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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 28 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 YUMC YUM CHINA HLDGS INC Consumer Cyclical 41,382.0 $2.0M 0.01% -223.0 -0.5% $48.78 -6.6%
542 EXR EXTRA SPACE STORAGE INC Real Estate 15,386.0 $2.0M 0.01% +207.0 +1.4% $131.13 +9.7%
543 MSA MSA SAFETY INC Industrials 12,304.0 $2.0M 0.01% +1K +11.4% $163.95 +2.8%
544 XLC SELECT SECTOR SPDR TR 18,175.0 $2.0M 0.01% +6K +44.0% $110.86 +4.7%
545 PPG PPG INDS INC Basic Materials 18,832.0 $2.0M 0.01% +175.0 +0.9% $106.88 -2.3%
546 BIL SPDR SERIES TRUST 21,910.0 $2.0M 0.01% -789.0 -3.5% $91.64 -0.1%
547 FICO FAIR ISAAC CORP Technology 1,874.0 $2.0M 0.01% +86.0 +4.8% $1067.54 +15.0%
548 WPC WP CAREY INC Real Estate 29,307.0 $2.0M 0.01% +21K +243.9% $67.96 +10.4%
549 ALLE ALLEGION PLC Industrials 13,706.0 $2.0M 0.01% +957.0 +7.5% $145.29 -10.0%
550 BKR BAKER HUGHES COMPANY Energy 32,551.0 $2.0M 0.01% +467.0 +1.5% $61.05 +7.8%
551 VTEB VANGUARD MUN BD FDS 39,831.0 $2.0M 0.01% -9K -18.1% $49.89 -0.1%
552 OGE OGE ENERGY CORP Utilities 41,363.0 $2.0M 0.01% +9K +27.0% $47.96 +0.3%
553 APPF APPFOLIO INC Technology 12,563.0 $2.0M 0.01% +1K +9.3% $157.82 +2.9%
554 COIN COINBASE GLOBAL INC Financial Services 11,209.0 $2.0M 0.01% +531.0 +5.0% $174.61 +10.9%
555 DCI DONALDSON INC Industrials 22,951.0 $1.9M 0.01% -2K -9.7% $84.87 -2.7%
556 STZ CONSTELLATION BRANDS INC Consumer Defensive 12,800.0 $1.9M 0.01% +1K +11.7% $150.00 +0.8%
557 HII HUNTINGTON INGALLS INDS INC Industrials 5,050.0 $1.9M 0.01% +575.0 +12.8% $379.90 -16.4%
558 SCHM SCHWAB STRATEGIC TR 61,714.0 $1.9M 0.01% +26K +72.2% $30.96 +11.6%
559 DLR DIGITAL RLTY TR INC Real Estate 10,529.0 $1.9M 0.01% +2K +30.7% $180.21 +7.8%
560 CF CF INDUSTRIES HOLD Basic Materials 14,472.0 $1.9M 0.01% -433.0 -2.9% $129.84 -6.3%
Page 28 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%