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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 5 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXEL EXELIXIS INC Healthcare 88,824.0 $3.8M 0.02% -695.0 -0.8% $42.89 +19.1%
82 PHO INVESCO EXCHANGE TRADED FD T 55,822.0 $3.7M 0.02% -4K -7.0% $66.86 -3.7%
83 TFC TRUIST FINL CORP Financial Services 79,971.0 $3.7M 0.02% -1K -1.5% $45.97 +2.5%
84 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 45,053.0 $3.7M 0.02% -5K -10.7% $81.23 -0.7%
85 SPG SIMON PPTY GROUP INC NEW Real Estate 19,601.0 $3.7M 0.02% -2K -9.6% $186.53 +8.7%
86 CANADIAN PACIFIC KANSAS CITY 42,389.0 $3.3M 0.02% -3K -5.7% $78.66
87 UMBF UMB FINL CORP Financial Services 29,422.0 $3.3M 0.02% -479.0 -1.6% $112.79 +12.8%
88 VTWG VANGUARD SCOTTSDALE FDS 14,405.0 $3.3M 0.02% -214.0 -1.5% $229.04 +15.4%
89 CVNA CARVANA CO Consumer Cyclical 10,397.0 $3.3M 0.02% -364.0 -3.4% $314.38 -77.9%
90 DT DYNATRACE INC Technology 87,179.0 $3.2M 0.02% -44K -33.5% $36.98 +0.4%
91 EFX EQUIFAX INC Industrials 17,720.0 $3.2M 0.01% -130.0 -0.7% $180.07 -12.4%
92 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 9,480.0 $3.1M 0.01% -1K -10.0% $330.87 -13.3%
93 RMD RESMED INC Healthcare 13,954.0 $3.1M 0.01% -363.0 -2.5% $224.48 -9.8%
94 TYL TYLER TECHNOLOGIES INC Technology 8,986.0 $3.1M 0.01% -4K -33.1% $342.38 -12.6%
95 HAS HASBRO INC Consumer Cyclical 32,848.0 $3.1M 0.01% -5K -12.8% $93.60 +2.2%
96 CNP CENTERPOINT ENERGY INC Utilities 71,220.0 $3.1M 0.01% -457.0 -0.6% $43.16 -1.4%
97 ROP ROPER TECHNOLOGIES INC Industrials 8,287.0 $2.9M 0.01% -75.0 -0.9% $353.86 -10.1%
98 RL RALPH LAUREN CORP Consumer Cyclical 8,142.0 $2.8M 0.01% -569.0 -6.5% $343.99 -2.9%
99 SPDR INDEX SHS FDS 20,294.0 $2.8M 0.01% -162.0 -0.8% $136.14
100 ENR ENERGIZER HLDGS INC Industrials 166,569.0 $2.7M 0.01% -1K -0.6% $16.42 +1.7%
Page 5 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%