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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 14 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GSLC GOLDMAN SACHS ETF TR 3,091.0 $387K 0.00% -815.0 -20.9% $125.13 +12.0%
262 COCO VITA COCO CO INC Consumer Defensive 8,042.0 $385K 0.00% -161.0 -2.0% $47.91 +63.1%
263 HQY HEALTHEQUITY INC Healthcare 4,553.0 $380K 0.00% -325.0 -6.7% $83.57 -0.8%
264 HMN HORACE MANN EDUCATORS CORP N Financial Services 8,752.0 $374K 0.00% -3K -22.9% $42.68 +5.5%
265 PRIM PRIMORIS SVCS CORP Industrials 2,611.0 $373K 0.00% -3K -49.8% $143.04 -23.7%
266 XNTK SPDR SERIES TRUST 1,455.0 $371K 0.00% -425.0 -22.6% $255.28 +31.1%
267 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,763.0 $370K 0.00% -3K -45.7% $98.42 -1.3%
268 H HYATT HOTELS CORP Consumer Cyclical 2,563.0 $369K 0.00% -13K -83.7% $143.79 +17.7%
269 PNR PENTAIR PLC Industrials 4,230.0 $368K 0.00% -114.0 -2.6% $87.11 -17.0%
270 LYFT LYFT INC Technology 27,688.0 $368K 0.00% -260.0 -0.9% $13.30 -1.2%
271 CPT CAMDEN PPTY TR Real Estate 3,754.0 $367K 0.00% -1K -26.2% $97.66 +6.1%
272 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,861.0 $366K 0.00% -70.0 -1.8% $94.88 +2.4%
273 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 38,310.0 $365K 0.00% -755.0 -1.9% $9.52 -6.6%
274 RKLB ROCKET LAB CORP Industrials 5,615.0 $361K 0.00% -456.0 -7.5% $64.22 +112.2%
275 USPH U S PHYSICAL THERAPY Healthcare 4,788.0 $359K 0.00% -100.0 -2.0% $74.96 -14.4%
276 PGX INVESCO EXCH TRADED FD TR II 32,942.0 $358K 0.00% -183.0 -0.6% $10.88 +1.1%
277 ILCG ISHARES TR 3,703.0 $354K 0.00% -413.0 -10.0% $95.48 +20.7%
278 NWSA NEWS CORP NEW Communication Services 14,163.0 $353K 0.00% -180.0 -1.2% $24.93 +4.4%
279 VICI VICI PPTYS INC Real Estate 12,896.0 $352K 0.00% -283.0 -2.1% $27.32 +2.5%
280 CGGR CAPITAL GROUP GROWTH ETF 8,701.0 $350K 0.00% -795.0 -8.4% $40.19 +13.9%
Page 14 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%