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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $18.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1240 New
Page 15 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TYL TYLER TECHNOLOGIES INC Technology 13,424.0 $6.1M 0.03% NEW $453.95 -31.4%
282 OHI OMEGA HEALTHCARE INVS INC Real Estate 137,297.0 $6.1M 0.03% NEW $44.34 +10.2%
283 SCHO SCHWAB STRATEGIC TR 247,632.0 $6.0M 0.03% NEW $24.37 -1.1%
284 NTAP NETAPP INC Technology 56,132.0 $6.0M 0.03% NEW $107.09 +46.6%
285 VRT VERTIV HOLDINGS CO Industrials 37,011.0 $6.0M 0.03% NEW $162.01 +86.7%
286 PSX PHILLIPS 66 Energy 46,315.0 $6.0M 0.03% NEW $129.04 +37.1%
287 DBX DROPBOX INC Technology 214,789.0 $6.0M 0.03% NEW $27.80 +2.6%
288 GWW WW GRAINGER INC Industrials 5,886.0 $5.9M 0.03% NEW $1009.05 +33.8%
289 XLE SELECT SECTOR SPDR TR 131,927.0 $5.9M 0.03% NEW $44.71 +18.7%
290 VBK VANGUARD INDEX FDS 19,516.0 $5.9M 0.03% NEW $302.11 +19.0%
291 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10,145.0 $5.9M 0.03% NEW $580.71 -17.2%
292 VV VANGUARD INDEX FDS 18,595.0 $5.9M 0.03% NEW $314.80 +8.9%
293 VB VANGUARD INDEX FDS 22,611.0 $5.8M 0.03% NEW $257.95 +16.5%
294 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,785.0 $5.8M 0.03% NEW $293.57 +2.4%
295 XLF SELECT SECTOR SPDR TR 105,704.0 $5.8M 0.03% NEW $54.77 +0.9%
296 DT DYNATRACE INC Technology 131,163.0 $5.7M 0.03% NEW $43.34 +3.9%
297 FDX FEDEX CORP Industrials 19,487.0 $5.6M 0.03% NEW $288.86 +8.9%
298 XLV SELECT SECTOR SPDR TR 35,801.0 $5.5M 0.03% NEW $154.80 +5.4%
299 JBL JABIL INC Technology 24,034.0 $5.5M 0.03% NEW $228.02 +55.0%
300 BK BANK NEW YORK MELLON CORP Financial Services 46,910.0 $5.4M 0.03% NEW $116.09 +22.2%
Page 15 of 62  ·  1,240 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 31.8%
Financial Services 15.7%
Communication Services 10.8%
Industrials 10.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 5.6%
Energy 3.5%
Utilities 2.4%
Real Estate 1.1%