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
SQ
Block, Inc.

Technology
104
+ 150.72%
N/A
173 $9K
MSTR
Microstrategy Inc

Technology
34
+ 65.38%
$300.7 - $455.9 $10.2K - $15.5K
86 $27K
AWI
Armstrong World Industries Inc

Industrials
3
+ 1.92%
$163.99 - $199.13 $492 - $597
159 $31K
ED
Consolidated Edison Inc

Utilities
44
+ 3.75%
$95.57 - $105.36 $4.21K - $4.64K
1.22K $122K
EFX
Equifax Inc

Industrials
18
+ 163.64%
$234.03 - $265.73 $4.21K - $4.78K
29 $7K
CARR
Carrier Global Corp

Industrials
109
+ 73.15%
$58.75 - $80.73 $6.4K - $8.8K
258 $15K
COLB
Columbia Banking System, Inc.

Financial Services
184
+ 634.48%
$23.26 - $27.31 $4.28K - $5.03K
213 $5K
DFSD
Dimensional ETF Tr Short Durat

ETFs
79
+ 4.68%
$47.86 - $48.43 $3.78K - $3.83K
1.77K $85K
VST
Vistra Corp.

Utilities
27
+ 15.79%
$182.0 - $217.92 $4.91K - $5.88K
198 $38K
SNOW
Snowflake Inc.

Technology
23
+ 33.82%
$191.73 - $241.0 $4.41K - $5.54K
91 $20K
JOBY
Joby Aviation, Inc.

Industrials
30
+ 4.0%
$9.81 - $20.39 $294 - $612
780 $12K
SCHP
Schwab Strategic Us Tips ETF

ETFs
150
+ 7.73%
$26.44 - $27.1 $3.97K - $4.07K
2.09K $56K
LDOS
Leidos Holdings, Inc.

Technology
26
+ 520.0%
$159.2 - $188.96 $4.14K - $4.91K
31 $5K
DOW
Dow Inc.

Basic Materials
314
+ 54.51%
$20.87 - $30.37 $6.55K - $9.54K
890 $20K
SUI
Sun Communities Inc

Real Estate
36
+ 240.0%
$116.6 - $131.28 $4.2K - $4.73K
51 $6K
BBY
Best Buy CO Inc

Consumer Cyclical
63
+ 66.32%
$64.12 - $78.46 $4.04K - $4.94K
158 $11K
SONY
Sony Group Corp

Technology
17
+ 1.24%
$23.92 - $30.07 $407 - $511
1.39K $40K
AVB
Avalonbay Communities Inc

Real Estate
25
+ 192.31%
$182.72 - $204.51 $4.57K - $5.11K
38 $7K
IBKR
Interactive Brokers Group, Inc.

Financial Services
67
+ 558.33%
$56.32 - $68.81 $3.77K - $4.61K
79 $5K
ING
Ing Groep Nv

Financial Services
46
+ 5.23%
$22.0 - $26.08 $1.01K - $1.2K
925 $24K
ODFL
Old Dominion Freight Line, Inc.

Industrials
36
+ 900.0%
$138.59 - $171.12 $4.99K - $6.16K
40 $5K
HUBB
Hubbell Inc

Industrials
11
+ 275.0%
$410.51 - $450.93 $4.52K - $4.96K
15 $6K
EVRG
Evergy, Inc.

Utilities
58
+ 65.17%
$67.73 - $76.02 $3.93K - $4.41K
147 $11K
SM
Sm Energy CO

Energy
182
+ 62.33%
$24.97 - $28.98 $4.54K - $5.27K
474 $11K
FTNT
Fortinet, Inc.

Technology
74
+ 93.67%
$74.39 - $107.65 $5.5K - $7.97K
153 $12K
CAH
Cardinal Health Inc

Healthcare
25
+ 147.06%
$146.04 - $167.63 $3.65K - $4.19K
42 $6K
CIVI
Civitas Resources, Inc.

Energy
89
+ 90.82%
$27.85 - $37.37 $2.48K - $3.33K
187 $6K
HSBC
Hsbc Holdings PLC

Financial Services
7
+ 2.54%
$60.27 - $70.98 $422 - $497
283 $20K
IYR
Ishares Tr

ETFs
1
+ 0.07%
$94.16 - $98.46 $94.2 - $98.5
1.35K $131K
SKM
Sk Telecom CO LTD

Communication Services
177
+ 104.73%
$21.47 - $23.79 $3.8K - $4.21K
346 $7K
APA
Apa Corp

Energy
35
+ 7.32%
$18.06 - $24.69 $632 - $864
513 $12K
GMAB
Genmab A/S

Healthcare
70
+ 73.68%
$20.3 - $30.67 $1.42K - $2.15K
165 $5K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
58
+ 1.9%
$22.83 - $23.85 $1.32K - $1.38K
3.11K $74K
SBSW
Sibanye Stillwater LTD

Basic Materials
324
+ 300.0%
$7.27 - $11.24 $2.36K - $3.64K
432 $4K
TOL
Toll Brothers, Inc.

Consumer Cyclical
10
+ 9.17%
$113.78 - $148.0 $1.14K - $1.48K
119 $16K
FHI
Federated Hermes, Inc.

Financial Services
58
+ 95.08%
$44.78 - $54.1 $2.6K - $3.14K
119 $6K
KIM
Kimco Realty Corp

Real Estate
102
+ 5.86%
$20.74 - $22.79 $2.12K - $2.32K
1.84K $40K
EXK
Endeavour Silver Corp

Basic Materials
63
+ 6.3%
$4.84 - $7.92 $305 - $499
1.06K $8K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
31
+ 2.14%
$13.29 - $16.05 $412 - $498
1.48K $23K
CW
Curtiss Wright Corp

Industrials
2
+ 3.33%
$472.43 - $542.94 $945 - $1.09K
62 $33K
ADSK
Autodesk, Inc.

Technology
19
+ 2.33%
N/A
833 $204K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 28.57%
$521.66 - $825.18 $1.04K - $1.65K
9 $7K
PSTL
Postal Realty Trust, Inc.

Real Estate
243
+ 247.96%
$13.7 - $16.35 $3.33K - $3.97K
341 $5K
VRSN
Verisign Inc

Technology
23
+ 10.65%
$263.02 - $305.98 $6.05K - $7.04K
239 $66K
CNC
Centene Corp

Healthcare
133
+ 184.72%
$25.21 - $56.65 $3.35K - $7.53K
205 $7K
CNO
Cno Financial Group, Inc.

Financial Services
67
+ 71.28%
$35.49 - $40.41 $2.38K - $2.71K
161 $6K
THG
Hanover Insurance Group, Inc.

Financial Services
15
+ 136.36%
$162.08 - $182.1 $2.43K - $2.73K
26 $4K
PRG
Prog Holdings, Inc.

Industrials
49
+ 13.28%
$28.2 - $36.35 $1.38K - $1.78K
418 $13K
SHEL
Shell PLC

Energy
20
+ 2.15%
$69.82 - $73.93 $1.4K - $1.48K
952 $68K
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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