INVTX
EVOLUTIONARY TREE INNOVATORS FUND
Ultimus Managers Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BROADCOM INC 0 4,260 4,260 6.67% $1.36M
MICRON TECHNOLOGY INC 0 2,725 2,725 5.50% $1.12M
ABBOTT LABS 0 4,840 4,840 2.76% $563.13K
PALO ALTO NETWORKS INC 0 3,087 3,087 2.25% $459.72K
SAMSARA INC-CL A 0 13,510 13,510 1.91% $390.44K
AEROVIRONMENT INC 0 929 929 1.15% $234.34K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SERVICENOW INC 1,477 0 -1,477 0.00% -$1.20M
ATLASSIAN CORP PLC CLS A 4,775 0 -4,775 0.00% -$713.96K
SYNOPSYS INC 1,630 0 -1,630 0.00% -$681.36K
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 1,480 0 -1,480 0.00% -$678.71K
INTUITIVE SURGICAL INC 829 0 -829 0.00% -$475.41K
ZSCALER INC 1,695 0 -1,695 0.00% -$426.29K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
META PLATFORMS INC CL A 1,610 1,798 188 5.71% $122.23K
COMMSTCK 26,600 59,349 32,749 3.88% $343.24K
VISA INC-CLASS A 1,498 2,075 577 3.25% $163.30K
FIRST AM-TR OB-X 390,756 439,911 49,156 2.15% $49.16K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALPHABET INC CL A 5,825 5,480 -345 8.37% -$156.60K
AMAZON.COM INC 8,975 7,440 -1,535 7.65% -$530.75K
KRYSTAL BIOTECH INC 4,240 4,025 -215 5.43% $185.13K
MICROSOFT CORP 4,790 2,585 -2,205 4.97% -$1.34M
CACI INTL-A 1,605 1,480 -125 4.42% -$87.39K
AXON ENTERPRISE INC 1,762 1,613 -149 4.28% -$76.84K
NETFLIX INC 10,450 8,100 -2,350 3.82% -$344.67K
Ascendis Pharma A/S 3,128 2,986 -142 3.41% $33.06K
Viking Holdings Ltd 9,300 8,650 -650 3.30% $53.82K
SEA LTD ADR 6,665 6,166 -499 3.27% -$257.80K
TRADEWEB MARKETS INC A 5,542 5,270 -272 3.18% $46.25K
ROBLOX CORP - A 8,965 8,465 -500 2.85% -$270.74K
PROCEPT BIOROBOTICS CORP 22,651 21,451 -1,200 2.38% -$230.86K
RUBRIK INC-A 8,635 8,053 -582 2.05% -$180.14K
MERCADOLIBRE INC 350 228 -122 1.96% -$324.39K
AFFIRM HOLDINGS INC 8,475 7,882 -593 1.81% -$231.00K
SHOPIFY INC CL A 7,245 2,702 -4,543 1.60% -$823.13K

No positions in this category.

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