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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 16 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 USRT ISHARES TR 60,329.0 $3.6M 0.02% +10K +20.6% $59.19 +8.1%
302 XLU SELECT SECTOR SPDR TR 76,351.0 $3.5M 0.02% +21K +37.0% $45.89 -4.5%
303 EQIX EQUINIX INC Real Estate 3,551.0 $3.5M 0.02% +144.0 +4.2% $980.24 +8.0%
304 SDY SPDR SERIES TRUST 23,636.0 $3.4M 0.02% +21K +691.0% $145.94 +0.6%
305 SLB SLB LIMITED Energy 65,699.0 $3.4M 0.02% +12K +21.5% $51.39 +10.7%
306 IDV ISHARES TR 79,230.0 $3.4M 0.02% +1K +1.5% $42.56 +5.4%
307 VRTX VERTEX PHARMACEUTICALS INC Healthcare 7,535.0 $3.4M 0.02% +536.0 +7.7% $446.54 -2.7%
308 DTE DTE ENERGY CO Utilities 22,823.0 $3.3M 0.02% +747.0 +3.4% $146.22 -3.2%
309 TDG TRANSDIGM GROUP INC Industrials 2,874.0 $3.3M 0.02% +753.0 +35.5% $1158.96 -0.9%
310 HPE HEWLETT PACKARD ENTERPRISE C Technology 139,657.0 $3.3M 0.02% +27K +23.9% $23.81 +37.8%
311 SHY ISHARES TR 40,013.0 $3.3M 0.02% +2K +5.5% $82.57 -0.6%
312 PCAR PACCAR INC Industrials 28,378.0 $3.3M 0.02% +494.0 +1.8% $115.50 -5.6%
313 IJK ISHARES TR 32,138.0 $3.2M 0.02% +5K +18.4% $100.62 +7.7%
314 Q QNITY ELECTRONICS INC Technology 27,367.0 $3.2M 0.01% +5K +21.5% $115.38 +24.9%
315 MBB ISHARES TR 32,875.0 $3.1M 0.01% +15K +82.1% $94.95 -2.0%
316 INGERSOLL RAND INC 38,947.0 $3.1M 0.01% +4K +10.9% $80.12
317 EVRG EVERGY INC Utilities 37,840.0 $3.1M 0.01% +3K +8.1% $81.92 +0.1%
318 CVS CVS HEALTH CORP Healthcare 42,459.0 $3.0M 0.01% +1K +3.3% $71.82 +31.7%
319 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15,262.0 $3.0M 0.01% +2K +12.5% $197.50 +21.2%
320 DAL DELTA AIR LINES INC Industrials 44,847.0 $3.0M 0.01% +13K +41.5% $66.48 +2.4%
Page 16 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%