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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 34 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NOV NOV INC Energy 16,370.0 $308K 0.00% +166.0 +1.0% $18.81 +9.6%
662 ATI ATI INC Industrials 2,101.0 $306K 0.00% +25.0 +1.2% $145.46 +6.0%
663 KTB KONTOOR BRANDS INC Consumer Cyclical 4,346.0 $305K 0.00% +240.0 +5.8% $70.29 -9.4%
664 AES AES CORP Utilities 21,618.0 $305K 0.00% +645.0 +3.1% $14.09 +2.7%
665 BLOCK INC 5,028.0 $303K 0.00% +101.0 +2.0% $60.18
666 ORI OLD REP INTL CORP Financial Services 7,483.0 $299K 0.00% +380.0 +5.3% $39.90 -1.9%
667 MSM MSC INDL DIRECT INC Industrials 3,230.0 $298K 0.00% +125.0 +4.0% $92.27 +15.8%
668 VCR VANGUARD WORLD FD 817.0 $293K 0.00% +150.0 +22.5% $359.03 +7.1%
669 APTIV PLC 4,148.0 $288K 0.00% +51.0 +1.2% $69.44
670 PWP PERELLA WEINBERG PARTNERS Financial Services 15,848.0 $288K 0.00% +4K +31.6% $18.16 +1.4%
671 BAX BAXTER INTL INC Healthcare 16,985.0 $285K 0.00% +2K +10.5% $16.80 +3.0%
672 OKTA OKTA INC Technology 3,506.0 $276K 0.00% +62.0 +1.8% $78.71 +3.0%
673 XMHQ INVESCO EXCHANGE TRADED FD T 2,659.0 $275K 0.00% +167.0 +6.7% $103.37 +3.8%
674 KIM KIMCO REALTY CORP Real Estate 12,153.0 $273K 0.00% +72.0 +0.6% $22.47 +3.2%
675 KBE SPDR SERIES TRUST 4,556.0 $271K 0.00% +354.0 +8.4% $59.55 +3.6%
676 AVAV AEROVIRONMENT INC Industrials 1,478.0 $271K 0.00% +255.0 +20.9% $183.05 -13.7%
677 VFC V F CORP Consumer Cyclical 15,768.0 $268K 0.00% +464.0 +3.0% $16.99 +1.7%
678 ATR APTARGROUP INC Healthcare 2,115.0 $267K 0.00% +76.0 +3.7% $126.02 -9.0%
679 VOYA VOYA FINANCIAL INC Financial Services 3,881.0 $265K 0.00% +139.0 +3.7% $68.32 +19.7%
680 MFG MIZUHO FINANCIAL GROUP INC Financial Services 33,035.0 $262K 0.00% +3K +10.6% $7.94 +11.6%
Page 34 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%