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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 45 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IGIB ISHARES TR 9,382.0 $506K 0.00% NEW $53.88 -1.7%
882 AVNT AVIENT CORPORATION Basic Materials 16,168.0 $505K 0.00% NEW $31.24 +19.4%
883 EL LAUDER ESTEE COS INC Consumer Defensive 4,805.0 $503K 0.00% NEW $104.72 -20.1%
884 TLT ISHARES TR 5,740.0 $500K 0.00% NEW $87.16 -1.9%
885 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,835.0 $500K 0.00% NEW $176.47 -10.6%
886 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,820.0 $499K 0.00% NEW $56.62 +9.1%
887 MORN MORNINGSTAR INC Financial Services 2,296.0 $499K 0.00% NEW $217.31 -23.6%
888 IT GARTNER INC Technology 1,964.0 $495K 0.00% NEW $252.28 -46.0%
889 LUV SOUTHWEST AIRLS CO Industrials 11,827.0 $489K 0.00% NEW $41.33 +21.6%
890 MBC MASTERBRAND INC Consumer Cyclical 44,156.0 $487K 0.00% NEW $11.04 -10.4%
891 R RYDER SYS INC Industrials 2,544.0 $487K 0.00% NEW $191.39 +36.2%
892 VRSN VERISIGN INC Technology 1,998.0 $485K 0.00% NEW $242.95 +5.5%
893 AER AERCAP HOLDINGS NV Industrials 3,358.0 $483K 0.00% NEW $143.76 +2.8%
894 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,071.0 $482K 0.00% NEW $232.53 -11.7%
895 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 16,351.0 $477K 0.00% NEW $29.19 +31.7%
896 PB PROSPERITY BANCSHARES INC Financial Services 6,878.0 $475K 0.00% NEW $69.11 +2.6%
897 ATRC ATRICURE INC Healthcare 11,995.0 $475K 0.00% NEW $39.56 -19.6%
898 KRC KILROY REALTY CORP Real Estate 12,681.0 $474K 0.00% NEW $37.37 +5.2%
899 CSW INDUSTRIALS INC 1,611.0 $473K 0.00% NEW $293.53
900 DSGX DESCARTES SYS GROUP INC Technology 5,386.0 $472K 0.00% NEW $87.66 -17.0%
Page 45 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%