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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 8 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 USB US BANCORP DEL Financial Services 365,328.0 $19.5M 0.08% -35K -8.7% $53.36 -0.4%
142 NSC NORFOLK SOUTHN CORP Industrials 67,235.0 $19.4M 0.08% -7K -9.0% $288.72 +9.4%
143 SHV ISHARES TR 176,163.0 $19.4M 0.08% -5K -2.6% $110.15 +0.1%
144 SBUX STARBUCKS CORP Consumer Cyclical 228,154.0 $19.2M 0.08% -36K -13.5% $84.21 +26.8%
145 SO SOUTHERN CO Utilities 219,442.0 $19.1M 0.08% -10K -4.5% $87.20 +6.1%
146 KMB KIMBERLY-CLARK CORP Consumer Defensive 187,788.0 $18.9M 0.08% -12K -5.9% $100.89 -4.9%
147 TFC TRUIST FINL CORP Financial Services 382,105.0 $18.8M 0.07% -26K -6.3% $49.21 -4.6%
148 ZTS ZOETIS INC Healthcare 148,304.0 $18.7M 0.07% -13K -8.3% $125.82 -41.0%
149 AEP AMERICAN ELEC PWR CO INC Utilities 159,823.0 $18.4M 0.07% -13K -7.4% $115.31 +10.7%
150 CRWD CROWDSTRIKE HLDGS INC Technology 39,024.0 $18.3M 0.07% -3K -7.4% $468.77 +26.7%
151 WM WASTE MGMT INC DEL Industrials 82,553.0 $18.1M 0.07% -3K -3.6% $219.71 +0.0%
152 VCSH VANGUARD SCOTTSDALE FDS 226,086.0 $18.0M 0.07% -21K -8.5% $79.73 -1.2%
153 CENCORA INC 53,135.0 $17.9M 0.07% -31K -36.6% $337.75
154 NOC NORTHROP GRUMMAN CORP Industrials 31,455.0 $17.9M 0.07% -2K -4.8% $570.20 -5.2%
155 VNQ VANGUARD INDEX FDS 198,720.0 $17.6M 0.07% -92K -31.6% $88.49 +7.4%
156 USMV ISHARES TR 186,307.0 $17.5M 0.07% -17K -8.2% $94.16 +2.0%
157 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 188,243.0 $17.2M 0.07% -11K -5.6% $91.21 -3.0%
158 MCHI ISHARES TR 285,595.0 $17.2M 0.07% -105K -26.8% $60.07 -6.2%
159 VCIT VANGUARD SCOTTSDALE FDS 204,064.0 $17.1M 0.07% -11K -5.2% $83.75 -2.2%
160 ROP ROPER TECHNOLOGIES INC Industrials 38,007.0 $16.9M 0.07% -2K -3.9% $445.13 -27.9%
Page 8 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%