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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 52 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 L LOEWS CORP Financial Services 3,670.0 $392K 0.00% +197.0 +5.7% $106.74 -0.9%
1022 VOD VODAFONE GROUP PLC Communication Services 26,064.0 $391K 0.00% +270.0 +1.1% $15.02 -2.3%
1023 IXN ISHARES TR 3,906.0 $390K 0.00% -150.0 -3.7% $99.97 +31.0%
1024 MOAT VANECK ETF TRUST 4,036.0 $390K 0.00% +2K +82.2% $96.70 +3.8%
1025 ARLP ALLIANCE RESOURCE PARTNERS L Energy 14,079.0 $389K 0.00% -800.0 -5.4% $27.65 -8.1%
1026 POOL POOL CORP Industrials 1,918.0 $388K 0.00% -636.0 -24.9% $202.33 -13.3%
1027 GSLC GOLDMAN SACHS ETF TR 3,091.0 $387K 0.00% -815.0 -20.9% $125.13 +11.9%
1028 VOX VANGUARD WORLD FD 2,150.0 $387K 0.00% +306.0 +16.6% $179.84 +9.6%
1029 MOOG INC 1,321.0 $387K 0.00% +485.0 +58.0% $292.64
1030 COCO VITA COCO CO INC Consumer Defensive 8,042.0 $385K 0.00% -161.0 -2.0% $47.91 +65.4%
1031 SLVM SYLVAMO CORP Basic Materials 9,096.0 $384K 0.00% $42.24 -11.4%
1032 HQY HEALTHEQUITY INC Healthcare 4,553.0 $380K 0.00% -325.0 -6.7% $83.57 -1.7%
1033 IGF ISHARES TR 5,677.0 $380K 0.00% +2K +72.8% $67.00 -0.5%
1034 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 17,541.0 $380K 0.00% +4K +32.2% $21.66 +1.8%
1035 IYJ ISHARES TR 2,569.0 $379K 0.00% $147.54 +5.1%
1036 FTCS FIRST TR EXCHANGE-TRADED FD 4,082.0 $379K 0.00% +2K +71.6% $92.76 +1.2%
1037 UBS UBS GROUP AG Financial Services 9,682.0 $378K 0.00% +739.0 +8.3% $39.07 +16.6%
1038 SEG SEAPORT ENTMT GROUP INC Real Estate 17,557.0 $377K 0.00% $21.48 +6.0%
1039 SBAC SBA COMMUNICATIONS CORP Real Estate 2,190.0 $377K 0.00% +109.0 +5.2% $172.11 +16.0%
1040 ING ING GROEP N.V. Financial Services 14,358.0 $374K 0.00% +4K +33.4% $26.05 +12.9%
Page 52 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%