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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $18.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1240 New
Page 11 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CI THE CIGNA GROUP Healthcare 39,870.0 $11.0M 0.06% NEW $275.23 +3.2%
202 AMAT APPLIED MATLS INC Technology 42,364.0 $10.9M 0.06% NEW $256.99 +137.2%
203 SPGM SPDR INDEX SHS FDS 141,290.0 $10.8M 0.06% NEW $76.71 +11.3%
204 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 37,614.0 $10.8M 0.06% NEW $287.25 +16.8%
205 EEM ISHARES TR 194,234.0 $10.6M 0.06% NEW $54.71 +20.8%
206 NSC NORFOLK SOUTHN CORP Industrials 36,620.0 $10.6M 0.06% NEW $288.72 +11.8%
207 MU MICRON TECHNOLOGY INC Technology 37,010.0 $10.6M 0.06% NEW $285.41 +250.1%
208 IQVIA HLDGS INC 46,115.0 $10.4M 0.06% NEW $225.41
209 DOV DOVER CORP Industrials 53,203.0 $10.4M 0.06% NEW $195.24 +10.2%
210 EMB ISHARES TR 107,801.0 $10.4M 0.06% NEW $96.28 -0.2%
211 CATH GLOBAL X FDS 126,060.0 $10.4M 0.06% NEW $82.23 +7.8%
212 CL COLGATE PALMOLIVE CO Consumer Defensive 129,488.0 $10.2M 0.06% NEW $79.02 +19.4%
213 EFV ISHARES TR 138,425.0 $9.9M 0.06% NEW $71.41 +9.2%
214 PAYX PAYCHEX INC Industrials 87,502.0 $9.8M 0.05% NEW $112.18 -6.9%
215 AMP AMERIPRISE FINL INC Financial Services 19,982.0 $9.8M 0.05% NEW $490.34 -1.6%
216 MSCI MSCI INC Financial Services 17,013.0 $9.8M 0.05% NEW $573.73 +4.3%
217 VOE VANGUARD INDEX FDS 54,515.0 $9.7M 0.05% NEW $177.37 +12.4%
218 MMM 3M CO Industrials 59,874.0 $9.6M 0.05% NEW $160.10 +0.2%
219 CHD CHURCH & DWIGHT CO INC Consumer Defensive 114,013.0 $9.6M 0.05% NEW $83.85 +16.4%
220 DHI D R HORTON INC Consumer Cyclical 64,970.0 $9.4M 0.05% NEW $144.03 +8.1%
Page 11 of 62  ·  1,240 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 31.8%
Financial Services 15.7%
Communication Services 10.8%
Industrials 10.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 5.6%
Energy 3.5%
Utilities 2.4%
Real Estate 1.1%