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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $18.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1240 New
Page 43 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,779.0 $554K 0.00% NEW $146.58 -34.4%
842 MAT MATTEL INC Consumer Cyclical 27,865.0 $553K 0.00% NEW $19.84 -32.8%
843 MKC MCCORMICK & CO INC Consumer Defensive 8,115.0 $553K 0.00% NEW $68.11 -21.5%
844 SLGN SILGAN HLDGS INC Consumer Cyclical 13,660.0 $551K 0.00% NEW $40.37 +14.9%
845 EMN EASTMAN CHEM CO Basic Materials 8,597.0 $549K 0.00% NEW $63.83 +7.9%
846 WPC WP CAREY INC Real Estate 8,522.0 $548K 0.00% NEW $64.36 +10.0%
847 LOPE GRAND CANYON ED INC Consumer Defensive 3,286.0 $546K 0.00% NEW $166.31 -8.2%
848 IYC ISHARES TR 5,285.0 $545K 0.00% NEW $103.13 -1.0%
849 ESGU ISHARES TR 3,645.0 $543K 0.00% NEW $148.98 +9.7%
850 LYFT LYFT INC Technology 27,948.0 $541K 0.00% NEW $19.37 -20.7%
851 INTA INTAPP INC Technology 11,814.0 $541K 0.00% NEW $45.82 -40.2%
852 MSTR STRATEGY INC Technology 3,547.0 $539K 0.00% NEW $151.95 -33.7%
853 ACWX ISHARES TR 8,013.0 $538K 0.00% NEW $67.13 +12.1%
854 ATLANTA BRAVES HLDGS INC 13,527.0 $534K 0.00% NEW $39.45
855 IHI ISHARES TR 8,550.0 $531K 0.00% NEW $62.15 -16.5%
856 OSK OSHKOSH CORP Industrials 4,227.0 $531K 0.00% NEW $125.63 +13.6%
857 AGCO AGCO CORP Industrials 5,068.0 $529K 0.00% NEW $104.32 +11.7%
858 SIRI SIRIUSXM HOLDINGS INC Communication Services 26,425.0 $528K 0.00% NEW $19.99 +52.6%
859 RGLD ROYAL GOLD INC Basic Materials 2,373.0 $527K 0.00% NEW $222.29 -8.2%
860 HMN HORACE MANN EDUCATORS CORP N Financial Services 11,359.0 $525K 0.00% NEW $46.18 +16.6%
Page 43 of 62  ·  1,240 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 31.8%
Financial Services 15.7%
Communication Services 10.8%
Industrials 10.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 5.6%
Energy 3.5%
Utilities 2.4%
Real Estate 1.1%