WWMCX
WESTWOOD QUALITY MIDCAP 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.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MODINE MFG CO 0 189 189 2.16% $34.90K
OLD DOMINION FRT 0 184 184 1.97% $31.87K
LPL FINL HLDGS INC 0 87 87 1.96% $31.71K
RAMBUS INC 0 252 252 1.78% $28.69K
ALLEGRO MICROSYSTEMS INC 0 763 763 1.74% $28.16K
LATTICE SEMICONDUCTOR CORP 0 286 286 1.43% $23.03K
HAWKINS INC 0 154 154 1.24% $20.06K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CSX CORP 1,104 0 -1,104 0.00% -$39.77K
HUNT J B TRANSPORT SERVICES IN 224 0 -224 0.00% -$37.82K
AXALTA COATING S 1,261 0 -1,261 0.00% -$35.90K
BLUE OWL CAPITAL INC A 2,265 0 -2,265 0.00% -$35.72K
CDW CORPORATION 205 0 -205 0.00% -$32.67K
EVEREST RE GROUP 78 0 -78 0.00% -$24.53K
WEYERHAEUSER CO 1,042 0 -1,042 0.00% -$23.97K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FIRST AM-TR OB-X 31,706 44,611 12,905 2.76% $12.91K
AMERICAN INTERNATIONAL GROUP 465 549 84 2.55% $4.39K
BROWN & BROWN 378 406 28 1.81% -$869
ZIMMER BIOMET HO 227 267 40 1.44% $421
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MARVELL TECHNOLOGY INC 558 481 -77 2.35% -$14.35K
CHORD ENERGY CORP 411 350 -61 2.17% -$2.20K
PACKAGING CORP OF AMERICA 184 154 -30 2.12% -$1.75K
INTERCONTINENTAL EXCHANGE INC 198 196 -2 2.11% $5.10K
CORTEVA INC 576 460 -116 2.07% -$1.90K
MSA SAFETY INC 209 184 -25 2.02% -$224
COOPER COS INC 518 399 -119 2.01% -$3.74K
BJS WHSL CLUB HLDGS INC 376 350 -26 2.00% -$832
HEALTHPEAK PROPERTIES INC 1,886 1,873 -13 2.00% -$1.56K
O'REILLY AUTOMOTIVE INC 386 324 -62 1.97% -$4.57K
TEXAS ROADHOUSE INC 208 176 -32 1.96% -$2.37K
FED REALTY INVS 356 311 -45 1.95% -$2.78K
AGREE REALTY CORP 495 435 -60 1.95% -$4.72K
CMS ENERGY CORP 502 437 -65 1.93% -$5.68K
VENTAS INC REIT 544 398 -146 1.91% -$9.23K
LITTELFUSE INC 104 87 -17 1.74% $2.86K
EAGLE MATERIALS INC 156 137 -19 1.73% -$5.20K
PERMIAN RESOURCES CORP CL A 2,219 1,714 -505 1.71% -$224
CAMECO CORP 257 222 -35 1.70% $1.12K
DIAMONDBACK ENERGY INC 219 162 -57 1.64% -$4.80K
INTERPARFUMS INC 314 271 -43 1.64% -$1.55K
VERRA MOBILITY CORP 1,472 1,366 -106 1.63% -$7.80K
HUBBELL INC 64 54 -10 1.63% -$3.73K
SOUTHSTATE BANK CORP 269 251 -18 1.59% $1.84K
GLACIER BANCORP INC 569 501 -68 1.57% $2.15K
TOLL BROTHERS INC 193 173 -20 1.55% -$1.05K
CACI INTL-A 69 40 -29 1.54% -$13.97K
ULTA BEAUTY INC 69 38 -31 1.52% -$11.27K
CROWN HOLDINGS INC 282 232 -50 1.50% -$3.12K
PEGASYSTEMS INC 613 554 -59 1.50% -$14.81K
EVERGY INC 347 315 -32 1.50% -$2.48K
VERALTO CORP 253 243 -10 1.49% -$914
CULLEN FROST BANKERS INC 212 174 -38 1.48% -$2.12K
PIPER SANDLER COS 81 69 -12 1.48% -$1.96K
HENRY SCHEIN INC 355 314 -41 1.47% $1.26K
ADVANCED DRAINAGE SYSTEMS INC 192 154 -38 1.45% -$3.48K
ALLIANT ENERGY CORPORATION 376 355 -21 1.45% -$1.73K
GULFPORT ENERGY CORP 145 113 -32 1.43% -$3.90K
LITHIA MOTORS INC CL A 86 70 -16 1.40% -$4.37K
ARTHUR J GALLAGHAR AND CO 93 90 -3 1.39% -$759
MCCORMICK-N/V 374 358 -16 1.37% -$1.86K
PAN AMER SILVER 994 386 -608 1.30% -$13.92K
VAIL RESORTS INC 184 152 -32 1.25% -$7.07K
BWX TECHNOLOGIES INC 98 79 -19 1.00% -$4.70K
MCKESSON CORP 22 19 -3 0.98% -$2.06K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CHURCH & DWIGHT 279 279 0 1.66% $2.39K
DTE ENERGY CO 175 175 0 1.46% -$203
AVANTOR INC 1,282 1,282 0 0.87% -$1.15K

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