$3.1 Billion is the total value of UMB Bank, n.a.'s 626 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UMBF | Sell | UMB Financial Corp | $415,517,000 | +0.4% | 5,739,984 | -0.2% | 13.42% | -0.5% |
| IVV | Buy | iShares Core S&P 500 ETF | $136,469,000 | +0.3% | 514,260 | +1.6% | 4.41% | -0.7% |
| IJH | Buy | iShares Core S&P Mid-Cap ETF | $116,829,000 | -1.0% | 622,860 | +0.2% | 3.77% | -1.9% |
| EFA | Buy | iShares MSCI EAFE | $88,539,000 | +4.9% | 1,270,650 | +5.8% | 2.86% | +3.9% |
| AAPL | Sell | Apple Inc | $77,143,000 | -1.4% | 459,789 | -0.6% | 2.49% | -2.4% |
| IJR | Sell | iShares Core S&P Small-Cap ETF | $68,574,000 | -1.0% | 890,454 | -1.2% | 2.22% | -1.9% |
| JPM | Sell | JPMorgan Chase & Co | $48,203,000 | +1.3% | 438,328 | -1.5% | 1.56% | +0.3% |
| MSFT | Buy | Microsoft Corp | $47,947,000 | +7.2% | 525,333 | +0.4% | 1.55% | +6.2% |
| BA | Sell | Boeing Co | $46,219,000 | +11.0% | 140,963 | -0.1% | 1.49% | +10.0% |
| VFC | Buy | V F Corp | $45,654,000 | +0.6% | 615,945 | +0.5% | 1.47% | -0.3% |
| JNJ | Buy | Johnson & Johnson | $39,940,000 | -7.8% | 311,668 | +0.5% | 1.29% | -8.7% |
| HD | Sell | Home Depot Inc | $37,692,000 | -6.1% | 211,467 | -0.2% | 1.22% | -7.0% |
| GOOGL | Sell | Alphabet Inc Class A | $36,287,000 | -2.7% | 34,988 | -1.2% | 1.17% | -3.6% |
| UNH | Buy | UnitedHealth Group Inc | $35,694,000 | -2.5% | 166,795 | +0.4% | 1.15% | -3.4% |
| MA | Sell | Mastercard Inc - Class A | $34,169,000 | +14.2% | 195,076 | -1.3% | 1.10% | +13.1% |
| AMZN | Buy | Amazon Com Inc | $32,332,000 | +24.6% | 22,339 | +0.7% | 1.04% | +23.4% |
| CME | Buy | CME Group Inc | $31,393,000 | +14.5% | 194,091 | +3.3% | 1.01% | +13.4% |
| CVX | Buy | Chevron Corp | $31,349,000 | -8.8% | 274,897 | +0.1% | 1.01% | -9.6% |
| IWR | Buy | iShares Russell Midcap Index | $31,214,000 | -0.4% | 151,202 | +0.5% | 1.01% | -1.3% |
| NEE | Sell | NextEra Energy Inc | $30,336,000 | +2.1% | 185,736 | -2.4% | 0.98% | +1.1% |
| TXN | Buy | Texas Instruments Inc | $30,064,000 | +0.4% | 289,387 | +1.0% | 0.97% | -0.5% |
| XOM | Sell | ExxonMobil Corp | $29,767,000 | -11.9% | 398,967 | -1.2% | 0.96% | -12.7% |
| VEA | Buy | Vanguard FTSE Developed | $29,139,000 | +0.3% | 658,491 | +1.6% | 0.94% | -0.6% |
| COST | Sell | Costco Wholesale Corp | $27,943,000 | -0.9% | 148,293 | -2.1% | 0.90% | -1.8% |
| CERN | Buy | Cerner Corp | $27,628,000 | -3.0% | 476,344 | +12.8% | 0.89% | -3.9% |
| DWDP | Sell | DowDuPont | $26,702,000 | -12.2% | 419,117 | -1.9% | 0.86% | -13.1% |
| MMM | Buy | 3M Corp | $26,644,000 | -3.8% | 121,375 | +3.1% | 0.86% | -4.8% |
| MS | Buy | Morgan Stanley Co | $25,821,000 | +3.3% | 478,519 | +0.4% | 0.83% | +2.3% |
| INTC | Buy | Intel Corp | $25,631,000 | +92.2% | 492,134 | +70.4% | 0.83% | +90.3% |
| VNQ | Sell | Vanguard REIT VIPERs ETF | $25,103,000 | -14.8% | 332,620 | -6.4% | 0.81% | -15.6% |
| RTN | Sell | Raytheon Co | $24,677,000 | +14.4% | 114,341 | -0.4% | 0.80% | +13.4% |
| IWM | Sell | iShares Russell 2000 Index | $24,498,000 | -5.3% | 161,351 | -4.9% | 0.79% | -6.2% |
| PEP | Sell | Pepsico Inc | $23,824,000 | -9.9% | 218,269 | -1.0% | 0.77% | -10.8% |
| IVE | Sell | iShares Trust S&P 500/Barra | $23,211,000 | -5.5% | 212,281 | -1.3% | 0.75% | -6.4% |
| PG | Sell | Procter & Gamble Co | $22,963,000 | -15.8% | 289,636 | -2.4% | 0.74% | -16.5% |
| IWS | Sell | iShares Russell Midcap Value | $22,876,000 | -4.3% | 264,673 | -1.3% | 0.74% | -5.1% |
| INTU | Buy | Intuit | $22,462,000 | +10.2% | 129,577 | +0.3% | 0.72% | +9.0% |
| AMGN | Buy | Amgen Inc | $22,141,000 | +0.8% | 129,877 | +2.8% | 0.72% | -0.1% |
| FB | Sell | Facebook Inc - A Shs | $21,664,000 | -10.5% | 135,579 | -1.2% | 0.70% | -11.3% |
| WMT | Buy | Walmart Inc | $21,126,000 | +11.4% | 237,442 | +23.6% | 0.68% | +10.4% |
| ABBV | Buy | Abbvie Inc | $21,101,000 | -0.9% | 222,943 | +1.3% | 0.68% | -1.9% |
| VZ | Buy | Verizon Communications Inc | $20,917,000 | -9.2% | 437,398 | +0.5% | 0.68% | -10.0% |
| DIS | Buy | Disney Walt Co | $20,850,000 | -5.6% | 207,591 | +1.0% | 0.67% | -6.5% |
| BLK | Buy | Blackrock Inc | $20,710,000 | +6.0% | 38,231 | +0.5% | 0.67% | +5.0% |
| DUK | Buy | Duke Energy Hldg Corp | $20,712,000 | -6.7% | 267,350 | +1.3% | 0.67% | -7.5% |
| MAR | Sell | Marriott Intl Inc New | $20,331,000 | +0.1% | 149,513 | -0.0% | 0.66% | -0.8% |
| BDX | Buy | Becton Dickinson & Co | $19,755,000 | +12.5% | 91,164 | +11.1% | 0.64% | +11.5% |
| SCZ | Buy | iShares MSCI EAFE Small Cap | $19,661,000 | +11.6% | 301,596 | +10.4% | 0.64% | +10.6% |
| IWP | Sell | iShares Russell Midcap Growth | $19,424,000 | +1.0% | 157,981 | -0.9% | 0.63% | 0.0% |
| UNP | Buy | Union Pacific Corp | $18,913,000 | +46.3% | 140,690 | +46.0% | 0.61% | +45.1% |
| T | Buy | AT & T Inc | $18,593,000 | -7.8% | 521,521 | +0.5% | 0.60% | -8.7% |
| IVW | Sell | iShares S&P 500 Growth Index | $18,581,000 | +0.2% | 119,820 | -1.2% | 0.60% | -0.7% |
| IWN | Buy | Ishares Tr Russell 2000 Value | $17,140,000 | +57.5% | 140,630 | +62.5% | 0.55% | +56.1% |
| ORCL | Buy | Oracle Corp | $16,760,000 | -2.8% | 366,334 | +0.4% | 0.54% | -3.7% |
| FEI | Sell | First Trust MLP and Energy I | $16,756,000 | -30.8% | 1,367,864 | -11.6% | 0.54% | -31.5% |
| C | Buy | Citigroup Inc | $16,556,000 | -3.1% | 245,282 | +6.8% | 0.54% | -3.9% |
| LMT | Buy | Lockheed Martin Corp | $16,554,000 | +6.3% | 48,987 | +0.9% | 0.54% | +5.3% |
| LUV | Sell | Southwest Airlines Co | $16,272,000 | -13.3% | 284,081 | -1.0% | 0.53% | -14.1% |
| BRKB | Buy | Berkshire Hathaway Inc - Cl B | $15,887,000 | +3.8% | 79,642 | +3.2% | 0.51% | +2.8% |
| CCL | New | Carnival Corp | $15,166,000 | – | 231,266 | +100.0% | 0.49% | – |
| ACN | New | Accenture Plc - Cl A | $15,147,000 | – | 98,677 | +100.0% | 0.49% | – |
| ABT | Buy | Abbott Laboratories | $14,644,000 | +155.9% | 244,384 | +143.8% | 0.47% | +152.9% |
| LEG | Sell | Leggett & Platt Inc | $14,647,000 | -8.0% | 330,190 | -1.0% | 0.47% | -8.9% |
| WY | Sell | Weyerhaeuser Co | $14,343,000 | -0.7% | 409,795 | -0.0% | 0.46% | -1.7% |
| ETN | New | Eaton Corp Plc Ord | $13,923,000 | – | 174,236 | +100.0% | 0.45% | – |
| IJT | Sell | Ishares Tr S&P Smlcp 600/Barra | $13,580,000 | -1.5% | 78,111 | -3.6% | 0.44% | -2.2% |
| IQDF | Buy | FlexShares International | $13,187,000 | +10.0% | 500,653 | +11.9% | 0.43% | +9.0% |
| FDX | Buy | Fedex Corp | $13,201,000 | +70.4% | 54,979 | +77.0% | 0.43% | +68.4% |
| PFE | Buy | Pfizer Inc | $12,624,000 | -1.9% | 355,683 | +0.1% | 0.41% | -2.9% |
| MRK | Sell | Merck & Co Inc | $12,457,000 | -53.7% | 228,690 | -52.2% | 0.40% | -54.2% |
| New | Shamrock Foods Company | $11,622,000 | – | 8,749 | +100.0% | 0.38% | – | |
| CBSH | Sell | Commerce Bancshares Inc | $11,404,000 | +6.1% | 190,358 | -1.1% | 0.37% | +5.1% |
| OXY | Buy | Occidental Petroleum Corp | $10,969,000 | -6.0% | 168,857 | +6.6% | 0.35% | -6.8% |
| MCD | Sell | McDonalds Corp | $10,877,000 | -18.8% | 69,554 | -10.6% | 0.35% | -19.7% |
| PX | Buy | Praxair Inc | $10,849,000 | -5.9% | 75,181 | +0.8% | 0.35% | -6.9% |
| IGSB | Sell | iShares 1-3 Year Credit Bond | $10,808,000 | -5.2% | 104,125 | -4.6% | 0.35% | -6.2% |
| BAC | Buy | Bank of America Corporation | $10,683,000 | +362.9% | 356,200 | +355.7% | 0.34% | +360.0% |
| VTR | Buy | Ventas Inc | $10,561,000 | -10.7% | 213,234 | +8.2% | 0.34% | -11.7% |
| HAL | Buy | Halliburton Co | $10,475,000 | +6.0% | 223,145 | +10.3% | 0.34% | +5.0% |
| PAYX | Sell | Paychex Inc | $10,190,000 | -11.7% | 165,455 | -2.4% | 0.33% | -12.5% |
| IGF | Buy | iShares S&P Global | $10,067,000 | +81.0% | 234,942 | +91.0% | 0.32% | +79.6% |
| GUNR | Buy | FlexShares Global Upstream | $9,156,000 | +102.1% | 281,026 | +106.5% | 0.30% | +100.0% |
| GILD | Buy | Gilead Sciences Inc | $9,012,000 | +7.9% | 119,541 | +2.6% | 0.29% | +7.0% |
| CAT | Sell | Caterpillar Inc Del | $8,544,000 | -7.0% | 57,976 | -0.6% | 0.28% | -8.0% |
| SBUX | Sell | Starbucks Corp | $8,357,000 | -42.0% | 144,359 | -42.4% | 0.27% | -42.4% |
| TMO | Sell | Thermo Fisher Scientific Inc | $8,265,000 | +2.2% | 40,033 | -6.0% | 0.27% | +1.1% |
| CMI | Buy | Cummins Inc | $7,994,000 | -7.2% | 49,319 | +1.1% | 0.26% | -8.2% |
| IEMG | Buy | iShares Core MSCI Emerging | $8,004,000 | +32.2% | 137,058 | +28.8% | 0.26% | +31.0% |
| ORLY | Sell | O'Reilly Automotive Inc | $7,695,000 | -0.3% | 31,107 | -3.1% | 0.25% | -1.2% |
| USB | Sell | US Bancorp Del | $7,695,000 | -19.9% | 152,371 | -15.0% | 0.25% | -20.4% |
| GVI | Buy | iShares Barclays Inter | $7,584,000 | +10.9% | 70,042 | +12.4% | 0.24% | +9.9% |
| IWF | Sell | iShares Russell 1000 Growth | $7,584,000 | -0.1% | 55,729 | -1.2% | 0.24% | -1.2% |
| UTX | Sell | United Technologies Corp | $7,395,000 | -3.1% | 58,777 | -1.7% | 0.24% | -4.0% |
| IJS | Sell | Ishares Tr S&P Smlcp 600/barra | $7,356,000 | -3.2% | 48,769 | -1.5% | 0.24% | -4.0% |
| IWD | Sell | iShares Russell 1000 Value | $7,320,000 | -4.0% | 61,021 | -0.5% | 0.24% | -5.2% |
| BMY | Sell | Bristol Myers Squibb Co | $7,099,000 | -11.7% | 112,225 | -14.5% | 0.23% | -12.6% |
| WFC | Sell | Wells Fargo & Co | $7,000,000 | -41.1% | 133,555 | -31.9% | 0.23% | -41.8% |
| TROW | Sell | Price T Rowe Group Inc | $6,927,000 | +1.2% | 64,155 | -1.7% | 0.22% | +0.4% |
| NKE | Buy | Nike Inc | $6,842,000 | +6.3% | 102,984 | +0.1% | 0.22% | +5.2% |
| COP | Sell | ConocoPhillips | $6,848,000 | +6.2% | 115,511 | -1.7% | 0.22% | +5.2% |
| DHR | Sell | Danaher Corp Del | $6,707,000 | +0.5% | 68,496 | -4.7% | 0.22% | -0.5% |
| CVS | Sell | CVS Health Corporation | $6,562,000 | -14.3% | 105,472 | -0.1% | 0.21% | -15.2% |
| IGIB | Buy | iShares Lehman Intermediate | $6,524,000 | +34.4% | 60,835 | +36.8% | 0.21% | +33.5% |
| IBM | Buy | International Business | $6,500,000 | +0.6% | 42,365 | +0.6% | 0.21% | -0.5% |
| EOG | Sell | EOG Resources Inc | $6,416,000 | -9.3% | 60,944 | -7.0% | 0.21% | -10.4% |
| PCAR | Buy | Paccar Inc | $6,331,000 | -6.4% | 95,676 | +0.6% | 0.20% | -7.3% |
| KO | Sell | Coca Cola Co | $6,116,000 | -6.4% | 140,818 | -1.1% | 0.20% | -7.0% |
| SDY | Sell | SPDR S&P Dividend ETF | $6,083,000 | -4.7% | 66,698 | -1.3% | 0.20% | -5.8% |
| USMV | Sell | iShares Edge MSCI Min Vol USA | $6,060,000 | -35.3% | 116,701 | -34.3% | 0.20% | -35.9% |
| BBT | Buy | BB&T Corp | $6,005,000 | +23.7% | 115,391 | +18.2% | 0.19% | +22.8% |
| D | Buy | Dominion Energy Inc | $5,965,000 | -10.1% | 88,461 | +8.1% | 0.19% | -10.6% |
| EMR | Sell | Emerson Electric Co | $5,934,000 | -8.7% | 86,887 | -6.9% | 0.19% | -9.4% |
| ADBE | Sell | Adobe Systems Inc | $5,578,000 | +16.7% | 25,813 | -5.3% | 0.18% | +15.4% |
| TGT | Buy | Target Corp | $5,558,000 | +7.2% | 80,053 | +0.7% | 0.18% | +5.9% |
| IWB | Buy | Ishares Russell 1000 Index | $5,501,000 | +15.1% | 37,464 | +16.5% | 0.18% | +14.1% |
| CSCO | Buy | Cisco Systems Inc | $5,370,000 | +17.9% | 125,205 | +5.3% | 0.17% | +16.9% |
| STZ | Sell | Constellation Brands Inc | $5,349,000 | -9.1% | 23,470 | -8.8% | 0.17% | -9.9% |
| SPLV | Sell | PowerShares S&P 500 Low | $5,336,000 | -6.3% | 113,587 | -4.7% | 0.17% | -7.5% |
| Sell | Non Custody Money Market | $5,187,000 | -5.1% | 5,186,927 | -5.1% | 0.17% | -5.6% | |
| ITW | Buy | Illinois Tool Works Inc | $5,090,000 | -5.8% | 32,489 | +0.4% | 0.16% | -6.8% |
| PFG | Sell | Principal Financial Group Inc | $5,042,000 | -75.9% | 82,774 | -72.1% | 0.16% | -76.1% |
| DE | Sell | Deere & Company | $5,011,000 | -1.8% | 32,258 | -1.0% | 0.16% | -2.4% |
| HON | Sell | Honeywell International Inc | $5,030,000 | -9.2% | 34,807 | -3.6% | 0.16% | -10.5% |
| UPS | Buy | United Parcel Service Inc | $4,827,000 | -5.8% | 46,119 | +7.2% | 0.16% | -6.6% |
| KHC | Sell | Kraft Heinz Co | $4,706,000 | -34.4% | 75,545 | -18.1% | 0.15% | -35.0% |
| TYG | Sell | Tortoise Energy Infrastructure | $4,512,000 | -29.3% | 180,623 | -17.7% | 0.15% | -29.8% |
| LNC | Sell | Lincoln National Corp | $4,464,000 | -10.6% | 61,099 | -5.9% | 0.14% | -11.7% |
| HIW | Sell | Highwoods Properties Inc | $4,305,000 | -17.5% | 98,249 | -4.2% | 0.14% | -18.2% |
| KSU | Kansas City Southern | $4,301,000 | +4.4% | 39,150 | 0.0% | 0.14% | +3.7% | |
| V | Sell | Visa Inc | $4,172,000 | -1.5% | 34,876 | -6.1% | 0.14% | -2.2% |
| APD | Buy | Air Products and Chemicals Inc | $4,070,000 | -2.1% | 25,593 | +1.0% | 0.13% | -3.7% |
| BND | Sell | Vanguard Total Bond Market ETF | $4,043,000 | -36.4% | 50,579 | -35.1% | 0.13% | -36.7% |
| TJX | Sell | TJX Cos Inc | $3,959,000 | +2.0% | 48,540 | -4.4% | 0.13% | +0.8% |
| LQD | Sell | iShares iBoxx $ Investment | $3,849,000 | -6.3% | 32,796 | -2.9% | 0.12% | -7.5% |
| PGR | Sell | Progressive Corp Ohio | $3,746,000 | -9.9% | 61,479 | -16.7% | 0.12% | -11.0% |
| GOOG | Buy | Alphabet Inc Class C | $3,656,000 | -1.1% | 3,544 | +0.3% | 0.12% | -1.7% |
| ALL | Sell | Allstate Corp | $3,462,000 | -12.0% | 36,521 | -2.8% | 0.11% | -12.5% |
| SHW | Buy | Sherwin Williams CO | $3,468,000 | -2.9% | 8,842 | +1.5% | 0.11% | -3.4% |
| AEP | Sell | American Electric Power Inc | $3,341,000 | -10.6% | 48,711 | -4.1% | 0.11% | -11.5% |
| PSX | Sell | Phillips 66 | $3,212,000 | -6.0% | 33,492 | -0.8% | 0.10% | -6.3% |
| HIG | Sell | Hartford Financial Services | $3,154,000 | -13.3% | 61,207 | -5.3% | 0.10% | -14.3% |
| CRM | Buy | Salesforce.com Inc | $3,124,000 | +58.7% | 26,864 | +39.5% | 0.10% | +57.8% |
| NVDA | Sell | Nvidia Corp | $3,122,000 | +13.1% | 13,480 | -5.5% | 0.10% | +12.2% |
| BKLN | Sell | PowerShares Senior Loan | $3,043,000 | -9.9% | 131,550 | -10.3% | 0.10% | -10.9% |
| VWO | Buy | Vanguard FTSE Emerging Markets | $3,009,000 | +29.9% | 64,041 | +26.9% | 0.10% | +27.6% |
| AGG | Sell | iShares Core US Aggregate ETF | $2,974,000 | -8.0% | 27,729 | -6.2% | 0.10% | -8.6% |
| SHY | Sell | iShares Barclays 1-3 Year | $2,898,000 | -13.4% | 34,676 | -13.1% | 0.09% | -13.8% |
| VOE | Buy | Vanguard Mid-Cap Value Index | $2,804,000 | +32.7% | 25,639 | +35.3% | 0.09% | +31.9% |
| IEFA | Buy | iShares Core MSCI EAFE ETF | $2,791,000 | +5.4% | 42,372 | +5.7% | 0.09% | +4.7% |
| KMB | Buy | Kimberly Clark Corp | $2,735,000 | -7.7% | 24,830 | +1.1% | 0.09% | -9.3% |
| LLY | Sell | Lilly Eli & Co | $2,560,000 | -14.6% | 33,092 | -6.7% | 0.08% | -15.3% |
| CL | Sell | Colgate Palmolive Co | $2,540,000 | -6.2% | 35,432 | -1.3% | 0.08% | -6.8% |
| QCOM | Sell | Qualcomm Inc | $2,517,000 | -15.3% | 45,432 | -2.1% | 0.08% | -16.5% |
| IWO | Buy | ishares Russell 2000 Growth | $2,382,000 | +3.2% | 12,501 | +1.1% | 0.08% | +2.7% |
| VOT | Buy | Vanguard Mid-Cap Growth Index | $2,307,000 | +48.0% | 17,795 | +45.7% | 0.08% | +47.1% |
| NTRS | Sell | Northern Trust Corp | $2,310,000 | +1.2% | 22,393 | -2.0% | 0.08% | +1.4% |
| GS | Sell | Goldman Sachs Group Inc | $2,316,000 | -5.6% | 9,197 | -4.5% | 0.08% | -6.2% |
| LNT | Sell | Alliant Energy Corp | $2,302,000 | -12.8% | 56,352 | -9.0% | 0.07% | -14.0% |
| PM | Sell | Philip Morris International | $2,263,000 | -6.1% | 22,762 | -0.2% | 0.07% | -7.6% |
| SO | Buy | Southern Co | $2,264,000 | -3.8% | 50,695 | +3.6% | 0.07% | -5.2% |
| NSC | Sell | Norfolk Southern Corp | $2,206,000 | -6.6% | 16,248 | -0.3% | 0.07% | -7.8% |
| VLO | Sell | Valero Energy Corp New | $2,112,000 | -12.2% | 22,761 | -13.0% | 0.07% | -12.8% |
| IJK | Sell | iShares S&P MidCap 400/BARRA | $2,103,000 | -1.3% | 9,634 | -2.5% | 0.07% | -1.4% |
| CTAS | Sell | Cintas Corp | $2,074,000 | +3.4% | 12,158 | -5.6% | 0.07% | +3.1% |
| ADP | Sell | Automatic Data Processing Inc | $2,062,000 | -9.4% | 18,178 | -6.5% | 0.07% | -9.5% |
| CELG | Sell | Celgene Corp | $2,067,000 | -43.3% | 23,170 | -33.7% | 0.07% | -43.7% |
| WM | Sell | Waste Mgmt Inc Del | $2,051,000 | -5.2% | 24,377 | -2.7% | 0.07% | -7.0% |
| MPC | Buy | Marathon Petroleum Corp | $2,049,000 | +11.8% | 28,029 | +0.9% | 0.07% | +10.0% |
| AXP | Sell | American Express Co | $2,029,000 | -11.0% | 21,757 | -5.2% | 0.07% | -10.8% |
| GE | Sell | General Electric Co | $2,030,000 | -43.1% | 150,583 | -26.4% | 0.07% | -43.1% |
| VTV | Buy | Vanguard Value - ETF | $1,973,000 | +8.1% | 19,124 | +11.4% | 0.06% | +8.5% |
| PXD | Sell | Pioneer Natural Resources Co | $1,949,000 | -10.2% | 11,348 | -9.7% | 0.06% | -11.3% |
| NUE | Sell | Nucor Corp | $1,956,000 | -6.9% | 32,016 | -3.1% | 0.06% | -8.7% |
| JKHY | Jack Henry & Assoc Inc | $1,924,000 | +3.4% | 15,903 | 0.0% | 0.06% | +1.6% | |
| LOW | Buy | Lowes Companies Inc | $1,924,000 | -3.9% | 21,923 | +1.7% | 0.06% | -4.6% |
| CLX | Sell | Clorox Co Del | $1,875,000 | -13.2% | 14,083 | -3.0% | 0.06% | -12.9% |
| PAA | Buy | Plains All Amern Pipeline LP | $1,829,000 | +88.6% | 83,021 | +76.7% | 0.06% | +84.4% |
| CMCSA | Sell | Comcast Corp New | $1,826,000 | -28.6% | 53,434 | -16.2% | 0.06% | -28.9% |
| AEE | Sell | Ameren Corp | $1,824,000 | -6.0% | 32,213 | -2.0% | 0.06% | -6.3% |
| CI | Sell | Cigna Corp | $1,799,000 | -18.5% | 10,720 | -1.4% | 0.06% | -19.4% |
| MKC | Sell | McCormick & Co Inc | $1,765,000 | +2.9% | 16,596 | -1.4% | 0.06% | +1.8% |
| IJJ | Sell | Ishares Tr S&P Midcap | $1,744,000 | -7.6% | 11,286 | -4.3% | 0.06% | -9.7% |
| GIS | Sell | General Mills Inc | $1,732,000 | -25.2% | 38,431 | -1.6% | 0.06% | -25.3% |
| BAX | Baxter International Inc | $1,709,000 | +0.6% | 26,277 | 0.0% | 0.06% | 0.0% | |
| NFLX | Buy | Netflix Com Inc | $1,660,000 | +131.8% | 5,619 | +50.6% | 0.05% | +134.8% |
| AFL | Buy | AFLAC Inc | $1,653,000 | -9.4% | 37,757 | +81.6% | 0.05% | -10.2% |
| VBR | Buy | Vanguard Small-Cap Value | $1,516,000 | +40.6% | 11,717 | +44.3% | 0.05% | +40.0% |
| PRU | Buy | Prudential Financial Inc | $1,524,000 | -7.3% | 14,715 | +2.9% | 0.05% | -9.3% |
| DLR | Sell | Digital Realty Trust Inc | $1,512,000 | -8.5% | 14,349 | -1.1% | 0.05% | -9.3% |
| MDLZ | Sell | Mondelez International Inc | $1,498,000 | -6.0% | 35,895 | -3.5% | 0.05% | -7.7% |
| CSGP | Sell | Costar Group Inc | $1,446,000 | +9.6% | 3,987 | -10.3% | 0.05% | +9.3% |
| GXP | Sell | Great Plains Energy Inc | $1,413,000 | -2.1% | 44,454 | -0.8% | 0.05% | -2.1% |
| MO | Sell | Altria Group Inc | $1,428,000 | -17.6% | 22,922 | -5.5% | 0.05% | -17.9% |
| KMI | Buy | Kinder Morgan Inc | $1,380,000 | +199.3% | 91,631 | +259.1% | 0.04% | +200.0% |
| CMG | Buy | Chipotle Mexican Grill Inc | $1,387,000 | +285.3% | 4,291 | +244.4% | 0.04% | +275.0% |
| GPC | Buy | Genuine Parts Co | $1,365,000 | +154.7% | 15,198 | +169.6% | 0.04% | +158.8% |
| IAU | Buy | iShares Gold Trust | $1,364,000 | +2.2% | 107,160 | +0.5% | 0.04% | +2.3% |
| SYK | Sell | Stryker Corp | $1,316,000 | -4.7% | 8,182 | -8.3% | 0.04% | -4.4% |
| AET | Aetna Inc | $1,228,000 | -6.3% | 7,267 | 0.0% | 0.04% | -7.0% | |
| DOV | Dover Corp | $1,229,000 | -2.8% | 12,512 | 0.0% | 0.04% | -2.4% | |
| URI | Sell | United Rentals Inc | $1,209,000 | -9.3% | 6,996 | -9.8% | 0.04% | -9.3% |
| GD | Sell | General Dynamics Corp | $1,208,000 | +1.6% | 5,468 | -6.4% | 0.04% | 0.0% |
| SCHG | Sell | Schwab US Large-Cap Growth ETF | $1,162,000 | +0.2% | 16,198 | -1.2% | 0.04% | 0.0% |
| ATVI | Sell | Activision Blizzard Inc | $1,183,000 | -7.3% | 17,545 | -12.9% | 0.04% | -9.5% |
| WELL | Buy | Welltower Inc | $1,158,000 | -11.2% | 21,274 | +4.0% | 0.04% | -14.0% |
| ZBH | Sell | Zimmer Biomet Holdings Inc | $1,092,000 | -10.5% | 10,012 | -0.9% | 0.04% | -12.5% |
| ECL | Sell | Ecolab Inc | $1,064,000 | -1.8% | 7,758 | -4.0% | 0.03% | -2.9% |
| MON | Sell | Monsanto Co | $1,052,000 | -41.0% | 9,018 | -41.0% | 0.03% | -41.4% |
| PYPL | Sell | Paypal Holdings Inc | $1,034,000 | -4.1% | 13,624 | -6.9% | 0.03% | -5.7% |
| SR | Spire Inc | $955,000 | -3.8% | 13,214 | 0.0% | 0.03% | -3.1% | |
| SRE | Buy | Sempra Energy | $962,000 | +7.2% | 8,645 | +3.1% | 0.03% | +6.9% |
| MNST | Sell | Monster Beverage Corp | $925,000 | -17.6% | 16,172 | -8.8% | 0.03% | -18.9% |
| PCG | Sell | PG&E Corporation | $932,000 | -7.4% | 21,208 | -5.7% | 0.03% | -9.1% |
| AJG | Gallagher Arthur J & CO | $944,000 | +8.6% | 13,730 | 0.0% | 0.03% | +7.1% | |
| ETP | Sell | Energy Transfer Partners LP | $918,000 | -16.9% | 56,587 | -8.2% | 0.03% | -16.7% |
| SJM | Sell | JM Smucker Co | $911,000 | -2.6% | 7,348 | -2.3% | 0.03% | -3.3% |
| FAST | Sell | Fastenal Co | $860,000 | -2.9% | 15,745 | -2.8% | 0.03% | -3.4% |
| OMC | Buy | Omnicom Group Inc | $843,000 | +157.8% | 11,591 | +158.5% | 0.03% | +145.5% |
| KIM | Buy | Kimco Realty Corp | $840,000 | +43.1% | 58,329 | +80.4% | 0.03% | +42.1% |
| EEM | Buy | Ishares MSCI Emerging Markets | $804,000 | +29.9% | 16,669 | +27.0% | 0.03% | +30.0% |
| VTI | Sell | Vanguard US Total Stock Mkt | $802,000 | -13.6% | 5,911 | -12.6% | 0.03% | -13.3% |
| IP | Sell | International Paper | $810,000 | -10.9% | 15,151 | -3.5% | 0.03% | -13.3% |
| BK | Sell | Bank of New York Mellon Corp | $753,000 | -5.4% | 14,623 | -1.0% | 0.02% | -7.7% |
| PFF | Buy | iShares S&P US Preferred Stock | $738,000 | +6.0% | 19,638 | +7.5% | 0.02% | +4.3% |
| XLNX | Sell | Xilinx Inc | $753,000 | +7.0% | 10,428 | -0.1% | 0.02% | +4.3% |
| MPLX | Buy | MPLX LP | $708,000 | +198.7% | 21,419 | +221.1% | 0.02% | +187.5% |
| NBL | Sell | Noble Energy Inc | $722,000 | +3.3% | 23,856 | -0.6% | 0.02% | 0.0% |
| RSP | Buy | Guggenheim S&P 500 Equal | $691,000 | +25.4% | 6,951 | +27.4% | 0.02% | +22.2% |
| PEG | Buy | Public Service Enterprise | $672,000 | +23.8% | 13,391 | +27.2% | 0.02% | +22.2% |
| HYG | Buy | iShares iBoxx $ High Yield | $689,000 | +3.0% | 8,047 | +5.0% | 0.02% | 0.0% |
| EPD | Buy | Enterprise Products Partners | $646,000 | +73.7% | 26,409 | +88.4% | 0.02% | +75.0% |
| WBA | Sell | Walgreens Boots Alliance | $643,000 | -25.1% | 9,828 | -16.7% | 0.02% | -25.0% |
| HSY | Sell | The Hershey Company | $658,000 | -16.4% | 6,647 | -4.1% | 0.02% | -19.2% |
| IWV | Sell | iShares Russell 3000 Index | $659,000 | -8.7% | 4,214 | -7.7% | 0.02% | -12.5% |
| WR | Buy | Westar Energy Inc | $644,000 | +3.0% | 12,246 | +3.5% | 0.02% | +5.0% |
| PPC | Pilgrim's Pride Corporation | $612,000 | -20.7% | 24,851 | 0.0% | 0.02% | -20.0% | |
| MRO | Sell | Marathon Oil Corp | $619,000 | -5.5% | 38,382 | -0.9% | 0.02% | -4.8% |
| IAC | Sell | InterActiveCorp | $628,000 | +16.5% | 4,020 | -8.8% | 0.02% | +11.1% |
| KLAC | Buy | KLA-Tencor Corp | $617,000 | +6.0% | 5,664 | +2.2% | 0.02% | +5.3% |
| FISV | Buy | Fiserv Inc | $608,000 | +8.8% | 8,526 | +100.0% | 0.02% | +11.1% |
| WMB | Buy | Williams Companies Inc | $624,000 | -18.0% | 25,129 | +0.6% | 0.02% | -20.0% |
| TRV | Buy | Travelers Companies Inc | $627,000 | +2.5% | 4,521 | +0.1% | 0.02% | 0.0% |
| LB | Sell | L Brands Inc | $580,000 | -38.9% | 15,196 | -3.6% | 0.02% | -38.7% |
| SYY | Buy | Sysco Corp | $581,000 | -0.5% | 9,689 | +0.8% | 0.02% | 0.0% |
| YUM | Buy | Yum Brands Inc | $555,000 | +11.9% | 6,523 | +7.4% | 0.02% | +12.5% |
| SCHW | Sell | Schwab Charles Corp | $570,000 | -5.2% | 10,904 | -6.8% | 0.02% | -10.0% |
| VB | Vanquard Small Cap ETF | $553,000 | -0.4% | 3,760 | 0.0% | 0.02% | 0.0% | |
| ADM | Sell | Archer Daniels Midland Co | $569,000 | +6.6% | 13,119 | -1.6% | 0.02% | +5.9% |
| ANDX | New | Andeavor Logistics LP | $569,000 | – | 12,700 | +100.0% | 0.02% | – |
| FITB | Fifth Third Bancorp | $551,000 | +4.6% | 17,359 | 0.0% | 0.02% | +5.9% | |
| VO | Vanquard Mid Cap ETF | $553,000 | -0.5% | 3,590 | 0.0% | 0.02% | 0.0% | |
| MMP | New | Magellan Midstream Partners LP | $525,000 | – | 9,000 | +100.0% | 0.02% | – |
| APA | Sell | Apache Corp | $527,000 | -25.7% | 13,695 | -18.5% | 0.02% | -26.1% |
| F | Sell | Ford Mtr Co Del | $530,000 | -12.0% | 47,822 | -0.9% | 0.02% | -15.0% |
| SPY | Sell | SPDR S&P 500 ETF Trust | $517,000 | -23.1% | 1,963 | -22.0% | 0.02% | -22.7% |
| RPG | Sell | Rydex S&P 500 Pure Growth | $508,000 | -18.6% | 4,625 | -22.3% | 0.02% | -20.0% |
| EXPE | Sell | Expedia Group Inc | $473,000 | -16.6% | 4,284 | -9.4% | 0.02% | -16.7% |
| MDY | Buy | SPDR S&P Midcap 400 ETF Trust | $450,000 | +3.4% | 1,316 | +4.4% | 0.02% | +7.1% |
| FTV | Sell | Fortive Corp | $449,000 | -1.1% | 5,789 | -7.7% | 0.02% | 0.0% |
| PPG | PPG Industies Inc | $461,000 | -4.4% | 4,131 | 0.0% | 0.02% | -6.2% | |
| FPE | Sell | First Trust Preferred | $426,000 | -3.0% | 21,915 | -0.1% | 0.01% | 0.0% |
| AMP | Sell | Ameriprise Financial Inc | $448,000 | -15.8% | 3,028 | -3.4% | 0.01% | -17.6% |
| AMAT | Sell | Applied Materials Inc | $412,000 | +3.0% | 7,407 | -5.3% | 0.01% | 0.0% |
| GOVT | iShares US Treasury Bond ETF | $393,000 | -1.5% | 15,919 | 0.0% | 0.01% | 0.0% | |
| J | Sell | Jacobs Engineering Group Inc | $395,000 | -16.7% | 6,691 | -7.0% | 0.01% | -13.3% |
| VNQI | Sell | Vanguard Global ex-US Real | $370,000 | -28.4% | 6,074 | -29.0% | 0.01% | -29.4% |
| MUR | Murphy Oil Corp | $370,000 | -16.7% | 14,307 | 0.0% | 0.01% | -14.3% | |
| AWK | American Water Works Co Inc | $382,000 | -10.3% | 4,661 | 0.0% | 0.01% | -14.3% | |
| AMT | New | American Tower Corp | $369,000 | – | 2,539 | +100.0% | 0.01% | – |
| CSX | Buy | CSX Corp | $371,000 | +8.5% | 6,661 | +7.1% | 0.01% | +9.1% |
| ORI | Old Republic International | $360,000 | +0.3% | 16,795 | 0.0% | 0.01% | 0.0% | |
| CTSH | Sell | Cognizant Technology Solutio | $370,000 | +7.6% | 4,601 | -5.0% | 0.01% | +9.1% |
| DFS | Sell | Discover Financial Services | $328,000 | -7.3% | 4,553 | -1.1% | 0.01% | -8.3% |
| NOV | Sell | National Oilwell Varco Inc | $327,000 | -5.2% | 8,866 | -7.3% | 0.01% | 0.0% |
| NUDM | New | NuShares ESG Int'l Developed | $352,000 | – | 13,307 | +100.0% | 0.01% | – |
| PRFZ | PowerShares FTSE RAFI US 1500 | $336,000 | -0.9% | 2,610 | 0.0% | 0.01% | 0.0% | |
| HTLF | Heartland Finl Usa Inc | $347,000 | -1.1% | 6,550 | 0.0% | 0.01% | 0.0% | |
| MHK | Sell | Mohawk Inds Inc | $350,000 | -33.0% | 1,508 | -20.3% | 0.01% | -35.3% |
| DST | Sell | DST Systems Inc | $349,000 | +11.1% | 4,177 | -17.4% | 0.01% | +10.0% |
| CASY | Sell | Casey's General Stores Inc | $336,000 | -2.6% | 3,053 | -1.0% | 0.01% | 0.0% |
| WEC | Buy | WEC Energy Group INC | $336,000 | -0.6% | 5,354 | +5.4% | 0.01% | 0.0% |
| MTB | M & T Bank Corp | $296,000 | +7.6% | 1,607 | 0.0% | 0.01% | +11.1% | |
| FEN | Sell | First Trust Energy Income and | $310,000 | -19.9% | 14,268 | -2.2% | 0.01% | -23.1% |
| EBAY | Sell | Ebay Inc | $317,000 | -8.1% | 7,871 | -13.9% | 0.01% | -9.1% |
| DVN | Sell | Devon Energy Corp New | $302,000 | -42.3% | 9,499 | -24.8% | 0.01% | -41.2% |
| HPQ | Sell | HP Inc | $298,000 | +3.5% | 13,629 | -0.4% | 0.01% | +11.1% |
| TFI | SPDR Nuveen Barclays Municipal | $315,000 | -1.9% | 6,542 | 0.0% | 0.01% | 0.0% | |
| AVGO | New | Broadcom Ltd. | $281,000 | – | 1,189 | +100.0% | 0.01% | – |
| KSUPR | Kansas City Southern $1.00 PFDpreferred | $282,000 | -2.1% | 10,549 | 0.0% | 0.01% | 0.0% | |
| BKNG | New | Booking Holdings Inc | $268,000 | – | 129 | +100.0% | 0.01% | – |
| PPL | PPL Corp | $277,000 | -8.9% | 9,800 | 0.0% | 0.01% | -10.0% | |
| ADSK | Buy | Autodesk Inc | $275,000 | +20.6% | 2,185 | +0.5% | 0.01% | +28.6% |
| GEL | New | Genesis Energy L P | $276,000 | – | 14,000 | +100.0% | 0.01% | – |
| BNDX | Buy | Vanguard Total International | $285,000 | +6.7% | 5,200 | +5.9% | 0.01% | 0.0% |
| SWK | Sell | Stanley Black & Decker Inc | $279,000 | -14.2% | 1,821 | -5.0% | 0.01% | -18.2% |
| DVA | Sell | Davita Inc | $244,000 | -10.6% | 3,706 | -2.1% | 0.01% | -11.1% |
| SCHZ | Schwab US Aggregate Bond ETF | $251,000 | -2.3% | 4,927 | 0.0% | 0.01% | 0.0% | |
| LH | Sell | Laboratory Corp Amer Hldgs | $239,000 | -0.8% | 1,477 | -2.3% | 0.01% | 0.0% |
| WDFC | WD-40 Company | $263,000 | +11.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ROK | Sell | Rockwell Automation Inc | $238,000 | -11.5% | 1,368 | -0.3% | 0.01% | -11.1% |
| MUSA | Murphy USA Inc | $260,000 | -9.4% | 3,575 | 0.0% | 0.01% | -11.1% | |
| WPZ | Sell | Williams Partners LP | $235,000 | -18.1% | 6,832 | -7.7% | 0.01% | -11.1% |
| BSV | Sell | Vanguard Short-Term Bond - ETF | $237,000 | -32.1% | 3,031 | -31.5% | 0.01% | -27.3% |
| SEE | Sealed Air Corp New | $239,000 | -13.4% | 5,593 | 0.0% | 0.01% | -11.1% | |
| HPE | Hewlett Packard Enterprise Co | $238,000 | +22.7% | 13,557 | 0.0% | 0.01% | +33.3% | |
| CFFN | Buy | Capitol Federal Financial | $256,000 | -7.2% | 20,698 | +0.5% | 0.01% | -11.1% |
| VVC | Sell | Vectren Corp | $252,000 | -2.7% | 3,948 | -0.7% | 0.01% | 0.0% |
| COF | Capital One Financial Corp | $239,000 | -3.6% | 2,491 | 0.0% | 0.01% | 0.0% | |
| QQQ | Sell | Powershares QQQ Trust Series I | $260,000 | -19.3% | 1,626 | -21.3% | 0.01% | -20.0% |
| SEP | New | Spectra Energy Partners LP | $230,000 | – | 6,850 | +100.0% | 0.01% | – |
| TEP | New | Tallgrass Energy Partners Lp | $206,000 | – | 5,450 | +100.0% | 0.01% | – |
| ESRX | Sell | Express Scripts Hldg Co | $223,000 | -35.5% | 3,228 | -30.3% | 0.01% | -36.4% |
| COL | Sell | Rockwell Collins Inc | $213,000 | -0.5% | 1,577 | -0.1% | 0.01% | 0.0% |
| DRE | Duke Realty Corp | $206,000 | -2.8% | 7,783 | 0.0% | 0.01% | 0.0% | |
| DG | Dollar General Corp | $222,000 | +0.5% | 2,369 | 0.0% | 0.01% | 0.0% | |
| MOS | The Mosaic Company | $211,000 | -5.0% | 8,676 | 0.0% | 0.01% | 0.0% | |
| Kansas City Life Insurance Co | $218,000 | -0.5% | 4,845 | 0.0% | 0.01% | 0.0% | ||
| PNC | Sell | PNC Finl Svcs Group Inc | $232,000 | -3.3% | 1,534 | -7.8% | 0.01% | -12.5% |
| K | Kellogg CO | $224,000 | -4.7% | 3,451 | 0.0% | 0.01% | -12.5% | |
| NUBD | New | NuShares ESG US AGG Bond | $222,000 | – | 9,112 | +100.0% | 0.01% | – |
| A | Agilent Technologies Inc | $217,000 | 0.0% | 3,249 | 0.0% | 0.01% | 0.0% | |
| XYL | Xylem Inc | $231,000 | +12.7% | 3,000 | 0.0% | 0.01% | 0.0% | |
| JWN | Sell | Nordstrom Inc | $218,000 | -28.1% | 4,498 | -29.7% | 0.01% | -30.0% |
| GSBD | New | Goldman Sachs BDC Inc | $191,000 | – | 10,000 | +100.0% | 0.01% | – |
| FGB | New | First Trust Specialty Finance | $135,000 | – | 22,500 | +100.0% | 0.00% | – |
| GLDD | Great Lakes Dredge & Dock | $51,000 | -15.0% | 11,050 | 0.0% | 0.00% | 0.0% | |
| ATHX | Athersys Inc | $18,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| FLTWQ | Fleetwood Enterprises Inc | $0 | – | 85,000 | 0.0% | 0.00% | – | |
| New | Flow Forward Medical Inc PFDpreferred | $1,000 | – | 79,129 | +100.0% | 0.00% | – | |
| CFRI | Conforce International Inc | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| SMNG | Strategic Mining Corp | $0 | – | 13,200 | 0.0% | 0.00% | – | |
| Midcountry Finl Corp | $0 | – | 882,353 | 0.0% | 0.00% | – | ||
| FCSMF | Exit | Focus Graphite Inc | $0 | – | -20,000 | -100.0% | 0.00% | – |
| VIVK | Vivakor Inc | $8,000 | +33.3% | 20,000 | 0.0% | 0.00% | – | |
| GRDH | Guardian 8 Holdings | $0 | – | 56,155 | 0.0% | 0.00% | – | |
| New | Metactive Medical Inc Series A | $1,000 | – | 104,129 | +100.0% | 0.00% | – | |
| OSG | Exit | Overseas Shipholding Group | $0 | – | -11,110 | -100.0% | -0.00% | – |
| TCPIF | Exit | TCP International Holdings Ltd | $0 | – | -65,000 | -100.0% | -0.00% | – |
| HKRSQ | Exit | Halcon Resources Corp | $0 | – | -11,100 | -100.0% | -0.00% | – |
| ETR | Exit | Entergy Corp | $0 | – | -2,552 | -100.0% | -0.01% | – |
| L100PS | Exit | Arconic Inc | $0 | – | -7,787 | -100.0% | -0.01% | – |
| CNP | Exit | Centerpoint Energy Inc | $0 | – | -7,101 | -100.0% | -0.01% | – |
| PCLN | Exit | The Priceline Group Inc | $0 | – | -129 | -100.0% | -0.01% | – |
| SON | Exit | Sonoco Products Co | $0 | – | -3,834 | -100.0% | -0.01% | – |
| PSA | Exit | Public Storage | $0 | – | -1,051 | -100.0% | -0.01% | – |
| EPR | Exit | EPR Properties | $0 | – | -3,126 | -100.0% | -0.01% | – |
| XEL | Exit | Xcel Energy Inc | $0 | – | -4,393 | -100.0% | -0.01% | – |
| BAP | Exit | Credicorp Ltd | $0 | – | -1,084 | -100.0% | -0.01% | – |
| EA | Exit | Electronic Arts Inc | $0 | – | -2,157 | -100.0% | -0.01% | – |
| MLHR | Exit | Miller Herman Inc | $0 | – | -5,973 | -100.0% | -0.01% | – |
| BEN | Exit | Franklin Res Inc | $0 | – | -5,599 | -100.0% | -0.01% | – |
| SCG | Exit | SCANA Corp | $0 | – | -8,772 | -100.0% | -0.01% | – |
| BCR | Exit | Bard C R Inc | $0 | – | -6,076 | -100.0% | -0.07% | – |
| SYMC | Exit | Symantec Corp | $0 | – | -72,115 | -100.0% | -0.07% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- UMB Financial Corporation #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UMB Financial Corp | 42 | Q3 2023 | 20.3% |
| Apple Inc | 42 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.4% |
| JPMorgan Chase & Co | 42 | Q3 2023 | 1.9% |
| VF Corp | 42 | Q3 2023 | 2.5% |
| Home Depot Inc/The | 42 | Q3 2023 | 1.9% |
| Costco Wholesale Corp | 42 | Q3 2023 | 1.6% |
| Johnson & Johnson | 42 | Q3 2023 | 1.5% |
| Amazon Com Inc | 42 | Q3 2023 | 2.9% |
| UnitedHealth Group Inc | 42 | Q3 2023 | 1.4% |
View UMB Bank, n.a.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-09 |
View UMB Bank, n.a.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.