BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 8 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDT MEDTRONIC PLC Healthcare 211,410.0 $18.3M 0.09% +81K +62.1% $86.65 -12.2%
142 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 60,138.0 $18.3M 0.09% +23K +59.9% $304.08 +4.2%
143 SPGM SPDR INDEX SHS FDS 239,780.0 $18.2M 0.09% +98K +69.7% $75.71 +11.3%
144 ISRG INTUITIVE SURGICAL INC Healthcare 39,273.0 $18.1M 0.09% +23K +146.2% $460.99 -8.0%
145 ADI ANALOG DEVICES INC Technology 55,219.0 $17.6M 0.09% +28K +104.9% $318.14 +34.0%
146 GLW CORNING INC Technology 125,943.0 $17.1M 0.08% +45K +56.3% $135.97 +40.4%
147 BMY BRISTOL-MYERS SQUIBB CO Healthcare 281,810.0 $17.1M 0.08% +32K +12.9% $60.65 -4.7%
148 ASML ASML HLDG NV Technology 12,653.0 $16.7M 0.08% +8K +200.6% $1320.83 +14.1%
149 PGR PROGRESSIVE CORP Financial Services 84,182.0 $16.7M 0.08% +50K +144.8% $198.24 +0.6%
150 USB US BANCORP Financial Services 315,571.0 $16.4M 0.08% +43K +15.6% $52.01 +2.4%
151 FANG DIAMONDBACK ENERGY INC Energy 82,684.0 $16.4M 0.08% +74K +813.2% $197.79 +1.1%
152 DIA STATE STR SPDR DOW JONES IND Financial Services 35,145.0 $16.3M 0.08% +418.0 +1.2% $463.19 +6.9%
153 COP CONOCOPHILLIPS Energy 122,527.0 $16.2M 0.08% +5K +3.8% $132.00 -8.5%
154 IVE ISHARES TR 76,408.0 $16.1M 0.08% +66K +650.0% $211.15 +5.8%
155 LRCX LAM RESEARCH CORP Technology 72,575.0 $15.5M 0.07% +7K +10.9% $213.66 +36.2%
156 VCIT VANGUARD SCOTTSDALE FDS 182,445.0 $15.1M 0.07% +118K +184.8% $82.75 -0.8%
157 BP BP PLC Energy 319,432.0 $15.0M 0.07% +259K +429.4% $47.00 -5.1%
158 EOG EOG RES INC Energy 101,546.0 $14.7M 0.07% +81K +396.1% $144.57 -4.3%
159 BR BROADRIDGE FINL SOLUTIONS IN Technology 89,549.0 $14.5M 0.07% +38K +73.7% $162.48 -9.9%
160 VNQ VANGUARD INDEX FDS 161,275.0 $14.3M 0.07% +5K +2.9% $88.70 +6.4%
Page 8 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%