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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 14 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WELL WELLTOWER INC Real Estate 27,063.0 $5.4M 0.03% +4K +15.2% $197.71 +8.1%
262 SCHP SCHWAB STRATEGIC TR 197,564.0 $5.3M 0.03% +79K +66.1% $26.61 +0.1%
263 TIP ISHARES TR 47,037.0 $5.2M 0.03% +6K +15.2% $110.36 +0.1%
264 CTVA CORTEVA INC Basic Materials 61,687.0 $5.2M 0.03% +9K +16.5% $83.71 -1.8%
265 SCHX SCHWAB STRATEGIC TR 199,241.0 $5.1M 0.03% +62K +45.1% $25.64 +13.2%
266 OTIS OTIS WORLDWIDE CORP Industrials 66,228.0 $5.1M 0.03% +7K +11.8% $77.08 -7.9%
267 IDXX IDEXX LABS INC Healthcare 9,007.0 $5.1M 0.03% +1K +15.4% $561.89 -5.9%
268 REGN REGENERON PHARMACEUTICALS Healthcare 6,448.0 $5.0M 0.02% +178.0 +2.8% $772.64 -9.6%
269 IEF ISHARES TR 52,163.0 $5.0M 0.02% +2K +4.3% $95.44 -2.1%
270 DFIV DIMENSIONAL ETF TRUST 92,758.0 $4.9M 0.02% +87K +1440.6% $52.78 +4.9%
271 NVS NOVARTIS AG Healthcare 32,030.0 $4.9M 0.02% +9K +41.7% $152.75 -3.1%
272 TXT TEXTRON INC Industrials 55,042.0 $4.8M 0.02% +1K +2.4% $87.56 +1.4%
273 ED CONSOLIDATED EDISON INC Utilities 42,438.0 $4.8M 0.02% +6K +17.6% $113.18 -6.9%
274 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 323,794.0 $4.6M 0.02% +163K +101.2% $14.28 +1.1%
275 ENTERGY CORP NEW 41,114.0 $4.6M 0.02% +1K +3.5% $112.36
276 XLY SELECT SECTOR SPDR TR 42,389.0 $4.6M 0.02% +4K +11.5% $108.98 +6.7%
277 WDC WESTERN DIGITAL CORP Technology 16,833.0 $4.6M 0.02% +737.0 +4.6% $270.49 +78.2%
278 SCHD SCHWAB STRATEGIC TR 147,260.0 $4.5M 0.02% +19K +14.9% $30.68 +4.4%
279 DELL DELL TECHNOLOGIES INC Technology 27,306.0 $4.5M 0.02% +4K +18.3% $164.13 +47.5%
280 BSX BOSTON SCIENTIFIC CORP Healthcare 71,268.0 $4.5M 0.02% +3K +5.0% $62.75 -10.9%
Page 14 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%