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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 49 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 5,055.0 $466K 0.00% +861.0 +20.5% $92.27 +17.6%
962 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,644.0 $465K 0.00% +590.0 +14.6% $100.09 -5.5%
963 NUMV NUSHARES ETF TR 11,931.0 $463K 0.00% -1K -7.8% $38.77 +6.2%
964 PB PROSPERITY BANCSHARES INC Financial Services 6,878.0 $462K 0.00% $67.18 +1.4%
965 AVUS AMERICAN CENTY ETF TR 4,150.0 $461K 0.00% $111.18 +11.1%
966 LUV SOUTHWEST AIRLS CO Industrials 12,245.0 $460K 0.00% +418.0 +3.5% $37.57 +2.1%
967 STWD STARWOOD PPTY TR INC Real Estate 26,611.0 $458K 0.00% +3K +14.2% $17.22 -1.2%
968 IEX IDEX CORP Industrials 2,410.0 $457K 0.00% -201.0 -7.7% $189.55 +10.1%
969 KEX KIRBY CORP Industrials 3,432.0 $456K 0.00% +57.0 +1.7% $132.88 +10.4%
970 WEX WEX INC Technology 2,965.0 $454K 0.00% -160.0 -5.1% $153.04 -6.8%
971 CATY CATHAY GEN BANCORP Financial Services 9,081.0 $453K 0.00% +970.0 +12.0% $49.86 +12.4%
972 VRSN VERISIGN INC Technology 1,822.0 $453K 0.00% -176.0 -8.8% $248.36 +22.9%
973 AER AERCAP HOLDINGS NV Industrials 3,296.0 $452K 0.00% -62.0 -1.9% $137.18 -0.8%
974 FOXA FOX CORP Communication Services 7,698.0 $450K 0.00% -461.0 -5.7% $58.40 +12.8%
975 MBC MASTERBRAND INC Consumer Cyclical 54,059.0 $449K 0.00% +10K +22.4% $8.31 -15.2%
976 RLI RLI CORP Financial Services 7,855.0 $448K 0.00% -224.0 -2.8% $57.04 -7.1%
977 GRNY TIDAL TRUST I 18,747.0 $447K 0.00% NEW $23.87 +10.6%
978 CDRE CADRE HLDGS INC Industrials 14,465.0 $444K 0.00% +4K +35.0% $30.68 -3.6%
979 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,739.0 $443K 0.00% +6K +102.7% $37.76 -24.9%
980 NGG NATIONAL GRID PLC Utilities 5,233.0 $443K 0.00% +142.0 +2.8% $84.60 -0.9%
Page 49 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%