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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 57 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NOV NOV INC Energy 16,370.0 $308K 0.00% +166.0 +1.0% $18.81 +9.6%
1122 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 29,279.0 $307K 0.00% -589.0 -2.0% $10.48 +2.7%
1123 ATI ATI INC Industrials 2,101.0 $306K 0.00% +25.0 +1.2% $145.46 +6.0%
1124 KTB KONTOOR BRANDS INC Consumer Cyclical 4,346.0 $305K 0.00% +240.0 +5.8% $70.29 -9.4%
1125 AES AES CORP Utilities 21,618.0 $305K 0.00% +645.0 +3.1% $14.09 +2.7%
1126 BLOCK INC 5,028.0 $303K 0.00% +101.0 +2.0% $60.18
1127 USIG ISHARES TR 5,900.0 $302K 0.00% NEW $51.23 -0.8%
1128 GNR SPDR INDEX SHS FDS 4,025.0 $301K 0.00% $74.67 -1.0%
1129 VUSB VANGUARD BD INDEX FDS 6,009.0 $299K 0.00% NEW $49.78 -0.2%
1130 ORI OLD REP INTL CORP Financial Services 7,483.0 $299K 0.00% +380.0 +5.3% $39.90 -1.9%
1131 MORN MORNINGSTAR INC Financial Services 1,765.0 $298K 0.00% -531.0 -23.1% $169.05 -1.8%
1132 MSM MSC INDL DIRECT INC Industrials 3,230.0 $298K 0.00% +125.0 +4.0% $92.27 +15.8%
1133 INTA INTAPP INC Technology 11,584.0 $298K 0.00% -230.0 -1.9% $25.69 -19.0%
1134 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 12,631.0 $298K 0.00% -252.0 -2.0% $23.56 -9.5%
1135 URA GLOBAL X FDS 6,132.0 $297K 0.00% NEW $48.43 +3.0%
1136 DUSA DAVIS FUNDAMENTAL ETF TR 5,845.0 $297K 0.00% $50.74 +10.4%
1137 IYG ISHARES TR 3,580.0 $297K 0.00% $82.84 +4.1%
1138 FNF FIDELITY NATL FINL INC Financial Services 6,392.0 $296K 0.00% -381.0 -5.6% $46.38 +3.0%
1139 VCR VANGUARD WORLD FD 817.0 $293K 0.00% +150.0 +22.5% $359.03 +7.1%
1140 BOKF BOK FINL CORP Financial Services 2,290.0 $293K 0.00% $128.06 -1.3%
Page 57 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%