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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 30 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KASPI KZ JSC 7,095.0 $526K 0.00% +1K +25.0% $74.07
582 NI NISOURCE INC Utilities 11,239.0 $524K 0.00% +496.0 +4.6% $46.66 +1.6%
583 NXT NEXTPOWER INC Technology 4,350.0 $524K 0.00% +700.0 +19.2% $120.55 +18.4%
584 AAL AMERICAN AIRLINES GROUP INC Industrials 48,677.0 $523K 0.00% +2K +4.0% $10.74 +14.6%
585 WCC WESCO INTL INC Industrials 1,878.0 $514K 0.00% +78.0 +4.3% $273.62 +36.0%
586 FNB F N B CORP Financial Services 30,565.0 $511K 0.00% +6K +24.4% $16.72 +3.8%
587 VIS VANGUARD WORLD FD 1,631.0 $509K 0.00% +484.0 +42.2% $312.22 +7.1%
588 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 29,965.0 $509K 0.00% +10K +51.1% $16.97 +8.9%
589 EL LAUDER ESTEE COS INC Consumer Defensive 7,057.0 $506K 0.00% +2K +46.9% $71.77 +12.6%
590 MSTR STRATEGY INC Technology 4,044.0 $505K 0.00% +497.0 +14.0% $124.80 +49.8%
591 ARW ARROW ELECTRS INC Technology 3,485.0 $500K 0.00% +497.0 +16.6% $143.41 +45.3%
592 ALGM ALLEGRO MICROSYSTEMS INC Technology 15,646.0 $493K 0.00% +5K +52.6% $31.53 +36.7%
593 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,717.0 $487K 0.00% +3K +79.3% $72.55 +4.9%
594 FDN FIRST TR EXCHANGE-TRADED FD 2,070.0 $484K 0.00% +1K +122.1% $234.03 +14.6%
595 CSW INDUSTRIALS INC 1,828.0 $476K 0.00% +217.0 +13.5% $260.58
596 VCYT VERACYTE INC Healthcare 14,761.0 $475K 0.00% +3K +22.3% $32.21 +20.8%
597 MKC MCCORMICK & CO INC Consumer Defensive 9,401.0 $474K 0.00% +1K +15.8% $50.44 -7.8%
598 SMTC SEMTECH CORP Technology 6,145.0 $472K 0.00% +1K +24.2% $76.89 +83.6%
599 BMO BANK MONTREAL MEDIUM Financial Services 3,456.0 $468K 0.00% +654.0 +23.3% $135.34 +12.7%
600 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 5,055.0 $466K 0.00% +861.0 +20.5% $92.27 +14.9%
Page 30 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%