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Holdings (Monthly) Guide ↗

The Value Fund

· Commerce Funds
Monthly Holdings $240M AUM 59 positions Period Jan 2026 Filed Mar 16, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc 02079K305 Jan 2026 22,560 $7.6M 3.18% EC
2 Berkshire Hathaway Inc 084670702 Jan 2026 12,350 $5.9M 2.47% EC
3 Lockheed Martin Corp 539830109 Jan 2026 9,300 $5.9M 2.46% EC
4 JPMorgan Chase & Co 46625H100 Jan 2026 18,100 $5.5M 2.31% EC
5 Texas Instruments Inc 882508104 Jan 2026 25,145 $5.4M 2.26% EC
6 Exxon Mobil Corp 30231G102 Jan 2026 38,060 $5.4M 2.24% EC
7 KLA Corp 482480100 Jan 2026 3,555 $5.1M 2.12% EC
8 Verizon Communications Inc 92343V104 Jan 2026 112,475 $5.0M 2.09% EC
9 Eaton Corp PLC 000000000 Jan 2026 14,035 $4.9M 2.06% EC
10 Johnson & Johnson 478160104 Jan 2026 21,690 $4.9M 2.06% EC
11 RTX Corp 75513E101 Jan 2026 24,215 $4.9M 2.03% EC
12 Home Depot Inc/The 437076102 Jan 2026 12,980 $4.9M 2.03% EC
13 Procter & Gamble Co/The 742718109 Jan 2026 31,510 $4.8M 1.99% EC
14 CME Group Inc 12572Q105 Jan 2026 16,460 $4.8M 1.98% EC
15 Medtronic PLC 000000000 Jan 2026 46,020 $4.7M 1.98% EC
16 Merck & Co Inc 58933Y105 Jan 2026 42,940 $4.7M 1.97% EC
17 PepsiCo Inc 713448108 Jan 2026 30,580 $4.7M 1.96% EC
18 Duke Energy Corp 26441C204 Jan 2026 38,665 $4.7M 1.96% EC
19 Bank of America Corp 060505104 Jan 2026 87,405 $4.6M 1.94% EC
20 Amgen Inc 031162100 Jan 2026 13,570 $4.6M 1.93% EC
21 Blackrock Inc 09290D101 Jan 2026 4,135 $4.6M 1.93% EC
22 Prologis Inc 74340W103 Jan 2026 35,240 $4.6M 1.92% EC
23 General Dynamics Corp 369550108 Jan 2026 13,025 $4.6M 1.91% EC
24 Morgan Stanley 617446448 Jan 2026 25,015 $4.6M 1.91% EC
25 Comcast Corp 20030N101 Jan 2026 153,680 $4.6M 1.91% EC
26 Chevron Corp 166764100 Jan 2026 25,665 $4.5M 1.89% EC
27 Walt Disney Co/The 254687106 Jan 2026 40,015 $4.5M 1.88% EC
28 Cisco Systems Inc 17275R102 Jan 2026 57,570 $4.5M 1.88% EC
29 McDonald's Corp 580135101 Jan 2026 14,220 $4.5M 1.87% EC
30 Chubb Ltd 000000000 Jan 2026 14,460 $4.5M 1.87% EC
31 AbbVie Inc 00287Y109 Jan 2026 19,705 $4.4M 1.83% EC
32 Broadcom Inc 11135F101 Jan 2026 13,170 $4.4M 1.82% EC
33 Wells Fargo & Co 949746101 Jan 2026 47,695 $4.3M 1.80% EC
34 Amazon.com Inc 023135106 Jan 2026 17,750 $4.2M 1.77% EC
35 Blackstone Inc 09260D107 Jan 2026 28,855 $4.1M 1.71% EC
36 Abbott Laboratories 002824100 Jan 2026 35,915 $3.9M 1.64% EC
37 Southern Copper Corp 84265V105 Jan 2026 19,150 $3.6M 1.52% EC
38 Littelfuse Inc 537008104 Jan 2026 11,000 $3.6M 1.48% EC
39 iShares Russell 1000 Value ETF 464287598 Jan 2026 15,657 $3.4M 1.44% EC
40 Walmart Inc 931142103 Jan 2026 27,930 $3.3M 1.39% EC
41 Williams Cos Inc/The 969457100 Jan 2026 47,850 $3.2M 1.34% EC
42 Tyson Foods Inc 902494103 Jan 2026 48,085 $3.1M 1.31% EC
43 Air Products and Chemicals Inc 009158106 Jan 2026 11,515 $3.1M 1.31% EC
44 Emerson Electric Co 291011104 Jan 2026 20,885 $3.1M 1.28% EC
45 ONEOK Inc 682680103 Jan 2026 38,715 $3.1M 1.28% EC
46 A O Smith Corp 831865209 Jan 2026 41,390 $3.0M 1.27% EC
47 Packaging Corp of America 695156109 Jan 2026 13,650 $3.0M 1.27% EC
48 Mondelez International Inc 609207105 Jan 2026 51,910 $3.0M 1.27% EC
49 Public Storage 74460D109 Jan 2026 10,785 $3.0M 1.24% EC
50 Darden Restaurants Inc 237194105 Jan 2026 14,895 $3.0M 1.24% EC
51 Dominion Energy Inc 25746U109 Jan 2026 49,270 $3.0M 1.24% EC
52 PNC Financial Services Group Inc/The 693475105 Jan 2026 13,240 $3.0M 1.23% EC
53 Stanley Black & Decker Inc 854502101 Jan 2026 37,470 $2.9M 1.23% EC
54 American Electric Power Co Inc 025537101 Jan 2026 24,595 $2.9M 1.23% EC
55 Illinois Tool Works Inc 452308109 Jan 2026 11,205 $2.9M 1.22% EC
56 Amdocs Ltd 000000000 Jan 2026 35,195 $2.9M 1.20% EC
57 MetLife Inc 59156R108 Jan 2026 34,655 $2.7M 1.14% EC
58 State Street Institutional US Government Money Market Fund 857492706 Jan 2026 356,187 $356K 0.15% EC
59 Versant Media Group Inc 925283103 Jan 2026 6,147 $200K 0.08% EC