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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $20.7B AUM 2,449 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 700 Added 341 Reduced 53 Exited
Page 10 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPGI S&P GLOBAL INC Financial Services 26,296.0 $11.2M 0.05% +1K +5.3% $425.34 -2.0%
182 CMI CUMMINS INC Industrials 20,652.0 $11.1M 0.05% +4K +21.3% $538.02 +26.1%
183 GILD GILEAD SCIENCES INC Healthcare 79,485.0 $11.1M 0.05% +3K +4.6% $139.37 -6.4%
184 CI THE CIGNA GROUP Healthcare 41,521.0 $11.1M 0.05% +2K +4.1% $266.75 +7.3%
185 MMM 3M CO Industrials 76,000.0 $11.0M 0.05% +16K +26.9% $145.23 +4.4%
186 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 37,322.0 $10.8M 0.05% +4K +10.5% $290.49 +1.4%
187 VLO VALERO ENERGY CORP Energy 43,808.0 $10.8M 0.05% +18K +71.2% $247.08 +4.9%
188 ALL ALLSTATE CORP Financial Services 51,941.0 $10.8M 0.05% +9K +21.5% $207.34 +6.6%
189 AVUV AMERICAN CENTY ETF TR 96,124.0 $10.6M 0.05% +92K +2419.6% $110.47 +7.3%
190 ENB ENBRIDGE INC Energy 195,631.0 $10.6M 0.05% +11K +5.9% $54.14 +3.6%
191 PPL PPL CORP Utilities 269,040.0 $10.3M 0.05% +226K +527.3% $38.20 -8.9%
192 WEC WEC ENERGY GROUP INC Utilities 87,879.0 $10.2M 0.05% +9K +11.3% $115.77 -5.9%
193 PNC PNC FINL SVCS GROUP INC Financial Services 48,279.0 $10.0M 0.05% +5K +12.6% $208.09 +3.0%
194 EMXC ISHARES INC 126,552.0 $10.0M 0.05% +61K +94.0% $78.66 +18.5%
195 BND VANGUARD BD INDEX FDS 133,594.0 $9.8M 0.05% +19K +16.8% $73.64 -1.3%
196 SCCO SOUTHERN COPPER CORP Basic Materials 55,756.0 $9.6M 0.05% +12K +27.1% $172.06 +0.0%
197 PSX PHILLIPS 66 Energy 52,002.0 $9.5M 0.05% +6K +12.3% $182.18 -1.7%
198 CSX CSX CORP Industrials 229,243.0 $9.4M 0.05% +44K +23.4% $41.05 +12.7%
199 EFG ISHARES TR 83,832.0 $9.3M 0.04% +19K +28.6% $111.37 +6.6%
200 VEU VANGUARD INTL EQUITY INDEX F 124,070.0 $9.3M 0.04% +6K +5.1% $75.10 +8.1%
Page 10 of 35  ·  700 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 28.0%
Financial Services 16.3%
Industrials 12.8%
Communication Services 9.7%
Healthcare 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 5.8%
Energy 4.7%
Utilities 3.0%
Real Estate 1.0%