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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 58 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 EQNR EQUINOR ASA Energy 6,922.0 $292K 0.00% NEW $42.20 -8.7%
1142 HLMN HILLMAN SOLUTIONS CORP Industrials 35,085.0 $292K 0.00% -710.0 -2.0% $8.32 -10.2%
1143 OGS ONE GAS INC Utilities 3,387.0 $292K 0.00% $86.13 -2.1%
1144 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 8,026.0 $292K 0.00% $36.32 +5.5%
1145 UFPI UFP INDUSTRIES INC Basic Materials 3,163.0 $291K 0.00% -490.0 -13.4% $92.12 -9.3%
1146 CIEN CIENA CORP Technology 750.0 $291K 0.00% NEW $388.23 +42.8%
1147 TPH TRI POINTE HOMES INC Consumer Cyclical 6,209.0 $290K 0.00% -5K -46.7% $46.73 +0.5%
1148 ASH ASHLAND INC Basic Materials 5,183.0 $288K 0.00% -37.0 -0.7% $55.61 -2.0%
1149 APTIV PLC 4,148.0 $288K 0.00% +51.0 +1.2% $69.44
1150 PWP PERELLA WEINBERG PARTNERS Financial Services 15,848.0 $288K 0.00% +4K +31.6% $18.16 +1.4%
1151 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 17,127.0 $288K 0.00% $16.80 +7.6%
1152 PWV INVESCO EXCHANGE TRADED FD T 4,119.0 $287K 0.00% $69.71 +5.0%
1153 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,468.0 $287K 0.00% -603.0 -29.1% $195.41 -8.3%
1154 GSEW GOLDMAN SACHS ETF TR 3,387.0 $287K 0.00% $84.66 +6.1%
1155 BAX BAXTER INTL INC Healthcare 16,985.0 $285K 0.00% +2K +10.5% $16.80 +3.0%
1156 FBK FB FINL CORP Financial Services 5,447.0 $283K 0.00% NEW $51.94 -0.4%
1157 ACM AECOM Industrials 3,284.0 $279K 0.00% NEW $84.82 -15.9%
1158 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,564.0 $278K 0.00% NEW $78.03 -6.9%
1159 TAN INVESCO EXCH TRADED FD TR II 4,979.0 $277K 0.00% $55.71 +16.6%
1160 OKTA OKTA INC Technology 3,506.0 $276K 0.00% +62.0 +1.8% $78.71 +3.0%
Page 58 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%