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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 33 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SRLN SSGA ACTIVE ETF TR 9,246.0 $371K 0.00% +84.0 +0.9% $40.14 +0.9%
642 BXP BXP INC Real Estate 7,132.0 $370K 0.00% +3K +72.1% $51.90 +12.7%
643 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,257.0 $365K 0.00% +82.0 +1.6% $69.37 +16.4%
644 CRH PLC 3,463.0 $364K 0.00% +648.0 +23.0% $105.12
645 IUSB ISHARES TR 7,798.0 $360K 0.00% +3K +51.2% $46.19 -1.1%
646 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,802.0 $360K 0.00% +494.0 +37.8% $199.65 +9.7%
647 IDU ISHARES TR 3,025.0 $351K 0.00% +430.0 +16.6% $116.11 -4.3%
648 HHH HOWARD HUGHES HOLDINGS INC Real Estate 5,348.0 $338K 0.00% +75.0 +1.4% $63.26 +2.2%
649 HXL HEXCEL CORP NEW Industrials 4,178.0 $338K 0.00% +604.0 +16.9% $80.93 +14.3%
650 BCS BARCLAYS PLC Financial Services 15,934.0 $337K 0.00% +802.0 +5.3% $21.16 +6.5%
651 RPRX ROYALTY PHARMA PLC Healthcare 6,969.0 $334K 0.00% +1K +23.8% $47.97 +11.3%
652 CGUS CAPITAL GROUP CORE EQUITY ET 8,687.0 $334K 0.00% +943.0 +12.2% $38.42 +13.1%
653 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 17,832.0 $333K 0.00% +3K +16.6% $18.70 -14.8%
654 OII OCEANEERING INTL INC Energy 9,310.0 $330K 0.00% +592.0 +6.8% $35.47 +9.2%
655 SKYWARD SPECIALTY INS GROUP 7,459.0 $326K 0.00% +2K +25.8% $43.68
656 RRC RANGE RES CORP Energy 7,198.0 $325K 0.00% +350.0 +5.1% $45.18 -8.2%
657 EFAV ISHARES TR 3,514.0 $321K 0.00% +321.0 +10.1% $91.37 -1.2%
658 OCFC OCEANFIRST FINL CORP Financial Services 17,530.0 $316K 0.00% +160.0 +0.9% $18.04 +2.8%
659 GBCI GLACIER BANCORP INC NEW Financial Services 7,068.0 $316K 0.00% +2K +27.8% $44.67 +4.0%
660 CNA CNA FINL CORP Financial Services 6,722.0 $309K 0.00% +127.0 +1.9% $45.92 -5.7%
Page 33 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%