Long-term investor
Umb Bank, N.a. @umbbankna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000933429).
Record
- Tracked since 2025-06-30 (448 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year +20.1% · all +20.1%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- UMBF · 8.5% · long · since 2025-06-30
- 464287200 · 6.9% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- 46432F842 · 1.7% · long · since 2025-06-30
- 464287507 · 1.7% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- 464287499 · 1.4% · long · since 2025-06-30