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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 13 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NUMV NUSHARES ETF TR 11,931.0 $463K 0.00% -1K -7.8% $38.77 +6.5%
242 IEX IDEX CORP Industrials 2,410.0 $457K 0.00% -201.0 -7.7% $189.55 +9.9%
243 WEX WEX INC Technology 2,965.0 $454K 0.00% -160.0 -5.1% $153.04 -8.0%
244 VRSN VERISIGN INC Technology 1,822.0 $453K 0.00% -176.0 -8.8% $248.36 +21.0%
245 AER AERCAP HOLDINGS NV Industrials 3,296.0 $452K 0.00% -62.0 -1.9% $137.18 +2.8%
246 FOXA FOX CORP Communication Services 7,698.0 $450K 0.00% -461.0 -5.7% $58.40 +11.0%
247 RLI RLI CORP Financial Services 7,855.0 $448K 0.00% -224.0 -2.8% $57.04 -9.9%
248 HSIC SCHEIN HENRY INC Healthcare 5,815.0 $429K 0.00% -400.0 -6.4% $73.70 -1.1%
249 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,276.0 $425K 0.00% -2K -17.5% $58.47 +13.7%
250 SCHH SCHWAB STRATEGIC TR 19,768.0 $425K 0.00% -668.0 -3.3% $21.49 +7.6%
251 MOH MOLINA HEALTHCARE INC Healthcare 3,177.0 $423K 0.00% -16.0 -0.5% $133.30 +35.4%
252 CHRD CHORD ENERGY CORPORATION Energy 2,970.0 $422K 0.00% -29.0 -1.0% $142.18 +3.0%
253 AGIO AGIOS PHARMACEUTICALS INC Healthcare 12,437.0 $421K 0.00% -219.0 -1.7% $33.83 -17.4%
254 GGG GRACO INC Industrials 4,917.0 $416K 0.00% -685.0 -12.2% $84.65 -10.6%
255 RALLIANT CORP 9,748.0 $405K 0.00% -354.0 -3.5% $41.59
256 MUR MURPHY OIL CORP Energy 9,693.0 $400K 0.00% -988.0 -9.2% $41.25 -4.3%
257 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,899.0 $396K 0.00% -192.0 -3.1% $67.07 +29.3%
258 IXN ISHARES TR 3,906.0 $390K 0.00% -150.0 -3.7% $99.97 +32.4%
259 ARLP ALLIANCE RESOURCE PARTNERS L Energy 14,079.0 $389K 0.00% -800.0 -5.4% $27.65 -9.2%
260 POOL POOL CORP Industrials 1,918.0 $388K 0.00% -636.0 -24.9% $202.33 -14.6%
Page 13 of 18  ·  341 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%