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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 18 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCHO SCHWAB STRATEGIC TR 229,332.0 $5.6M 0.03% -18K -7.4% $24.27 -0.5%
342 TSN TYSON FOODS INC Consumer Defensive 86,282.0 $5.5M 0.03% -4K -4.4% $64.07 +3.6%
343 IXUS ISHARES TR 63,255.0 $5.5M 0.03% +53K +493.4% $86.64 +8.9%
344 VBR VANGUARD INDEX FDS 25,103.0 $5.5M 0.03% +184.0 +0.7% $217.25 +5.5%
345 HLI HOULIHAN LOKEY INC Financial Services 37,827.0 $5.4M 0.03% +33K +686.9% $143.62 +4.0%
346 LQD ISHARES TR 49,677.0 $5.4M 0.03% +22K +82.5% $108.99 -1.0%
347 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 62,848.0 $5.4M 0.03% -7K -10.5% $85.66 +10.8%
348 WELL WELLTOWER INC Real Estate 27,063.0 $5.4M 0.03% +4K +15.2% $197.71 +8.8%
349 FAST FASTENAL CO Industrials 113,311.0 $5.3M 0.03% -3K -2.2% $46.40 -5.7%
350 SCHP SCHWAB STRATEGIC TR 197,564.0 $5.3M 0.03% +79K +66.1% $26.61 -0.2%
351 EFV ISHARES TR 70,479.0 $5.2M 0.03% -68K -49.1% $74.35 +5.7%
352 TIP ISHARES TR 47,037.0 $5.2M 0.03% +6K +15.2% $110.36 -0.0%
353 CTVA CORTEVA INC Basic Materials 61,687.0 $5.2M 0.03% +9K +16.5% $83.71 -6.0%
354 SCHX SCHWAB STRATEGIC TR 199,241.0 $5.1M 0.03% +62K +45.1% $25.64 +13.4%
355 NET CLOUDFLARE INC Technology 24,754.0 $5.1M 0.03% -346.0 -1.4% $206.34 +0.0%
356 OTIS OTIS WORLDWIDE CORP Industrials 66,228.0 $5.1M 0.03% +7K +11.8% $77.08 -7.8%
357 IDXX IDEXX LABS INC Healthcare 9,007.0 $5.1M 0.03% +1K +15.4% $561.89 -2.3%
358 NXST NEXSTAR MEDIA GROUP INC Communication Services 27,909.0 $5.0M 0.02% -3K -8.7% $180.83 +5.0%
359 REGN REGENERON PHARMACEUTICALS Healthcare 6,448.0 $5.0M 0.02% +178.0 +2.8% $772.64 -16.8%
360 IEF ISHARES TR 52,163.0 $5.0M 0.02% +2K +4.3% $95.44 -1.9%
Page 18 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%