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
AON
Aon PLC

Financial Services
37
+ 160.87%
$350.91 - $375.27 $13K - $13.9K
60 $21K
FDX
Fedex Corp

Industrials
47
+ 27.49%
$217.1 - $243.2 $10.2K - $11.4K
218 $51K
CTVA
Corteva, Inc.

Basic Materials
229
+ 85.13%
$67.08 - $77.12 $15.4K - $17.7K
498 $33K
FOXA
Fox Corp

Communication Services
176
+ 59.26%
$53.87 - $63.06 $9.48K - $11.1K
473 $29K
KHC
Kraft Heinz CO

Consumer Defensive
506
+ 1686.67%
$25.63 - $28.94 $13K - $14.6K
536 $13K
XEL
Xcel Energy Inc

Utilities
142
+ 218.46%
$67.56 - $80.65 $9.59K - $11.5K
207 $16K
DELL
Dell Technologies Inc.

Technology
60
+ 36.14%
$120.96 - $141.77 $7.26K - $8.51K
226 $32K
GRMN
Garmin LTD

Technology
42
+ 77.78%
$211.13 - $246.22 $8.87K - $10.3K
96 $23K
HON
Honeywell International Inc

Industrials
125
+ 18.55%
$207.7 - $240.4 $26K - $30.1K
799 $168K
FAST
Fastenal CO

Industrials
225
+ 535.71%
$42.47 - $50.39 $9.56K - $11.3K
267 $13K
HSY
Hershey CO

Consumer Defensive
63
+ 630.0%
$161.95 - $193.45 $10.2K - $12.2K
73 $13K
VMC
Vulcan Materials CO

Basic Materials
35
+ 318.18%
$260.62 - $307.62 $9.12K - $10.8K
46 $14K
AMT
American Tower Corp

Real Estate
79
+ 85.87%
$192.32 - $232.35 $15.2K - $18.4K
171 $32K
WAT
Waters Corp

Healthcare
41
+ 585.71%
$277.72 - $357.04 $11.4K - $14.6K
48 $14K
GPN
Global Payments Inc

Industrials
152
+ 5066.67%
$77.61 - $90.01 $11.8K - $13.7K
155 $12K
ZM
Zoom Video Communications, Inc.

Technology
142
+ 218.46%
$69.77 - $86.83 $9.91K - $12.3K
207 $17K
CLX
Clorox CO

Consumer Defensive
95
+ 250.0%
$117.67 - $131.43 $11.2K - $12.5K
133 $16K
PWR
Quanta Services, Inc.

Industrials
28
+ 186.67%
$372.29 - $421.68 $10.4K - $11.8K
43 $17K
EMR
Emerson Electric CO

Industrials
93
+ 19.1%
$128.6 - $149.63 $12K - $13.9K
580 $76K
MPWR
Monolithic Power Systems Inc

Technology
13
+ 650.0%
$711.24 - $922.81 $9.25K - $12K
15 $13K
MSI
Motorola Solutions, Inc.

Technology
27
+ 270.0%
$408.73 - $490.3 $11K - $13.2K
37 $16K
DFAR
Dimensional ETF Tr Dimensional

ETFs
232
+ 1.98%
$22.9 - $24.1 $5.31K - $5.59K
12K $285K
DVN
Devon Energy Corp

Energy
302
+ 93.21%
$31.75 - $36.99 $9.59K - $11.2K
626 $21K
ROST
Ross Stores, Inc.

Consumer Cyclical
59
+ 65.56%
$127.59 - $152.81 $7.53K - $9.02K
149 $22K
LEN
Lennar Corp

Consumer Cyclical
88
+ 1760.0%
$107.73 - $142.4 $9.48K - $12.5K
93 $11K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
450
+ 20.51%
$21.14 - $21.81 $9.51K - $9.81K
2.64K $57K
NVS
Novartis Ag

Healthcare
1
+ 0.06%
$113.5 - $129.73 $114 - $130
1.54K $197K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
104
+ 11.97%
$35.21 - $46.94 $3.66K - $4.88K
973 $41K
AZN
Astrazeneca PLC

Healthcare
11
+ 0.75%
$68.72 - $82.11 $756 - $903
1.49K $114K
HPQ
Hp Inc

Technology
322
+ 40.66%
$24.45 - $29.35 $7.87K - $9.45K
1.11K $30K
TTWO
Take Two Interactive Software Inc

Communication Services
42
+ 420.0%
$217.37 - $259.96 $9.13K - $10.9K
52 $13K
CMI
Cummins Inc

Industrials
24
+ 800.0%
$327.85 - $426.39 $7.87K - $10.2K
27 $11K
BKR
Baker Hughes CO

Energy
233
+ 1792.31%
$38.68 - $50.55 $9.01K - $11.8K
246 $11K
SR
Spire Inc

Utilities
25
+ 2.5%
$72.83 - $81.52 $1.82K - $2.04K
1.03K $83K
UPS
United Parcel Service Inc

Industrials
163
+ 76.53%
$82.58 - $105.54 $13.5K - $17.2K
376 $31K
HUM
Humana Inc

Healthcare
38
+ 422.22%
$220.41 - $312.0 $8.38K - $11.9K
47 $12K
XYL
Xylem Inc.

Industrials
63
+ 484.62%
$129.67 - $147.5 $8.17K - $9.29K
76 $11K
ICF
Ishares Tr

ETFs
127
+ 3.83%
$59.57 - $62.89 $7.57K - $7.99K
3.44K $212K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.12%
$239.12 - $259.95 $239 - $260
837 $217K
DLR
Digital Realty Trust, Inc.

Real Estate
65
+ 11.19%
$161.21 - $180.02 $10.5K - $11.7K
646 $111K
WEC
Wec Energy Group, Inc.

Utilities
81
+ 476.47%
$103.66 - $114.59 $8.4K - $9.28K
98 $11K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 32.56%
$534.91 - $598.71 $7.49K - $8.38K
57 $32K
RF
Regions Financial Corp

Financial Services
332
+ 100.61%
$24.03 - $27.41 $7.98K - $9.1K
662 $17K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.66%
$90.54 - $121.36 $272 - $364
455 $55K
MOH
Molina Healthcare, Inc.

Healthcare
56
+ 560.0%
$152.31 - $306.29 $8.53K - $17.2K
66 $12K
MRVL
Marvell Technology, Inc.

Technology
107
+ 65.24%
$62.31 - $84.07 $6.67K - $9K
271 $22K
TDG
Trans Digm Group Inc

Industrials
8
+ 800.0%
$1271.04 - $1620.83 $10.2K - $13K
9 $11K
AME
Ametek Inc

Industrials
56
+ 800.0%
$176.44 - $192.03 $9.88K - $10.8K
63 $11K
CSGP
Costar Group, Inc.

Real Estate
117
+ 835.71%
$81.42 - $96.83 $9.53K - $11.3K
131 $11K
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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