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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 29 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IGSB ISHARES TR 35,643.0 $1.9M 0.01% +28K +363.1% $52.56 -0.5%
562 CTRA COTERRA ENERGY INC Energy 52,992.0 $1.9M 0.01% +9K +20.4% $35.14 -7.3%
563 WWD WOODWARD INC Industrials 5,189.0 $1.9M 0.01% +207.0 +4.2% $357.92 -0.4%
564 INCY INCYTE CORP Healthcare 19,518.0 $1.8M 0.01% -3K -13.2% $94.12 +3.5%
565 XLP SELECT SECTOR SPDR TR 22,176.0 $1.8M 0.01% +3K +18.6% $81.98 +3.3%
566 CPRT COPART INC Industrials 54,131.0 $1.8M 0.01% -33K -37.6% $33.20 +3.6%
567 EA ELECTRONIC ARTS INC Communication Services 8,759.0 $1.8M 0.01% +3K +42.2% $203.87 -1.0%
568 TECH BIO-TECHNE CORP Healthcare 34,131.0 $1.8M 0.01% +932.0 +2.8% $52.26 -10.6%
569 FE FIRSTENERGY CORP Utilities 34,867.0 $1.8M 0.01% +330.0 +1.0% $50.66 -10.2%
570 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 49,724.0 $1.8M 0.01% +323.0 +0.7% $35.44 -3.0%
571 AKAM AKAMAI TECHNOLOGIES INC Technology 15,319.0 $1.8M 0.01% +572.0 +3.9% $114.85 +27.3%
572 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,982.0 $1.8M 0.01% +268.0 +9.9% $588.68 -8.6%
573 CCI CROWN CASTLE INC Real Estate 21,581.0 $1.8M 0.01% -6K -22.8% $81.31 +13.2%
574 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,605.0 $1.8M 0.01% +265.0 +2.8% $182.33 -1.1%
575 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 13,292.0 $1.8M 0.01% +12K +724.6% $131.74 +18.0%
576 RBLX ROBLOX CORP Technology 30,955.0 $1.8M 0.01% -6K -15.3% $56.56 -19.0%
577 SYF SYNCHRONY FINANCIAL Financial Services 25,709.0 $1.7M 0.01% +196.0 +0.8% $68.02 +5.9%
578 SEALED AIR CORP NEW 40,901.0 $1.7M 0.01% -5K -11.6% $42.05
579 ON ON SEMICONDUCTOR CORP Technology 27,577.0 $1.7M 0.01% -1K -3.6% $61.92 +77.0%
580 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 34,238.0 $1.7M 0.01% +1K +3.3% $49.85 -7.0%
Page 29 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%