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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 32 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IVZ INVESCO LTD Financial Services 17,133.0 $416K 0.00% +8K +78.4% $24.29 +14.2%
622 PAA PLAINS ALL AMERN PIPELINE L Energy 18,626.0 $416K 0.00% +4K +25.9% $22.33 +0.7%
623 ALLY ALLY FINL INC Financial Services 10,554.0 $414K 0.00% +3K +36.5% $39.23 +7.0%
624 MAT MATTEL INC Consumer Cyclical 28,365.0 $412K 0.00% +500.0 +1.8% $14.53 +4.0%
625 NHI NATIONAL HEALTH INVS INC Real Estate 5,065.0 $410K 0.00% +199.0 +4.1% $80.86 -7.4%
626 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 15,738.0 $407K 0.00% +409.0 +2.7% $25.88 +3.7%
627 SUI SUN CMNTYS INC Real Estate 3,217.0 $405K 0.00% +115.0 +3.7% $125.96 -3.2%
628 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 46,301.0 $401K 0.00% +13K +38.1% $8.66 +6.4%
629 L LOEWS CORP Financial Services 3,670.0 $392K 0.00% +197.0 +5.7% $106.74 -1.4%
630 VOD VODAFONE GROUP PLC Communication Services 26,064.0 $391K 0.00% +270.0 +1.1% $15.02 +3.1%
631 MOAT VANECK ETF TRUST 4,036.0 $390K 0.00% +2K +82.2% $96.70 +2.7%
632 VOX VANGUARD WORLD FD 2,150.0 $387K 0.00% +306.0 +16.6% $179.84 +8.8%
633 MOOG INC 1,321.0 $387K 0.00% +485.0 +58.0% $292.64
634 IGF ISHARES TR 5,677.0 $380K 0.00% +2K +72.8% $67.00 -1.4%
635 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 17,541.0 $380K 0.00% +4K +32.2% $21.66 +1.1%
636 FTCS FIRST TR EXCHANGE-TRADED FD 4,082.0 $379K 0.00% +2K +71.6% $92.76 -0.3%
637 UBS UBS GROUP AG Financial Services 9,682.0 $378K 0.00% +739.0 +8.3% $39.07 +18.6%
638 SBAC SBA COMMUNICATIONS CORP Real Estate 2,190.0 $377K 0.00% +109.0 +5.2% $172.11 +16.9%
639 ING ING GROEP N.V. Financial Services 14,358.0 $374K 0.00% +4K +33.4% $26.05 +15.4%
640 IRT INDEPENDENCE RLTY TR INC Real Estate 25,006.0 $372K 0.00% +3K +15.1% $14.89 +9.1%
Page 32 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%