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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 19 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 70,004.0 $2.2M 0.01% +11K +18.5% $32.01 +3.2%
362 LNT ALLIANT ENERGY CORP Utilities 31,066.0 $2.2M 0.01% +657.0 +2.2% $71.76 +1.7%
363 IBIT ISHARES BITCOIN TRUST ETF Financial Services 57,861.0 $2.2M 0.01% +19K +49.1% $38.42 +13.2%
364 FORTINET INC 26,812.0 $2.2M 0.01% +6K +26.4% $81.72
365 WAL WESTERN ALLIANCE BANCORP Financial Services 30,894.0 $2.2M 0.01% +6K +22.9% $70.85 +7.4%
366 HSY HERSHEY CO Consumer Defensive 10,187.0 $2.1M 0.01% +2K +21.0% $207.89 -7.3%
367 SR SPIRE INC Utilities 23,217.0 $2.1M 0.01% +1K +5.4% $90.54 -3.9%
368 VTRS VIATRIS INC Healthcare 153,946.0 $2.1M 0.01% +2K +1.0% $13.51 +19.7%
369 SPYV SPDR SERIES TRUST 36,706.0 $2.1M 0.01% +33K +888.0% $56.58 +6.2%
370 DOW DOW HLDGS INC Basic Materials 49,559.0 $2.1M 0.01% +6K +14.1% $41.65 -9.4%
371 TTD THE TRADE DESK INC Technology 90,421.0 $2.1M 0.01% +71K +364.7% $22.69 -6.7%
372 EXR EXTRA SPACE STORAGE INC Real Estate 15,386.0 $2.0M 0.01% +207.0 +1.4% $131.13 +7.0%
373 MSA MSA SAFETY INC Industrials 12,304.0 $2.0M 0.01% +1K +11.4% $163.95 +0.7%
374 XLC SELECT SECTOR SPDR TR 18,175.0 $2.0M 0.01% +6K +44.0% $110.86 +4.5%
375 PPG PPG INDS INC Basic Materials 18,832.0 $2.0M 0.01% +175.0 +0.9% $106.88 -4.8%
376 FICO FAIR ISAAC CORP Technology 1,874.0 $2.0M 0.01% +86.0 +4.8% $1067.54 +11.1%
377 WPC WP CAREY INC Real Estate 29,307.0 $2.0M 0.01% +21K +243.9% $67.96 +9.7%
378 ALLE ALLEGION PLC Industrials 13,706.0 $2.0M 0.01% +957.0 +7.5% $145.29 -13.2%
379 BKR BAKER HUGHES COMPANY Energy 32,551.0 $2.0M 0.01% +467.0 +1.5% $61.05 +8.5%
380 OGE OGE ENERGY CORP Utilities 41,363.0 $2.0M 0.01% +9K +27.0% $47.96 +0.2%
Page 19 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%