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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 21 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 18,927.0 $1.7M 0.01% +412.0 +2.2% $90.11 +11.7%
402 PRU PRUDENTIAL FINL INC Financial Services 17,445.0 $1.7M 0.01% +715.0 +4.3% $97.69 +4.2%
403 UAL UNITED AIRLS HLDGS INC Industrials 18,485.0 $1.7M 0.01% +916.0 +5.2% $92.07 -3.4%
404 BBY BEST BUY INC Consumer Cyclical 26,461.0 $1.7M 0.01% +3K +12.3% $64.20 -9.7%
405 CHRW C H ROBINSON WORLDWIDE IN Industrials 10,216.0 $1.7M 0.01% +4K +53.4% $166.07 +1.1%
406 IRM IRON MTN INC DEL Real Estate 16,393.0 $1.7M 0.01% +209.0 +1.3% $102.14 +20.4%
407 CINF CINCINNATI FINL CORP Financial Services 10,631.0 $1.7M 0.01% +2K +20.7% $157.35 +6.5%
408 BLD TOPBUILD COR Industrials 4,743.0 $1.7M 0.01% +4K +422.9% $351.30 +12.6%
409 PINS PINTEREST INC Communication Services 90,725.0 $1.7M 0.01% +14K +18.3% $18.34 +7.4%
410 RGEN REPLIGEN CORP Healthcare 14,110.0 $1.7M 0.01% +12K +699.4% $117.82 -11.0%
411 IEI ISHARES TR 13,954.0 $1.7M 0.01% +990.0 +7.6% $118.60 -1.6%
412 MTB M & T BK CORP Financial Services 7,988.0 $1.7M 0.01% +486.0 +6.5% $206.72 -1.5%
413 EWBC EAST WEST BANCORP INC Financial Services 15,382.0 $1.6M 0.01% +755.0 +5.2% $106.76 +12.3%
414 IYF ISHARES TR 13,808.0 $1.6M 0.01% +3K +30.6% $117.66 +3.6%
415 STE STERIS PLC Healthcare 7,295.0 $1.6M 0.01% +680.0 +10.3% $221.13 -4.4%
416 ZS ZSCALER INC Technology 11,371.0 $1.6M 0.01% +3K +28.2% $140.29 +26.6%
417 SF STIFEL FINL CORP Financial Services 21,406.0 $1.6M 0.01% +6K +38.8% $73.92 -0.9%
418 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 21,136.0 $1.6M 0.01% +3K +18.3% $74.38 -28.4%
419 BN BROOKFIELD CORP Financial Services 38,778.0 $1.6M 0.01% +26K +209.3% $40.47 +11.0%
420 GL GLOBE LIFE INC Financial Services 11,068.0 $1.5M 0.01% +4K +65.7% $139.17 +11.9%
Page 21 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%