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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 23 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 INGERSOLL RAND INC 38,947.0 $3.1M 0.01% +4K +10.9% $80.12
442 EVRG EVERGY INC Utilities 37,840.0 $3.1M 0.01% +3K +8.1% $81.92 +2.1%
443 TYL TYLER TECHNOLOGIES INC Technology 8,986.0 $3.1M 0.01% -4K -33.1% $342.38 -7.3%
444 HAS HASBRO INC Consumer Cyclical 32,848.0 $3.1M 0.01% -5K -12.8% $93.60 -3.8%
445 CNP CENTERPOINT ENERGY INC Utilities 71,220.0 $3.1M 0.01% -457.0 -0.6% $43.16 -1.6%
446 DFAI DIMENSIONAL ETF TRUST 78,672.0 $3.1M 0.01% NEW $38.96 +6.8%
447 CVS CVS HEALTH CORP Healthcare 42,459.0 $3.0M 0.01% +1K +3.3% $71.82 +29.9%
448 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15,262.0 $3.0M 0.01% +2K +12.5% $197.50 +19.8%
449 DAL DELTA AIR LINES INC Industrials 44,847.0 $3.0M 0.01% +13K +41.5% $66.48 +13.8%
450 EBAY EBAY INC. Consumer Cyclical 32,616.0 $3.0M 0.01% +4K +15.2% $91.02 +28.7%
451 ROP ROPER TECHNOLOGIES INC Industrials 8,287.0 $2.9M 0.01% -75.0 -0.9% $353.86 -7.1%
452 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 136,588.0 $2.9M 0.01% $21.34 -18.6%
453 FRPT FRESHPET INC Consumer Defensive 49,253.0 $2.9M 0.01% +1K +2.3% $58.96 -13.0%
454 HEI HEICO CORP NEW Industrials 10,544.0 $2.9M 0.01% +1K +14.8% $274.20 +9.8%
455 VCLT VANGUARD SCOTTSDALE FDS 38,410.0 $2.9M 0.01% +13K +52.1% $74.72 -0.7%
456 HYG ISHARES TR 36,061.0 $2.9M 0.01% +29K +391.4% $79.56 +0.4%
457 OEF ISHARES TR 9,007.0 $2.9M 0.01% $318.07 +16.4%
458 VXUS VANGUARD STAR FDS 36,796.0 $2.8M 0.01% +2K +4.5% $77.11 +9.7%
459 KR KROGER CO Consumer Defensive 39,067.0 $2.8M 0.01% +4K +12.6% $72.36 -7.3%
460 RIO RIO TINTO PLC Basic Materials 30,212.0 $2.8M 0.01% +24K +373.7% $93.29 +10.7%
Page 23 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%