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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 25 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MAA MID-AMER APT CMNTYS INC Real Estate 8,155.0 $996K 0.01% +87.0 +1.1% $122.12 +2.9%
482 HOOD ROBINHOOD MKTS INC Financial Services 14,177.0 $982K 0.01% +3K +21.9% $69.30 +11.3%
483 XBI SPDR SERIES TRUST 7,685.0 $982K 0.01% +4K +135.7% $127.73 -0.0%
484 VFH VANGUARD WORLD FD 8,098.0 $978K 0.01% +2K +25.4% $120.81 +4.9%
485 CIBR FIRST TR EXCHANGE-TRADED FD 15,570.0 $976K 0.01% +8K +113.3% $62.68 +29.1%
486 J JACOBS SOLUTIONS INC Industrials 7,667.0 $976K 0.01% +2K +33.9% $127.28 -13.2%
487 SPSM SPDR SERIES TRUST 20,186.0 $975K 0.01% +835.0 +4.3% $48.32 +8.2%
488 ARCC ARES CAPITAL CORP Financial Services 53,967.0 $972K 0.01% +5K +9.8% $18.02 +3.9%
489 DKNG DRAFTKINGS INC NEW Consumer Cyclical 44,527.0 $963K 0.01% +6K +14.7% $21.62 +15.6%
490 RS RELIANCE INC Basic Materials 3,159.0 $960K 0.01% +60.0 +1.9% $303.92 +19.0%
491 DLB DOLBY LABORATORIES INC Technology 15,981.0 $960K 0.01% +7K +85.0% $60.06 -9.7%
492 KHC KRAFT HEINZ CO Consumer Defensive 42,011.0 $945K 0.01% +2K +6.2% $22.49 +1.9%
493 VTR VENTAS INC Real Estate 11,507.0 $941K 0.01% +627.0 +5.8% $81.78 +6.9%
494 MOO VANECK ETF TRUST 11,128.0 $940K 0.01% +100.0 +0.9% $84.50 -3.4%
495 WRB BERKLEY W R CORP Financial Services 14,177.0 $940K 0.01% +2K +20.1% $66.28 +0.3%
496 MTN VAIL RESORTS INC Consumer Cyclical 7,307.0 $938K 0.01% +490.0 +7.2% $128.32 -5.3%
497 LIBERTY MEDIA CORP DEL 10,820.0 $920K 0.00% +103.0 +1.0% $85.02
498 SPXC SPX TECHNOLOGIES INC Industrials 4,569.0 $914K 0.00% +69.0 +1.5% $199.94 +0.5%
499 GDX VANECK ETF TRUST 9,919.0 $910K 0.00% +3K +33.7% $91.77 -5.0%
500 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 4,339.0 $907K 0.00% +46.0 +1.1% $209.08 +24.0%
Page 25 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%