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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 60 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 RITM RITHM CAPITAL CORP Real Estate 19,600.0 $214K 0.00% NEW $10.90 -16.2%
1182 AN AUTONATION INC Consumer Cyclical 1,032.0 $213K 0.00% NEW $206.48 -11.1%
1183 VNT VONTIER CORPORATION Technology 5,729.0 $213K 0.00% NEW $37.18 -23.0%
1184 GAP GAP INC Consumer Cyclical 8,298.0 $212K 0.00% NEW $25.60 -25.6%
1185 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 819.0 $212K 0.00% NEW $258.65 +52.1%
1186 LZB LA Z BOY INC Consumer Cyclical 5,679.0 $212K 0.00% NEW $37.27 +6.1%
1187 SPYV SPDR SERIES TRUST 3,715.0 $211K 0.00% NEW $56.81 +8.4%
1188 RACE FERRARI N V Consumer Cyclical 571.0 $211K 0.00% NEW $369.56 +3.9%
1189 LSTR LANDSTAR SYS INC Industrials 1,467.0 $211K 0.00% NEW $143.70 +43.6%
1190 OII OCEANEERING INTL INC Energy 8,718.0 $209K 0.00% NEW $24.03 +63.1%
1191 THC TENET HEALTHCARE CORP Healthcare 1,054.0 $209K 0.00% NEW $198.72 +2.7%
1192 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 9,105.0 $209K 0.00% NEW $23.00 +42.9%
1193 SCHV SCHWAB STRATEGIC TR 7,071.0 $209K 0.00% NEW $29.61 +16.4%
1194 ROKU ROKU INC Communication Services 1,920.0 $208K 0.00% NEW $108.49 +31.0%
1195 PWP PERELLA WEINBERG PARTNERS Financial Services 12,040.0 $208K 0.00% NEW $17.30 -2.5%
1196 ERTH INVESCO EXCHANGE TRADED FD T 4,401.0 $208K 0.00% NEW $47.18 -0.1%
1197 PACS PACS GROUP INC Financial Services 5,400.0 $207K 0.00% NEW $38.39 +15.0%
1198 DFIS DIMENSIONAL ETF TRUST 6,291.0 $207K 0.00% NEW $32.94 +8.2%
1199 QRVO QORVO INC Technology 2,452.0 $207K 0.00% NEW $84.51 +6.5%
1200 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,783.0 $207K 0.00% NEW $43.30 +24.8%
Page 60 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%