $20m | 67,703 | +38% |
| ServiceNowNOW | 0.3% | $20m | 202,870 | +21% |
| Regions FinancialRF | 0.3% | $20m | 656,266 | Held |
| Palantir TechnologiesPLTR | 0.2% | $19m | 161,284 | +51% |
| EcolabECL | 0.2% | $18m | 64,179 | Held |
| Bank of New York MellonBNY | 0.2% | $17m | 120,971 | Held |
| Ishares Gold TRIAU | 0.2% | $17m | 226,229 | -8% |
| RollinsROL | 0.2% | $17m | 409,086 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $17m | 33,872 | -3% |
| Spdr Series TrustSDY | 0.2% | $17m | 109,855 | Held |
| CME GroupCME | 0.2% | $16m | 72,803 | Held |
| Vanguard Index FDSVTI | 0.2% | $16m | 43,184 | -11% |
| Marriott InternationalMAR | 0.2% | $16m | 42,933 | Held |
| Vanguard Index FDSVBR | 0.2% | $16m | 64,840 | -5% |
| Ishares TREFA | 0.2% | $16m | 151,252 | -5% |
| AmgenAMGN | 0.2% | $15m | 42,082 | Held |
| Chipotle Mexican GrillCMG | 0.2% | $14m | 423,749 | +3% |
| Vanguard Index FDSVBK | 0.2% | $14m | 38,905 | -5% |
| OracleORCL | 0.2% | $14m | 95,228 | -31% |
| Public StoragePSA | 0.2% | $14m | 43,374 | Held |
| Gilead SciencesGILD | 0.2% | $14m | 107,194 | Held |
| Apollo Global ManagementAPO | 0.2% | $13m | 113,234 | Held |
Showing the largest 100 of 2,303.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.0% since 30 June 2025.
Where the money is
Technology19.0%
Financial services17.9%
Retail & consumer6.4%
Industrials6.1%
Health care5.6%
Media & telecom5.1%
Everyday goods3.8%
Energy2.0%
Utilities1.3%
Materials1.2%
Real estate1.1%
Other30.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.