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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 3 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 226,746.0 $69.3M 0.28% -5K -1.9% $305.63 -8.0%
42 TJX TJX COS INC NEW Consumer Cyclical 440,965.0 $67.7M 0.27% -15K -3.2% $153.61 -2.3%
43 ADP AUTOMATIC DATA PROCESSING IN Industrials 260,999.0 $67.1M 0.27% -10K -3.6% $257.23 -13.9%
44 PEP PEPSICO INC Consumer Defensive 463,242.0 $66.5M 0.27% -20K -4.1% $143.52 +2.8%
45 WFC WELLS FARGO CO NEW Financial Services 704,280.0 $65.6M 0.26% -44K -5.9% $93.20 -20.3%
46 GS GOLDMAN SACHS GROUP INC Financial Services 73,010.0 $64.2M 0.26% -3K -4.0% $879.00 +7.9%
47 NEE NEXTERA ENERGY INC Utilities 795,723.0 $63.9M 0.26% -33K -4.0% $80.28 +8.4%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 397,171.0 $63.7M 0.25% -26K -6.2% $160.40 +19.1%
49 DFAC DIMENSIONAL ETF TRUST 1,600,324.0 $63.4M 0.25% -34K -2.1% $39.59 +8.3%
50 EMR EMERSON ELEC CO Industrials 477,314.0 $63.3M 0.25% -29K -5.7% $132.72 -0.8%
51 DVY ISHARES TR 427,919.0 $60.4M 0.24% -5K -1.2% $141.14 +7.9%
52 GE GE AEROSPACE Industrials 194,407.0 $59.9M 0.24% -8K -4.0% $308.03 -7.5%
53 INTU INTUIT Technology 89,153.0 $59.1M 0.24% -3K -3.3% $662.42 -39.2%
54 CORZ CORE SCIENTIFIC INC NEW Technology 3,997,581.0 $58.2M 0.23% -633K -13.7% $14.56 +58.4%
55 BSV VANGUARD BD INDEX FDS 737,194.0 $58.1M 0.23% -46K -5.8% $78.81 -1.3%
56 UNH UNITEDHEALTH GROUP INC Healthcare 174,227.0 $57.5M 0.23% -18K -9.3% $330.11 +17.3%
57 AXP AMERICAN EXPRESS CO Financial Services 149,551.0 $55.3M 0.22% -9K -5.4% $369.95 -15.3%
58 C CITIGROUP INC Financial Services 460,513.0 $53.7M 0.21% -28K -5.7% $116.69 +5.2%
59 GLW CORNING INC Technology 613,605.0 $53.7M 0.21% -9K -1.5% $87.56 +105.7%
60 VGT VANGUARD WORLD FD 70,417.0 $53.1M 0.21% -2K -2.8% $753.77 -85.2%
Page 3 of 98  ·  1,956 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%