UMB Bank, n.a.
2,260 holdingsFiling period: 2026-06-30Current AUM: $8.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Finl Corp | 4.67M | $667.4M | $622.2M | 7.68% | -48,610 | 2026-06-30 |
| 2 | IVV | iShares TR | 723.2K | $541.6M | $558.6M | 6.90% | +2.5K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 1.16M | $335.9M | $394.1M | 4.86% | -49,996 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 1.32M | $263.3M | $284.9M | 3.52% | -14,355 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 705.4K | $252.1M | $240.0M | 2.96% | -14,145 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 512.2K | $191.1M | $272.4M | 3.36% | -4,446 | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 467.3K | $176.5M | $156.3M | 1.93% | -6,274 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 721.5K | $172.0M | $189.5M | 2.34% | -8,234 | 2026-06-30 |
| 9 | IEFA | iShares TR | 1.38M | $133.7M | $133.8M | 1.65% | +23.9K | 2026-06-30 |
| 10 | IJH | iShares TR | 1.71M | $131.9M | $125.1M | 1.54% | -54,907 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 389.2K | $127.4M | $130.5M | 1.61% | -48,437 | 2026-06-30 |
| 12 | IWR | iShares TR | 1.01M | $111.7M | $110.9M | 1.37% | +47.3K | 2026-06-30 |
| 13 | BRK-A | Berkshire Hathaway Inc Del | 145 | $108.6M | $108.6M | 1.34% | -- | 2026-06-30 |
| 14 | PGR | Progressive Corp | 431.8K | $94.3M | $95.8M | 1.18% | +353 | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 365.4K | $92.8M | $94.8M | 1.17% | -2,289 | 2026-06-30 |
| 16 | LLY | Eli Lilly & Co | 76.5K | $91.8M | $98.2M | 1.21% | -1,445 | 2026-06-30 |
| 17 | VUG | Vanguard Index Fds | 996.1K | $85.8M | $88.3M | 1.09% | +823.9K | 2026-06-30 |
| 18 | COST | Costco Wholesale Corporation | 87.2K | $81.6M | $86.7M | 1.07% | -1,231 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 161.2K | $80.7M | $80.7M | 1.00% | -3,249 | 2026-06-30 |
| 20 | VTV | Vanguard Index Fds | 369.5K | $80.5M | $82.9M | 1.02% | -11,044 | 2026-06-30 |
| 21 | IJR | iShares TR | 522.7K | $77.5M | $72.0M | 0.89% | -25,632 | 2026-06-30 |
| 22 | TJX | Tjx Cos Inc New | 493.7K | $74.8M | $72.6M | 0.90% | +14.8K | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 68.1K | $72.5M | $49.4M | 0.61% | -770 | 2026-06-30 |
| 24 | WMT | Walmart Inc | 615.8K | $69.7M | $72.6M | 0.90% | -10,494 | 2026-06-30 |
| 25 | VEA | Vanguard Tax-Managed Fds | 963.2K | $68.6M | $67.2M | 0.83% | -5,151 | 2026-06-30 |
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