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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 35 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,959.0 $1.2M 0.01% -56.0 -1.4% $290.70 -12.6%
682 VMBS VANGUARD SCOTTSDALE FDS 24,418.0 $1.1M 0.01% NEW $46.95 -1.0%
683 NULV NUSHARES ETF TR 24,721.0 $1.1M 0.01% +556.0 +2.3% $45.50 +10.5%
684 NYT NEW YORK TIMES CO MTN BE Communication Services 13,389.0 $1.1M 0.01% $83.73 -11.3%
685 ILMN ILLUMINA INC Healthcare 9,077.0 $1.1M 0.01% +127.0 +1.4% $123.26 +17.5%
686 SJM SMUCKER J M CO Consumer Defensive 11,601.0 $1.1M 0.01% +1K +10.3% $96.44 +4.2%
687 AEIS ADVANCED ENERGY INDS Industrials 3,450.0 $1.1M 0.01% +46.0 +1.4% $322.71 +0.3%
688 TDY TELEDYNE TECHNOLOGIES INC Technology 1,838.0 $1.1M 0.01% $605.01 +1.5%
689 PEGA PEGASYSTEMS INC Technology 25,964.0 $1.1M 0.01% $42.56 -19.5%
690 JBHT HUNT J B TRANS SVCS INC Industrials 5,167.0 $1.1M 0.01% +365.0 +7.6% $211.90 +22.3%
691 MKSI MKS INC. Technology 4,762.0 $1.1M 0.01% -26.0 -0.5% $229.81 +36.3%
692 TD TORONTO DOMINION BK ONT Financial Services 11,660.0 $1.1M 0.01% +7K +143.6% $93.31 +17.4%
693 BWA BORGWARNER INC Consumer Cyclical 20,013.0 $1.1M 0.01% +149.0 +0.8% $54.26 +17.1%
694 SNA SNAP ON INC Industrials 2,982.0 $1.1M 0.01% -118.0 -3.8% $363.22 -0.9%
695 LVS LAS VEGAS SANDS CORP Consumer Cyclical 19,969.0 $1.1M 0.01% $53.88 -8.2%
696 CEF SPROTT ASSET MANAGEMENT LP Financial Services 22,435.0 $1.1M 0.01% +3K +14.1% $47.72 +0.5%
697 O REALTY INCOME CORP Real Estate 17,478.0 $1.1M 0.01% -2K -10.4% $61.18 +1.7%
698 DGRO ISHARES TR 15,149.0 $1.1M 0.01% +5K +55.3% $70.18 +5.7%
699 BSY BENTLEY SYS INC Technology 30,265.0 $1.1M 0.01% -60K -66.4% $35.12 -5.1%
700 PYPL PAYPAL HLDGS INC Financial Services 23,493.0 $1.1M 0.01% +2K +8.1% $45.23 -1.9%
Page 35 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%