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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 59 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 MLPB UBS AG LONDON BRANCH Financial Services 9,475.0 $275K 0.00% NEW $29.03 +4.6%
1162 XMHQ INVESCO EXCHANGE TRADED FD T 2,659.0 $275K 0.00% +167.0 +6.7% $103.37 +3.8%
1163 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,903.0 $274K 0.00% NEW $46.42 -3.1%
1164 ARMK ARAMARK Industrials 6,746.0 $273K 0.00% $40.54 +30.9%
1165 KIM KIMCO REALTY CORP Real Estate 12,153.0 $273K 0.00% +72.0 +0.6% $22.47 +3.2%
1166 KBE SPDR SERIES TRUST 4,556.0 $271K 0.00% +354.0 +8.4% $59.55 +3.6%
1167 AVAV AEROVIRONMENT INC Industrials 1,478.0 $271K 0.00% +255.0 +20.9% $183.05 -13.7%
1168 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,253.0 $270K 0.00% -355.0 -22.1% $215.88 -35.0%
1169 HRL HORMEL FOODS CORP Consumer Defensive 11,884.0 $269K 0.00% $22.65 -11.7%
1170 BHP BHP BILLITON LIMITED Basic Materials 3,685.0 $268K 0.00% NEW $72.74 +16.0%
1171 VFC V F CORP Consumer Cyclical 15,768.0 $268K 0.00% +464.0 +3.0% $16.99 +1.7%
1172 IT GARTNER INC Technology 1,685.0 $267K 0.00% -279.0 -14.2% $158.34 -11.2%
1173 ATR APTARGROUP INC Healthcare 2,115.0 $267K 0.00% +76.0 +3.7% $126.02 -9.0%
1174 THFF FIRST FINANCIAL CORPORATION Financial Services 4,213.0 $266K 0.00% NEW $63.20 +4.6%
1175 DAC DANAOS CORPORATION Industrials 2,360.0 $266K 0.00% $112.64 +18.0%
1176 VOYA VOYA FINANCIAL INC Financial Services 3,881.0 $265K 0.00% +139.0 +3.7% $68.32 +19.7%
1177 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 3,123.0 $264K 0.00% $84.64 -7.2%
1178 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 819.0 $263K 0.00% $321.40 +8.7%
1179 MCI BARINGS CORPORATE INVS Financial Services 15,256.0 $263K 0.00% $17.24 -0.2%
1180 CGGO CAPITAL GROUP GBL GROWTH EQT 7,864.0 $262K 0.00% NEW $33.37 +16.0%
Page 59 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%