Titelia

Holdings of WESTWOOD QUALITY SMIDCAP FUND

Ultimus Managers Trust ·60 declared positions · as of Apr 30, 2026

Original filing · Net assets 106.6M $ · Ten largest lines: 23.1 % of the equity sleeve

Sector breakdown

  • Materials 3.8 %
  • Energy 3.2 %
  • Industrials 2.9 %
  • Technology 2.1 %
  • Health care 2.1 %
  • Consumer staples 1.2 %
  • Unattributed 84.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.1 %
  • GB 2.3 %
  • BM 1.6 %
  • CA 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5798.6M $95.14 %
2GB12.3M $2.26 %
3BM11.7M $1.60 %
4CA11M $1.01 %

Positions

RankCompanySharesValueWeight
1Cullen/Frost Bankers Inc 18,9142.7M $2.57 %
2SOUTHSTATE BANK CORP 27,4042.7M $2.51 %
3IDACORP Inc 18,0552.7M $2.50 %
4Sensient Technologies Corp 21,9762.5M $2.34 %
5Marex Group PLC 43,8622.3M $2.19 %
6Modine Manufacturing Co 8,9102.3M $2.13 %
7Glacier Bancorp Inc 45,8432.2M $2.11 %
8Lattice Semiconductor Corp 17,8202.2M $2.04 %
9EastGroup Properties Inc 10,8112.2M $2.04 %
10BJ's Wholesale Club Holdings Inc 22,9412.2M $2.02 %
11Wintrust Financial Corp 14,2702.1M $2.02 %
12Trex Co Inc 54,5132.1M $2.00 %
13Packaging Corp of America 10,0072.1M $2.00 %
14National Fuel Gas Co 25,3042.1M $2.00 %
15Skyward Specialty Insurance Group Inc 46,3602.1M $1.98 %
16Permian Resources Corp 96,6792.1M $1.96 %
17MSA Safety Inc 12,5612.1M $1.96 %
18AAR Corp 18,8672.1M $1.95 %
19Avista Corp 50,2992.1M $1.94 %
20Pool Corp 9,5832M $1.92 %
21Kirby Corp 13,4042M $1.89 %
22Advanced Drainage Systems Inc 13,4502M $1.88 %
23Rambus Inc 17,2022M $1.86 %
24Kratos Defense & Security Solutions, Inc. 30,7601.9M $1.82 %
25Semtech Corp 17,8701.9M $1.76 %
26Royal Gold Inc 7,6801.8M $1.68 %
27IPG Photonics Corp 14,7151.7M $1.64 %
28Littelfuse Inc 4,2141.7M $1.60 %
29Cheesecake Factory Inc/The 26,5831.7M $1.57 %
30Warner Music Group Corp 59,0431.7M $1.57 %
31Timken Co/The 14,9721.7M $1.56 %
32RenaissanceRe Holdings Ltd 5,3891.7M $1.55 %
33Hubbell Inc 3,2521.7M $1.55 %
34Federal Realty Investment Trust 14,7661.6M $1.54 %
35Blue Bird Corp 25,3521.6M $1.52 %
36Interparfums Inc 17,7651.6M $1.52 %
37Chord Energy Corp 10,7821.6M $1.47 %
38Mercury General Corp 16,0521.6M $1.46 %
39Piper Sandler Cos 17,7161.5M $1.45 %
40Texas Roadhouse Inc 9,4981.5M $1.43 %
41Solventum Corp 22,6841.5M $1.43 %
42COPT Defense Properties 46,8621.5M $1.37 %
43Academy Sports & Outdoors Inc 26,1291.4M $1.34 %
44Eagle Materials Inc 6,7791.4M $1.34 %
45Evercore Inc 4,4231.4M $1.33 %
46BWX Technologies Inc 6,0791.3M $1.23 %
47Pegasystems Inc 35,6551.3M $1.22 %
48US Foods Holding Corp 13,4791.3M $1.18 %
49Verra Mobility Corp 82,7061.2M $1.15 %
50Moog Inc 3,9991.2M $1.13 %
51Ovintiv Inc 19,0701.2M $1.10 %
52York Space Systems Inc 34,2771.1M $1.07 %
53Brixmor Property Group Inc 35,7201.1M $1.01 %
54Builders FirstSource Inc 13,5201.1M $1.00 %
55Visteon Corp 9,5071.1M $1.00 %
56Pan American Silver Corp 19,9541M $0.98 %
57Vail Resorts Inc 8,1591M $0.97 %
58Newmark Group Inc 63,0441M $0.95 %
59Cooper Cos Inc/The 15,839996.3K $0.93 %
60Henry Schein Inc 12,976967.9K $0.91 %