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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 8 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PFF ISHARES TR 844,875.0 $25.6M 0.12% +25K +3.1% $30.32 +2.1%
142 GRMN GARMIN LTD Technology 110,334.0 $25.6M 0.12% -6K -5.3% $232.01 -2.2%
143 NDAQ NASDAQ INC Financial Services 298,344.0 $25.3M 0.12% -13K -4.2% $84.89 +9.1%
144 AZO AUTOZONE INC Consumer Cyclical 7,431.0 $25.1M 0.12% -304.0 -3.9% $3377.78 -0.9%
145 CELH CELSIUS HLDGS INC Consumer Defensive 703,352.0 $25.0M 0.12% -46K -6.1% $35.48 -17.9%
146 QCOM QUALCOMM INC Technology 191,981.0 $24.7M 0.12% +78K +68.4% $128.78 +58.1%
147 IAU ISHARES GOLD TR Financial Services 279,622.0 $24.7M 0.12% +109K +63.6% $88.16 -4.4%
148 C CITIGROUP INC Financial Services 216,558.0 $24.6M 0.12% +23K +11.7% $113.41 +5.8%
149 EAGL 2023 ETF SERIES TRUST 806,994.0 $24.5M 0.12% +24K +3.0% $30.42 +7.2%
150 GD GENERAL DYNAMICS CORP Industrials 69,400.0 $23.8M 0.12% +4K +6.7% $343.22 -0.0%
151 PLD PROLOGIS INC. Real Estate 178,826.0 $23.6M 0.11% -7K -3.6% $132.18 +7.7%
152 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 68,841.0 $23.3M 0.11% +16K +29.9% $337.95 +17.2%
153 RSG REPUBLIC SVCS INC Industrials 106,201.0 $23.3M 0.11% -52K -33.0% $219.02 -2.1%
154 AMD ADVANCED MICRO DEVICES INC Technology 113,756.0 $23.1M 0.11% +9K +8.5% $203.43 +103.5%
155 VO VANGUARD INDEX FDS 80,403.0 $23.1M 0.11% +31K +63.0% $287.18 -73.5%
156 BX BLACKSTONE INC Financial Services 197,584.0 $22.7M 0.11% -119K -37.6% $114.99 -0.6%
157 ADP AUTOMATIC DATA PROCESSING IN Industrials 109,881.0 $22.3M 0.11% -653.0 -0.6% $203.18 +8.5%
158 CRWD CROWDSTRIKE HLDGS INC Technology 55,804.0 $21.8M 0.10% -14K -20.2% $390.41 +58.5%
159 GOVT ISHARES TR 947,519.0 $21.7M 0.10% -425K -31.0% $22.91 -1.8%
160 AMAT APPLIED MATLS INC Technology 63,096.0 $21.6M 0.10% +21K +48.9% $341.79 +19.1%
Page 8 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%