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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 25 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RB GLOBAL INC 26,767.0 $2.6M 0.01% +15K +120.8% $95.85
482 SPYG SPDR SERIES TRUST 25,947.0 $2.5M 0.01% +10K +66.2% $97.91 +20.8%
483 NRG NRG ENERGY INC Utilities 17,240.0 $2.5M 0.01% -3K -14.5% $146.14 -6.3%
484 HYLB DBX ETF TR 69,399.0 $2.5M 0.01% +6K +9.0% $36.16 +0.9%
485 A AGILENT TECHNOLOGIES INC Healthcare 21,641.0 $2.5M 0.01% +2K +8.7% $113.98 +0.7%
486 MRNA MODERNA INC Healthcare 48,508.0 $2.5M 0.01% +14K +39.9% $50.80 -7.0%
487 FIS FIDELITY NATL INFORMATION SV Technology 52,439.0 $2.5M 0.01% -3K -6.0% $46.91 -7.0%
488 AXON AXON ENTERPRISE INC Industrials 5,779.0 $2.5M 0.01% +269.0 +4.9% $424.69 -8.2%
489 VLTO VERALTO CORP Industrials 27,705.0 $2.4M 0.01% -1K -3.9% $88.42 -2.5%
490 TW TRADEWEB MKTS INC Financial Services 20,753.0 $2.4M 0.01% -9K -29.9% $117.66 -9.3%
491 ITA ISHARES TR 11,122.0 $2.4M 0.01% +8K +230.6% $218.75 +2.0%
492 SATS ECHOSTAR CORP Technology 20,737.0 $2.4M 0.01% $117.07 +21.1%
493 CDW CDW CORP Technology 20,050.0 $2.4M 0.01% +7K +58.8% $121.02 -11.7%
494 DD DUPONT DE NEMOURS INC Basic Materials 52,875.0 $2.4M 0.01% +17K +46.2% $45.80 +2.9%
495 SUSA ISHARES TR 18,295.0 $2.4M 0.01% $132.10 +14.0%
496 PHM PULTE GROUP INC Consumer Cyclical 20,516.0 $2.4M 0.01% +3K +16.4% $117.61 -1.1%
497 URI UNITED RENTALS INC Industrials 3,311.0 $2.4M 0.01% +680.0 +25.9% $728.56 +28.5%
498 DDOG DATADOG INC Technology 20,411.0 $2.4M 0.01% -457.0 -2.2% $118.05 +84.7%
499 WBD WARNER BROS DISCOVERY INC Communication Services 87,563.0 $2.4M 0.01% +554.0 +0.6% $27.46 -0.1%
500 CNM CORE & MAIN INC Industrials 48,534.0 $2.4M 0.01% +29K +146.9% $49.40 -4.5%
Page 25 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%