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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 33 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AVLC AMERICAN CENTY ETF TR 17,604.0 $1.4M 0.01% NEW $77.55 +13.3%
642 UNILEVER PLC 23,897.0 $1.4M 0.01% +4K +18.1% $56.97
643 BALL BALL CORP Consumer Cyclical 22,878.0 $1.4M 0.01% -787.0 -3.3% $59.11 -4.7%
644 BOTZ GLOBAL X FDS 40,223.0 $1.3M 0.01% +30K +295.4% $33.22 +19.4%
645 HAL HALLIBURTON CO Energy 34,227.0 $1.3M 0.01% +367.0 +1.1% $38.99 +7.6%
646 HRB BLOCK H & R INC Consumer Cyclical 41,940.0 $1.3M 0.01% -2K -5.0% $31.74 +19.4%
647 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,289.0 $1.3M 0.01% +202.0 +4.0% $250.64 +21.9%
648 ICF ISHARES TR 21,403.0 $1.3M 0.01% $61.89 +10.2%
649 DVN DEVON ENERGY CORP NEW Energy 26,324.0 $1.3M 0.01% +2K +7.4% $50.32 -6.4%
650 NDSN NORDSON CORP Industrials 4,932.0 $1.3M 0.01% +284.0 +6.1% $266.06 +7.8%
651 BIIB BIOGEN INC Healthcare 7,074.0 $1.3M 0.01% +696.0 +10.9% $183.33 +3.3%
652 GPC GENUINE PARTS CO Consumer Cyclical 12,134.0 $1.3M 0.01% +2K +19.0% $105.75 -7.7%
653 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 14,089.0 $1.3M 0.01% +482.0 +3.5% $90.42 -5.6%
654 MP MP MATERIALS CORP Basic Materials 26,354.0 $1.3M 0.01% +15K +132.2% $48.26 +27.9%
655 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,392.0 $1.3M 0.01% +140.0 +1.5% $135.23 +0.6%
656 AVMC AMERICAN CENTY ETF TR 17,572.0 $1.3M 0.01% NEW $72.24 +7.1%
657 VDE VANGUARD WORLD FD 7,304.0 $1.3M 0.01% +939.0 +14.8% $173.04 -3.3%
658 DFAC DIMENSIONAL ETF TRUST 32,240.0 $1.3M 0.01% -211.0 -0.7% $38.86 +11.6%
659 RJF RAYMOND JAMES FINL INC Financial Services 8,612.0 $1.2M 0.01% -661.0 -7.1% $144.79 +5.0%
660 PEN PENUMBRA INC Healthcare 3,786.0 $1.2M 0.01% -6K -61.2% $328.37 -0.1%
Page 33 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%