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
GH
Guardant Health, Inc.

Healthcare
45
+ 88.24%
$37.05 - $52.04 $1.67K - $2.34K
96 $4K
FLO
Flowers Foods Inc

Consumer Defensive
146
+ 146.0%
$15.86 - $19.21 $2.32K - $2.8K
246 $3K
FMC
Fmc Corp

Basic Materials
52
+ 66.67%
$33.98 - $44.06 $1.77K - $2.29K
130 $5K
SKM
Sk Telecom CO LTD

Communication Services
89
+ 111.25%
$20.0 - $23.35 $1.78K - $2.08K
169 $3K
GLW
Corning Inc

Technology
36
+ 180.0%
$39.07 - $52.59 $1.41K - $1.89K
56 $2K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
+ 1.2%
$34.72 - $42.74 $278 - $342
673 $28K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3
+ 0.26%
$67.03 - $80.35 $201 - $241
1.18K $94K
GM
General Motors CO

Consumer Cyclical
49
+ 32.45%
$42.48 - $50.46 $2.08K - $2.47K
200 $9K
SRE
Sempra Energy

Utilities
18
+ 64.29%
$63.78 - $78.91 $1.15K - $1.42K
46 $3K
XOM
Exxon Mobil Corp

Energy
198
+ 11.35%
$99.93 - $119.04 $19.8K - $23.6K
1.94K $209K
TECK
Teck Resources LTD

Basic Materials
30
+ 18.52%
$29.05 - $41.48 $872 - $1.24K
192 $7K
INSM
Insmed Inc

Healthcare
8
+ 61.54%
$64.81 - $105.9 $518 - $847
21 $2K
TU
Telus Corp

Communication Services
69
+ 13.8%
$13.82 - $16.49 $954 - $1.14K
569 $9K
ROST
Ross Stores, Inc.

Consumer Cyclical
18
+ 25.0%
$126.62 - $154.26 $2.28K - $2.78K
90 $11K
EUSB
Ishares Tr Esg Advanced Total

Technology
23
+ 0.52%
$42.54 - $43.56 $978 - $1K
4.43K $192K
SNV
Synovus Financial Corp

Financial Services
45
+ 2250.0%
$38.27 - $51.75 $1.72K - $2.33K
47 $2K
ROKU
Roku, Inc

Communication Services
17
+ 23.61%
$55.1 - $87.89 $937 - $1.49K
89 $7K
DOMO
Domo, Inc.

Technology
133
+ 665.0%
$6.64 - $14.63 $883 - $1.95K
153 $2K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
34
+ 0.33%
$22.09 - $22.44 $751 - $763
10.4K $232K
TPL
Texas Pacific Land Corp

Energy
2
+ 66.67%
$1036.28 - $1430.55 $2.07K - $2.86K
5 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
33
+ 52.38%
$55.13 - $75.25 $1.82K - $2.48K
96 $6K
POWI
Power Integrations Inc

Technology
18
+ 47.37%
$42.13 - $59.01 $758 - $1.06K
56 $3K
UPS
United Parcel Service Inc

Industrials
33
+ 18.33%
$91.92 - $110.2 $3.03K - $3.64K
213 $21K
BKH
Black Hills Corp

Utilities
39
+ 205.26%
$55.66 - $61.75 $2.17K - $2.41K
58 $3K
VLO
Valero Energy Corp

Energy
11
+ 14.67%
$104.69 - $141.77 $1.15K - $1.56K
86 $11K
UAL
United Airlines Holdings, Inc.

Industrials
19
+ 30.65%
$56.15 - $84.23 $1.07K - $1.6K
81 $6K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 400.0%
N/A
15 $2K
CBOE
Cboe Global Markets, Inc.

Financial Services
6
+ 8.33%
$205.81 - $234.23 $1.23K - $1.41K
78 $18K
CNI
Canadian National Railway CO

Industrials
5
+ 1.43%
$92.66 - $108.13 $463 - $541
354 $36K
BCS
Barclays PLC

Financial Services
77
+ 73.33%
$12.69 - $18.61 $977 - $1.43K
182 $3K
EW
Edwards Lifesciences Corp

Healthcare
26
+ 108.33%
$67.07 - $78.22 $1.74K - $2.03K
50 $3K
REXR
Rexford Industrial Realty, Inc.

Real Estate
18
+ 36.0%
$31.57 - $39.41 $568 - $709
68 $2K
ZBRA
Zebra Technologies Corp

Technology
3
+ 16.67%
$213.54 - $309.26 $641 - $928
21 $6K
OSIS
Osi Systems Inc

Technology
2
+ 50.0%
$174.22 - $239.05 $348 - $478
6 $1K
SWK
Stanley Black & Decker, Inc.

Industrials
12
+ 24.0%
$55.86 - $76.98 $670 - $924
62 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
42
+ 63.64%
$13.71 - $15.46 $576 - $649
108 $1K
AOS
Smith A O Corp

Industrials
5
+ 35.71%
$59.63 - $70.52 $298 - $353
19 $1K
OPCH
Option Care Health, Inc.

Healthcare
26
+ 152.94%
$30.69 - $34.95 $798 - $909
43 $1K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
6
+ 42.86%
$63.06 - $78.98 $378 - $474
20 $1K
TDC
Teradata Corp

Technology
49
+ 188.46%
$19.2 - $23.59 $941 - $1.16K
75 $1K
ZI
Zoom Info Technologies Inc.

Technology
33
+ 35.87%
$7.41 - $10.31 $245 - $340
125 $1K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
134
+ 27.52%
$5.48 - $8.63 $734 - $1.16K
621 $4K
STAG
Stag Industrial, Inc.

Real Estate
32
+ 32.0%
$30.08 - $37.02 $963 - $1.18K
132 $4K
TDOC
Teladoc Health, Inc.

Healthcare
101
+ 18.33%
$6.51 - $8.71 $658 - $880
652 $5K
TME
Tencent Music Entertainment Group

Communication Services
27
+ 31.4%
$11.97 - $19.49 $323 - $526
113 $2K
OKTA
Okta, Inc.

Technology
10
+ 500.0%
$91.24 - $127.3 $912 - $1.27K
12 $1K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
125
+ 92.59%
$12.23 - $15.46 $1.53K - $1.93K
260 $3K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5
+ 41.67%
$144.63 - $179.53 $723 - $898
17 $2K
IOT
Samsara Inc.

Technology
1
+ 4.0%
$33.46 - $47.74 $33.5 - $47.7
26 $1K
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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