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Portfolio (Quarterly) Guide ↗

COMERICA BANK

· CIK 0000901541
13F Portfolio $26.6B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3710 New
Page 4 of 186  ·  3,710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 231,255.0 $70.3M 0.26% NEW $303.89 -7.0%
62 AJG GALLAGHER ARTHUR J & CO Financial Services 222,225.0 $68.8M 0.26% NEW $309.74 -34.3%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 423,177.0 $68.6M 0.26% NEW $162.20 +18.1%
64 DGRW WISDOMTREE TR 764,951.0 $68.1M 0.26% NEW $88.96 +7.1%
65 PEP PEPSICO INC Consumer Defensive 482,971.0 $67.8M 0.26% NEW $140.44 +6.1%
66 EMR EMERSON ELEC CO Industrials 506,007.0 $66.4M 0.25% NEW $131.18 +0.8%
67 UNH UNITEDHEALTH GROUP INC Healthcare 192,136.0 $66.3M 0.25% NEW $345.30 +13.3%
68 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 157,952.0 $66.2M 0.25% NEW $419.21 +35.3%
69 TJX TJX COS INC NEW Consumer Cyclical 455,546.0 $65.8M 0.25% NEW $144.54 +4.0%
70 TPR TAPESTRY INC Consumer Cyclical 576,359.0 $65.3M 0.24% NEW $113.22 +15.9%
71 VUG VANGUARD INDEX FDS 134,169.0 $64.3M 0.24% NEW $479.61 -82.0%
72 RSP INVESCO EXCHANGE TRADED FD T 335,850.0 $63.7M 0.24% NEW $189.70 +6.3%
73 DFAC DIMENSIONAL ETF TRUST 1,634,047.0 $63.0M 0.24% NEW $38.57 +10.6%
74 INTU INTUIT Technology 92,211.0 $63.0M 0.24% NEW $682.91 -41.0%
75 WFC WELLS FARGO CO NEW Financial Services 748,447.0 $62.7M 0.24% NEW $83.82 -11.3%
76 NEE NEXTERA ENERGY INC Utilities 828,839.0 $62.6M 0.23% NEW $75.49 +23.7%
77 BSV VANGUARD BD INDEX FDS 782,989.0 $61.8M 0.23% NEW $78.91 -1.5%
78 DVY ISHARES TR 433,305.0 $61.6M 0.23% NEW $142.10 +7.5%
79 GE GE AEROSPACE Industrials 202,422.0 $60.9M 0.23% NEW $300.82 -4.9%
80 GS GOLDMAN SACHS GROUP INC Financial Services 76,048.0 $60.6M 0.23% NEW $796.35 +18.8%
Page 4 of 186  ·  3,710 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 27.6%
Healthcare 15.3%
Financial Services 15.2%
Industrials 12.7%
Consumer Cyclical 9.5%
Communication Services 7.2%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 2.4%
Basic Materials 1.7%