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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 5 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MGMT INC DEL Industrials 253,404.0 $55.7M 0.31% NEW $219.71 +2.0%
82 TXN TEXAS INSTRS INC Technology 308,703.0 $53.6M 0.30% NEW $173.49 +72.0%
83 CSCO CISCO SYS INC Technology 677,175.0 $52.2M 0.29% NEW $77.03 +51.9%
84 XLK SELECT SECTOR SPDR TR 357,260.0 $51.4M 0.28% NEW $143.97 +28.9%
85 ABT ABBOTT LABS Healthcare 406,456.0 $50.9M 0.28% NEW $125.29 -26.4%
86 DE DEERE & CO Industrials 108,985.0 $50.7M 0.28% NEW $465.57 +34.8%
87 PTC PTC INC Technology 281,780.0 $49.1M 0.27% NEW $174.21 -31.2%
88 BX BLACKSTONE INC Financial Services 316,515.0 $48.8M 0.27% NEW $154.14 -22.4%
89 AXP AMERICAN EXPRESS CO Financial Services 125,657.0 $46.5M 0.26% NEW $369.95 -5.9%
90 VONG VANGUARD SCOTTSDALE FDS 359,438.0 $43.8M 0.24% NEW $121.75 +3.9%
91 DHR DANAHER CORPORATION Healthcare 184,550.0 $42.2M 0.23% NEW $228.92 -15.3%
92 IEMG ISHARES INC 618,689.0 $41.6M 0.23% NEW $67.22 +19.9%
93 TT TRANE TECHNOLOGIES PLC Industrials 106,042.0 $41.3M 0.23% NEW $389.20 +24.5%
94 CME CME GROUP INC Financial Services 149,395.0 $40.8M 0.23% NEW $273.08 -15.4%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 136,977.0 $40.6M 0.22% NEW $296.21 -3.4%
96 BLDR BUILDERS FIRSTSOURCE INC Industrials 384,164.0 $39.5M 0.22% NEW $102.89 -17.6%
97 IEFA ISHARES TR 441,216.0 $39.5M 0.22% NEW $89.46 +7.4%
98 DVY ISHARES TR 275,567.0 $38.9M 0.21% NEW $141.14 +11.2%
99 T AT&T INC Communication Services 1,540,253.0 $38.3M 0.21% NEW $24.84 -17.5%
100 PFE PFIZER INC Healthcare 1,519,380.0 $37.8M 0.21% NEW $24.90 -4.1%
Page 5 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%