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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 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TOTALENERGIES SE 3,754.0 $342K 0.00% -430.0 -10.3% $90.98
282 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,799.0 $340K 0.00% -1K -22.3% $70.92 +13.7%
283 CRY ARTIVION INC 9,275.0 $340K 0.00% -700.0 -7.0% $36.62 -51.2%
284 MINT PIMCO ETF TR 3,362.0 $338K 0.00% -166.0 -4.7% $100.57 +0.0%
285 INDB INDEPENDENT BK CORP MASS Financial Services 4,467.0 $336K 0.00% -94.0 -2.1% $75.21 +2.3%
286 PZA INVESCO EXCH TRADED FD TR II 14,570.0 $335K 0.00% -21K -59.2% $22.98 +0.2%
287 CNS COHEN & STEERS INC Financial Services 5,341.0 $334K 0.00% -451.0 -7.8% $62.55 +15.9%
288 NATWEST GROUP PLC 22,153.0 $330K 0.00% -388.0 -1.7% $14.90
289 WTRG ESSENTIAL UTILS INC Utilities 8,192.0 $330K 0.00% -2K -16.2% $40.27 -6.9%
290 WTFC WINTRUST FINL CORP Financial Services 2,365.0 $329K 0.00% -213.0 -8.3% $138.94 +5.4%
291 GATX GATX CORP Industrials 1,921.0 $328K 0.00% -19.0 -1.0% $170.74 +3.3%
292 AM ANTERO MIDSTREAM CORP Energy 14,332.0 $327K 0.00% -602.0 -4.0% $22.80 -3.6%
293 ATRC ATRICURE INC Healthcare 11,445.0 $327K 0.00% -550.0 -4.6% $28.53 -1.4%
294 IDEV ISHARES TR 3,864.0 $323K 0.00% -200.0 -4.9% $83.57 +5.1%
295 EWJ ISHARES INC 3,800.0 $321K 0.00% -121.0 -3.1% $84.44 +7.9%
296 EWC ISHARES INC 5,768.0 $316K 0.00% -404.0 -6.5% $54.79 +4.8%
297 MEDP MEDPACE HLDGS INC Healthcare 655.0 $315K 0.00% -406.0 -38.3% $480.19 -12.7%
298 TNDM TANDEM DIABETES CARE INC Healthcare 16,342.0 $313K 0.00% -290.0 -1.7% $19.17 -26.4%
299 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,108.0 $309K 0.00% -727.0 -25.6% $146.36 -1.7%
300 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 29,279.0 $307K 0.00% -589.0 -2.0% $10.48 +2.7%
Page 15 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%