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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 18 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPYG SPDR SERIES TRUST 25,947.0 $2.5M 0.01% +10K +66.2% $97.91 +19.4%
342 HYLB DBX ETF TR 69,399.0 $2.5M 0.01% +6K +9.0% $36.16 +0.2%
343 A AGILENT TECHNOLOGIES INC Healthcare 21,641.0 $2.5M 0.01% +2K +8.7% $113.98 -1.9%
344 MRNA MODERNA INC Healthcare 48,508.0 $2.5M 0.01% +14K +39.9% $50.80 -8.9%
345 AXON AXON ENTERPRISE INC Industrials 5,779.0 $2.5M 0.01% +269.0 +4.9% $424.69 -8.7%
346 ITA ISHARES TR 11,122.0 $2.4M 0.01% +8K +230.6% $218.75 +0.1%
347 CDW CDW CORP Technology 20,050.0 $2.4M 0.01% +7K +58.8% $121.02 -14.3%
348 DD DUPONT DE NEMOURS INC Basic Materials 52,875.0 $2.4M 0.01% +17K +46.2% $45.80 +2.6%
349 PHM PULTE GROUP INC Consumer Cyclical 20,516.0 $2.4M 0.01% +3K +16.4% $117.61 -5.9%
350 URI UNITED RENTALS INC Industrials 3,311.0 $2.4M 0.01% +680.0 +25.9% $728.56 +28.9%
351 WBD WARNER BROS DISCOVERY INC Communication Services 87,563.0 $2.4M 0.01% +554.0 +0.6% $27.46 -1.0%
352 CNM CORE & MAIN INC Industrials 48,534.0 $2.4M 0.01% +29K +146.9% $49.40 -8.2%
353 FITB FIFTH THIRD BANCORP Financial Services 51,218.0 $2.4M 0.01% +26K +102.3% $46.46 +2.9%
354 RF REGIONS FINANCIAL CORP NEW Financial Services 90,762.0 $2.4M 0.01% +2K +2.5% $26.12 +3.1%
355 AVY AVERY DENNISON CORP Industrials 13,715.0 $2.4M 0.01% +846.0 +6.6% $172.68 -9.7%
356 TER TERADYNE INC Technology 7,768.0 $2.3M 0.01% +516.0 +7.1% $296.46 +8.6%
357 KEY KEYCORP Financial Services 114,591.0 $2.3M 0.01% +9K +8.8% $20.05 +4.5%
358 SCHF SCHWAB STRATEGIC TR 92,177.0 $2.3M 0.01% +35K +60.9% $24.75 +8.4%
359 LYV LIVE NATION ENTERTAINMENT IN Communication Services 14,864.0 $2.3M 0.01% +694.0 +4.9% $152.51 +7.9%
360 ITT ITT INC Industrials 11,822.0 $2.3M 0.01% +320.0 +2.8% $190.53 +1.2%
Page 18 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%