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Portfolio (Quarterly) Guide ↗

COMERICA BANK

· CIK 0000901541
13F Portfolio $25.1B AUM 6,347 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 140 New 977 Added 1956 Reduced 138 Exited
Page 17 of 49  ·  977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DIVO AMPLIFY ETF TR 50,473.0 $2.2M 0.01% +4K +8.1% $44.50 +2.8%
322 DK DELEK US HLDGS INC NEW Energy 75,324.0 $2.2M 0.01% +30K +66.6% $29.66 +53.5%
323 ENOV ENOVIS CORPORATION Industrials 82,274.0 $2.2M 0.01% +30K +57.9% $26.64 -3.3%
324 VCYT VERACYTE INC Healthcare 52,056.0 $2.2M 0.01% +22K +75.5% $42.10 -1.0%
325 CNNE CANNAE HLDGS INC Consumer Cyclical 138,625.0 $2.2M 0.01% +54K +64.3% $15.73 -15.4%
326 OLN OLIN CORP Basic Materials 103,200.0 $2.1M 0.01% +22K +27.6% $20.83 +24.6%
327 ALGN ALIGN TECHNOLOGY INC Healthcare 13,656.0 $2.1M 0.01% +76.0 +0.6% $156.15 +4.6%
328 WLK WESTLAKE CORPORATION Basic Materials 28,483.0 $2.1M 0.01% +221.0 +0.8% $73.94 +19.9%
329 SILJ AMPLIFY ETF TR 75,988.0 $2.1M 0.01% +693.0 +0.9% $27.67 +6.1%
330 VSEC VSE CORP Industrials 12,161.0 $2.1M 0.01% +4K +53.0% $172.77 -2.8%
331 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 157,340.0 $2.1M 0.01% +4K +2.5% $13.28 -23.6%
332 MHK MOHAWK INDS INC Consumer Cyclical 19,046.0 $2.1M 0.01% +6K +46.8% $109.30 -13.7%
333 KVYO KLAVIYO INC Technology 63,777.0 $2.1M 0.01% +62K +2984.0% $32.47 -54.7%
334 PREF PRINCIPAL EXCHANGE TRADED FD 108,546.0 $2.1M 0.01% +13K +13.9% $19.07 -0.7%
335 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 35,591.0 $2.1M 0.01% +6K +20.0% $57.69 +21.8%
336 KMPR KEMPER CORP Financial Services 50,371.0 $2.0M 0.01% +10K +25.8% $40.54 -28.0%
337 AVAV AEROVIRONMENT INC Industrials 8,441.0 $2.0M 0.01% +121.0 +1.4% $241.89 -32.3%
338 NUVL NUVALENT INC Healthcare 20,224.0 $2.0M 0.01% +20K +10000.0% $100.59 +0.4%
339 VISN COMMSCOPE HLDG CO INC Technology 110,251.0 $2.0M 0.01% +37K +50.9% $18.13 -38.4%
340 FLO FLOWERS FOODS INC Consumer Defensive 181,973.0 $2.0M 0.01% +60K +49.4% $10.88 -33.7%
Page 17 of 49  ·  977 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Healthcare 18.2%
Financial Services 15.4%
Industrials 10.8%
Consumer Cyclical 9.1%
Communication Services 7.4%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 2.4%
Basic Materials 1.7%