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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 46 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 IGV ISHARES TR 6,872.0 $550K 0.00% NEW $80.05 +15.4%
902 AVSC AMERICAN CENTY ETF TR 8,820.0 $549K 0.00% NEW $62.30 +7.5%
903 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,364.0 $548K 0.00% +585.0 +15.5% $125.46 +7.0%
904 PBF PBF ENERGY INC Energy 11,488.0 $547K 0.00% +240.0 +2.1% $47.62 -13.0%
905 HEDJ WISDOMTREE TR 10,440.0 $546K 0.00% $52.30 +6.8%
906 MDB MONGODB INC Technology 2,221.0 $544K 0.00% +38.0 +1.7% $244.77 +33.0%
907 RCI ROGERS COMMUNICATIONS INC Communication Services 14,089.0 $542K 0.00% NEW $38.45 -5.9%
908 MGY MAGNOLIA OIL & GAS CORP Energy 17,066.0 $539K 0.00% -351.0 -2.0% $31.57 -6.0%
909 VT VANGUARD INTL EQUITY INDEX F 3,888.0 $538K 0.00% +1K +59.1% $138.32 +11.5%
910 CLH CLEAN HARBORS INC Industrials 1,872.0 $537K 0.00% +382.0 +25.6% $286.73 +1.8%
911 NWE NORTHWESTERN ENERGY GROUP IN Utilities 8,118.0 $535K 0.00% -925.0 -10.2% $65.94 +8.3%
912 RSMC TIDAL TRUST III 21,462.0 $533K 0.00% NEW $24.84 +10.1%
913 TRU TRANSUNION Industrials 7,705.0 $533K 0.00% -261.0 -3.3% $69.19 -2.4%
914 SRPT SAREPTA THERAPEUTICS INC Healthcare 24,494.0 $533K 0.00% +161.0 +0.7% $21.76 -21.0%
915 IGIB ISHARES TR 9,959.0 $530K 0.00% +577.0 +6.2% $53.22 -0.9%
916 GSBC GREAT SOUTHN BANCORP INC Financial Services 8,343.0 $527K 0.00% $63.13 +10.2%
917 KASPI KZ JSC 7,095.0 $526K 0.00% +1K +25.0% $74.07
918 NI NISOURCE INC Utilities 11,239.0 $524K 0.00% +496.0 +4.6% $46.66 +1.3%
919 NXT NEXTPOWER INC Technology 4,350.0 $524K 0.00% +700.0 +19.2% $120.55 +4.3%
920 EVR EVERCORE INC Financial Services 1,754.0 $524K 0.00% -24.0 -1.4% $298.51 +12.0%
Page 46 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%