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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 48 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 STWD STARWOOD PPTY TR INC Real Estate 23,293.0 $420K 0.00% NEW $18.01 -8.7%
942 ADC AGREE RLTY CORP Real Estate 5,824.0 $420K 0.00% NEW $72.03 +7.5%
943 DAYFORCE INC 6,033.0 $417K 0.00% NEW $69.16
944 SDY SPDR SERIES TRUST 2,988.0 $416K 0.00% NEW $139.16 +11.1%
945 BIV VANGUARD BD INDEX FDS 5,327.0 $415K 0.00% NEW $77.88 -1.9%
946 UBS UBS GROUP AG Financial Services 8,943.0 $414K 0.00% NEW $46.31 +9.6%
947 MTDR MATADOR RES CO Energy 9,636.0 $409K 0.00% NEW $42.44 +17.1%
948 IGSB ISHARES TR 7,697.0 $407K 0.00% NEW $52.88 -1.2%
949 DCO DUCOMMUN INC DEL Industrials 4,260.0 $405K 0.00% NEW $95.13 +95.5%
950 SBAC SBA COMMUNICATIONS CORP Real Estate 2,081.0 $403K 0.00% NEW $193.43 -4.7%
951 PNFP PINNACLE FINANCIAL PARTNERS Financial Services 4,210.0 $402K 0.00% NEW $95.41 +3.5%
952 SNDR SCHNEIDER NATIONAL INC Industrials 15,121.0 $401K 0.00% NEW $26.53 +34.6%
953 BUNGE GLOBAL SA 4,503.0 $401K 0.00% NEW $89.08
954 JEPI J P MORGAN EXCHANGE TRADED F 6,953.0 $398K 0.00% NEW $57.24 -1.4%
955 XBI SPDR SERIES TRUST 3,260.0 $397K 0.00% NEW $121.93 +29.5%
956 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 4,194.0 $397K 0.00% NEW $94.62 +34.7%
957 FLS FLOWSERVE CORP Industrials 5,708.0 $396K 0.00% NEW $69.38 +3.9%
958 HDB HDFC BANK LTD Financial Services 10,822.0 $395K 0.00% NEW $36.54 -30.2%
959 MIDD MIDDLEBY CORP Industrials 2,655.0 $395K 0.00% NEW $148.67 +16.4%
960 NATWEST GROUP PLC 22,541.0 $394K 0.00% NEW $17.50
Page 48 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%