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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 20 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APPF APPFOLIO INC Technology 12,563.0 $2.0M 0.01% +1K +9.3% $157.82 +1.7%
382 COIN COINBASE GLOBAL INC Financial Services 11,209.0 $2.0M 0.01% +531.0 +5.0% $174.61 +11.1%
383 STZ CONSTELLATION BRANDS INC Consumer Defensive 12,800.0 $1.9M 0.01% +1K +11.7% $150.00 -2.6%
384 HII HUNTINGTON INGALLS INDS INC Industrials 5,050.0 $1.9M 0.01% +575.0 +12.8% $379.90 -14.4%
385 SCHM SCHWAB STRATEGIC TR 61,714.0 $1.9M 0.01% +26K +72.2% $30.96 +8.8%
386 DLR DIGITAL RLTY TR INC Real Estate 10,529.0 $1.9M 0.01% +2K +30.7% $180.21 +3.9%
387 IGSB ISHARES TR 35,643.0 $1.9M 0.01% +28K +363.1% $52.56 -0.7%
388 CTRA COTERRA ENERGY INC Energy 52,992.0 $1.9M 0.01% +9K +20.4% $35.14 -7.3%
389 WWD WOODWARD INC Industrials 5,189.0 $1.9M 0.01% +207.0 +4.2% $357.92 -1.8%
390 XLP SELECT SECTOR SPDR TR 22,176.0 $1.8M 0.01% +3K +18.6% $81.98 +5.1%
391 EA ELECTRONIC ARTS INC Communication Services 8,759.0 $1.8M 0.01% +3K +42.2% $203.87 -1.2%
392 TECH BIO-TECHNE CORP Healthcare 34,131.0 $1.8M 0.01% +932.0 +2.8% $52.26 -12.7%
393 FE FIRSTENERGY CORP Utilities 34,867.0 $1.8M 0.01% +330.0 +1.0% $50.66 -11.5%
394 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 49,724.0 $1.8M 0.01% +323.0 +0.7% $35.44 -3.7%
395 AKAM AKAMAI TECHNOLOGIES INC Technology 15,319.0 $1.8M 0.01% +572.0 +3.9% $114.85 +26.3%
396 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,982.0 $1.8M 0.01% +268.0 +9.9% $588.68 -8.6%
397 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,605.0 $1.8M 0.01% +265.0 +2.8% $182.33 -6.9%
398 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 13,292.0 $1.8M 0.01% +12K +724.6% $131.74 +16.8%
399 SYF SYNCHRONY FINANCIAL Financial Services 25,709.0 $1.7M 0.01% +196.0 +0.8% $68.02 +2.6%
400 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 34,238.0 $1.7M 0.01% +1K +3.3% $49.85 -5.5%
Page 20 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%