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Holdings (Monthly) Guide ↗

The Growth Fund

· Commerce Funds
Monthly Holdings $200M AUM 56 positions Period Jan 2026 Filed Mar 16, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jan 2026 122,515 $23.4M 11.74% EC
2 Apple Inc 037833100 Jan 2026 80,285 $20.8M 10.44% EC
3 Microsoft Corp 594918104 Jan 2026 40,640 $17.5M 8.77% EC
4 Alphabet Inc 02079K305 Jan 2026 36,695 $12.4M 6.22% EC
5 Amazon.com Inc 023135106 Jan 2026 37,375 $8.9M 4.48% EC
6 Broadcom Inc 11135F101 Jan 2026 24,510 $8.1M 4.07% EC
7 Meta Platforms Inc 30303M102 Jan 2026 9,770 $7.0M 3.51% EC
8 Tesla Inc 88160R101 Jan 2026 15,700 $6.8M 3.39% EC
9 Eli Lilly & Co 532457108 Jan 2026 4,390 $4.6M 2.28% EC
10 iShares Russell 1000 Growth ETF 464287614 Jan 2026 9,675 $4.5M 2.26% EC
11 Visa Inc 92826C839 Jan 2026 9,100 $2.9M 1.47% EC
12 Mastercard Inc 57636Q104 Jan 2026 4,355 $2.3M 1.18% EC
13 Costco Wholesale Corp 22160K105 Jan 2026 2,485 $2.3M 1.17% EC
14 Honeywell International Inc 438516106 Jan 2026 10,030 $2.3M 1.14% EC
15 KLA Corp 482480100 Jan 2026 1,550 $2.2M 1.11% EC
16 Home Depot Inc/The 437076102 Jan 2026 5,660 $2.1M 1.06% EC
17 Motorola Solutions Inc 620076307 Jan 2026 5,250 $2.1M 1.06% EC
18 Rockwell Automation Inc 773903109 Jan 2026 4,955 $2.1M 1.05% EC
19 Amphenol Corp 032095101 Jan 2026 14,405 $2.1M 1.04% EC
20 Stryker Corp 863667101 Jan 2026 5,590 $2.1M 1.04% EC
21 MSCI Inc 55354G100 Jan 2026 3,385 $2.1M 1.03% EC
22 Illinois Tool Works Inc 452308109 Jan 2026 7,840 $2.0M 1.03% EC
23 CBRE Group Inc 12504L109 Jan 2026 12,025 $2.0M 1.03% EC
24 Netflix Inc 64110L106 Jan 2026 24,405 $2.0M 1.02% EC
25 Amgen Inc 031162100 Jan 2026 5,945 $2.0M 1.02% EC
26 Hilton Worldwide Holdings Inc 43300A203 Jan 2026 6,745 $2.0M 1.01% EC
27 McDonald's Corp 580135101 Jan 2026 6,380 $2.0M 1.01% EC
28 Corpay Inc 219948106 Jan 2026 6,380 $2.0M 1.01% EC
29 Waste Management Inc 94106L109 Jan 2026 8,960 $2.0M 1.00% EC
30 McKesson Corp 58155Q103 Jan 2026 2,395 $2.0M 1.00% EC
31 Targa Resources Corp 87612G101 Jan 2026 9,690 $1.9M 0.98% EC
32 TJX Cos Inc/The 872540109 Jan 2026 12,840 $1.9M 0.96% EC
33 AbbVie Inc 00287Y109 Jan 2026 8,520 $1.9M 0.95% EC
34 Casey's General Stores Inc 147528103 Jan 2026 3,115 $1.9M 0.95% EC
35 Bank of America Corp 060505104 Jan 2026 35,250 $1.9M 0.94% EC
36 Palo Alto Networks Inc 697435105 Jan 2026 10,505 $1.9M 0.93% EC
37 Rollins Inc 775711104 Jan 2026 29,245 $1.9M 0.93% EC
38 Performance Food Group Co 71377A103 Jan 2026 19,305 $1.8M 0.92% EC
39 Cadence Design Systems Inc 127387108 Jan 2026 6,210 $1.8M 0.92% EC
40 Nexstar Media Group Inc 65336K103 Jan 2026 8,660 $1.8M 0.92% EC
41 Booking Holdings Inc 09857L108 Jan 2026 365 $1.8M 0.92% EC
42 Jabil Inc 466313103 Jan 2026 7,500 $1.8M 0.89% EC
43 Tractor Supply Co 892356106 Jan 2026 34,470 $1.8M 0.88% EC
44 Tapestry Inc 876030107 Jan 2026 13,500 $1.7M 0.86% EC
45 Spotify Technology SA 000000000 Jan 2026 3,385 $1.7M 0.85% EC
46 TKO Group Holdings Inc 87256C101 Jan 2026 8,150 $1.7M 0.83% EC
47 Dropbox Inc 26210C104 Jan 2026 63,270 $1.6M 0.81% EC
48 Workday Inc 98138H101 Jan 2026 8,970 $1.6M 0.79% EC
49 PTC Inc 69370C100 Jan 2026 10,030 $1.6M 0.79% EC
50 NetApp Inc 64110D104 Jan 2026 16,030 $1.5M 0.77% EC
51 Broadridge Financial Solutions Inc 11133T103 Jan 2026 7,765 $1.5M 0.77% EC
52 Dynatrace Inc 268150109 Jan 2026 39,960 $1.5M 0.76% EC
53 Intuit Inc 461202103 Jan 2026 2,940 $1.5M 0.74% EC
54 Tyler Technologies Inc 902252105 Jan 2026 3,845 $1.4M 0.71% EC
55 ServiceNow Inc 81762P102 Jan 2026 11,510 $1.3M 0.68% EC
56 State Street Institutional US Government Money Market Fund 857492706 Jan 2026 19,924 $20K 0.01% EC