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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 35 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 EATON VANCE TAX-MANAGED GLOB 29,608.0 $260K 0.00% +11K +63.4% $8.78
682 HUBS HUBSPOT INC Technology 1,062.0 $259K 0.00% +148.0 +16.2% $244.10 -24.8%
683 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 5,071.0 $258K 0.00% +224.0 +4.6% $50.80 -9.9%
684 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 12,058.0 $253K 0.00% +3K +32.4% $20.95 +23.2%
685 ESGD ISHARES TR 2,620.0 $251K 0.00% +134.0 +5.4% $95.62 +5.1%
686 AI C3 AI INC Technology 29,122.0 $245K 0.00% +545.0 +1.9% $8.42 +2.7%
687 WIX WIX COM LTD Technology 2,677.0 $241K 0.00% +20.0 +0.8% $90.07 -41.5%
688 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,529.0 $237K 0.00% +706.0 +38.7% $93.87 +96.4%
689 EPAM EPAM SYS INC Technology 1,710.0 $232K 0.00% +175.0 +11.4% $135.40 -33.8%
690 AZTA AZENTA INC Healthcare 10,733.0 $227K 0.00% +2K +20.6% $21.13 -24.2%
691 AN AUTONATION INC Consumer Cyclical 1,152.0 $225K 0.00% +120.0 +11.6% $195.26 -5.7%
692 EXPAND ENERGY CORPORATION 1,933.0 $212K 0.00% +90.0 +4.9% $109.78
693 VNT VONTIER CORPORATION Technology 5,952.0 $211K 0.00% +223.0 +3.9% $35.47 -19.0%
694 FBT FIRST TR EXCHANGE-TRADED FD 1,040.0 $209K 0.00% +40.0 +4.0% $200.82 +3.0%
695 THG HANOVER INS GROUP INC Financial Services 1,203.0 $209K 0.00% +28.0 +2.4% $173.35 +10.7%
696 THC TENET HEALTHCARE CORP Healthcare 1,085.0 $205K 0.00% +31.0 +2.9% $188.71 +5.2%
697 AFRM AFFIRM HLDGS INC Technology 4,377.0 $201K 0.00% +79.0 +1.8% $45.82 +43.6%
698 HLN HALEON PLC Healthcare 19,679.0 $197K 0.00% +8K +68.6% $10.01 -11.0%
699 PML PIMCO MUN INCOME FD II Financial Services 22,074.0 $167K 0.00% +6K +36.7% $7.57 -2.2%
700 BBD BANCO BRADESCO S A Financial Services 23,138.0 $84K +1K +6.0% $3.65 -4.9%
Page 35 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%