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Portfolio (Quarterly) Guide ↗

COMERICA BANK

· CIK 0000901541
13F Portfolio $26.6B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3710 New
Page 63 of 186  ·  3,710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ITRI ITRON INC Technology 13,748.0 $1.7M 0.01% NEW $124.56 -33.3%
1242 ALGN ALIGN TECHNOLOGY INC Healthcare 13,580.0 $1.7M 0.01% NEW $125.22 +30.7%
1243 BMI BADGER METER INC Technology 9,444.0 $1.7M 0.01% NEW $178.59 -29.5%
1244 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 38,842.0 $1.7M 0.01% NEW $43.40 -12.9%
1245 PREMIER INC 60,415.0 $1.7M 0.01% NEW $27.80
1246 FIP FTAI INFRASTRUCTURE INC Industrials 385,027.0 $1.7M 0.01% NEW $4.36 +3.4%
1247 OMF ONEMAIN HLDGS INC Financial Services 29,714.0 $1.7M 0.01% NEW $56.46 -5.3%
1248 MHK MOHAWK INDS INC Consumer Cyclical 12,976.0 $1.7M 0.01% NEW $128.92 -20.6%
1249 HP HELMERICH & PAYNE INC Energy 75,631.0 $1.7M 0.01% NEW $22.09 +80.5%
1250 RALLIANT CORP 38,115.0 $1.7M 0.01% NEW $43.73
1251 NLR VANECK ETF TRUST 12,276.0 $1.7M 0.01% NEW $135.65 -3.5%
1252 MORN MORNINGSTAR INC Financial Services 7,170.0 $1.7M 0.01% NEW $232.01 -22.6%
1253 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,862.0 $1.7M 0.01% NEW $580.76 -12.3%
1254 UCON FIRST TR EXCHNG TRADED FD VI 65,814.0 $1.7M 0.01% NEW $25.19 -1.6%
1255 ESAB ESAB CORPORATION Industrials 14,828.0 $1.7M 0.01% NEW $111.74 -17.8%
1256 VNOM VIPER ENERGY INC Energy 43,333.0 $1.7M 0.01% NEW $38.22 +22.7%
1257 LGIH LGI HOMES INC Consumer Cyclical 31,997.0 $1.7M 0.01% NEW $51.71 -10.8%
1258 IMCG ISHARES TR 19,990.0 $1.7M 0.01% NEW $82.73 +10.4%
1259 FDT FIRST TR EXCH TRD ALPHDX FD 21,915.0 $1.7M 0.01% NEW $75.37 +28.8%
1260 MDYG SPDR SERIES TRUST 17,962.0 $1.6M 0.01% NEW $91.56 +16.6%
Page 63 of 186  ·  3,710 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 27.6%
Healthcare 15.3%
Financial Services 15.2%
Industrials 12.7%
Consumer Cyclical 9.5%
Communication Services 7.2%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 2.4%
Basic Materials 1.7%