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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 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CI THE CIGNA GROUP Healthcare 41,521.0 $11.1M 0.05% +2K +4.1% $266.75 +9.2%
242 MMM 3M CO Industrials 76,000.0 $11.0M 0.05% +16K +26.9% $145.23 +5.0%
243 DOV DOVER CORP Industrials 52,047.0 $10.8M 0.05% -1K -2.2% $208.45 +1.1%
244 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 37,322.0 $10.8M 0.05% +4K +10.5% $290.49 +0.4%
245 VLO VALERO ENERGY CORP Energy 43,808.0 $10.8M 0.05% +18K +71.2% $247.08 +4.6%
246 ALL ALLSTATE CORP Financial Services 51,941.0 $10.8M 0.05% +9K +21.5% $207.34 +8.3%
247 AVUV AMERICAN CENTY ETF TR 96,124.0 $10.6M 0.05% +92K +2419.6% $110.47 +6.1%
248 ENB ENBRIDGE INC Energy 195,631.0 $10.6M 0.05% +11K +5.9% $54.14 +4.1%
249 CASY CASEYS GEN STORES INC Consumer Cyclical 14,357.0 $10.4M 0.05% -1K -6.9% $727.86 +17.1%
250 CHD CHURCH & DWIGHT CO INC Consumer Defensive 110,686.0 $10.3M 0.05% -3K -2.9% $93.32 +2.6%
251 PPL PPL CORP Utilities 269,040.0 $10.3M 0.05% +226K +527.3% $38.20 -8.6%
252 WEC WEC ENERGY GROUP INC Utilities 87,879.0 $10.2M 0.05% +9K +11.3% $115.77 -5.4%
253 TRGP TARGA RES CORP Energy 40,090.0 $10.1M 0.05% -5K -11.0% $250.73 +9.6%
254 PNC PNC FINL SVCS GROUP INC Financial Services 48,279.0 $10.0M 0.05% +5K +12.6% $208.09 +2.7%
255 EMB ISHARES TR 106,127.0 $10.0M 0.05% -2K -1.6% $93.93 +0.3%
256 EMXC ISHARES INC 126,552.0 $10.0M 0.05% +61K +94.0% $78.66 +17.1%
257 BND VANGUARD BD INDEX FDS 133,594.0 $9.8M 0.05% +19K +16.8% $73.64 -1.6%
258 DRI DARDEN RESTAURANTS INC Consumer Cyclical 49,355.0 $9.7M 0.05% $196.04 -1.2%
259 SCCO SOUTHERN COPPER CORP Basic Materials 55,756.0 $9.6M 0.05% +12K +27.1% $172.06 -0.1%
260 PSX PHILLIPS 66 Energy 52,002.0 $9.5M 0.05% +6K +12.3% $182.18 -1.3%
Page 13 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%