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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 52 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SEG SEAPORT ENTMT GROUP INC Real Estate 17,565.0 $347K 0.00% NEW $19.77 +37.2%
1022 OC OWENS CORNING NEW Industrials 3,103.0 $347K 0.00% NEW $111.91 +35.0%
1023 ARLP ALLIANCE RESOURCE PARTNERS L Energy 14,879.0 $346K 0.00% NEW $23.23 +2.5%
1024 CVLT COMMVAULT SYS INC Technology 2,757.0 $346K 0.00% NEW $125.36 +19.6%
1025 VT VANGUARD INTL EQUITY INDEX F 2,444.0 $345K 0.00% NEW $141.06 +10.7%
1026 AGIO AGIOS PHARMACEUTICALS INC Healthcare 12,656.0 $344K 0.00% NEW $27.22 +38.1%
1027 TOL TOLL BROTHERS INC Consumer Cyclical 2,546.0 $344K 0.00% NEW $135.22 +16.2%
1028 TPC TUTOR PERINI CORP Industrials 5,132.0 $344K 0.00% NEW $67.02 +14.5%
1029 JNK SPDR SERIES TRUST 3,538.0 $344K 0.00% NEW $97.21 -1.3%
1030 VIS VANGUARD WORLD FD 1,147.0 $342K 0.00% NEW $298.38 +19.0%
1031 RFG INVESCO EXCHANGE TRADED FD T 6,510.0 $341K 0.00% NEW $52.44 +18.6%
1032 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 15,287.0 $341K 0.00% NEW $22.32 -11.4%
1033 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 38,906.0 $341K 0.00% NEW $8.76 -24.8%
1034 VOD VODAFONE GROUP PLC Communication Services 25,794.0 $341K 0.00% NEW $13.21 -1.5%
1035 VGK VANGUARD INTL EQUITY INDEX F 4,018.0 $336K 0.00% NEW $83.61 +6.9%
1036 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,608.0 $336K 0.00% NEW $208.75 -34.3%
1037 IDEV ISHARES TR 4,064.0 $335K 0.00% NEW $82.48 +8.6%
1038 MUR MURPHY OIL CORP Energy 10,681.0 $334K 0.00% NEW $31.25 +2.0%
1039 INDB INDEPENDENT BK CORP MASS Financial Services 4,561.0 $333K 0.00% NEW $73.08 +15.2%
1040 EWC ISHARES INC 6,172.0 $333K 0.00% NEW $53.93 +7.1%
Page 52 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%