Uma Financial Services, Inc. Incresed Positions in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
83
+ 9.53%
$7.2 - $8.64 $598 - $717
954 $8K
ALEC
Alector, Inc.

Healthcare
11
+ 1.48%
$0.9 - $1.63 $9.9 - $17.9
752 $1K
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.41%
$67.29 - $72.42 $135 - $145
486 $34K
ADC
Agree Realty Corp

Real Estate
5
+ 4.59%
$70.68 - $79.12 $353 - $396
114 $8K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
33
+ 16.5%
$12.82 - $18.15 $423 - $599
233 $3K
EMBC
Embecta Corp.

Healthcare
84
+ 2800.0%
$9.28 - $13.3 $780 - $1.12K
87 $0
Dimensional ETF Trust
515
+ 148.41%
N/A
862 $0
FANG
Diamondback Energy, Inc.

Energy
31
+ 16.85%
$119.25 - $161.49 $3.7K - $5.01K
215 $29K
TGT
Target Corp

Consumer Defensive
28
+ 6.33%
$88.76 - $105.77 $2.49K - $2.96K
470 $46K
Te Connectivity PLC
15
+ 7.77%
N/A
208 $0
Vanguard Wellington Fd
163
+ 82.74%
N/A
360 $0
Dimensional ETF Trust
825
+ 0.56%
N/A
147K $0
DVAX
Dynavax Technologies Corp

Healthcare
3
+ 4.17%
$9.4 - $12.87 $28.2 - $38.6
75 $0
TFX
Teleflex Inc

Healthcare
1
+ 14.29%
$117.53 - $141.38 $118 - $141
8 $0
Ea Series Trust
1K
+ 109.05%
N/A
1.92K $0
YORW
York Water CO

Utilities
20
+ 50.0%
$31.6 - $36.28 $632 - $726
60 $1K
TS
Tenaris Sa

Energy
15
+ 17.44%
$30.71 - $39.46 $461 - $592
101 $3K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 1.69%
$430.72 - $497.52 $431 - $498
60 $27K
WIX
Wix.Com Ltd.

Technology
3
+ 100.0%
$146.5 - $189.61 $440 - $569
6 $0
CRH.L
Crh PLC

Basic Materials
19
+ 9.55%
N/A
218 $0
CABO
Cable One, Inc.

Communication Services
4
+ 100.0%
$126.05 - $276.15 $504 - $1.1K
8 $1K
Aptiv PLC
7
+ 2.33%
N/A
307 $0
VICI
Vici Properties Inc.

Real Estate
16
+ 1.84%
$29.41 - $32.97 $471 - $528
885 $28K
VIAV
Viavi Solutions Inc.

Technology
69
+ 6900.0%
$8.99 - $11.41 $620 - $787
70 $0
OWL
Blue Owl Capital Inc.

Financial Services
81
+ 4.88%
$15.9 - $21.16 $1.29K - $1.71K
1.74K $33K
Blackrock Inc
6
+ 2.08%
N/A
295 $0
Blackrock ETF Trust
135K
+ 25017.22%
N/A
136K $0
TECH
Bio Techne Corp

Healthcare
6
+ 22.22%
$46.66 - $58.38 $280 - $350
33 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 2.53%
$72.02 - $73.82 $720 - $738
406 $29K
Ark 21 Shares Bitcoin ETF
200
+ 200.0%
N/A
300 $0
Vanguard Mun Bd Fds
1.91K
+ 3.41%
N/A
58K $0
Veralto Corp
7
+ 7.0%
N/A
107 $0
Canadian Pacific Kansas City
27
+ 36.0%
N/A
102 $0
BP
Bp PLC

Energy
122
+ 12.2%
$26.11 - $33.81 $3.19K - $4.12K
1.12K $33K
American Well Corp
10
+ 8.33%
N/A
130 $0
CRVL
Corvel Corp

Financial Services
9
+ 100.0%
$102.11 - $118.66 $919 - $1.07K
18 $1K
Thomson Reuters Corp
3
+ 0.28%
N/A
1.08K $0
WDFC
Wd 40 CO

Basic Materials
4
+ 6.78%
$217.49 - $248.93 $870 - $996
63 $14K
Core Natural Resources Inc
6
+ 27.27%
N/A
28 $0
Anaptysbio Inc
31
+ 57.41%
N/A
85 $0
Concentra Group Holdings Par
47
+ 10.49%
N/A
495 $0
CCU
United Breweries CO Inc

Consumer Defensive
15
+ 22.39%
$12.5 - $15.6 $188 - $234
82 $1K
COLM
Columbia Sportswear CO

Consumer Cyclical
3
+ 25.0%
$59.62 - $77.36 $179 - $232
15 $0
TCOM
Trip.Com Group LTD

Consumer Cyclical
12
+ 5.63%
$52.21 - $67.1 $627 - $805
225 $13K
CLX
Clorox CO

Consumer Defensive
5
+ 15.15%
$118.01 - $148.69 $590 - $743
38 $4K
AON
Aon PLC

Financial Services
1
+ 4.55%
$335.85 - $398.81 $336 - $399
23 $8K
AXSM
Axsome Therapeutics, Inc.

Healthcare
4
+ 40.0%
$95.65 - $116.49 $383 - $466
14 $1K
Primo Brands Corporation
2
+ 9.52%
N/A
23 $0
LXP
Lxp Industrial Trust

Real Estate
5
+ 5.32%
$7.22 - $8.85 $36.1 - $44.3
99 $0
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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