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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 29 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IONS IONIS PHARMACEUTICALS INC Healthcare 8,165.0 $613K 0.00% +54.0 +0.7% $75.09 -1.9%
562 DEO DIAGEO PLC Consumer Defensive 8,164.0 $608K 0.00% +1K +17.6% $74.45 +10.8%
563 SAP SAP SE Technology 3,541.0 $606K 0.00% +409.0 +13.1% $171.21 -1.5%
564 SSO PROSHARES TR 11,620.0 $603K 0.00% +3K +29.2% $51.88 +27.9%
565 AIZ ASSURANT INC Financial Services 2,761.0 $601K 0.00% +915.0 +49.6% $217.81 +17.5%
566 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,982.0 $591K 0.00% +338.0 +12.8% $198.29 +7.3%
567 XPO XPO INC Industrials 3,011.0 $586K 0.00% +247.0 +8.9% $194.55 +4.1%
568 AR ANTERO RESOURCES CORP Energy 13,578.0 $576K 0.00% +1K +11.5% $42.44 -10.6%
569 AWI ARMSTRONG WORLD INDS INC NEW Industrials 3,472.0 $572K 0.00% +25.0 +0.7% $164.80 -5.4%
570 ESGU ISHARES TR 4,016.0 $568K 0.00% +371.0 +10.2% $141.42 +13.7%
571 SPMD SPDR SERIES TRUST 9,549.0 $565K 0.00% +682.0 +7.7% $59.22 +7.0%
572 MGK VANGUARD WORLD FD 1,537.0 $565K 0.00% +271.0 +21.4% $367.44 -75.9%
573 VXF VANGUARD INDEX FDS 2,737.0 $563K 0.00% +487.0 +21.6% $205.80 +9.2%
574 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,364.0 $548K 0.00% +585.0 +15.5% $125.46 +6.5%
575 PBF PBF ENERGY INC Energy 11,488.0 $547K 0.00% +240.0 +2.1% $47.62 -14.3%
576 MDB MONGODB INC Technology 2,221.0 $544K 0.00% +38.0 +1.7% $244.77 +30.5%
577 VT VANGUARD INTL EQUITY INDEX F 3,888.0 $538K 0.00% +1K +59.1% $138.32 +11.2%
578 CLH CLEAN HARBORS INC Industrials 1,872.0 $537K 0.00% +382.0 +25.6% $286.73 +6.6%
579 SRPT SAREPTA THERAPEUTICS INC Healthcare 24,494.0 $533K 0.00% +161.0 +0.7% $21.76 -19.8%
580 IGIB ISHARES TR 9,959.0 $530K 0.00% +577.0 +6.2% $53.22 -0.8%
Page 29 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%