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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $18.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1240 New
Page 9 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEYS KEYSIGHT TECHNOLOGIES INC Technology 79,576.0 $16.2M 0.09% NEW $203.19 +65.2%
162 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 52,998.0 $16.1M 0.09% NEW $303.89 +46.2%
163 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 26,616.0 $16.1M 0.09% NEW $603.28 +15.5%
164 APH AMPHENOL CORP Technology 117,406.0 $15.9M 0.09% NEW $135.14 +27.4%
165 GE GE AEROSPACE Industrials 51,470.0 $15.9M 0.09% NEW $308.03 +21.7%
166 VTWV VANGUARD SCOTTSDALE FDS 95,199.0 $15.2M 0.08% NEW $159.93 +22.2%
167 AFL AFLAC INC Financial Services 136,029.0 $15.0M 0.08% NEW $110.27 +7.5%
168 KLAC KLA CORP Technology 12,122.0 $14.7M 0.08% NEW $1215.08 -78.1%
169 AGG ISHARES TR 146,429.0 $14.6M 0.08% NEW $99.88 -1.4%
170 USB US BANCORP Financial Services 272,936.0 $14.6M 0.08% NEW $53.36 +16.1%
171 DBEF DBX ETF TR 301,134.0 $14.5M 0.08% NEW $48.11 +13.0%
172 IJH ISHARES TR 219,158.0 $14.5M 0.08% NEW $66.00 +15.8%
173 VTV VANGUARD INDEX FDS 75,424.0 $14.4M 0.08% NEW $190.99 +13.8%
174 VO VANGUARD INDEX FDS 49,315.0 $14.3M 0.08% NEW $290.22 -72.3%
175 PKG PACKAGING CORP AMER Consumer Cyclical 68,949.0 $14.2M 0.08% NEW $206.23 +15.4%
176 CEG CONSTELLATION ENERGY CORP Utilities 39,638.0 $14.0M 0.08% NEW $353.27 -33.1%
177 SO SOUTHERN CO Utilities 159,748.0 $13.9M 0.08% NEW $87.20 +9.1%
178 IAU ISHARES GOLD TR Financial Services 170,899.0 $13.9M 0.08% NEW $81.17 -6.4%
179 VNQ VANGUARD INDEX FDS 156,747.0 $13.9M 0.08% NEW $88.49 +9.4%
180 VOT VANGUARD INDEX FDS 49,451.0 $13.8M 0.08% NEW $279.14 +8.9%
Page 9 of 62  ·  1,240 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 31.8%
Financial Services 15.7%
Communication Services 10.8%
Industrials 10.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 5.6%
Energy 3.5%
Utilities 2.4%
Real Estate 1.1%