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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 2 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 753,358.0 $172.1M 0.69% -31K -4.0% $228.49 -8.5%
22 JNJ JOHNSON & JOHNSON Healthcare 828,197.0 $171.4M 0.68% -23K -2.7% $206.95 +10.0%
23 XOM EXXON MOBIL CORP Energy 1,371,001.0 $165.0M 0.66% -63K -4.4% $120.34 +33.5%
24 TSLA TESLA INC Consumer Cyclical 358,971.0 $161.4M 0.64% -18K -4.8% $449.72 -8.5%
25 WMT WALMART INC Consumer Defensive 1,387,372.0 $154.6M 0.62% -43K -3.0% $111.41 +18.7%
26 BERKSHIRE HATHAWAY INC DEL 306,782.0 $154.2M 0.61% -10K -3.1% $502.65
27 IJR ISHARES TR 1,104,333.0 $132.7M 0.53% -39K -3.4% $120.18 +11.9%
28 RTX RTX CORPORATION Industrials 693,082.0 $127.1M 0.51% -23K -3.2% $183.40 -5.2%
29 CVX CHEVRON CORP NEW Energy 792,337.0 $120.8M 0.48% -38K -4.6% $152.41 +27.7%
30 CSCO CISCO SYS INC Technology 1,562,947.0 $120.4M 0.48% +10K +0.7% $77.03 +52.5%
31 VEA VANGUARD TAX-MANAGED FDS 1,851,395.0 $115.7M 0.46% +33K +1.8% $62.47 +10.9%
32 IVW ISHARES TR 896,757.0 $110.5M 0.44% -56K -5.9% $123.26 +10.0%
33 IEFA ISHARES TR 1,235,426.0 $110.5M 0.44% +8K +0.7% $89.46 +7.0%
34 DFAX DIMENSIONAL ETF TRUST 3,368,439.0 $110.2M 0.44% -53K -1.6% $32.73 +12.0%
35 BIV VANGUARD BD INDEX FDS 1,364,610.0 $106.3M 0.42% +34K +2.5% $77.88 -2.4%
36 MA MASTERCARD INCORPORATED Financial Services 181,305.0 $103.5M 0.41% -11K -5.7% $570.88 -12.4%
37 BAC BANK AMERICA CORP Financial Services 1,864,831.0 $102.6M 0.41% -82K -4.2% $55.00 -8.1%
38 PG PROCTER AND GAMBLE CO Consumer Defensive 699,689.0 $100.3M 0.40% -55K -7.2% $143.31 -1.1%
39 VOO VANGUARD INDEX FDS 159,051.0 $99.7M 0.40% +1K +0.7% $627.13 +8.0%
40 MRK MERCK & CO INC Healthcare 932,997.0 $98.2M 0.39% -34K -3.5% $105.26 +6.3%
Page 2 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%