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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 24 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NULV NUSHARES ETF TR 24,721.0 $1.1M 0.01% +556.0 +2.3% $45.50 +9.7%
462 ILMN ILLUMINA INC Healthcare 9,077.0 $1.1M 0.01% +127.0 +1.4% $123.26 +15.6%
463 SJM SMUCKER J M CO Consumer Defensive 11,601.0 $1.1M 0.01% +1K +10.3% $96.44 +4.3%
464 AEIS ADVANCED ENERGY INDS Industrials 3,450.0 $1.1M 0.01% +46.0 +1.4% $322.71 -4.2%
465 JBHT HUNT J B TRANS SVCS INC Industrials 5,167.0 $1.1M 0.01% +365.0 +7.6% $211.90 +23.7%
466 TD TORONTO DOMINION BK ONT Financial Services 11,660.0 $1.1M 0.01% +7K +143.6% $93.31 +15.4%
467 BWA BORGWARNER INC Consumer Cyclical 20,013.0 $1.1M 0.01% +149.0 +0.8% $54.26 +13.9%
468 CEF SPROTT ASSET MANAGEMENT LP Financial Services 22,435.0 $1.1M 0.01% +3K +14.1% $47.72 +0.9%
469 DGRO ISHARES TR 15,149.0 $1.1M 0.01% +5K +55.3% $70.18 +5.1%
470 PYPL PAYPAL HLDGS INC Financial Services 23,493.0 $1.1M 0.01% +2K +8.1% $45.23 -1.8%
471 GPN GLOBAL PMTS INC Industrials 15,613.0 $1.1M 0.01% +2K +12.7% $67.30 +0.4%
472 STRL STERLING INFRASTRUCTURE INC Industrials 2,574.0 $1.0M 0.01% +414.0 +19.2% $407.27 +108.4%
473 IJS ISHARES TR 8,775.0 $1.0M 0.01% +1K +17.4% $118.45 +6.6%
474 GLOBUS MED INC 12,048.0 $1.0M 0.01% +2K +15.1% $86.16
475 UNM UNUM GROUP Financial Services 14,164.0 $1.0M 0.01% +742.0 +5.5% $73.03 +11.8%
476 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,777.0 $1.0M 0.01% +114.0 +2.0% $178.97 -5.8%
477 DFUV DIMENSIONAL ETF TRUST 20,866.0 $1.0M 0.01% +2K +10.8% $48.46 +8.0%
478 ITB ISHARES TR 11,120.0 $1.0M 0.01% +303.0 +2.8% $90.55 -3.3%
479 DASH DOORDASH INC Communication Services 6,685.0 $1.0M 0.01% +161.0 +2.5% $150.15 +6.0%
480 AA ALCOA CORP Basic Materials 15,087.0 $1.0M 0.01% +822.0 +5.8% $66.33 -5.6%
Page 24 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%