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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOBL PROSHARES TR 2,017.0 $214K 0.00% NEW $106.01 -0.4%
102 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 13,283.0 $213K 0.00% NEW $16.07 +10.9%
103 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,807.0 $212K 0.00% NEW $117.40 -41.7%
104 COPX GLOBAL X FDS 2,755.0 $210K 0.00% NEW $76.35 +8.8%
105 AMERICA MOVIL SAB DE CV 8,189.0 $209K 0.00% NEW $25.48
106 SHAK SHAKE SHACK INC Consumer Cyclical 2,358.0 $209K 0.00% NEW $88.47 -30.1%
107 CQP CHENIERE ENERGY PARTNERS L P Energy 3,225.0 $208K 0.00% NEW $64.63 -1.5%
108 VWOB VANGUARD WHITEHALL FDS 3,147.0 $207K 0.00% NEW $65.69 +0.7%
109 EBC EASTERN BANKSHARES INC Financial Services 10,387.0 $203K 0.00% NEW $19.56 -0.6%
110 TPL TEXAS PACIFIC LAND CORPORATI Energy 428.0 $203K 0.00% NEW $474.56 -18.1%
111 OKEANIS ECO TANKERS COR 4,000.0 $202K 0.00% NEW $50.59
112 XME SPDR SERIES TRUST 1,864.0 $201K 0.00% NEW $108.01 +7.0%
113 ATMP BARCLAYS BANK PLC Financial Services 5,848.0 $201K 0.00% NEW $34.41 +4.9%
114 LCNB LCNB CORP Financial Services 11,953.0 $186K 0.00% NEW $15.59 +3.0%
115 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 18,217.0 $185K 0.00% NEW $10.17 -1.0%
116 SAN BANCO SANTANDER SA Financial Services 13,118.0 $148K 0.00% NEW $11.28 +5.0%
117 INFU INFUSYSTEM HLDGS INC Healthcare 12,500.0 $115K 0.00% NEW $9.23 -5.0%
118 HTZ HERTZ GLOBAL HLDGS INC Industrials 20,592.0 $95K NEW $4.61 +26.5%
119 TDOC TELADOC HEALTH INC Healthcare 16,806.0 $92K NEW $5.45 +21.3%
120 CBUS CIBUS INC Healthcare 20,500.0 $41K NEW $1.98 -33.8%
Page 6 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%