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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 15 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LITE LUMENTUM HLDGS INC Technology 37,390.0 $13.8M 0.06% +591.0 +1.6% $368.59 +141.5%
282 PWR QUANTA SVCS INC Industrials 32,501.0 $13.7M 0.06% -17K -34.0% $422.06 +69.2%
283 PAYX PAYCHEX INC Industrials 121,705.0 $13.7M 0.05% +11K +10.4% $112.18 -15.8%
284 BERKSHIRE HATHAWAY INC DEL 18.0 $13.6M 0.05% -1.0 -5.3% $754800.00
285 AIG AMERICAN INTL GROUP INC Financial Services 158,040.0 $13.5M 0.05% -860.0 -0.5% $85.55 -8.8%
286 MINT PIMCO ETF TR 134,534.0 $13.5M 0.05% $100.34 +0.2%
287 TYL TYLER TECHNOLOGIES INC Technology 29,571.0 $13.4M 0.05% +12K +67.2% $453.95 -28.9%
288 REGN REGENERON PHARMACEUTICALS Healthcare 17,340.0 $13.4M 0.05% -350.0 -2.0% $771.89 -18.3%
289 ALL ALLSTATE CORP Financial Services 64,163.0 $13.4M 0.05% -4K -6.5% $208.15 +6.6%
290 IWS ISHARES TR 94,134.0 $13.3M 0.05% -4K -4.5% $141.05 +11.1%
291 IGIB ISHARES TR 246,232.0 $13.3M 0.05% -1K -0.6% $53.88 -2.0%
292 PULS PGIM ETF TR 266,618.0 $13.2M 0.05% -24K -8.1% $49.59 +0.2%
293 WK WORKIVA INC Technology 151,317.0 $13.1M 0.05% +34K +28.8% $86.25 -42.4%
294 XLY SELECT SECTOR SPDR TR 108,445.0 $12.9M 0.05% +54K +97.8% $119.41 -1.2%
295 RSG REPUBLIC SVCS INC Industrials 61,072.0 $12.9M 0.05% -2K -3.0% $211.93 +1.4%
296 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 153,471.0 $12.7M 0.05% -9K -5.8% $83.00 -38.7%
297 SRE SEMPRA Utilities 143,571.0 $12.7M 0.05% -19K -11.8% $88.29 +3.4%
298 CAH CARDINAL HEALTH INC Healthcare 61,658.0 $12.7M 0.05% -7K -10.5% $205.50 -3.1%
299 IUSG ISHARES TR 74,826.0 $12.6M 0.05% +2K +2.5% $167.94 +10.8%
300 ACWI ISHARES TR 88,424.0 $12.5M 0.05% +11K +14.8% $141.49 +9.6%
Page 15 of 186  ·  3,711 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%