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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 19 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VSS VANGUARD INTL EQUITY INDEX F 33,999.0 $5.0M 0.02% -3K -6.9% $145.79 +6.9%
362 MCHP MICROCHIP TECHNOLOGY INC. Technology 76,391.0 $4.9M 0.02% -1K -1.3% $64.61 +42.2%
363 DFIV DIMENSIONAL ETF TRUST 92,758.0 $4.9M 0.02% +87K +1440.6% $52.78 +4.5%
364 NVS NOVARTIS AG Healthcare 32,030.0 $4.9M 0.02% +9K +41.7% $152.75 -1.0%
365 TXT TEXTRON INC Industrials 55,042.0 $4.8M 0.02% +1K +2.4% $87.56 +1.0%
366 ED CONSOLIDATED EDISON INC Utilities 42,438.0 $4.8M 0.02% +6K +17.6% $113.18 -4.3%
367 ROST ROSS STORES INC Consumer Cyclical 22,097.0 $4.8M 0.02% $216.63 -0.1%
368 AVLV AMERICAN CENTY ETF TR 59,172.0 $4.8M 0.02% NEW $80.61 +9.0%
369 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 323,794.0 $4.6M 0.02% +163K +101.2% $14.28 +2.3%
370 ENTERGY CORP NEW 41,114.0 $4.6M 0.02% +1K +3.5% $112.36
371 XLY SELECT SECTOR SPDR TR 42,389.0 $4.6M 0.02% +4K +11.5% $108.98 +5.5%
372 WDC WESTERN DIGITAL CORP Technology 16,833.0 $4.6M 0.02% +737.0 +4.6% $270.49 +71.2%
373 SCHD SCHWAB STRATEGIC TR 147,260.0 $4.5M 0.02% +19K +14.9% $30.68 +4.2%
374 DELL DELL TECHNOLOGIES INC Technology 27,306.0 $4.5M 0.02% +4K +18.3% $164.13 +46.2%
375 BSX BOSTON SCIENTIFIC CORP Healthcare 71,268.0 $4.5M 0.02% +3K +5.0% $62.75 -11.7%
376 ADSK AUTODESK INC Technology 18,650.0 $4.5M 0.02% +2K +15.0% $239.40 -2.1%
377 DBX DROPBOX INC Technology 196,091.0 $4.5M 0.02% -19K -8.7% $22.72 +18.3%
378 SWK STANLEY BLACK & DECKER INC Industrials 61,259.0 $4.4M 0.02% $71.06 +2.7%
379 WAT WATERS CORP Healthcare 14,456.0 $4.3M 0.02% +5K +60.0% $297.80 +9.9%
380 DFLV DIMENSIONAL ETF TRUST 117,518.0 $4.2M 0.02% NEW $35.71 +6.9%
Page 19 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%