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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 13 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WEC WEC ENERGY GROUP INC Utilities 78,928.0 $8.3M 0.05% NEW $105.46 +11.6%
242 TRGP TARGA RES CORP Energy 45,050.0 $8.3M 0.05% NEW $184.50 +39.2%
243 MET METLIFE INC Financial Services 104,239.0 $8.2M 0.04% NEW $78.94 +12.7%
244 TKO TKO GROUP HOLDINGS INC Communication Services 39,109.0 $8.2M 0.04% NEW $209.00 -5.0%
245 GWX SPDR INDEX SHS FDS 197,221.0 $8.1M 0.04% NEW $40.86 +7.6%
246 IJR ISHARES TR 65,813.0 $7.9M 0.04% NEW $120.18 +21.9%
247 POST POST HLDGS INC Consumer Defensive 79,537.0 $7.9M 0.04% NEW $99.05 -7.6%
248 PGR PROGRESSIVE CORP Financial Services 34,386.0 $7.8M 0.04% NEW $227.72 +0.1%
249 BSV VANGUARD BD INDEX FDS 98,747.0 $7.8M 0.04% NEW $78.81 -1.4%
250 CTAS CINTAS CORP Industrials 41,295.0 $7.8M 0.04% NEW $188.07 -4.4%
251 CORPAY INC 25,783.0 $7.8M 0.04% NEW $300.93
252 STT STATE STR CORP Financial Services 59,834.0 $7.7M 0.04% NEW $129.01 +30.7%
253 CAH CARDINAL HEALTH INC Healthcare 37,097.0 $7.6M 0.04% NEW $205.50 +16.2%
254 TSCO TRACTOR SUPPLY CO Consumer Cyclical 151,706.0 $7.6M 0.04% NEW $50.01 -35.7%
255 EFG ISHARES TR 65,211.0 $7.4M 0.04% NEW $113.92 +8.7%
256 ZTS ZOETIS INC Healthcare 58,309.0 $7.3M 0.04% NEW $125.82 -40.8%
257 ADI ANALOG DEVICES INC Technology 26,955.0 $7.3M 0.04% NEW $271.20 +40.7%
258 SCHW SCHWAB CHARLES CORP Financial Services 72,291.0 $7.2M 0.04% NEW $99.91 -3.5%
259 GEV GE VERNOVA INC Utilities 11,003.0 $7.2M 0.04% NEW $653.57 +70.1%
260 CARR CARRIER GLOBAL CORPORATION Industrials 134,580.0 $7.1M 0.04% NEW $52.84 +33.8%
Page 13 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%