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
TGTX
Tg Therapeutics, Inc.

Healthcare
5
+ 21.74%
$33.37 - $45.51 $167 - $228
28 $1K
PCAR
Paccar Inc

Industrials
8
+ 114.29%
$86.4 - $99.09 $691 - $793
15 $1K
URTY
Proshares Trust Proshrs Ultrap

ETFs
1
+ 0.49%
$22.44 - $39.37 $22.4 - $39.4
205 $8K
PRU
Prudential Financial Inc

Financial Services
22
+ 8.66%
$95.12 - $112.71 $2.09K - $2.48K
276 $29K
PUK
Prudential PLC

Financial Services
36
+ 37.89%
$18.03 - $25.49 $649 - $918
131 $3K
PCVX
Vaxcyte, Inc.

Healthcare
47
+ 335.71%
$28.04 - $37.2 $1.32K - $1.75K
61 $1K
UMC
United Microelectronics Corp

Technology
174
+ 86.57%
$6.12 - $8.32 $1.06K - $1.45K
375 $2K
ROL
Rollins Inc

Consumer Cyclical
9
+ 2.39%
$50.65 - $58.58 $456 - $527
386 $21K
NX
Quanex Building Products Corp

Industrials
17
+ 39.53%
$15.5 - $20.19 $264 - $343
60 $1K
RDWR
Radware LTD

Technology
20
+ 74.07%
$19.43 - $29.44 $389 - $589
47 $1K
REI
Ring Energy, Inc.

Energy
516
+ 61.43%
$0.74 - $1.17 $382 - $604
1.36K $1K
REPL
Replimune Group, Inc.

Healthcare
38
+ 52.05%
$6.92 - $10.38 $263 - $394
111 $1K
RMD
Resmed Inc

Healthcare
2
+ 25.0%
$204.54 - $258.0 $409 - $516
10 $2K
SB
Safe Bulkers, Inc.

Industrials
345
+ 176.92%
$3.05 - $3.88 $1.05K - $1.34K
540 $1K
PGR
Progressive Corp

Financial Services
20
+ 8.66%
$255.27 - $288.74 $5.11K - $5.77K
251 $66K
PII
Polaris Inc.

Consumer Cyclical
22
+ 104.76%
$31.97 - $42.61 $703 - $937
43 $1K
SHG
Shinhan Financial Group CO LTD

Financial Services
43
+ 116.22%
N/A
80 $2K
SHEL
Shell PLC

Energy
57
+ 6.51%
$59.75 - $73.05 $3.41K - $4.16K
932 $65K
TTC
Toro CO

Industrials
15
+ 15.63%
$63.51 - $77.8 $953 - $1.17K
111 $7K
BTU
Peabody Energy Corp

Energy
44
+ 61.97%
$10.31 - $15.28 $454 - $672
115 $1K
MD
Mednax, Inc.

Healthcare
82
+ 19.25%
$12.0 - $15.17 $984 - $1.24K
508 $7K
WAT
Waters Corp

Healthcare
4
+ 133.33%
$307.71 - $366.67 $1.23K - $1.47K
7 $2K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 1.41%
$176.34 - $218.59 $176 - $219
72 $15K
PCG
Pg&E Corp

Utilities
81
+ 192.86%
$13.55 - $17.87 $1.1K - $1.45K
123 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
43
+ 8.37%
$7.69 - $11.46 $331 - $493
557 $6K
XLE
Energy Sector Spdr

ETFs
49
+ 13.5%
$76.44 - $94.13 $3.75K - $4.61K
412 $34K
PNW
Pinnacle West Capital Corp

Utilities
11
+ 137.5%
$88.3 - $95.43 $971 - $1.05K
19 $1K
PHI
Pldt Inc.

Communication Services
63
+ 34.24%
$20.74 - $23.86 $1.31K - $1.5K
247 $5K
RVMD
Revolution Medicines, Inc.

Healthcare
14
+ 82.35%
$31.13 - $41.98 $436 - $588
31 $1K
BGS
B&G Foods, Inc.

Consumer Defensive
238
+ 224.53%
$4.02 - $7.07 $957 - $1.68K
344 $1K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34
+ 0.35%
$23.29 - $23.38 $792 - $795
9.78K $228K
ADNT
Adient PLC

Consumer Cyclical
64
+ 457.14%
$10.34 - $19.72 $662 - $1.26K
78 $1K
CHX
Champion X Corp

Energy
45
+ 121.62%
$22.52 - $30.02 $1.01K - $1.35K
82 $2K
CHKP
Check Point Software Technologies LTD

Technology
1
+ 25.0%
$204.26 - $233.47 $204 - $233
5 $1K
CC
Chemours CO

Basic Materials
99
+ 990.0%
$9.4 - $13.06 $931 - $1.29K
109 $1K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1
+ 0.14%
$44.39 - $49.11 $44.4 - $49.1
699 $33K
ILMN
Illumina, Inc.

Healthcare
1
+ 8.33%
$70.3 - $95.41 $70.3 - $95.4
13 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
102
+ 268.42%
$20.4 - $26.78 $2.08K - $2.73K
140 $2K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.22%
$37.87 - $42.54 $114 - $128
1.36K $57K
FFIN
First Financial Bankshares Inc

Financial Services
39
+ 9.8%
$31.3 - $37.48 $1.22K - $1.46K
437 $15K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
375
+ 326.09%
$2.33 - $8.01 $874 - $3K
490 $1K
KEYS
Keysight Technologies, Inc.

Technology
8
+ 266.67%
$127.02 - $165.4 $1.02K - $1.32K
11 $1K
BPMC
Blueprint Medicines Corp

Healthcare
2
+ 28.57%
$79.22 - $128.4 $158 - $257
9 $1K
K
Kellogg CO

Consumer Defensive
7
+ 58.33%
$77.85 - $82.88 $545 - $580
19 $1K
BIDU
Baidu, Inc.

Communication Services
5
+ 16.13%
$76.86 - $92.5 $384 - $463
36 $3K
BEKE
Ke Holdings Inc.

Real Estate
63
+ 196.88%
$17.53 - $22.08 $1.1K - $1.39K
95 $1K
YY
Joyy Inc.

Communication Services
35
+ 36.08%
$38.14 - $42.3 $1.33K - $1.48K
132 $5K
BGNE
Bei Gene, Ltd.

Healthcare
5
+ 166.67%
N/A
8 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
20
+ 26.67%
$56.17 - $75.73 $1.12K - $1.51K
95 $6K
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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