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
ACGL
Arch Capital Group Ltd.

Financial Services
108
+ 372.41%
$85.61 - $93.54 $9.25K - $10.1K
137 $12K
ABNB
Airbnb, Inc.

Consumer Cyclical
87
+ 334.62%
$118.3 - $142.16 $10.3K - $12.4K
113 $13K
OTIS
Otis Worldwide Corp

Industrials
124
+ 57.67%
$84.93 - $101.07 $10.5K - $12.5K
339 $30K
EBAY
Ebay Inc

Consumer Cyclical
76
+ 50.67%
$75.33 - $100.77 $5.73K - $7.66K
226 $20K
STT
State Street Corp

Financial Services
75
+ 1250.0%
$102.01 - $117.25 $7.65K - $8.79K
81 $9K
OEF
Ishares S&P 100 ETF

ETFs
35
+ 74.47%
N/A
82 $21K
PEG
Public Service Enterprise Group Inc

Utilities
119
+ 495.83%
$79.99 - $90.14 $9.52K - $10.7K
143 $11K
UAL
United Airlines Holdings, Inc.

Industrials
78
+ 96.3%
$80.05 - $109.36 $6.24K - $8.53K
159 $15K
MLM
Martin Marietta Materials Inc

Basic Materials
15
+ 750.0%
$546.36 - $631.12 $8.2K - $9.47K
17 $10K
PPG
Ppg Industries Inc

Basic Materials
99
+ 83.9%
$103.65 - $119.07 $10.3K - $11.8K
217 $22K
APO
Apollo Global Management, Inc.

Financial Services
61
+ 58.1%
$131.55 - $156.05 $8.02K - $9.52K
166 $22K
PSA
Public Storage

Real Estate
35
+ 8.2%
$271.94 - $298.09 $9.52K - $10.4K
462 $133K
ON
On Semiconductor Corp

Technology
164
+ 964.71%
$46.98 - $62.45 $7.7K - $10.2K
181 $8K
CCL
Carnival Corp

Consumer Cyclical
273
+ 124.09%
$28.37 - $32.49 $7.75K - $8.87K
493 $14K
COIN
Coinbase Global, Inc.

Technology
31
+ 20.0%
$297.99 - $419.78 $9.24K - $13K
186 $62K
HLI
Houlihan Lokey, Inc.

Financial Services
12
+ 6.0%
$181.55 - $209.19 $2.18K - $2.51K
212 $43K
EXPD
Expeditors International Of Washington Inc

Industrials
62
+ 54.39%
$111.37 - $124.95 $6.9K - $7.75K
176 $21K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
26
+ 1.34%
$14.73 - $19.31 $383 - $502
1.96K $37K
FIS
Fidelity National Information Services, Inc.

Technology
144
+ 271.7%
$63.37 - $82.35 $9.13K - $11.9K
197 $12K
MDB
Mongo Db, Inc.

Technology
25
+ 416.67%
$201.0 - $334.87 $5.03K - $8.37K
31 $9K
ALV
Autoliv Inc

Consumer Cyclical
4
+ 0.66%
$110.31 - $127.65 $441 - $511
611 $75K
ITB
Ishares Tr

ETFs
1
+ 0.21%
$94.18 - $117.14 $94.2 - $117
470 $50K
PCG
Pg&E Corp

Utilities
424
+ 344.72%
$13.0 - $15.73 $5.51K - $6.67K
547 $8K
CFG
Citizens Financial Group Inc

Financial Services
121
+ 237.25%
$46.1 - $53.65 $5.58K - $6.49K
172 $9K
ADM
Archer Daniels Midland CO

Consumer Defensive
114
+ 356.25%
$53.54 - $64.21 $6.1K - $7.32K
146 $8K
MAR
Marriott International Inc

Consumer Cyclical
59
+ 8.23%
$255.35 - $282.87 $15.1K - $16.7K
776 $202K
MDU
Mdu Resources Group Inc

Industrials
56
+ 1.23%
$15.85 - $17.81 $888 - $997
4.61K $82K
EIX
Edison International

Utilities
108
+ 57.45%
$50.42 - $56.35 $5.45K - $6.09K
296 $16K
ABC
Amerisourcebergen Corp

Healthcare
39
+ 260.0%
N/A
54 $9K
USB
Us Bancorp \De\

Financial Services
137
+ 51.31%
$43.94 - $50.41 $6.02K - $6.91K
404 $19K
VTR
Ventas, Inc.

Real Estate
91
+ 827.27%
$62.76 - $69.99 $5.71K - $6.37K
102 $7K
ES
Eversource Energy

Utilities
85
+ 85.0%
$62.86 - $71.14 $5.34K - $6.05K
185 $13K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10
+ 11.9%
$275.84 - $326.36 $2.76K - $3.26K
94 $30K
ESS
Essex Property Trust, Inc.

Real Estate
25
+ 104.17%
N/A
49 $13K
TW
Tradeweb Markets Inc.

Financial Services
65
+ 2166.67%
$110.5 - $146.12 $7.18K - $9.5K
68 $7K
TSCO
Tractor Supply CO

Consumer Cyclical
123
+ 1230.0%
$54.08 - $62.65 $6.65K - $7.71K
133 $7K
CVNA
Carvana Co.

Consumer Cyclical
16
+ 100.0%
$326.09 - $392.66 $5.22K - $6.28K
32 $12K
CTSH
Cognizant Technology Solutions Corp

Technology
108
+ 514.29%
$66.67 - $80.98 $7.2K - $8.75K
129 $8K
KEYS
Keysight Technologies, Inc.

Technology
40
+ 363.64%
$158.51 - $178.15 $6.34K - $7.13K
51 $8K
TM
Toyota Motor Corp

Consumer Cyclical
22
+ 21.15%
$167.86 - $202.79 $3.69K - $4.46K
126 $24K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 41.18%
$473.44 - $553.71 $3.31K - $3.88K
24 $13K
HUBS
Hubspot Inc

Technology
13
+ 650.0%
$420.79 - $560.9 $5.47K - $7.29K
15 $7K
MTD
Mettler Toledo International Inc

Healthcare
5
+ 500.0%
$1166.48 - $1324.06 $5.83K - $6.62K
6 $7K
IDA
Idacorp Inc

Utilities
16
+ 6.08%
$115.16 - $132.15 $1.84K - $2.11K
279 $36K
NTAP
Net App, Inc.

Technology
52
+ 236.36%
$101.1 - $126.36 $5.26K - $6.57K
74 $8K
SUB
Ishares Short Term National Mu

ETFs
12
+ 0.13%
$106.17 - $107.3 $1.27K - $1.29K
9.12K $974K
NNN
National Retail Properties, Inc.

Real Estate
133
+ 950.0%
$40.68 - $44.1 $5.41K - $5.87K
147 $6K
CAG
Conagra Brands Inc.

Consumer Defensive
350
+ 250.0%
$18.04 - $21.14 $6.31K - $7.4K
490 $8K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
23
+ 29.49%
$43.07 - $91.37 $991 - $2.1K
101 $9K
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