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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 61 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 KN KNOWLES CORP Technology 9,600.0 $247K 0.00% $25.68 +32.7%
1202 QIAGEN NV 6,125.0 $245K 0.00% NEW $40.04
1203 AI C3 AI INC Technology 29,122.0 $245K 0.00% +545.0 +1.9% $8.42 +10.2%
1204 GDV GABELLI DIVID & INCOME TR Financial Services 9,096.0 $245K 0.00% $26.93 +7.8%
1205 BBH VANECK ETF TRUST 1,300.0 $244K 0.00% $188.02 -2.7%
1206 B BARRICK MNG CORP Basic Materials 5,990.0 $244K 0.00% NEW $40.79 +0.4%
1207 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,292.0 $244K 0.00% -133.0 -9.3% $189.05 +25.6%
1208 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,080.0 $243K 0.00% NEW $117.06 -7.4%
1209 HDB HDFC BANK LTD Financial Services 9,764.0 $243K 0.00% -1K -9.8% $24.88 -2.5%
1210 ALKT ALKAMI TECHNOLOGY INC Technology 15,444.0 $242K 0.00% -310.0 -2.0% $15.67 +7.5%
1211 POWL POWELL INDS INC Industrials 447.0 $242K 0.00% NEW $541.08 -51.7%
1212 WIX WIX COM LTD Technology 2,677.0 $241K 0.00% +20.0 +0.8% $90.07 -40.7%
1213 RYN RAYONIER INC Real Estate 11,649.0 $240K 0.00% NEW $20.62 -3.2%
1214 VTS VITESSE ENERGY INC Energy 13,214.0 $240K 0.00% $18.16 +2.0%
1215 SPH SUBURBAN PROPANE PARTNERS L Utilities 12,171.0 $240K 0.00% $19.69 +3.8%
1216 MLR MILLER INDS INC TENN Consumer Cyclical 5,250.0 $239K 0.00% NEW $45.55 +2.2%
1217 CAG CONAGRA BRANDS INC Consumer Defensive 15,203.0 $239K 0.00% -668.0 -4.2% $15.72 -12.5%
1218 FTAI AVIATION LTD 975.0 $239K 0.00% NEW $245.00
1219 HEFA ISHARES TR 5,606.0 $238K 0.00% NEW $42.50 +6.0%
1220 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,226.0 $238K 0.00% NEW $73.70 -1.0%
Page 61 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%