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Portfolio (Quarterly) Guide ↗

COMERICA BANK

· CIK 0000901541
13F Portfolio $25.1B AUM 6,347 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 140 New 977 Added 1956 Reduced 138 Exited
Page 12 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NOBL PROSHARES TR 110,121.0 $11.5M 0.05% -5K -4.4% $104.07 +2.3%
222 FAST FASTENAL CO Industrials 283,293.0 $11.4M 0.04% -15K -4.9% $40.13 +9.6%
223 ROST ROSS STORES INC Consumer Cyclical 62,431.0 $11.2M 0.04% -5K -7.6% $180.14 +17.2%
224 MPC MARATHON PETE CORP Energy 68,912.0 $11.2M 0.04% -5K -6.3% $162.63 +59.6%
225 ABNB AIRBNB INC Consumer Cyclical 81,793.0 $11.1M 0.04% -2K -2.8% $135.72 -3.4%
226 DGII DIGI INTL INC Technology 256,364.0 $11.1M 0.04% -22K -7.9% $43.29 +44.4%
227 CW CURTISS WRIGHT CORP Industrials 20,089.0 $11.1M 0.04% -1K -4.9% $551.26 +28.9%
228 DASH DOORDASH INC Communication Services 48,632.0 $11.0M 0.04% -39K -44.5% $226.48 -28.2%
229 COHR COHERENT CORP Technology 59,336.0 $11.0M 0.04% -349K -85.5% $184.57 +96.6%
230 PYPL PAYPAL HLDGS INC Financial Services 186,701.0 $10.9M 0.04% -36K -16.0% $58.38 -24.0%
231 XLC SELECT SECTOR SPDR TR 92,144.0 $10.8M 0.04% -3K -3.3% $117.72 -1.6%
232 SYY SYSCO CORP Consumer Defensive 146,930.0 $10.8M 0.04% -5K -3.5% $73.69 -0.2%
233 LMAT LEMAITRE VASCULAR INC Healthcare 133,243.0 $10.8M 0.04% -10K -6.7% $81.10 +24.3%
234 SWK STANLEY BLACK & DECKER INC Industrials 144,803.0 $10.8M 0.04% -3K -2.2% $74.28 +1.6%
235 YUM YUM BRANDS INC Consumer Cyclical 70,308.0 $10.6M 0.04% -4K -5.2% $151.28 +0.7%
236 GSLC GOLDMAN SACHS ETF TR 79,611.0 $10.5M 0.04% -10K -11.4% $132.37 +5.1%
237 WBD WARNER BROS DISCOVERY INC Communication Services 360,213.0 $10.4M 0.04% -9K -2.4% $28.82 -6.4%
238 BNDX VANGUARD CHARLOTTE FDS 213,142.0 $10.3M 0.04% -5K -2.5% $48.32 -1.5%
239 VLO VALERO ENERGY CORP Energy 62,264.0 $10.1M 0.04% -7K -10.5% $162.79 +58.8%
240 ALAB ASTERA LABS INC Technology 59,966.0 $10.0M 0.04% -16K -20.8% $166.36 +46.8%
Page 12 of 98  ·  1,956 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 26.6%
Healthcare 18.2%
Financial Services 15.4%
Industrials 10.8%
Consumer Cyclical 9.1%
Communication Services 7.4%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 2.4%
Basic Materials 1.7%