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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 53 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HMN HORACE MANN EDUCATORS CORP N Financial Services 8,752.0 $374K 0.00% -3K -22.9% $42.68 +7.1%
1042 PRIM PRIMORIS SVCS CORP Industrials 2,611.0 $373K 0.00% -3K -49.8% $143.04 -23.6%
1043 IRT INDEPENDENCE RLTY TR INC Real Estate 25,006.0 $372K 0.00% +3K +15.1% $14.89 +9.0%
1044 XNTK SPDR SERIES TRUST 1,455.0 $371K 0.00% -425.0 -22.6% $255.28 +30.1%
1045 AVDE AMERICAN CENTY ETF TR 4,377.0 $371K 0.00% NEW $84.84 +5.9%
1046 SRLN SSGA ACTIVE ETF TR 9,246.0 $371K 0.00% +84.0 +0.9% $40.14 +0.9%
1047 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,763.0 $370K 0.00% -3K -45.7% $98.42 -1.5%
1048 BXP BXP INC Real Estate 7,132.0 $370K 0.00% +3K +72.1% $51.90 +15.5%
1049 H HYATT HOTELS CORP Consumer Cyclical 2,563.0 $369K 0.00% -13K -83.7% $143.79 +18.6%
1050 PNR PENTAIR PLC Industrials 4,230.0 $368K 0.00% -114.0 -2.6% $87.11 -16.3%
1051 LYFT LYFT INC Technology 27,688.0 $368K 0.00% -260.0 -0.9% $13.30 +1.8%
1052 CPT CAMDEN PPTY TR Real Estate 3,754.0 $367K 0.00% -1K -26.2% $97.66 +6.4%
1053 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,861.0 $366K 0.00% -70.0 -1.8% $94.88 +3.0%
1054 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 38,310.0 $365K 0.00% -755.0 -1.9% $9.52 -5.6%
1055 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,257.0 $365K 0.00% +82.0 +1.6% $69.37 +16.7%
1056 PRF INVESCO EXCHANGE TRADED FD T 7,662.0 $364K 0.00% NEW $47.53 +10.0%
1057 CRH PLC 3,463.0 $364K 0.00% +648.0 +23.0% $105.12
1058 RKLB ROCKET LAB CORP Industrials 5,615.0 $361K 0.00% -456.0 -7.5% $64.22 +101.1%
1059 IUSB ISHARES TR 7,798.0 $360K 0.00% +3K +51.2% $46.19 -1.1%
1060 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,802.0 $360K 0.00% +494.0 +37.8% $199.65 +6.0%
Page 53 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%