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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 55 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CRY ARTIVION INC 9,275.0 $340K 0.00% -700.0 -7.0% $36.62 -51.2%
1082 HHH HOWARD HUGHES HOLDINGS INC Real Estate 5,348.0 $338K 0.00% +75.0 +1.4% $63.26 +1.5%
1083 HXL HEXCEL CORP NEW Industrials 4,178.0 $338K 0.00% +604.0 +16.9% $80.93 +9.4%
1084 MINT PIMCO ETF TR 3,362.0 $338K 0.00% -166.0 -4.7% $100.57 +0.0%
1085 BCS BARCLAYS PLC Financial Services 15,934.0 $337K 0.00% +802.0 +5.3% $21.16 +8.1%
1086 RMT ROYCE MICRO-CAP TR INC Financial Services 29,712.0 $336K 0.00% $11.31 +18.0%
1087 INDB INDEPENDENT BK CORP MASS Financial Services 4,467.0 $336K 0.00% -94.0 -2.1% $75.21 +2.5%
1088 PZA INVESCO EXCH TRADED FD TR II 14,570.0 $335K 0.00% -21K -59.2% $22.98 -0.2%
1089 RPRX ROYALTY PHARMA PLC Healthcare 6,969.0 $334K 0.00% +1K +23.8% $47.97 +10.9%
1090 CNS COHEN & STEERS INC Financial Services 5,341.0 $334K 0.00% -451.0 -7.8% $62.55 +14.9%
1091 CGUS CAPITAL GROUP CORE EQUITY ET 8,687.0 $334K 0.00% +943.0 +12.2% $38.42 +12.9%
1092 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 17,832.0 $333K 0.00% +3K +16.6% $18.70 -16.7%
1093 OII OCEANEERING INTL INC Energy 9,310.0 $330K 0.00% +592.0 +6.8% $35.47 +6.1%
1094 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,820.0 $330K 0.00% $86.44 +33.0%
1095 NATWEST GROUP PLC 22,153.0 $330K 0.00% -388.0 -1.7% $14.90
1096 WTRG ESSENTIAL UTILS INC Utilities 8,192.0 $330K 0.00% -2K -16.2% $40.27 -6.8%
1097 WTFC WINTRUST FINL CORP Financial Services 2,365.0 $329K 0.00% -213.0 -8.3% $138.94 +4.8%
1098 GATX GATX CORP Industrials 1,921.0 $328K 0.00% -19.0 -1.0% $170.74 +1.5%
1099 AM ANTERO MIDSTREAM CORP Energy 14,332.0 $327K 0.00% -602.0 -4.0% $22.80 -3.5%
1100 MUNI PIMCO ETF TR 6,257.0 $327K 0.00% $52.19 -0.3%
Page 55 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%