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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 12 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SBUX STARBUCKS CORP Consumer Cyclical 145,095.0 $13.0M 0.06% +39K +36.1% $89.59 +18.1%
222 ROL ROLLINS INC Consumer Cyclical 243,382.0 $13.0M 0.06% +130K +115.1% $53.41 -0.1%
223 XEL XCEL ENERGY INC Utilities 160,880.0 $12.8M 0.06% +7K +4.6% $79.44 +0.9%
224 SYY SYSCO CORP Consumer Defensive 177,399.0 $12.7M 0.06% +3K +1.6% $71.33 +4.3%
225 AJG GALLAGHER ARTHUR J & CO Financial Services 58,062.0 $12.6M 0.06% +38K +192.8% $216.58 -7.5%
226 CL COLGATE PALMOLIVE CO Consumer Defensive 146,522.0 $12.5M 0.06% +17K +13.2% $85.23 +5.4%
227 FISV FISERV INC Technology 223,236.0 $12.5M 0.06% +57K +34.3% $55.80 -1.7%
228 CRM SALESFORCE INC Technology 66,013.0 $12.3M 0.06% -17K -20.4% $186.67 -7.0%
229 WMB WILLIAMS COS INC Energy 168,236.0 $12.2M 0.06% +13K +8.1% $72.78 +9.7%
230 NSC NORFOLK SOUTHN CORP Industrials 42,295.0 $12.1M 0.06% +6K +15.5% $287.00 +10.6%
231 MPWR MONOLITHIC PWR SYS INC Technology 11,039.0 $12.1M 0.06% +8K +308.1% $1093.35 +36.2%
232 BSV VANGUARD BD INDEX FDS 150,229.0 $11.8M 0.06% +51K +52.1% $78.41 -0.9%
233 BA BOEING CO Industrials 59,096.0 $11.8M 0.06% +5K +9.9% $199.03 +9.5%
234 VOE VANGUARD INDEX FDS 62,157.0 $11.5M 0.06% +8K +14.0% $184.28 +3.9%
235 VRT VERTIV HOLDINGS CO Industrials 45,127.0 $11.3M 0.06% +8K +21.9% $250.58 +29.7%
236 AMP AMERIPRISE FINL INC Financial Services 25,348.0 $11.3M 0.06% +5K +26.9% $444.40 +3.3%
237 YUM YUM BRANDS INC Consumer Cyclical 72,290.0 $11.2M 0.05% -5K -6.9% $155.48 -2.2%
238 SPGI S&P GLOBAL INC Financial Services 26,296.0 $11.2M 0.05% +1K +5.3% $425.34 -4.7%
239 CMI CUMMINS INC Industrials 20,652.0 $11.1M 0.05% +4K +21.3% $538.02 +22.9%
240 GILD GILEAD SCIENCES INC Healthcare 79,485.0 $11.1M 0.05% +3K +4.6% $139.37 -6.2%
Page 12 of 66  ·  1,310 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%