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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 54 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CECO CECO ENVIRONMENTAL CORP Industrials 6,033.0 $359K 0.00% NEW $59.58 +33.5%
1062 USPH U S PHYSICAL THERAPY Healthcare 4,788.0 $359K 0.00% -100.0 -2.0% $74.96 -13.1%
1063 PGX INVESCO EXCH TRADED FD TR II 32,942.0 $358K 0.00% -183.0 -0.6% $10.88 +1.1%
1064 KRC KILROY REALTY CORP Real Estate 12,681.0 $358K 0.00% $28.21 +21.6%
1065 RFG INVESCO EXCHANGE TRADED FD T 6,510.0 $357K 0.00% $54.81 +10.4%
1066 GPOR GULFPORT ENERGY CORP Energy 1,675.0 $354K 0.00% $211.57 -11.9%
1067 ILCG ISHARES TR 3,703.0 $354K 0.00% -413.0 -10.0% $95.48 +19.9%
1068 XLRE SELECT SECTOR SPDR TR 8,658.0 $354K 0.00% NEW $40.83 +6.8%
1069 NWSA NEWS CORP NEW Communication Services 14,163.0 $353K 0.00% -180.0 -1.2% $24.93 +4.6%
1070 VICI VICI PPTYS INC Real Estate 12,896.0 $352K 0.00% -283.0 -2.1% $27.32 +3.8%
1071 IDU ISHARES TR 3,025.0 $351K 0.00% +430.0 +16.6% $116.11 -4.6%
1072 CGGR CAPITAL GROUP GROWTH ETF 8,701.0 $350K 0.00% -795.0 -8.4% $40.19 +13.3%
1073 FPX FIRST TR EXCHANGE-TRADED FD 2,200.0 $349K 0.00% $158.81 +14.8%
1074 CALM CAL MAINE FOODS INC Consumer Defensive 4,400.0 $348K 0.00% NEW $79.15 -2.2%
1075 SPGP INVESCO EXCHANGE TRADED FD T 3,230.0 $348K 0.00% $107.62 +7.8%
1076 BNDX VANGUARD CHARLOTTE FDS 7,211.0 $346K 0.00% NEW $48.05 -0.8%
1077 MLI MUELLER INDS INC Industrials 3,123.0 $346K 0.00% NEW $110.80 +24.1%
1078 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 3,000.0 $344K 0.00% NEW $114.73 -9.4%
1079 TOTALENERGIES SE 3,754.0 $342K 0.00% -430.0 -10.3% $90.98
1080 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,799.0 $340K 0.00% -1K -22.3% $70.92 +8.3%
Page 54 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%