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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 9 of 49  ·  977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVNA CARVANA CO Consumer Cyclical 13,413.0 $5.7M 0.02% +11K +361.4% $422.00 -84.4%
162 ICUI ICU MED INC Healthcare 39,658.0 $5.7M 0.02% +14K +52.6% $142.67 -13.7%
163 IT GARTNER INC Technology 22,274.0 $5.6M 0.02% +8K +60.9% $252.27 -38.4%
164 GH GUARDANT HEALTH INC Healthcare 54,597.0 $5.6M 0.02% +18K +48.9% $102.14 -6.3%
165 SON SONOCO PRODS CO Consumer Cyclical 127,075.0 $5.5M 0.02% +81K +178.6% $43.64 +7.6%
166 FIVE FIVE BELOW INC Consumer Cyclical 29,362.0 $5.5M 0.02% +1K +4.9% $188.36 +15.9%
167 FBND FIDELITY MERRIMACK STR TR 118,747.0 $5.5M 0.02% +16K +16.1% $46.04 -2.2%
168 AMLP ALPS ETF TR 113,357.0 $5.3M 0.02% +2K +1.5% $47.02 +16.6%
169 GNW GENWORTH FINL INC Financial Services 589,535.0 $5.3M 0.02% +248K +72.4% $9.03 +2.8%
170 IUSV ISHARES TR 51,795.0 $5.3M 0.02% +3K +6.6% $102.54 +5.8%
171 RGLD ROYAL GOLD INC Basic Materials 23,876.0 $5.3M 0.02% +4K +17.2% $222.29 +1.8%
172 MMS MAXIMUS INC Industrials 61,284.0 $5.3M 0.02% +34K +124.4% $86.32 -30.9%
173 FLS FLOWSERVE CORP Industrials 75,570.0 $5.2M 0.02% +11K +17.6% $69.38 -5.0%
174 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 77,783.0 $5.2M 0.02% +12K +17.5% $67.39 +9.4%
175 MIR MIRION TECHNOLOGIES INC Industrials 222,756.0 $5.2M 0.02% +43K +24.2% $23.42 -23.0%
176 RDN RADIAN GROUP INC Financial Services 138,930.0 $5.0M 0.02% +8K +6.1% $35.99 +5.2%
177 ZM ZOOM COMMUNICATIONS INC Technology 57,483.0 $5.0M 0.02% +642.0 +1.1% $86.29 +14.6%
178 OC OWENS CORNING NEW Industrials 44,207.0 $4.9M 0.02% +2K +5.0% $111.91 +0.3%
179 NWE NORTHWESTERN ENERGY GROUP IN Utilities 76,365.0 $4.9M 0.02% +14K +22.0% $64.54 +10.8%
180 TRNS TRANSCAT INC Industrials 86,778.0 $4.9M 0.02% +2K +2.0% $56.73 +37.0%
Page 9 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%