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
FCX
Freeport Mcmoran Inc

Basic Materials
46
+ 6.55%
$35.34 - $47.21 $1.63K - $2.17K
748 $29K
WSO
Watsco Inc

Industrials
1
+ 1.79%
$381.94 - $489.97 $382 - $490
57 $23K
TGT
Target Corp

Consumer Defensive
38
+ 8.09%
$86.56 - $107.43 $3.29K - $4.08K
508 $45K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 8.59%
$157.77 - $183.27 $1.74K - $2.02K
139 $22K
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.41%
$67.65 - $71.68 $135 - $143
488 $33K
CHT
Chunghwa Telecom CO LTD

Communication Services
13
+ 2.29%
$43.4 - $46.95 $564 - $610
581 $25K
MCO
Moodys Corp

Financial Services
3
+ 2.8%
$472.69 - $521.32 $1.42K - $1.56K
110 $52K
ASH
Ashland Global Holdings Inc

Basic Materials
2
+ 0.39%
$47.62 - $56.6 $95.2 - $113
518 $24K
WM
Waste Management Inc

Industrials
6
+ 1.43%
$213.88 - $237.1 $1.28K - $1.42K
427 $94K
CB
Chubb LTD

Financial Services
2
+ 0.65%
$265.99 - $289.59 $532 - $579
308 $86K
UL
Unilever PLC

Consumer Defensive
23
+ 1.34%
$58.43 - $65.01 $1.34K - $1.5K
1.74K $103K
BMI
Badger Meter Inc

Technology
2
+ 6.67%
$172.32 - $245.81 $345 - $492
32 $5K
KR
Kroger CO

Consumer Defensive
14
+ 2.7%
$64.52 - $74.35 $903 - $1.04K
533 $35K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
23
+ 1.81%
$24.0 - $27.1 $552 - $623
1.29K $32K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
23
+ 2.69%
$17.97 - $22.57 $413 - $519
878 $15K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.73%
$196.15 - $217.83 $392 - $436
275 $55K
KMPR
Kemper Corp

Financial Services
13
+ 3.54%
$48.42 - $64.74 $629 - $842
380 $19K
T
At&T Inc.

Communication Services
45
+ 0.6%
$26.94 - $29.62 $1.21K - $1.33K
7.52K $212K
EQR
Equity Residential

Real Estate
24
+ 1.13%
$62.3 - $68.34 $1.5K - $1.64K
2.14K $138K
PYPL
Pay Pal Holdings, Inc.

Financial Services
64
+ 4.44%
$65.64 - $78.22 $4.2K - $5.01K
1.51K $101K
HDB
Hdfc Bank LTD

Financial Services
759
+ 95.71%
$34.14 - $78.94 $25.9K - $59.9K
1.55K $53K
CPRT
Copart Inc

Consumer Cyclical
31
+ 1.54%
$44.6 - $49.97 $1.38K - $1.55K
2.04K $91K
HSIC
Henry Schein Inc

Healthcare
11
+ 0.55%
$64.83 - $74.67 $713 - $821
2.01K $133K
SPGI
S&P Global Inc.

Financial Services
5
+ 1.1%
$484.94 - $564.15 $2.42K - $2.82K
458 $222K
OKE
Oneok Inc

Energy
24
+ 1.0%
$71.36 - $83.47 $1.71K - $2K
2.42K $176K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.45%
$5364.25 - $5815.92 $5.36K - $5.82K
70 $377K
HUN
Huntsman Corp

Basic Materials
175
+ 0.72%
$8.87 - $12.07 $1.55K - $2.11K
24.3K $218K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
23
+ 3.02%
$159.87 - $247.68 $3.68K - $5.7K
784 $139K
SNFCA
Security National Financial Corp

Financial Services
2.67K
+ 5.0%
$8.35 - $10.41 $22.3K - $27.8K
56.2K $483K
ISRG
Intuitive Surgical Inc

Healthcare
71
+ 8.83%
$433.66 - $544.47 $30.8K - $38.7K
875 $391K
NOW
Service Now, Inc.

Technology
72
+ 6.27%
$850.86 - $1044.69 $61.3K - $75.2K
1.22K $1.12M
CI
Cigna Corp

Healthcare
41
+ 1.54%
$262.23 - $334.39 $10.8K - $13.7K
2.71K $781K
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
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