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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 65 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 VIRTUS DIVIDEND INTEREST & P 14,028.0 $177K 0.00% $12.61
1282 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,414.0 $171K 0.00% -282.0 -2.6% $16.43 +19.1%
1283 PML PIMCO MUN INCOME FD II Financial Services 22,074.0 $167K 0.00% +6K +36.7% $7.57 -2.2%
1284 RITM RITHM CAPITAL CORP Real Estate 17,020.0 $161K 0.00% -3K -13.2% $9.48 -1.9%
1285 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 12,645.0 $156K 0.00% $12.33 +0.3%
1286 PTEN PATTERSON-UTI ENERGY INC Energy 13,901.0 $151K 0.00% $10.83 +11.9%
1287 QBTS D-WAVE QUANTUM INC Technology 10,385.0 $150K 0.00% $14.43 +53.4%
1288 SAN BANCO SANTANDER SA Financial Services 13,118.0 $148K 0.00% NEW $11.28 +5.0%
1289 CMB.TECH NV 11,157.0 $141K 0.00% $12.65
1290 NZF NUVEEN MUN CR INCOME FD Financial Services 11,580.0 $141K 0.00% $12.18 +1.3%
1291 LAND GLADSTONE LD CORP Real Estate 13,785.0 $141K 0.00% $10.20 -7.5%
1292 PHR PHREESIA INC Healthcare 16,010.0 $134K 0.00% -351.0 -2.1% $8.38 +4.7%
1293 CFFN CAPITOL FED FINL INC Financial Services 18,431.0 $131K 0.00% -1K -6.6% $7.13 +5.5%
1294 BOE BLACKROCK ENHANCED GLOBAL Financial Services 11,329.0 $124K 0.00% $10.96 +5.4%
1295 INFU INFUSYSTEM HLDGS INC Healthcare 12,500.0 $115K 0.00% NEW $9.23 -5.0%
1296 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 10,000.0 $105K 0.00% $10.51 +2.4%
1297 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 17,865.0 $102K $5.70 +5.3%
1298 PUTNAM ETF TRUST 12,613.0 $98K $7.79
1299 HTZ HERTZ GLOBAL HLDGS INC Industrials 20,592.0 $95K NEW $4.61 +26.5%
1300 TDOC TELADOC HEALTH INC Healthcare 16,806.0 $92K NEW $5.45 +21.3%
Page 65 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%