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UMB Bank, n.a.

Q3 2023 · 13F-HR

UMB Bank, n.a.holdings as filed

Filed 2023-10-18 · accession 0000933429-23-000010

$6.23B
Reported value
1,689
Positions
2023-09-30
Period end
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Holdings as filed

First 500 of 1689

CUSIPTickerIssuerValue% port.SharesClassVoting
902788108UMBFUMB Financial Corp$344.3M5.53%5,549,542CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY$312.5M5.02%588CommonSOLE
037833100AAPLApple Inc$249.8M4.01%1,458,889CommonSOLE
464287200IVVISHARES$222.8M3.58%518,800CommonSOLE
594918104MSFTMICROSOFT CORP$188.1M3.02%595,583CommonSOLE
02079K305GOOGLALPHABET INC$160.0M2.57%1,222,560CommonSOLE
464287507IJHBlackRock Fund Advisors$125.7M2.02%503,992CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$123.3M1.98%282,074CommonSOLE
872540109TJXTJX Cos Inc/The$110.2M1.77%1,240,348CommonSOLE
023135106AMZNAmazon.com Inc$103.9M1.67%816,974CommonSOLE
464288612GVIBlackRock Fund Advisors$102.7M1.65%1,013,357CommonSOLE
22160K105COSTCostco Wholesale Corp$102.4M1.64%181,261CommonSOLE
464287804IJRBlackRock Fund Advisors$87.4M1.40%926,198CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$85.8M1.38%94,437CommonSOLE
46432F842IEFAISHARES$84.5M1.36%1,312,642CommonSOLE
57636Q104MAMASTERCARD INC$81.4M1.31%205,607CommonSOLE
532457108LLYEli Lilly & Co$80.4M1.29%149,659CommonSOLE
922908769VTIVANGUARD ETF/USA$79.0M1.27%371,764CommonSOLE
46625H100JPMJPMorgan Chase & Co$74.7M1.20%515,396CommonSOLE
92826C839VVISA INC$71.1M1.14%309,174CommonSOLE
91324P102UNHUnitedHealth Group Inc$70.6M1.13%139,944CommonSOLE
311900104FASTFastenal Co$70.3M1.13%1,287,493CommonSOLE
166764100CVXChevron Corp$69.2M1.11%410,260CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$65.5M1.05%186,962CommonSOLE
743315103PGRPROGRESSIVE CP(OH)$60.3M0.97%432,553CommonSOLE
02079K107GOOGAlphabet Inc$59.4M0.95%450,355CommonSOLE
11135F101AVGOBroadcom Inc$56.8M0.91%68,361CommonSOLE
478160104JNJJohnson & Johnson$55.0M0.88%353,020CommonSOLE
921943858VEAVanguard ETF/USA$54.9M0.88%1,254,687CommonSOLE
461202103INTUIntuit Inc$53.4M0.86%104,459CommonSOLE
30231G102XOMExxon Mobil Corp$52.3M0.84%444,753CommonSOLE
437076102HDHome Depot Inc/The$51.1M0.82%169,134CommonSOLE
580135101MCDMCDONALD'S CORP$49.1M0.79%186,194CommonSOLE
742718109PGProcter & Gamble Co/The$48.8M0.78%334,513CommonSOLE
617446448MSMORGAN STANLEY$47.9M0.77%586,245CommonSOLE
459200101IBMINTL BUSINESS MCHN$44.9M0.72%319,942CommonSOLE
G54950103LINLinde PLC$43.3M0.69%116,257CommonSOLE
67066G104NVDANVIDIA Corp$42.8M0.69%98,508CommonSOLE
46432F339QUALBlackRock Fund Advisors$40.7M0.65%309,088CommonSOLE
713448108PEPPEPSICO INC$40.6M0.65%239,871CommonSOLE
931142103WMTWalmart Inc$39.4M0.63%246,060CommonSOLE
464287499IWRBlackRock Fund Advisors$37.2M0.60%537,088CommonSOLE
235851102DHRDanaher Corp$37.0M0.59%149,052CommonSOLE
G29183103ETNEaton Corp PLC$36.0M0.58%169,022CommonSOLE
464287655IWMISHARES$34.9M0.56%197,743CommonSOLE
G1151C101ACNAccenture PLC$33.9M0.54%110,428CommonSOLE
65339F101NEENEXTERA ENERGY$33.1M0.53%577,258CommonSOLE
191216100KOCoca-Cola Co/The$33.1M0.53%590,584CommonSOLE
882508104TXNTEXAS INSTRUMENTS$30.9M0.50%194,361CommonSOLE
G5480U112Liberty Global PLC$30.1M0.48%1,755,987CommonNONE
907818108UNPUnion Pacific Corp$28.5M0.46%139,871CommonSOLE
26441C204DUKDUKE ENERGY CORP$28.2M0.45%319,307CommonSOLE
00287Y109ABBVAbbVie Inc$28.1M0.45%188,747CommonSOLE
58933Y105MRKMerck & Co Inc$26.8M0.43%259,894CommonSOLE
513272104LWLamb Weston Holdings Inc$26.7M0.43%288,361CommonNONE
002824100ABTAbbott Laboratories$26.6M0.43%274,712CommonSOLE
30303M102METAFACEBOOK INC$26.1M0.42%87,018CommonSOLE
571903202MARMarriott International Inc/MD$25.8M0.41%131,147CommonSOLE
88160R101TSLATesla Inc$25.3M0.41%101,266CommonSOLE
025816109AXPAMER EXPRESS CO$24.3M0.39%163,180CommonSOLE
78464A763SDYSSGA Funds Management Inc$23.9M0.38%207,552CommonSOLE
205887102CAGCONAGRA FOODS INC$23.8M0.38%869,042CommonNONE
060505104BACBK OF AMERICA CORP$23.5M0.38%859,269CommonSOLE
911312106UPSUTD PARCEL SERV$23.5M0.38%150,591CommonSOLE
883556102TMOThermo Fisher Scientific Inc$23.1M0.37%45,667CommonSOLE
701094104PHPARKER-HANNIFIN$22.7M0.36%58,234CommonSOLE
09247X101BLKCHFBlackRock Inc$22.6M0.36%34,938CommonSOLE
25434V708DFACDimensional ETF Trust$21.6M0.35%823,199CommonSOLE
097023105BABOEING CO$20.3M0.33%106,065CommonSOLE
438516106HONHoneywell International Inc$19.6M0.31%106,139CommonSOLE
149123101CATCaterpillar Inc$19.4M0.31%71,220CommonSOLE
941848103WATWaters Corp$19.4M0.31%70,855CommonSOLE
89417E109TRVTRAVELERS CO INC$19.1M0.31%116,694CommonSOLE
244199105DEDEERE & CO$18.7M0.30%49,669CommonSOLE
855244109SBUXSTARBUCKS CORP$18.7M0.30%204,739CommonSOLE
697435105PANWPalo Alto Networks Inc$18.5M0.30%78,934CommonSOLE
79466L302CRMSALESFORCE.COM INC$18.0M0.29%88,975CommonSOLE
717081103PFEPfizer Inc$17.9M0.29%538,728CommonSOLE
29084Q100EMEEMCOR Group Inc$17.5M0.28%83,174CommonSOLE
032095101APHAmphenol Corp$16.8M0.27%199,590CommonSOLE
670346105NUENucor Corp$16.7M0.27%106,844CommonSOLE
922042858VWOVANGUARD ETF/USA$15.8M0.25%404,218CommonSOLE
756109104OREALTY INCOME CORP$15.7M0.25%313,893CommonSOLE
17275R102CSCOCISCO SYSTEMS$15.7M0.25%291,293CommonSOLE
74762E102QUREQuanta Services Inc$15.7M0.25%83,663CommonSOLE
464287309IVWISHARES$15.6M0.25%228,566CommonSOLE
031162100AMGNAmgen Inc$15.6M0.25%57,880CommonSOLE
20030N101CMCSAComcast Corp$15.5M0.25%350,058CommonSOLE
46434G103IEMGBlackRock Fund Advisors$15.3M0.25%321,470CommonSOLE
682189105ONON Semiconductor Corp$14.8M0.24%159,612CommonSOLE
464287622IWBBlackRock Fund Advisors$14.8M0.24%62,822CommonSOLE
81762P102NOWServiceNow Inc$14.4M0.23%25,766CommonSOLE
806857108SLBSchlumberger NV$14.2M0.23%244,195CommonSOLE
949746101WMT2WELLS FARGO & CO$14.2M0.23%347,331CommonSOLE
464287614IWFISHARES/USA$14.0M0.23%52,722CommonSOLE
33738D101EMLPFirst Trust Advisors LP$13.8M0.22%523,799CommonSOLE
64110L106NFLXNETFLIX INC$13.7M0.22%36,255CommonSOLE
464287408IVEISHARES$13.5M0.22%87,574CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$13.4M0.22%38,604CommonSOLE
718172109PMPHILIP MORRIS INTL$13.1M0.21%140,994CommonSOLE
200525103CBSHCommerce Bancshares Inc/MO$13.0M0.21%271,809CommonSOLE
464287440IEFiShares ETFs/USA$13.0M0.21%142,073CommonSOLE
20825C104COPCONOCOPHILLIPS$13.0M0.21%108,356CommonSOLE
13646K108CPCanadian Pacific Kansas City L$13.0M0.21%174,377CommonSOLE
464287465EFABlackRock Fund Advisors$13.0M0.21%188,247CommonSOLE
464287473IWSBlackRock Fund Advisors$12.8M0.21%123,140CommonSOLE
92343V104VZVERIZON COMMUN$12.6M0.20%388,949CommonSOLE
74340W103PLDPrologis Inc$12.3M0.20%109,672CommonSOLE
922908744VTVVanguard ETF/USA$12.1M0.19%87,848CommonSOLE
46982L108JJacobs Solutions Inc$11.9M0.19%86,906CommonSOLE
68389X105ORCLORACLE CORP$11.3M0.18%106,632CommonSOLE
09857L108BKNGBooking Holdings Inc$11.2M0.18%3,640CommonSOLE
030420103AWKAmerican Water Works Co Inc$11.1M0.18%89,808CommonSOLE
58155Q103MCKMCKESSON CORP$11.1M0.18%25,491CommonSOLE
291011104EMREMERSON ELECTRIC$10.8M0.17%111,608CommonSOLE
78462F103SPYState Street ETF/USA$10.4M0.17%24,305CommonSOLE
375558103GILDGilead Sciences Inc$10.2M0.16%136,482CommonSOLE
464287481IWPBlackRock Fund Advisors$10.0M0.16%109,509CommonSOLE
97717Y527USFRWisdomTree Asset Management Inc$9.7M0.16%193,722CommonNONE
172908105CTASCINTAS CORP$9.6M0.15%19,921CommonSOLE
464287598IWDISHARES TRUST$9.6M0.15%62,943CommonSOLE
38141G104GSGOLDMAN SACHS GRP$9.3M0.15%28,887CommonSOLE
704326107PAYXPaychex Inc$9.2M0.15%80,150CommonSOLE
464287689IWVBlackRock Fund Advisors$9.2M0.15%37,636CommonSOLE
921908844VIGVANGUARD ETF/USA$9.0M0.15%58,228CommonSOLE
464285204IAUISHARES GOLD TRUST$9.0M0.14%256,945CommonSOLE
922907746VTEBVanguard Group Inc/The$8.9M0.14%186,010CommonSOLE
922908736VUGVanguard ETF/USA$8.8M0.14%32,316CommonSOLE
115236101BROBrown & Brown Inc$8.6M0.14%123,337CommonSOLE
464287887IJTISHARES/USA$8.5M0.14%77,951CommonSOLE
071734107BHCBausch Health Cos Inc$8.5M0.14%1,037,746CommonNONE
609207105MDLZKRAFT FOODS INC$8.5M0.14%122,171CommonSOLE
75513E101RTXRTX Corp$8.4M0.14%116,972CommonSOLE
254687106DISWalt Disney Co/The$8.2M0.13%100,731CommonSOLE
110122108BMYBRISTOL-MYRS SQUIB$8.0M0.13%137,656CommonSOLE
G5480U120Liberty Global PLC$7.8M0.13%422,820CommonNONE
464288646IGSBBlackRock Fund Advisors$7.5M0.12%150,314CommonSOLE
384802104GWWWW Grainger Inc$7.2M0.12%10,405CommonSOLE
918204108VFCVF Corp$7.1M0.11%400,116CommonSOLE
33939L837IQDFNorthern Trust Investments Inc$7.0M0.11%330,261CommonSOLE
46120E602ISRGIntuitive Surgical Inc$7.0M0.11%24,042CommonSOLE
247361702DALDelta Air Lines Inc$6.7M0.11%180,599CommonSOLE
842587107SOSouthern Co/The$6.6M0.11%102,429CommonSOLE
169656105CMGChipotle Mexican Grill Inc$6.6M0.11%3,590CommonSOLE
902973304USBUS Bancorp$6.6M0.11%198,567CommonSOLE
922908553VNQVanguard ETF/USA$6.3M0.10%83,598CommonSOLE
921935607VFMFVanguard Group Inc/The$6.2M0.10%60,190CommonNONE
608190104MHKMohawk Industries Inc$6.1M0.10%71,622CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$6.0M0.10%25,147CommonSOLE
87612E106TGTTarget Corp$5.9M0.09%53,439CommonSOLE
922908363VOOVANGUARD$5.8M0.09%14,676CommonSOLE
452308109ITWILLINOIS TOOL WKS$5.7M0.09%24,820CommonSOLE
921935805VFVAVanguard ETF/USA$5.7M0.09%56,926CommonNONE
372460105GPCGenuine Parts Co$5.7M0.09%39,157CommonSOLE
12572Q105CMECME Group Inc$5.6M0.09%27,744CommonSOLE
654106103NKENIKE INC$5.5M0.09%57,004CommonSOLE
46138E354SPLVInvesco Capital Management LLC$5.4M0.09%91,610CommonSOLE
00724F101ADBEAdobe Inc$5.3M0.09%10,467CommonSOLE
922908512VOEVanguard ETF/USA$5.3M0.09%40,668CommonSOLE
25434V302DFAEDimensional ETF Trust$5.3M0.08%233,237CommonNONE
681919106OMCOMNICOM GROUP INC$5.2M0.08%70,408CommonSOLE
921937835BNDVanguard Group Inc/The$5.2M0.08%75,073CommonSOLE
718546104PSXPhillips 66$5.1M0.08%42,750CommonSOLE
458140100INTCIntel Corp$5.1M0.08%142,898CommonSOLE
464288638IGIBBlackRock Fund Advisors$5.0M0.08%102,296CommonSOLE
539830109LMTLockheed Martin Corp$4.9M0.08%11,974CommonSOLE
009158106APDAir Products and Chemicals Inc$4.9M0.08%17,236CommonSOLE
94106L109WMWASTE MANAGEMENT$4.9M0.08%31,840CommonSOLE
G7S00T104PNRPENTAIR PLC$4.8M0.08%74,728CommonSOLE
747525103QCOMQUALCOMM Inc$4.8M0.08%43,547CommonSOLE
548661107LOWLOWE'S COS INC$4.7M0.08%22,793CommonSOLE
31428X106FDXFEDEX CORP$4.6M0.07%17,381CommonSOLE
82509L107SHOPSHOPIFY INC$4.5M0.07%82,988CommonSOLE
464288273SCZBlackRock Fund Advisors$4.5M0.07%79,093CommonSOLE
46641Q837JPSTJP Morgan ETFs/USA$4.4M0.07%86,950CommonSOLE
670100205NVONovo Holdings A/S$4.4M0.07%47,844CommonNONE
921946810VIGIVanguard ETF/USA$4.3M0.07%60,750CommonNONE
02209S103MOALTRIA GROUP INC$4.2M0.07%99,452CommonSOLE
H1467J104CBCHUBB LIMITED COM$4.1M0.07%19,673CommonSOLE
464287879IJSISHARES$4.0M0.06%45,159CommonSOLE
524660107LEGLeggett & Platt Inc$4.0M0.06%157,436CommonSOLE
49456B101KMIKinder Morgan Inc$3.7M0.06%224,323CommonSOLE
253868103DLRDigital Realty Trust Inc$3.7M0.06%30,472CommonSOLE
693718108PCARPACCAR INC$3.6M0.06%42,732CommonSOLE
G5480U104LIBERTY PLC$3.6M0.06%211,409CommonNONE
922908611VBRVANGUARD ETF/USA$3.5M0.06%22,197CommonSOLE
56585A102MPCMarathon Petroleum Corp$3.5M0.06%23,219CommonSOLE
922908629VOVanguard ETF/USA$3.4M0.06%16,539CommonSOLE
921935409VFMVVanguard Group Inc/The$3.4M0.05%35,371CommonNONE
278865100ECLECOLAB INC$3.3M0.05%19,673CommonSOLE
00206R102TAT&T INC$3.3M0.05%220,220CommonSOLE
67092P805NUDMNuveen ETFs/USA$3.2M0.05%118,299CommonSOLE
316773100FITB5TH THIRD BANCORP$3.1M0.05%123,559CommonNONE
464287606IJKBlackRock Fund Advisors$3.1M0.05%43,287CommonSOLE
921935508VFMOVanguard Group Inc/The$3.1M0.05%27,464CommonNONE
126650100CVSCVS Health Corp$3.1M0.05%44,285CommonSOLE
025537101AEPAmerican Electric Power Co Inc$3.1M0.05%41,008CommonSOLE
194162103CLCOLGATE-PALMOLIVE$3.1M0.05%43,373CommonSOLE
78409V104SPGIS&P Global Inc$3.1M0.05%8,350CommonSOLE
67092P201NULGNuveen ETFs/USA$3.0M0.05%50,236CommonSOLE
001055102AFLAflac Inc$3.0M0.05%39,020CommonSOLE
595017104MCHPMicrochip Technology Inc$3.0M0.05%38,295CommonSOLE
88579Y101MMM3M Co$3.0M0.05%31,711CommonSOLE
464287226AGGiShares ETFs/USA$2.9M0.05%31,222CommonSOLE
824348106SHWSherwin-Williams Co/The$2.9M0.05%11,393CommonSOLE
37959E102GLGlobe Life Inc$2.8M0.04%25,548CommonSOLE
464287630IWNISHARES$2.8M0.04%20,483CommonSOLE
26969P108EXPEagle Materials Inc$2.8M0.04%16,673CommonNONE
81369Y506XLESELECT SECTOR SPDR$2.7M0.04%30,379CommonSOLE
46090E103QQQInvesco ETFs/USA$2.7M0.04%7,514CommonSOLE
494368103KMBKIMBERLY-CLARK CP$2.7M0.04%21,968CommonSOLE
464287242LQDISHARES$2.5M0.04%24,791CommonSOLE
24906P109XRAYDENTSPLY SIRONA$2.5M0.04%73,708CommonNONE
46435U853USHYiShares ETFs/USA$2.5M0.04%71,985CommonSOLE
655844108NSCNorfolk Southern Corp$2.5M0.04%12,585CommonSOLE
464287705IJJBlackRock Fund Advisors$2.5M0.04%24,509CommonSOLE
921937827BSVVANGUARD GROUP$2.5M0.04%32,783CommonSOLE
911363109URIUnited Rentals Inc$2.4M0.04%5,477CommonSOLE
67092P300NULVNuveen ETFs/USA$2.4M0.04%70,760CommonSOLE
363576109AJGArthur J Gallagher & Co$2.4M0.04%10,385CommonSOLE
370334104GISGENERAL MILLS INC$2.4M0.04%36,981CommonSOLE
46429B697USMVBlackRock Fund Advisors$2.4M0.04%32,637CommonSOLE
020002101ALLAllstate Corp/The$2.3M0.04%21,073CommonSOLE
075887109BDXBECTON DICKINSON$2.3M0.04%8,943CommonSOLE
088606108BHPBHP BILLITON LTD$2.3M0.04%40,452CommonSOLE
98978V103ZTSPfizer Inc$2.3M0.04%13,134CommonSOLE
773903109ROKROCKWELL AUTOMATION$2.3M0.04%7,956CommonSOLE
922908538VOTVanguard ETF/USA$2.3M0.04%11,571CommonSOLE
922042742VTVANGUARD ETF/USA$2.2M0.04%24,016CommonSOLE
25460E307COMDirexion ETFs/USA$2.2M0.04%75,288CommonNONE
260003108DOVDover Corp$2.2M0.04%16,020CommonSOLE
50050N103KTBKONTOOR BRANDS INC COM NPV WI$2.2M0.04%50,308CommonSOLE
92345Y106VRSKVerisk Analytics Inc$2.2M0.03%9,101CommonNONE
464287457SHYISHARES TRUST$2.1M0.03%26,486CommonSOLE
863667101SYKStryker Corp$2.1M0.03%7,767CommonSOLE
67092P870NUBDNuveen ETFs/USA$2.1M0.03%100,565CommonSOLE
29250N105ENBENBRIDGE INC$2.1M0.03%62,799CommonSOLE
693475105PNCPNC Financial Services Group I$2.1M0.03%16,904CommonSOLE
808513105SCHWCharles Schwab Corp/The$2.1M0.03%37,695CommonSOLE
22766M109CrossFirst Bankshares Inc$2.0M0.03%199,981CommonNONE
260557103DOWDow Inc$2.0M0.03%38,995CommonSOLE
91913Y100VLOValero Energy Corp$1.9M0.03%13,692CommonSOLE
007903107AMDADVANCED MICRO DEV$1.9M0.03%18,805CommonSOLE
032654105ADIANALOG DEVICES INC$1.9M0.03%10,943CommonSOLE
780259305SHELShell PLC$1.9M0.03%29,698CommonSOLE
26210C104DBXDropbox Inc$1.9M0.03%70,207CommonSOLE
29460X109EQBKEquity Bancshares Inc$1.9M0.03%79,152CommonSOLE
78467Y107MDYSTATE STREET ETF/USA$1.9M0.03%4,085CommonNONE
12685J105CABOCable One Inc$1.8M0.03%3,002CommonNONE
G5960L103MDTMedtronic PLC$1.8M0.03%23,405CommonSOLE
579780206MKCMCCORMICK & CO INC$1.8M0.03%24,223CommonSOLE
172967424CCitigroup Inc$1.8M0.03%44,488CommonSOLE
018802108LNTAlliant Energy Corp$1.8M0.03%37,702CommonSOLE
89832Q109TFCTruist Financial Corp$1.8M0.03%63,706CommonSOLE
693506107PPGPPG Industries Inc$1.8M0.03%13,952CommonSOLE
369604301GEGeneral Electric Co$1.8M0.03%16,244CommonSOLE
036752103ELVElevance Health Inc$1.8M0.03%4,057CommonSOLE
03027X100AMTAmerican Tower Corp$1.8M0.03%10,725CommonSOLE
337738108FISVFISERV INC$1.7M0.03%15,425CommonSOLE
039483102ADMArcher-Daniels-Midland Co$1.7M0.03%23,074CommonSOLE
125523100CICigna Group/The$1.7M0.03%6,029CommonSOLE
922908595VBKVanguard ETF/USA$1.7M0.03%7,964CommonSOLE
063671101BMOBK OF MONTREAL$1.7M0.03%20,034CommonSOLE
776696106ROPROPER INDUSTRIES INC$1.7M0.03%3,437CommonSOLE
426281101JKHYJack Henry & Associates Inc$1.7M0.03%10,947CommonSOLE
464287648IWOBlackRock Fund Advisors$1.7M0.03%7,377CommonSOLE
21036P108STZConstellation Brands Inc$1.7M0.03%6,576CommonSOLE
30034W106EVRGEvergy Inc$1.6M0.03%32,524CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCE$1.6M0.03%7,169CommonSOLE
126408103CSXCSX CORP$1.6M0.03%52,195CommonSOLE
891160509TDTORONTO-DOMINION$1.6M0.03%26,624CommonSOLE
46435U549EAGGiShares ETFs/USA$1.6M0.03%35,356CommonNONE
78709Y105SAIASaia Inc$1.6M0.03%4,000CommonNONE
189054109CLXClorox Co/The$1.6M0.03%12,042CommonSOLE
464286533EEMVBlackRock Fund Advisors$1.6M0.03%29,235CommonNONE
46429B689EFAVISHARES TR$1.5M0.02%23,517CommonSOLE
09260D107BXBlackstone Inc$1.5M0.02%14,147CommonSOLE
293792107EPDEnterprise Products Partners L$1.5M0.02%54,006CommonSOLE
922908652VXFVanguard Group Inc/The$1.5M0.02%10,220CommonSOLE
038222105AMATAPPLIED MATERIALS$1.5M0.02%10,544CommonSOLE
45409B107QAIINDEXIQ ETF TRUST/USA$1.4M0.02%48,271CommonNONE
921910733ESGVVanguard ETF/USA$1.4M0.02%19,183CommonNONE
955306105WSTWest Pharmaceutical Services I$1.4M0.02%3,831CommonNONE
70450Y103PYPLPayPal Holdings Inc$1.4M0.02%24,564CommonSOLE
209115104EDConsolidated Edison Inc$1.4M0.02%16,382CommonSOLE
025072372AVESAmerican Century ETF Trust$1.4M0.02%32,254CommonNONE
431284108HIWHighwoods Properties Inc$1.4M0.02%67,926CommonNONE
532275104LWLGLightwave Logic Inc$1.4M0.02%310,092CommonSOLE
25746U109DDOMINION RES(VIR)$1.4M0.02%30,769CommonSOLE
942622200WSOWATSCO INC$1.4M0.02%3,594CommonSOLE
74255Y888PREFPrincipal ETFs/USA$1.3M0.02%78,325CommonSOLE
65341B106XIFRNextEra Energy Equity Partners$1.3M0.02%44,070CommonNONE
025072703AVDEAmerican Century ETF Trust$1.3M0.02%23,393CommonNONE
921078101OUNZMerk ETFs/USA$1.3M0.02%69,969CommonNONE
025072885AVUSAmerican Century ETF Trust$1.2M0.02%16,780CommonNONE
78467X109DIASPDR DOW JONES IND$1.2M0.02%3,635CommonSOLE
42234Q102HTLFEURHeartland Financial USA Inc$1.2M0.02%40,556CommonSOLE
66987V109NVSNovartis AG$1.2M0.02%11,666CommonSOLE
904767704Unilever PLC$1.2M0.02%23,726CommonSOLE
052769106ADSKAutodesk Inc$1.2M0.02%5,644CommonSOLE
74460D109PSAPublic Storage$1.1M0.02%4,322CommonSOLE
55336V100MPLXMarathon Petroleum Corp$1.1M0.02%31,912CommonSOLE
871829107SYYSysco Corp$1.1M0.02%17,180CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE$1.1M0.02%10,216CommonSOLE
427866108HSYHERSHEY CO (THE)$1.1M0.02%5,544CommonSOLE
26875P101EOGEOG Resources Inc$1.1M0.02%8,741CommonSOLE
81369Y209XLVSELECT SECTOR SPDR$1.1M0.02%8,583CommonSOLE
46138G508BKLNInvesco Capital Management LLC$1.1M0.02%52,220CommonSOLE
N6596X109NXPINXP Semiconductors NV$1.1M0.02%5,473CommonNONE
G97822103PRGOPerrigo Co PLC$1.1M0.02%33,947CommonNONE
921946406VYMVANGUARD WHITEHALL$1.1M0.02%10,243CommonSOLE
92206C409VCSHVANGUARD ETF/USA$1.1M0.02%14,000CommonNONE
147528103CASYCasey's General Stores Inc$1.1M0.02%3,868CommonSOLE
74144T108TROWT Rowe Price Group Inc$1.0M0.02%9,953CommonSOLE
464288661IEIiShares ETFs/USA$1.0M0.02%9,200CommonNONE
81369Y803XLKSELECT SECTOR SPDR$1.0M0.02%6,292CommonSOLE
921910725VSGXVanguard ETF/USA$1.0M0.02%20,420CommonNONE
03076C106AMPAmeriprise Financial Inc$1.0M0.02%3,079CommonSOLE
025072802AVDVAmerican Century ETF Trust$1.0M0.02%17,490CommonNONE
22822V101CCICrown Castle Inc$1.0M0.02%10,891CommonNONE
921937819BIVVANGUARD ETF/USA$992,0930.02%13,720CommonSOLE
055622104BPBP PLC$988,4060.02%25,527CommonSOLE
428291108HXLHexcel Corp$983,1580.02%15,093CommonNONE
962166104WYWeyerhaeuser Co$975,4780.02%31,816CommonSOLE
67092P607NUSCNuveen ETFs/USA$967,7170.02%27,792CommonSOLE
482480100KLACKLA Corp$959,5160.02%2,092CommonSOLE
816851109SRESEMPRA ENERGY$959,3590.02%14,102CommonSOLE
46137V357RSPInvesco Capital Management LLC$940,5380.02%6,638CommonSOLE
46435G193SUSCiShares ETFs/USA$937,9870.02%43,106CommonNONE
46432F388VLUEBlackRock Fund Advisors$936,5030.02%10,323CommonNONE
74251V102PFGPrincipal Financial Group Inc$931,2160.01%12,921CommonSOLE
25243Q205DEODIAGEO$908,9540.01%6,093CommonSOLE
615369105MCOMOODYS CORP$908,0410.01%2,872CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$906,4970.01%10,464CommonSOLE
34959J108FTVFortive Corp$899,4870.01%12,129CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$879,9170.01%5,257CommonSOLE
046353108AZNNAstraZeneca PLC$871,8950.01%12,875CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$871,2880.01%4,291CommonSOLE
726503105PAAPlains All American Pipeline L$858,4100.01%56,032CommonSOLE
46432F396MTUMBlackRock Fund Advisors$856,7800.01%6,133CommonSOLE
33939L795NFRANorthern Trust Investments Inc$838,7510.01%17,318CommonSOLE
22052L104CTVACorteva Inc$826,2340.01%16,150CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$822,4790.01%36,982CommonSOLE
808524300SCHGCharles Schwab Investment Management Inc$821,9540.01%11,303CommonSOLE
28176E108EWEdwards Lifesciences Corp$816,8800.01%11,791CommonSOLE
67092P888NUEMNuveen ETFs/USA$805,8450.01%30,734CommonSOLE
29364G103ETREntergy Corp$797,3500.01%8,620CommonSOLE
46137V332RSPHInvesco ETFs/USA$794,6000.01%29,000CommonNONE
871607107SNPSSynopsys Inc$788,9700.01%1,719CommonNONE
46434G764EMXCBlackRock Fund Advisors$780,0890.01%15,655CommonSOLE
922042718VSSVanguard Group Inc/The$779,7210.01%7,342CommonNONE
025072364AVIVAmerican Century ETF Trust$778,8500.01%16,178CommonSOLE
922042775VEUVanguard ETF/USA$778,7240.01%15,013CommonNONE
46090F100PDBCInvesco Capital Management LLC$778,2670.01%52,058CommonSOLE
23918K108DVADaVita Inc$773,5390.01%8,183CommonNONE
237194105DRIDarden Restaurants Inc$767,6600.01%5,360CommonSOLE
745867101PHMPULTE HOMES INC$767,2320.01%10,361CommonNONE
14448C104CARRCARRIER GLOBAL CORP$764,9620.01%13,858CommonSOLE
25179M103DVNDevon Energy Corp$764,8700.01%16,035CommonSOLE
844741108LUVSOUTHWEST AIRLINES$760,4770.01%28,093CommonSOLE
69370C100PTCPTC Inc$754,4460.01%5,325CommonNONE
023608102AEEAMEREN CORP$749,7220.01%10,019CommonSOLE
23331A109DHIDR HORTON INC$744,0150.01%6,923CommonNONE
26614N102DDDuPont de Nemours Inc$740,2310.01%9,924CommonSOLE
33739E108FPEFirst Trust Advisors LP$731,6500.01%45,814CommonSOLE
464288588MBBBlackRock Fund Advisors$729,2250.01%8,212CommonSOLE
464288513HYGISHARES TRUST$713,7570.01%9,682CommonSOLE
369550108GDGEN DYNAMICS CORP$709,3140.01%3,210CommonSOLE
071813109BAXBAXTER INTL INC$700,9450.01%18,573CommonSOLE
922908751VBVanguard ETF/USA$695,0210.01%3,676CommonSOLE
808524862SCHOSchwab ETFs/USA$690,3340.01%14,415CommonNONE
464288240ACWXiShares ETFs/USA$690,2950.01%14,684CommonNONE
988498101YUMYUM BRANDS INC$684,9210.01%5,482CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$677,2960.01%823CommonSOLE
666807102NOCNORTHROP GRUMMAN$665,1270.01%1,511CommonSOLE
46435G243SUSBiShares ETFs/USA$660,3540.01%27,781CommonNONE
500754106KHCKraft Heinz Co/The$652,0450.01%19,383CommonSOLE
217204106CPRTCopart Inc$649,9700.01%15,084CommonSOLE
682680103OKEONEOK Inc$646,1620.01%10,187CommonSOLE
98956P102ZBHZIMMER HLDGS INC$639,9910.01%5,703CommonSOLE
G0403H108AONAon PLC$638,7130.01%1,970CommonSOLE
40434L105HPQHP Inc$628,9560.01%24,473CommonSOLE
14040H105COFCapital One Financial Corp$612,5790.01%6,312CommonSOLE
N53745100LYBLyondellBasell Industries NV$606,2690.01%6,402CommonSOLE
231021106CMICUMMINS INC$599,0220.01%2,622CommonSOLE
12514G108CDWCDW Corp/DE$592,3670.01%2,936CommonSOLE
778296103ROSTRoss Stores Inc$585,6460.01%5,185CommonNONE
626717102MURMurphy Oil Corp$573,0880.01%12,637CommonSOLE
808524409SCHVCharles Schwab Investment Management Inc$567,1830.01%8,799CommonSOLE
808524508SCHMCharles Schwab Investment Management Inc$564,5190.01%8,341CommonSOLE
127387108CDNSCadence Design Systems Inc$551,3080.01%2,353CommonNONE
78463V107GLDSPDR GOLD TRUST$550,5260.01%3,211CommonSOLE
874039100TSMTSMC$541,9960.01%6,237CommonSOLE
92556H2060VVBNational Amusements Inc$535,3500.01%41,500CommonSOLE
872590104TMUST-MOBILE US INC$528,2690.01%3,772CommonSOLE
03662Q105AKXANSYS, INC.$526,6640.01%1,770CommonSOLE
33767E202FSVFirstService Corp$525,3990.01%3,610CommonNONE
464288653TLHBlackRock Fund Advisors$520,4140.01%5,285CommonSOLE
319383204BUSEFirst Busey Corp$517,7680.01%26,939CommonNONE
053484101AVBAvalonBay Communities Inc$514,5330.01%2,996CommonSOLE
929740108WABWestinghouse Air Brake Technol$508,6080.01%4,786CommonSOLE
21037T109CEGConstellation Energy Corp$507,1130.01%4,649CommonSOLE
32051X108FHBFirst Hawaiian Inc$504,5340.01%27,952CommonSOLE
084423102WRBBERKLEY(WR)CORP$499,7300.01%7,871CommonSOLE
33939L647QLVDFlexShares ETFs/USA$497,4150.01%20,359CommonSOLE
550021109LULULULULEMON ATHLETIC$494,3520.01%1,282CommonSOLE
902252105TYLTyler Technologies Inc$492,3290.01%1,275CommonNONE
302130109EXPDEXPEDTRS INTL WASH$489,0110.01%4,266CommonNONE
045487105ASBAssociated Banc-Corp$487,1220.01%28,470CommonSOLE
744573106PEGPublic Service Enterprise Grou$486,5800.01%8,550CommonSOLE
530307305LBRDKLiberty Broadband Corp$484,3620.01%5,304CommonNONE
674599105OXYOccidental Petroleum Corp$476,6730.01%7,347CommonSOLE
46435G425ESGUiShares ETFs/USA$475,3720.01%5,062CommonSOLE
46138E537PZAInvesco Capital Management LLC$469,8140.01%21,201CommonSOLE
969457100WMBWilliams Cos Inc/The$462,6980.01%13,734CommonSOLE
339041105FLT1EURFleetCor Technologies Inc$460,8890.01%1,805CommonSOLE
487836108KKELLOGG CO$456,7990.01%7,676CommonSOLE
34959E109FTNTFortinet Inc$455,8260.01%7,768CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$447,4100.01%14,172CommonNONE
81369Y605XLFSELECT SECTOR SPDR$440,2660.01%13,273CommonSOLE
68902V107OTISOtis Worldwide Corp$432,1480.01%5,381CommonSOLE
922475108VEEVVeeva Systems Inc$427,8550.01%2,103CommonNONE
922020805VTIPVANGUARD ETF/USA$427,0810.01%9,033CommonNONE
665859104NTRSNORTHERN TRUST CORP$420,3540.01%6,050CommonSOLE
00846U101AAGILENT TECHS INC$419,1010.01%3,748CommonSOLE
345370860FFORD MOTOR CO$411,2880.01%33,115CommonSOLE
29273V100ETEnergy Transfer LP$411,1350.01%29,304CommonSOLE
59156R108METMetLife Inc$409,5440.01%6,510CommonSOLE
46138G805BABInvesco Capital Management LLC$406,1570.01%16,060CommonNONE
737446104POSTPost Holdings Inc$399,5480.01%4,660CommonNONE
759351604RGAReinsurance Group of America I$399,1270.01%2,749CommonSOLE
680223104ORIOld Republic International Cor$398,3340.01%14,786CommonSOLE
199908104FIXComfort Systems USA Inc$395,5220.01%2,321CommonNONE
72147K108PPCJBS Wisconsin Properties LLC$394,6170.01%17,285CommonSOLE
464288885EFGBlackRock Fund Advisors$394,3910.01%4,570CommonSOLE
90364P105PATHUiPath Inc$393,5300.01%23,000CommonSOLE
833445109SNOWSnowflake Inc$391,8550.01%2,565CommonNONE
444859102HUMHUMANA INC$391,6490.01%805CommonNONE
744320102PRUPRUDENTIAL FINL$388,5750.01%4,095CommonSOLE
277432100EMNEastman Chemical Co$388,0490.01%5,058CommonSOLE
062540109BOHBank of Hawaii Corp$387,5820.01%7,800CommonSOLE
942622101WSO/BWatsco Inc$386,7700.01%1,062CommonSOLE
416515104HIGHartford Financial Services Gr$382,2050.01%5,390CommonSOLE
843380106SMBCSouthern Missouri Bancorp Inc$377,1110.01%9,747CommonSOLE
49338L103KEYSKeysight Technologies Inc$375,4960.01%2,838CommonSOLE
303250104FICOFair Isaac Corp$375,2050.01%432CommonSOLE
35671D857FCXFREEPORT-MCMOR C&G$370,7000.01%9,941CommonSOLE
81211K100SDASealed Air Corp$369,7410.01%11,252CommonSOLE
84857L101SRSpire Inc$368,2230.01%6,508CommonSOLE
92203J407BNDXVANGUARD GROUP INC/THE$364,0820.01%7,612CommonNONE
30161N101EXCEXELON CORP$363,5780.01%9,621CommonNONE
493267108KEYKeyCorp$357,7600.01%33,249CommonNONE
466313103JBLJABIL CIRCUIT INC$355,2920.01%2,800CommonSOLE
761152107RMDResMed Inc$348,2340.01%2,355CommonNONE
78467J100SSNCSS&C Technologies Holdings Inc$346,7110.01%6,599CommonSOLE
436440101HO1HOLOGIC INC$346,5140.01%4,993CommonSOLE
H2906T109GRMNGarmin Ltd$346,0030.01%3,289CommonNONE
92276F100VTRVentas Inc$343,1910.01%8,146CommonSOLE
143130102KMXCarMax Inc$340,6360.01%4,816CommonNONE
95040Q104WELLWELLTOWER INC COM$338,0010.01%4,126CommonSOLE
75644T100RCATRed Cat Holdings Inc$334,3050.01%345,000CommonNONE
05969A105TBBKBancorp Inc/The$331,5450.01%9,610CommonNONE
18915M107NETCloudflare Inc$330,5190.01%5,243CommonSOLE
025072604AVEMAmerican Century ETF Trust$329,9380.01%6,250CommonNONE
595112103MUMicron Technology Inc$328,5170.01%4,829CommonSOLE
803054204SAPSAP SE$326,0160.01%2,521CommonSOLE
464288257ACWIISHARES TRUST$325,1420.01%3,520CommonSOLE
171340102CHDChurch & Dwight Co Inc$324,6450.01%3,543CommonSOLE
26922A248NETLExchange-Traded Concepts ETFs/$323,2700.01%14,988CommonSOLE
256677105DGDollar General Corp$318,9870.01%3,015CommonSOLE
89151E109TTENTotalEnergies SE$314,9900.01%4,790CommonSOLE
031100100AMEAMETEK Inc$314,4330.01%2,128CommonSOLE
15135B101CNCCentene Corp$314,2990.01%4,563CommonSOLE
91529Y106UNMUnum Group$312,5530.01%6,354CommonNONE
278277108EOSEaton Vance Funds/Closed-end/U$312,3150.01%18,179CommonSOLE
G51502105JCIJohnson Controls International$311,4380.00%5,853CommonSOLE
00090Q103ADTPrime Security Services Topco$311,2620.00%51,877CommonSOLE
921910816MGKVanguard ETF/USA$310,3990.00%1,368CommonSOLE
016255101ALGNAlign Technology Inc$308,9840.00%1,012CommonNONE
443510607HUBBHubbell Inc$307,1420.00%980CommonNONE
464287176TIPISHARES TRUST$304,0030.00%2,931CommonNONE
920253101VMIValmont Industries Inc$303,6260.00%1,264CommonNONE
91307C102UTHRUnited Therapeutics Corp$301,9890.00%1,337CommonSOLE
46432F834IXUSBlackRock Fund Advisors$301,6900.00%5,029CommonNONE
832696405SJMSMUCKER(JM)CO$299,2860.00%2,435CommonSOLE
86562M209SMFGSumitomo Mitsui Financial Grou$296,7320.00%30,125CommonNONE
74164M108PRIPrimerica Inc$293,7310.00%1,514CommonNONE
001744101AMNAMN HEALTHCARE SVS$288,5050.00%3,387CommonNONE
573874104MRVLMarvell Technology Inc$288,0260.00%5,321CommonSOLE
225310101CACCCredit Acceptance Corp$287,5750.00%625CommonNONE
98389B100XELXcel Energy Inc$287,3010.00%5,021CommonSOLE
695156109PKGPackaging Corp of America$286,6780.00%1,867CommonSOLE
74386T105PFSProvident Financial Services I$283,8440.00%18,564CommonNONE
N00985106AERAerCap Holdings NV$281,6390.00%4,494CommonNONE
42824C109HPEHewlett Packard Enterprise Co$276,8430.00%15,938CommonSOLE
460690100IPGInterpublic Group of Cos Inc/T$275,0500.00%9,597CommonSOLE
92206C870VCITVANGUARD ETF/USA$273,1480.00%3,595CommonSOLE
90353T100UBERUber Technologies Inc$272,1230.00%5,917CommonSOLE
38173M102GBDCGolub Capital BDC Inc$271,4530.00%18,504CommonSOLE
57667L107MTCHMatch Group Inc$270,2290.00%6,898CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.