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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 23 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,289.0 $1.3M 0.01% +202.0 +4.0% $250.64 +20.8%
442 DVN DEVON ENERGY CORP NEW Energy 26,324.0 $1.3M 0.01% +2K +7.4% $50.32 -1.6%
443 NDSN NORDSON CORP Industrials 4,932.0 $1.3M 0.01% +284.0 +6.1% $266.06 +3.3%
444 BIIB BIOGEN INC Healthcare 7,074.0 $1.3M 0.01% +696.0 +10.9% $183.33 +5.2%
445 GPC GENUINE PARTS CO Consumer Cyclical 12,134.0 $1.3M 0.01% +2K +19.0% $105.75 -12.2%
446 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 14,089.0 $1.3M 0.01% +482.0 +3.5% $90.42 -7.4%
447 MP MP MATERIALS CORP Basic Materials 26,354.0 $1.3M 0.01% +15K +132.2% $48.26 +27.0%
448 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,392.0 $1.3M 0.01% +140.0 +1.5% $135.23 -1.0%
449 VDE VANGUARD WORLD FD 7,304.0 $1.3M 0.01% +939.0 +14.8% $173.04 -0.9%
450 RBC RBC BEARINGS INC Industrials 2,254.0 $1.2M 0.01% +287.0 +14.6% $543.12 +4.8%
451 OXY OCCIDENTAL PETE CORP Energy 18,773.0 $1.2M 0.01% +100.0 +0.5% $65.00 -8.3%
452 OZK BANK OZK LITTLE ROCK ARK Financial Services 26,557.0 $1.2M 0.01% +994.0 +3.9% $45.89 +1.8%
453 IJT ISHARES TR 8,409.0 $1.2M 0.01% +602.0 +7.7% $144.71 +9.7%
454 SCHG SCHWAB STRATEGIC TR 41,671.0 $1.2M 0.01% +16K +60.2% $29.13 +17.4%
455 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 31,034.0 $1.2M 0.01% +9K +42.7% $38.97 -11.8%
456 CCL CARNIVAL CORP Consumer Cyclical 46,686.0 $1.2M 0.01% +10K +26.6% $25.88 -3.7%
457 VHT VANGUARD WORLD FD 4,423.0 $1.2M 0.01% +370.0 +9.1% $272.33 -0.3%
458 JEPI J P MORGAN EXCHANGE TRADED F 20,815.0 $1.2M 0.01% +14K +199.4% $56.68 -1.0%
459 XYL XYLEM INC Industrials 9,659.0 $1.2M 0.01% +4K +64.6% $119.50 -9.5%
460 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 18,785.0 $1.2M 0.01% +1K +7.3% $61.35 -23.2%
Page 23 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%