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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 66 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BBD BANCO BRADESCO S A Financial Services 23,138.0 $84K +1K +6.0% $3.65 -4.9%
1302 ADT ADT INC DEL Industrials 11,456.0 $75K $6.57 +4.0%
1303 RES RPC INC Energy 10,552.0 $75K $7.08 +0.0%
1304 BAYTEX ENERGY CORP 15,003.0 $67K -5K -25.0% $4.47
1305 UWMC UWM HOLDINGS CORPORATION Financial Services 14,301.0 $52K $3.62 -16.3%
1306 CBUS CIBUS INC Healthcare 20,500.0 $41K NEW $1.98 -33.8%
1307 ORBS EIGHTCO HOLDINGS INC Technology 25,419.0 $24K NEW $0.93 -4.5%
1308 CHRS COHERUS ONCOLOGY INC Healthcare 10,000.0 $17K NEW $1.69 -7.1%
1309 TNYA TENAYA THERAPEUTICS INC Healthcare 15,000.0 $10K $0.69 +35.0%
1310 HCWC HEALTHY CHOICE WELLNESS CORP Consumer Defensive 11,371.0 $3K NEW $0.25 +8.5%
Page 66 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%