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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 56 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ATRC ATRICURE INC Healthcare 11,445.0 $327K 0.00% -550.0 -4.6% $28.53 +0.2%
1102 SKYWARD SPECIALTY INS GROUP 7,459.0 $326K 0.00% +2K +25.8% $43.68
1103 RRC RANGE RES CORP Energy 7,198.0 $325K 0.00% +350.0 +5.1% $45.18 -7.1%
1104 IDEV ISHARES TR 3,864.0 $323K 0.00% -200.0 -4.9% $83.57 +5.8%
1105 FN FABRINET Technology 616.0 $321K 0.00% NEW $521.52 +32.7%
1106 EFAV ISHARES TR 3,514.0 $321K 0.00% +321.0 +10.1% $91.37 -0.4%
1107 EWJ ISHARES INC 3,800.0 $321K 0.00% -121.0 -3.1% $84.44 +7.8%
1108 VPL VANGUARD INTL EQUITY INDEX F 3,275.0 $320K 0.00% NEW $97.73 +14.1%
1109 TEAM ATLASSIAN CORPORATION Technology 4,636.0 $316K 0.00% $68.25 +27.5%
1110 OCFC OCEANFIRST FINL CORP Financial Services 17,530.0 $316K 0.00% +160.0 +0.9% $18.04 +2.1%
1111 EWC ISHARES INC 5,768.0 $316K 0.00% -404.0 -6.5% $54.79 +4.9%
1112 QLD PROSHARES TR 5,180.0 $316K 0.00% NEW $61.00 +49.6%
1113 GBCI GLACIER BANCORP INC NEW Financial Services 7,068.0 $316K 0.00% +2K +27.8% $44.67 +2.7%
1114 MEDP MEDPACE HLDGS INC Healthcare 655.0 $315K 0.00% -406.0 -38.3% $480.19 -13.1%
1115 TNDM TANDEM DIABETES CARE INC Healthcare 16,342.0 $313K 0.00% -290.0 -1.7% $19.17 -31.8%
1116 GSY INVESCO ACTIVELY MANAGED EXC 6,200.0 $311K 0.00% $50.12 -0.1%
1117 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,583.0 $310K 0.00% NEW $36.12 +5.5%
1118 CNA CNA FINL CORP Financial Services 6,722.0 $309K 0.00% +127.0 +1.9% $45.92 -5.1%
1119 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,108.0 $309K 0.00% -727.0 -25.6% $146.36 -1.0%
1120 TTC TORO CO Industrials 3,301.0 $308K 0.00% NEW $93.44 -5.2%
Page 56 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%