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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FOR FORESTAR GROUP INC Real Estate 10,130.0 $248K 0.00% NEW $24.44 +8.2%
82 QIAGEN NV 6,125.0 $245K 0.00% NEW $40.04
83 B BARRICK MNG CORP Basic Materials 5,990.0 $244K 0.00% NEW $40.79 -0.4%
84 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,080.0 $243K 0.00% NEW $117.06 -0.1%
85 POWL POWELL INDS INC Industrials 447.0 $242K 0.00% NEW $541.08 -45.1%
86 RYN RAYONIER INC Real Estate 11,649.0 $240K 0.00% NEW $20.62 -1.9%
87 MLR MILLER INDS INC TENN Consumer Cyclical 5,250.0 $239K 0.00% NEW $45.55 +3.9%
88 FTAI AVIATION LTD 975.0 $239K 0.00% NEW $245.00
89 HEFA ISHARES TR 5,606.0 $238K 0.00% NEW $42.50 +4.3%
90 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,226.0 $238K 0.00% NEW $73.70 +8.6%
91 SOFI SOFI TECHNOLOGIES INC Financial Services 14,613.0 $232K 0.00% NEW $15.88 +0.9%
92 VAW VANGUARD WORLD FD 1,025.0 $231K 0.00% NEW $225.34 +0.7%
93 FIVE FIVE BELOW INC Consumer Cyclical 990.0 $226K 0.00% NEW $228.48 -5.9%
94 J P MORGAN EXCHANGE TRADED F 4,426.0 $224K 0.00% NEW $50.61
95 HDV ISHARES TR 1,649.0 $224K 0.00% NEW $135.72 -79.9%
96 DAR DARLING INGREDIENTS INC Consumer Defensive 3,577.0 $221K 0.00% NEW $61.85 +1.5%
97 DRLL EA SERIES TRUST 5,553.0 $219K 0.00% NEW $39.48 -5.7%
98 CORT CORCEPT THERAPEUTICS INC Healthcare 5,426.0 $219K 0.00% NEW $40.31 +44.6%
99 EQPT EQUIPMENTSHARE COM INC Industrials 10,600.0 $216K 0.00% NEW $20.37 +20.3%
100 BROOKFIELD ASSET MANAGMT LTD 4,814.0 $214K 0.00% NEW $44.45
Page 5 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%