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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 13 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 OC OWENS CORNING NEW Industrials 58,454.0 $6.3M 0.03% +55K +1783.8% $108.22 +5.4%
242 BK BANK NEW YORK MELLON CORP Financial Services 53,097.0 $6.3M 0.03% +6K +13.2% $118.63 +15.1%
243 AON AON PLC Financial Services 19,432.0 $6.3M 0.03% +998.0 +5.4% $322.78 +1.2%
244 STAG STAG INDUSTRIAL INC Real Estate 172,926.0 $6.2M 0.03% +156K +898.0% $36.06 +4.7%
245 INTC INTEL CORP Technology 141,216.0 $6.2M 0.03% +20K +16.9% $44.13 +146.5%
246 HWM HOWMET AEROSPACE INC Industrials 26,646.0 $6.1M 0.03% +365.0 +1.4% $230.46 +13.0%
247 BDX BECTON DICKINSON & CO Healthcare 38,548.0 $6.1M 0.03% +2K +6.9% $157.23 -9.5%
248 AMT AMERICAN TOWER CORP Real Estate 34,344.0 $5.9M 0.03% +19K +118.2% $172.58 +2.7%
249 VV VANGUARD INDEX FDS 19,535.0 $5.8M 0.03% +940.0 +5.1% $298.85 +13.6%
250 VCSH VANGUARD SCOTTSDALE FDS 73,468.0 $5.8M 0.03% +68K +1263.8% $79.27 -0.6%
251 LFUS LITTELFUSE INC Technology 17,032.0 $5.8M 0.03% +870.0 +5.4% $339.35 +31.5%
252 SRE SEMPRA Utilities 59,313.0 $5.8M 0.03% +3K +4.8% $97.17 -6.9%
253 AVB AVALONBAY CMNTYS INC Real Estate 35,112.0 $5.7M 0.03% +28K +396.6% $163.35 +10.7%
254 HCA HCA HEALTHCARE INC Healthcare 12,089.0 $5.7M 0.03% +4K +42.2% $473.24 -10.6%
255 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,677.0 $5.7M 0.03% +2K +15.1% $484.91 -9.9%
256 SLV ISHARES SILVER TR Financial Services 82,410.0 $5.6M 0.03% +47K +132.0% $68.14 +2.6%
257 IXUS ISHARES TR 63,255.0 $5.5M 0.03% +53K +493.4% $86.64 +8.4%
258 VBR VANGUARD INDEX FDS 25,103.0 $5.5M 0.03% +184.0 +0.7% $217.25 +5.1%
259 HLI HOULIHAN LOKEY INC Financial Services 37,827.0 $5.4M 0.03% +33K +686.9% $143.62 +4.7%
260 LQD ISHARES TR 49,677.0 $5.4M 0.03% +22K +82.5% $108.99 -1.3%
Page 13 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%