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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,583.0 $310K 0.00% NEW $36.12 +5.1%
62 TTC TORO CO Industrials 3,301.0 $308K 0.00% NEW $93.44 -4.3%
63 USIG ISHARES TR 5,900.0 $302K 0.00% NEW $51.23 -0.8%
64 VUSB VANGUARD BD INDEX FDS 6,009.0 $299K 0.00% NEW $49.78 -0.2%
65 URA GLOBAL X FDS 6,132.0 $297K 0.00% NEW $48.43 +3.0%
66 EQNR EQUINOR ASA Energy 6,922.0 $292K 0.00% NEW $42.20 -8.7%
67 CIEN CIENA CORP Technology 750.0 $291K 0.00% NEW $388.23 +42.8%
68 FBK FB FINL CORP Financial Services 5,447.0 $283K 0.00% NEW $51.94 -0.4%
69 ACM AECOM Industrials 3,284.0 $279K 0.00% NEW $84.82 -15.9%
70 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,564.0 $278K 0.00% NEW $78.03 -6.9%
71 MLPB UBS AG LONDON BRANCH Financial Services 9,475.0 $275K 0.00% NEW $29.03 +4.6%
72 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,903.0 $274K 0.00% NEW $46.42 -3.1%
73 BHP BHP BILLITON LIMITED Basic Materials 3,685.0 $268K 0.00% NEW $72.74 +16.0%
74 THFF FIRST FINANCIAL CORPORATION Financial Services 4,213.0 $266K 0.00% NEW $63.20 +4.6%
75 CGGO CAPITAL GROUP GBL GROWTH EQT 7,864.0 $262K 0.00% NEW $33.37 +16.0%
76 E ENI SPA Energy 4,628.0 $262K 0.00% NEW $56.61 -2.3%
77 ARM ARM HOLDINGS PLC Technology 1,702.0 $257K 0.00% NEW $151.28 +38.3%
78 SUSL ISHARES TR 2,224.0 $253K 0.00% NEW $113.60 +15.2%
79 CWB SPDR SERIES TRUST 2,760.0 $253K 0.00% NEW $91.52 +14.2%
80 PIPR PIPER SANDLER COMPANIES Financial Services 3,274.0 $251K 0.00% NEW $76.55 +5.2%
Page 4 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%