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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 46 of 49  ·  977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FLIN FRANKLIN TEMPLETON ETF TR 329.0 $13K +152.0 +85.9% $38.59 -12.3%
902 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 945.0 $13K +258.0 +37.5% $13.34 -3.1%
903 CAC CAMDEN NATL CORP Financial Services 280.0 $12K +102.0 +57.3% $43.38 +10.3%
904 SBR SABINE RTY TR Energy 159.0 $11K +53.0 +50.0% $68.57 +13.4%
905 IEUS ISHARES TR 150.0 $10K +100.0 +200.0% $68.55 +4.5%
906 HTFL HEARTFLOW INC Healthcare 351.0 $10K +159.0 +82.8% $29.15 -14.2%
907 JACK JACK IN THE BOX INC Consumer Cyclical 514.0 $10K +45.0 +9.6% $18.95 -42.7%
908 BOX INC 10,000.0 $10K +2K +25.0% $0.97
909 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 307.0 $10K +14.0 +4.8% $31.08 -48.8%
910 APOLLO GLOBAL MGMT INC 125.0 $9K +35.0 +38.9% $75.52
911 CMCO COLUMBUS MCKINNON CORP N Y Industrials 542.0 $9K +29.0 +5.7% $17.25 -22.7%
912 ACH OWENS & MINOR INC NEW Healthcare 3,282.0 $9K +332.0 +11.2% $2.80 -0.0%
913 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 2,806.0 $9K +296.0 +11.8% $3.25 +25.1%
914 AURA AURA BIOSCIENCES INC Healthcare 1,625.0 $9K +578.0 +55.2% $5.45 +33.0%
915 PSIX POWER SOLUTIONS INTL INC Industrials 152.0 $9K +111.0 +270.7% $57.14 -35.0%
916 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 138.0 $8K +54.0 +64.3% $61.28 -43.0%
917 GCI LIBERTY INC 227.0 $8K +125.0 +122.5% $36.87
918 ARES MANAGEMENT CORPORATION 160.0 $8K +44.0 +37.9% $50.40
919 VGSR MANAGER DIRECTED PORTFOLIOS 773.0 $8K +153.0 +24.7% $10.40 +6.6%
920 EMHC SPDR SERIES TRUST 306.0 $8K +6.0 +2.0% $25.46 -2.3%
Page 46 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%