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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 37 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VFH VANGUARD WORLD FD 8,098.0 $978K 0.01% +2K +25.4% $120.81 +5.1%
722 CIBR FIRST TR EXCHANGE-TRADED FD 15,570.0 $976K 0.01% +8K +113.3% $62.68 +31.1%
723 J JACOBS SOLUTIONS INC Industrials 7,667.0 $976K 0.01% +2K +33.9% $127.28 -10.4%
724 SPSM SPDR SERIES TRUST 20,186.0 $975K 0.01% +835.0 +4.3% $48.32 +9.7%
725 EQBK EQUITY BANCSHARES INC Financial Services 21,900.0 $973K 0.01% $44.41 +3.0%
726 ARCC ARES CAPITAL CORP Financial Services 53,967.0 $972K 0.01% +5K +9.8% $18.02 +4.0%
727 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,370.0 $970K 0.01% -3K -40.0% $222.07 +71.3%
728 TRMB TRIMBLE INC Technology 14,856.0 $969K 0.01% -283.0 -1.9% $65.23 -14.2%
729 VIKING HOLDINGS LTD 13,107.0 $963K 0.01% -664.0 -4.8% $73.48
730 DKNG DRAFTKINGS INC NEW Consumer Cyclical 44,527.0 $963K 0.01% +6K +14.7% $21.62 +17.5%
731 RS RELIANCE INC Basic Materials 3,159.0 $960K 0.01% +60.0 +1.9% $303.92 +19.2%
732 DLB DOLBY LABORATORIES INC Technology 15,981.0 $960K 0.01% +7K +85.0% $60.06 -10.0%
733 IUSV ISHARES TR 9,361.0 $957K 0.01% -100.0 -1.1% $102.25 +7.0%
734 KHC KRAFT HEINZ CO Consumer Defensive 42,011.0 $945K 0.01% +2K +6.2% $22.49 +4.7%
735 CSL CARLISLE COS INC Industrials 2,827.0 $943K 0.01% $333.62 -0.4%
736 VTR VENTAS INC Real Estate 11,507.0 $941K 0.01% +627.0 +5.8% $81.78 +8.3%
737 MOO VANECK ETF TRUST 11,128.0 $940K 0.01% +100.0 +0.9% $84.50 -4.8%
738 BHF BRIGHTHOUSE FINL INC Financial Services 15,700.0 $940K 0.01% $59.88 +4.7%
739 WRB BERKLEY W R CORP Financial Services 14,177.0 $940K 0.01% +2K +20.1% $66.28 +3.0%
740 MTN VAIL RESORTS INC Consumer Cyclical 7,307.0 $938K 0.01% +490.0 +7.2% $128.32 -1.1%
Page 37 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%