UMB Bank, n.a.
2,310 holdingsFiling period: 2026-06-30Current AUM: $8.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UMBF | UMB FINL CORP | 4.67M | $667.4M | $642.6M | 8.02% | -48,610 | 2026-06-30 |
| 2 | IVV | ISHARES TR | 723.2K | $541.6M | $548.9M | 6.85% | +2.5K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 1.16M | $335.9M | $384.6M | 4.80% | -49,996 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 1.32M | $263.3M | $279.2M | 3.48% | -14,355 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 705.4K | $252.1M | $243.3M | 3.04% | -14,145 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 512.2K | $191.1M | $254.6M | 3.18% | -4,446 | 2026-06-30 |
| 7 | AVGO | BROADCOM INC | 467.3K | $176.5M | $158.5M | 1.98% | -6,274 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 721.5K | $172.0M | $179.2M | 2.24% | -8,234 | 2026-06-30 |
| 9 | IEFA | ISHARES TR | 1.38M | $133.7M | $136.0M | 1.70% | +23.9K | 2026-06-30 |
| 10 | IJH | ISHARES TR | 1.71M | $131.9M | $125.3M | 1.56% | -54,907 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 389.2K | $127.4M | $137.2M | 1.71% | -48,437 | 2026-06-30 |
| 12 | IWR | ISHARES TR | 1.01M | $111.7M | $109.9M | 1.37% | +47.3K | 2026-06-30 |
| 13 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 145 | $108.6M | $108.6M | 1.35% | -- | 2026-06-30 |
| 14 | PGR | PROGRESSIVE CORP | 431.8K | $94.3M | $95.6M | 1.19% | +353 | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 365.4K | $92.8M | $97.6M | 1.22% | -2,289 | 2026-06-30 |
| 16 | LLY | ELI LILLY & CO | 76.5K | $91.8M | $86.9M | 1.08% | -1,445 | 2026-06-30 |
| 17 | VUG | VANGUARD INDEX FDS | 996.1K | $85.8M | $86.7M | 1.08% | +823.9K | 2026-06-30 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 87.2K | $81.6M | $78.6M | 0.98% | -1,231 | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 161.2K | $80.7M | $80.7M | 1.01% | -3,249 | 2026-06-30 |
| 20 | VTV | VANGUARD INDEX FDS | 369.5K | $80.5M | $82.3M | 1.03% | -11,044 | 2026-06-30 |
| 21 | IJR | ISHARES TR | 522.7K | $77.5M | $73.2M | 0.91% | -25,632 | 2026-06-30 |
| 22 | TJX | TJX COS INC NEW | 493.7K | $74.8M | $61.5M | 0.77% | +14.8K | 2026-06-30 |
| 23 | CAT | CATERPILLAR INC | 68.1K | $72.5M | $53.4M | 0.67% | -770 | 2026-06-30 |
| 24 | WMT | WALMART INC | 615.8K | $69.7M | $66.6M | 0.83% | -10,494 | 2026-06-30 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | 963.2K | $68.6M | $68.9M | 0.86% | -5,151 | 2026-06-30 |
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