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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 15 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMS CMS ENERGY CORP Utilities 116,265.0 $8.1M 0.03% -7K -5.4% $69.93 +3.1%
282 DSI ISHARES TR 62,702.0 $8.1M 0.03% -1K -2.3% $128.83 +8.2%
283 ALK ALASKA AIR GROUP INC Industrials 160,298.0 $8.1M 0.03% -7K -3.9% $50.30 -28.0%
284 PCOR PROCORE TECHNOLOGIES INC Technology 110,440.0 $8.0M 0.03% -15K -12.2% $72.74 -34.1%
285 VCEL VERICEL CORP Healthcare 222,173.0 $8.0M 0.03% -20K -8.3% $36.01 -3.2%
286 WCC WESCO INTL INC Industrials 32,675.0 $8.0M 0.03% -8K -19.8% $244.64 +42.2%
287 PHM PULTE GROUP INC Consumer Cyclical 67,706.0 $7.9M 0.03% -6K -8.4% $117.26 -4.7%
288 FORTINET INC 98,782.0 $7.8M 0.03% -14K -12.1% $79.41
289 WDAY WORKDAY INC Technology 36,420.0 $7.8M 0.03% -4K -10.2% $214.78 -40.0%
290 SPSC SPS COMM INC Technology 86,035.0 $7.7M 0.03% -36K -29.4% $89.13 -40.5%
291 ALLY ALLY FINL INC Financial Services 168,527.0 $7.6M 0.03% -21K -10.9% $45.29 -9.8%
292 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 92,476.0 $7.6M 0.03% -7K -6.9% $82.02 -25.0%
293 U UNITY SOFTWARE INC Technology 169,798.0 $7.5M 0.03% -18K -9.8% $44.17 -39.3%
294 MSCI MSCI INC Financial Services 12,976.0 $7.4M 0.03% -16K -54.9% $573.74 -2.1%
295 MLM MARTIN MARIETTA MATLS INC Basic Materials 11,871.0 $7.4M 0.03% -911.0 -7.1% $622.64 -10.7%
296 WAB WABTEC Industrials 34,617.0 $7.4M 0.03% -3K -8.8% $213.45 +21.9%
297 CINF CINCINNATI FINL CORP Financial Services 45,071.0 $7.4M 0.03% -1K -2.9% $163.32 +2.8%
298 AME AMETEK INC Industrials 35,607.0 $7.3M 0.03% -31K -46.5% $205.31 +7.8%
299 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 80,830.0 $7.3M 0.03% -711.0 -0.9% $90.03 +8.5%
300 EBAY EBAY INC. Consumer Cyclical 83,218.0 $7.2M 0.03% -29K -26.2% $87.10 +31.4%
Page 15 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%