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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 21 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VST VISTRA CORP Utilities 25,520.0 $3.8M 0.02% -1K -5.2% $150.33 -4.4%
402 MKL MARKEL GROUP INC Financial Services 1,993.0 $3.8M 0.02% +399.0 +25.0% $1914.07 -3.1%
403 MCO MOODYS CORP Financial Services 8,735.0 $3.8M 0.02% +898.0 +11.5% $436.25 +1.8%
404 EXEL EXELIXIS INC Healthcare 88,824.0 $3.8M 0.02% -695.0 -0.8% $42.89 +16.0%
405 LH LABCORP HOLDINGS INC Healthcare 14,033.0 $3.7M 0.02% +423.0 +3.1% $266.81 -4.1%
406 PHO INVESCO EXCHANGE TRADED FD T 55,822.0 $3.7M 0.02% -4K -7.0% $66.86 -3.2%
407 JCI JOHNSON CONTROLS INTERNATION Industrials 28,252.0 $3.7M 0.02% +764.0 +2.8% $130.95 +5.5%
408 FIX COMFORT SYS USA INC Industrials 2,677.0 $3.7M 0.02% +2K +141.4% $1378.99 +34.9%
409 AWK AMERICAN WTR WKS CO INC NEW Utilities 27,081.0 $3.7M 0.02% +2K +10.1% $136.09 -9.5%
410 AVIV AMERICAN CENTY ETF TR 49,162.0 $3.7M 0.02% NEW $74.83 +5.5%
411 TFC TRUIST FINL CORP Financial Services 79,971.0 $3.7M 0.02% -1K -1.5% $45.97 +3.8%
412 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 45,053.0 $3.7M 0.02% -5K -10.7% $81.23 -1.1%
413 SPG SIMON PPTY GROUP INC NEW Real Estate 19,601.0 $3.7M 0.02% -2K -9.6% $186.53 +8.9%
414 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 87,853.0 $3.6M 0.02% +3K +3.0% $41.27 +25.1%
415 USRT ISHARES TR 60,329.0 $3.6M 0.02% +10K +20.6% $59.19 +9.7%
416 XLU SELECT SECTOR SPDR TR 76,351.0 $3.5M 0.02% +21K +37.0% $45.89 -2.9%
417 EQIX EQUINIX INC Real Estate 3,551.0 $3.5M 0.02% +144.0 +4.2% $980.24 +8.4%
418 SDY SPDR SERIES TRUST 23,636.0 $3.4M 0.02% +21K +691.0% $145.94 +1.4%
419 DFSV DIMENSIONAL ETF TRUST 97,935.0 $3.4M 0.02% NEW $35.04 +5.6%
420 SLB SLB LIMITED Energy 65,699.0 $3.4M 0.02% +12K +21.5% $51.39 +11.7%
Page 21 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%