WQAIX
WESTWOOD QUALITY ALLCAP 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.

Oct 31, 2025 → Jan 31, 2026

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

No positions in this category.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
JPMORGAN CHASE and CO 2,145 0 -2,145 0.00% -$667.35K
JOHNSON&JOHNSON 3,397 0 -3,397 0.00% -$641.59K
AMAZON.COM INC 2,495 0 -2,495 0.00% -$609.33K
ABBOTT LABS 4,659 0 -4,659 0.00% -$575.95K
PHILIP MORRIS INTL INC 3,505 0 -3,505 0.00% -$505.88K
HUBBELL INC 1,041 0 -1,041 0.00% -$489.27K
THERMO FISHER SCIENTIFIC INC 849 0 -849 0.00% -$481.71K
ALPHABET INC CL A 1,711 0 -1,711 0.00% -$481.12K
BANK OF AMERICA CORPORATION 8,983 0 -8,983 0.00% -$480.14K
VENTAS INC REIT 6,390 0 -6,390 0.00% -$471.52K
MCKESSON CORP 570 0 -570 0.00% -$462.46K
MICROSOFT CORP 891 0 -891 0.00% -$461.37K
CROWN HOLDINGS INC 4,736 0 -4,736 0.00% -$460.24K
DELL TECHNOLOGIES INC CL C 2,801 0 -2,801 0.00% -$453.79K
SENSIENT TECHNOLOGIES CORP 4,795 0 -4,795 0.00% -$452.12K
CSX CORP 12,535 0 -12,535 0.00% -$451.51K
ADVANCED DRAINAGE SYSTEMS INC 3,190 0 -3,190 0.00% -$446.76K
WALT DISNEY CO/T 3,834 0 -3,834 0.00% -$431.79K
APPLE INC 1,590 0 -1,590 0.00% -$429.89K
DIAMONDBACK ENERGY INC 2,989 0 -2,989 0.00% -$427.99K
WEC ENERGY GROUP INC 3,796 0 -3,796 0.00% -$424.13K
CACI INTL-A 753 0 -753 0.00% -$423.37K
CMS ENERGY CORP 5,732 0 -5,732 0.00% -$421.59K
SOUTHSTATE BANK CORP 4,646 0 -4,646 0.00% -$411.87K
O'REILLY AUTOMOTIVE INC 4,290 0 -4,290 0.00% -$405.15K
PROGRESSIVE CORP OHIO 1,951 0 -1,951 0.00% -$401.91K
PACKAGING CORP OF AMERICA 2,052 0 -2,052 0.00% -$401.70K
MERCURY GENERAL CORP 5,163 0 -5,163 0.00% -$399.10K
AMERICAN TOWER CORP 2,227 0 -2,227 0.00% -$398.59K
EASTGROUP PROP 2,278 0 -2,278 0.00% -$397.58K
META PLATFORMS INC CL A 603 0 -603 0.00% -$390.96K
T-MOBILE US INC 1,857 0 -1,857 0.00% -$390.06K
BJS WHSL CLUB HLDGS INC 4,407 0 -4,407 0.00% -$388.96K
APOLLO GLOBAL MANAGEMENT INC 3,126 0 -3,126 0.00% -$388.59K
EOG RESOURCES INC 3,404 0 -3,404 0.00% -$360.28K
CDW CORPORATION 2,177 0 -2,177 0.00% -$346.95K
DOMINOS PIZZA INC 848 0 -848 0.00% -$337.89K
ASML Holding NV - NY Reg Shares 317 0 -317 0.00% -$335.78K
GENERAL DYNAMICS CORPORATION 965 0 -965 0.00% -$332.83K
WARNER MUSIC GRP CORP CL A 10,297 0 -10,297 0.00% -$329.09K
BOEING CO/THE 1,535 0 -1,535 0.00% -$308.57K
VERALTO CORP 3,112 0 -3,112 0.00% -$307.09K
GLACIER BANCORP INC 7,489 0 -7,489 0.00% -$305.93K
BLUE BIRD CORP 6,044 0 -6,044 0.00% -$301.96K
International General Insurance Holdings, Ltd. 14,010 0 -14,010 0.00% -$298.41K
EQT CORPORATION 5,527 0 -5,527 0.00% -$296.14K
KNIFE RIVER HOLDING CO W/I 4,862 0 -4,862 0.00% -$293.96K
EVERCORE INC A 966 0 -966 0.00% -$284.54K
SALESFORCE INC 936 0 -936 0.00% -$243.74K
XPO LOGISTICS INC 1,643 0 -1,643 0.00% -$236.38K
VERRA MOBILITY CORP 9,798 0 -9,798 0.00% -$227.41K
CFD_EQS GSILGB2X BJXBP41 2,698 0 -2,698 0.00% -$199.36K
POOL CORP 715 0 -715 0.00% -$190.95K
BROWN & BROWN 2,243 0 -2,243 0.00% -$178.86K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FIRST AM-TR OB-X 271,396 361,491 90,095 100.00% $90.09K

No positions in this category.

No positions in this category.

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