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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 5 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CBRE CBRE GROUP INC Real Estate 437,674.0 $59.3M 0.29% +7K +1.7% $135.46 -4.1%
82 TXN TEXAS INSTRS INC Technology 295,931.0 $57.5M 0.28% -13K -4.1% $194.14 +57.8%
83 BAC BANK AMERICA CORP Financial Services 1,167,561.0 $56.9M 0.28% +96K +9.0% $48.75 +2.1%
84 IWL ISHARES TR 353,487.0 $56.7M 0.28% +180K +103.6% $160.48 +14.6%
85 IEMG ISHARES INC 784,033.0 $54.7M 0.27% +165K +26.7% $69.75 +14.0%
86 VYM VANGUARD WHITEHALL FDS 368,959.0 $54.6M 0.27% +212K +135.5% $148.10 +5.2%
87 JAAA JANUS DETROIT STR TR 1,079,949.0 $54.4M 0.26% -788K -42.2% $50.37 +0.5%
88 IWV ISHARES TR 145,398.0 $53.9M 0.26% $370.68 +12.8%
89 GS GOLDMAN SACHS GROUP INC Financial Services 63,105.0 $53.4M 0.26% +24K +60.7% $845.99 +14.5%
90 IJH ISHARES TR 773,121.0 $52.2M 0.25% +554K +252.8% $67.53 +6.9%
91 TJX TJX COS INC NEW Consumer Cyclical 322,797.0 $51.6M 0.25% +194K +149.8% $159.70 -7.7%
92 XLK SELECT SECTOR SPDR TR 384,255.0 $51.1M 0.25% +27K +7.6% $132.90 +32.7%
93 GEV GE VERNOVA INC Utilities 57,832.0 $50.5M 0.24% +47K +425.6% $872.90 +24.9%
94 TSLA TESLA INC Consumer Cyclical 134,952.0 $50.2M 0.24% +2K +1.6% $371.75 +19.2%
95 KO COCA COLA CO Consumer Defensive 658,359.0 $50.1M 0.24% +193K +41.5% $76.05 +5.8%
96 IEFA ISHARES TR 531,120.0 $48.1M 0.23% +90K +20.4% $90.53 +5.2%
97 BLK BLACKROCK INC Financial Services 49,675.0 $47.8M 0.23% +18K +57.1% $961.71 +12.5%
98 PFE PFIZER INC Healthcare 1,678,280.0 $47.1M 0.23% +159K +10.5% $28.08 -8.3%
99 ABT ABBOTT LABORATORIES Healthcare 458,262.0 $47.0M 0.23% +52K +12.8% $102.67 -17.7%
100 GLD SPDR GOLD TR Financial Services 103,629.0 $44.6M 0.22% +22K +26.2% $430.29 -0.7%
Page 5 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%