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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 64 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 THG HANOVER INS GROUP INC Financial Services 1,203.0 $209K 0.00% +28.0 +2.4% $173.35 +10.7%
1262 CVLT COMMVAULT SYS INC Technology 2,677.0 $209K 0.00% -80.0 -2.9% $77.89 +31.0%
1263 CQP CHENIERE ENERGY PARTNERS L P Energy 3,225.0 $208K 0.00% NEW $64.63 -1.5%
1264 VWOB VANGUARD WHITEHALL FDS 3,147.0 $207K 0.00% NEW $65.69 +0.7%
1265 AGO ASSURED GUARANTY LTD Financial Services 2,526.0 $206K 0.00% $81.48 -8.1%
1266 DFIS DIMENSIONAL ETF TRUST 6,094.0 $205K 0.00% -197.0 -3.1% $33.67 +6.6%
1267 THC TENET HEALTHCARE CORP Healthcare 1,085.0 $205K 0.00% +31.0 +2.9% $188.71 +5.2%
1268 EBC EASTERN BANKSHARES INC Financial Services 10,387.0 $203K 0.00% NEW $19.56 -0.6%
1269 TPL TEXAS PACIFIC LAND CORPORATI Energy 428.0 $203K 0.00% NEW $474.56 -18.1%
1270 OKEANIS ECO TANKERS COR 4,000.0 $202K 0.00% NEW $50.59
1271 XME SPDR SERIES TRUST 1,864.0 $201K 0.00% NEW $108.01 +7.0%
1272 ATMP BARCLAYS BANK PLC Financial Services 5,848.0 $201K 0.00% NEW $34.41 +4.9%
1273 GAP GAP INC Consumer Cyclical 8,298.0 $201K 0.00% $24.20 -12.3%
1274 AFRM AFFIRM HLDGS INC Technology 4,377.0 $201K 0.00% +79.0 +1.8% $45.82 +43.6%
1275 CBZ CBIZ INC Industrials 7,457.0 $200K 0.00% -174.0 -2.3% $26.85 +7.7%
1276 HLN HALEON PLC Healthcare 19,679.0 $197K 0.00% +8K +68.6% $10.01 -11.0%
1277 LCNB LCNB CORP Financial Services 11,953.0 $186K 0.00% NEW $15.59 +3.0%
1278 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 18,217.0 $185K 0.00% NEW $10.17 -1.0%
1279 ICLN ISHARES TR 10,068.0 $184K 0.00% $18.29 +19.1%
1280 UTZ UTZ BRANDS INC Consumer Defensive 22,565.0 $179K 0.00% -707.0 -3.0% $7.92 -10.5%
Page 64 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%