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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNLC FIRST BANCORP INC ME Financial Services 17,150.0 $481K 0.00% NEW $28.03 +1.5%
42 GRNY TIDAL TRUST I 18,747.0 $447K 0.00% NEW $23.87 +12.2%
43 CGBD CARLYLE SECURED LENDING INC Financial Services 40,381.0 $442K 0.00% NEW $10.94 +2.4%
44 CLS CELESTICA INC Technology 1,543.0 $435K 0.00% NEW $281.68 +27.3%
45 CE CELANESE CORP DEL Basic Materials 6,498.0 $427K 0.00% NEW $65.77 -13.6%
46 WSFS WSFS FINL CORP Financial Services 6,515.0 $426K 0.00% NEW $65.46 +7.8%
47 MLPX GLOBAL X FDS 5,741.0 $424K 0.00% NEW $73.94 +3.0%
48 QXO QXO INC Industrials 21,578.0 $419K 0.00% NEW $19.42 -10.2%
49 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,707.0 $412K 0.00% NEW $111.06 +10.1%
50 AVDE AMERICAN CENTY ETF TR 4,377.0 $371K 0.00% NEW $84.84 +5.4%
51 PRF INVESCO EXCHANGE TRADED FD T 7,662.0 $364K 0.00% NEW $47.53 +9.9%
52 CECO CECO ENVIRONMENTAL CORP Industrials 6,033.0 $359K 0.00% NEW $59.58 +35.7%
53 XLRE SELECT SECTOR SPDR TR 8,658.0 $354K 0.00% NEW $40.83 +5.9%
54 CALM CAL MAINE FOODS INC Consumer Defensive 4,400.0 $348K 0.00% NEW $79.15 -2.9%
55 BNDX VANGUARD CHARLOTTE FDS 7,211.0 $346K 0.00% NEW $48.05 -1.0%
56 MLI MUELLER INDS INC Industrials 3,123.0 $346K 0.00% NEW $110.80 +25.7%
57 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,000.0 $344K 0.00% NEW $114.73 -8.9%
58 FN FABRINET Technology 616.0 $321K 0.00% NEW $521.52 +43.1%
59 VPL VANGUARD INTL EQUITY INDEX F 3,275.0 $320K 0.00% NEW $97.73 +13.6%
60 QLD PROSHARES TR 5,180.0 $316K 0.00% NEW $61.00 +49.2%
Page 3 of 7  ·  123 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%