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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 22 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IDV ISHARES TR 79,230.0 $3.4M 0.02% +1K +1.5% $42.56 +6.6%
422 QQQM INVESCO EXCH TRADED FD TR II 14,180.0 $3.4M 0.02% NEW $237.62 +23.8%
423 VRTX VERTEX PHARMACEUTICALS INC Healthcare 7,535.0 $3.4M 0.02% +536.0 +7.7% $446.54 -3.6%
424 DTE DTE ENERGY CO Utilities 22,823.0 $3.3M 0.02% +747.0 +3.4% $146.22 -1.7%
425 CANADIAN PACIFIC KANSAS CITY 42,389.0 $3.3M 0.02% -3K -5.7% $78.66
426 TDG TRANSDIGM GROUP INC Industrials 2,874.0 $3.3M 0.02% +753.0 +35.5% $1158.96 +3.4%
427 HPE HEWLETT PACKARD ENTERPRISE C Technology 139,657.0 $3.3M 0.02% +27K +23.9% $23.81 +42.7%
428 UMBF UMB FINL CORP Financial Services 29,422.0 $3.3M 0.02% -479.0 -1.6% $112.79 +15.4%
429 SHY ISHARES TR 40,013.0 $3.3M 0.02% +2K +5.5% $82.57 -0.5%
430 VTWG VANGUARD SCOTTSDALE FDS 14,405.0 $3.3M 0.02% -214.0 -1.5% $229.04 +17.4%
431 CLX CLOROX CO DEL Consumer Defensive 31,632.0 $3.3M 0.02% $103.63 -8.2%
432 PCAR PACCAR INC Industrials 28,378.0 $3.3M 0.02% +494.0 +1.8% $115.50 -5.3%
433 CVNA CARVANA CO Consumer Cyclical 10,397.0 $3.3M 0.02% -364.0 -3.4% $314.38 -79.5%
434 IJK ISHARES TR 32,138.0 $3.2M 0.02% +5K +18.4% $100.62 +10.2%
435 DT DYNATRACE INC Technology 87,179.0 $3.2M 0.02% -44K -33.5% $36.98 +5.9%
436 EFX EQUIFAX INC Industrials 17,720.0 $3.2M 0.01% -130.0 -0.7% $180.07 -9.4%
437 Q QNITY ELECTRONICS INC Technology 27,367.0 $3.2M 0.01% +5K +21.5% $115.38 +32.6%
438 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 9,480.0 $3.1M 0.01% -1K -10.0% $330.87 -9.2%
439 RMD RESMED INC Healthcare 13,954.0 $3.1M 0.01% -363.0 -2.5% $224.48 -6.5%
440 MBB ISHARES TR 32,875.0 $3.1M 0.01% +15K +82.1% $94.95 -1.1%
Page 22 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%