Uma Financial Services, Inc. Incresed Positions in Q3 2025

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Wellington Fd
17
+ 4.72%
N/A
377 $0
HRL
Hormel Foods Corp

Consumer Defensive
16
+ 72.73%
$24.31 - $31.54 $389 - $505
38 $0
CABO
Cable One, Inc.

Communication Services
1
+ 12.5%
$119.56 - $177.68 $120 - $178
9 $1K
Core Laboratories Inc
196
+ 128.95%
N/A
348 $0
CMCO
Columbus Mckinnon Corp

Industrials
35
+ 16.75%
$13.58 - $16.86 $475 - $590
244 $3K
CRH.L
Crh PLC

Basic Materials
132
+ 60.55%
N/A
350 $0
DHIL
Diamond Hill Investment Group Inc

Financial Services
6
+ 85.71%
$133.4 - $158.38 $800 - $950
13 $1K
NUE
Nucor Corp

Basic Materials
2
+ 11.76%
$133.3 - $150.33 $267 - $301
19 $2K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
12
+ 66.67%
$66.56 - $84.85 $799 - $1.02K
30 $1K
Blackrock Inc
20
+ 6.78%
N/A
315 $0
MKC
Mccormick & CO Inc

Consumer Defensive
8
+ 11.43%
$64.3 - $77.17 $514 - $617
78 $5K
Sandisk Corp
4
+ 3.81%
N/A
109 $0
CMA
Comerica Inc

Financial Services
10
+ 55.56%
$60.93 - $71.05 $609 - $711
28 $1K
SNDR
Schneider National, Inc.

Industrials
45
+ 100.0%
$21.09 - $26.92 $949 - $1.21K
90 $1K
NXST
Nexstar Media Group, Inc.

Communication Services
2
+ 28.57%
$176.71 - $211.31 $353 - $423
9 $1K
CCU
United Breweries CO Inc

Consumer Defensive
3
+ 3.66%
$11.65 - $13.48 $35 - $40.4
85 $1K
NEXT
Next Decade Corp.

Energy
98
+ 80.99%
$6.45 - $12.0 $632 - $1.18K
219 $1K
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.51%
N/A
392 $29K
Natwest Group PLC
35
+ 34.65%
N/A
136 $0
Nextracker Inc
9
+ 112.5%
N/A
17 $0
NHI
National Health Investors Inc

Real Estate
2
+ 25.0%
$69.48 - $80.06 $139 - $160
10 $0
Fortrea Hldgs Inc
143
+ 131.19%
N/A
252 $0
NGG
National Grid PLC

Utilities
3
+ 1.55%
$67.98 - $74.38 $204 - $223
197 $14K
STWD
Starwood Property Trust, Inc.

Real Estate
42
+ 42.0%
$19.37 - $20.97 $814 - $881
142 $2K
CWST
Casella Waste Systems Inc

Industrials
8
+ 25.0%
$86.69 - $114.82 $694 - $919
40 $3K
Linde PLC
16
+ 13.11%
N/A
138 $0
Te Connectivity PLC
58
+ 27.88%
N/A
266 $0
Fidelity Wise Origin Bitcoin
343
+ 119.93%
N/A
629 $0
Dimensional ETF Trust
8.6K
+ 5.85%
N/A
156K $0
MOS
Mosaic CO

Basic Materials
15
+ 8.82%
$30.93 - $37.81 $464 - $567
185 $6K
AGL
Agilon Health, Inc.

Healthcare
521
+ 302.91%
$0.86 - $2.43 $448 - $1.27K
693 $0
KMI
Kinder Morgan, Inc.

Energy
310
+ 4.04%
$26.23 - $28.5 $8.13K - $8.84K
7.97K $225K
Kenvue Inc
11
+ 1.22%
N/A
915 $0
Orchid Is Cap Inc
29
+ 22.31%
N/A
159 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 5.0%
$422.75 - $485.53 $1.27K - $1.46K
63 $27K
TOST
Toast, Inc.

Technology
12
+ 41.38%
$36.51 - $49.3 $438 - $592
41 $1K
OSK
Oshkosh Corp

Industrials
4
+ 21.05%
$118.16 - $143.44 $473 - $574
23 $2K
Rocket Lab Corp
6
+ 3.43%
N/A
181 $0
Talen Energy Corp
1
+ 11.11%
N/A
10 $0
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1
+ 50.0%
$5.31 - $5.66 $5.31 - $5.66
3 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
4
+ 0.08%
N/A
4.81K $0
ALCC
Alt C Acquisition Corp.

Financial Services
27
+ 142.11%
N/A
46 $0
Super Micro Computer Inc
64
+ 426.67%
N/A
79 $0
Blackrock ETF Trust
205K
+ 150.83%
N/A
340K $0
Labcorp Holdings Inc
27
+ 150.0%
N/A
45 $0
Dimensional ETF Trust
99
+ 11.48%
N/A
961 $0
KD
Kyndryl Holdings, Inc.

Technology
18
+ 450.0%
$28.94 - $43.41 $521 - $781
22 $0
AMCR
Amcor PLC

Consumer Cyclical
107
+ 7.46%
$7.97 - $9.94 $853 - $1.06K
1.54K $12K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3
+ 0.41%
$42.56 - $49.08 $128 - $147
739 $31K
Activity Summary
Buys All Purchases 974 New Holdings 291 Increased Positions 683 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email