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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 38 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PHIN PHINIA INC Consumer Cyclical 13,547.0 $927K 0.00% -100.0 -0.7% $68.44 +8.9%
742 ACWI ISHARES TR 6,681.0 $924K 0.00% -2K -25.1% $138.37 +12.5%
743 SOLV SOLVENTUM CORP Healthcare 14,089.0 $920K 0.00% -196.0 -1.4% $65.30 +16.6%
744 LIBERTY MEDIA CORP DEL 10,820.0 $920K 0.00% +103.0 +1.0% $85.02
745 SPXC SPX TECHNOLOGIES INC Industrials 4,569.0 $914K 0.00% +69.0 +1.5% $199.94 +2.8%
746 PCG PG&E CORP Utilities 51,953.0 $913K 0.00% -802.0 -1.5% $17.57 -6.4%
747 GDX VANECK ETF TRUST 9,919.0 $910K 0.00% +3K +33.7% $91.77 -6.2%
748 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 4,339.0 $907K 0.00% +46.0 +1.1% $209.08 +16.4%
749 R RYDER SYS INC Industrials 4,405.0 $902K 0.00% +2K +73.2% $204.71 +14.7%
750 RGEF TIDAL TRUST III 30,000.0 $902K 0.00% NEW $30.05 +13.6%
751 ELAN ELANCO ANIMAL HEALTH INC Healthcare 37,273.0 $892K 0.00% +2K +5.7% $23.93 -10.9%
752 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,767.0 $887K 0.00% +634.0 +10.3% $131.01 -2.9%
753 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 25,620.0 $886K 0.00% -6K -20.2% $34.57 +7.1%
754 BBIO BRIDGEBIO PHARMA INC Healthcare 11,916.0 $885K 0.00% +175.0 +1.5% $74.26 -5.4%
755 CNQ CANADIAN NAT RES LTD MED TER Energy 18,116.0 $883K 0.00% +6K +55.6% $48.73 -0.1%
756 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,953.0 $882K 0.00% +6K +129.0% $80.56 -13.0%
757 JHG JANUS HENDERSON GROUP PLC Financial Services 17,176.0 $882K 0.00% $51.37 +0.6%
758 DG DOLLAR GEN CORP Consumer Defensive 7,422.0 $881K 0.00% +238.0 +3.3% $118.73 -11.5%
759 F FORD MTR CO Consumer Cyclical 76,251.0 $880K 0.00% +23K +43.6% $11.54 +18.5%
760 SEIC SEI INVTS CO Financial Services 11,140.0 $874K 0.00% +1K +10.7% $78.47 +15.7%
Page 38 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%