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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 34 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LEN LENNAR CORP Consumer Cyclical 14,134.0 $1.2M 0.01% -225.0 -1.6% $86.84 +2.3%
662 RBC RBC BEARINGS INC Industrials 2,254.0 $1.2M 0.01% +287.0 +14.6% $543.12 +5.1%
663 VTIP VANGUARD MALVERN FDS 24,434.0 $1.2M 0.01% NEW $49.95 +0.6%
664 OXY OCCIDENTAL PETE CORP Energy 18,773.0 $1.2M 0.01% +100.0 +0.5% $65.00 -9.5%
665 OZK BANK OZK LITTLE ROCK ARK Financial Services 26,557.0 $1.2M 0.01% +994.0 +3.9% $45.89 +5.0%
666 IJT ISHARES TR 8,409.0 $1.2M 0.01% +602.0 +7.7% $144.71 +11.0%
667 SCHG SCHWAB STRATEGIC TR 41,671.0 $1.2M 0.01% +16K +60.2% $29.13 +17.7%
668 BPOP POPULAR INC Financial Services 9,041.0 $1.2M 0.01% $134.17 +11.4%
669 SPHQ INVESCO EXCHANGE TRADED FD T 16,090.0 $1.2M 0.01% -1K -8.3% $75.19 +11.3%
670 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 31,034.0 $1.2M 0.01% +9K +42.7% $38.97 -6.8%
671 CCL CARNIVAL CORP Consumer Cyclical 46,686.0 $1.2M 0.01% +10K +26.6% $25.88 +1.2%
672 VHT VANGUARD WORLD FD 4,423.0 $1.2M 0.01% +370.0 +9.1% $272.33 +1.5%
673 ENTG ENTEGRIS INC Technology 10,268.0 $1.2M 0.01% -251.0 -2.4% $117.24 +12.1%
674 IYR ISHARES TR 12,693.0 $1.2M 0.01% $94.56 +8.5%
675 PNW PINNACLE WEST CAP CORP Utilities 11,866.0 $1.2M 0.01% -200.0 -1.7% $100.75 +1.2%
676 JEPI J P MORGAN EXCHANGE TRADED F 20,815.0 $1.2M 0.01% +14K +199.4% $56.68 -1.1%
677 EFSC ENTERPRISE FINL SVCS CORP Financial Services 21,465.0 $1.2M 0.01% $54.11 +12.2%
678 HALO HALOZYME THERAPEUTICS INC Healthcare 17,860.0 $1.2M 0.01% $64.63 +6.0%
679 XYL XYLEM INC Industrials 9,659.0 $1.2M 0.01% +4K +64.6% $119.50 -9.4%
680 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 18,785.0 $1.2M 0.01% +1K +7.3% $61.35 -14.7%
Page 34 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%