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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 21 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DAR DARLING INGREDIENTS INC Consumer Defensive 143,388.0 $5.2M 0.02% -38K -20.8% $36.00 +82.6%
402 VERX VERTEX INC Technology 258,019.0 $5.2M 0.02% -17K -6.3% $19.97 -32.5%
403 COIN COINBASE GLOBAL INC Financial Services 22,758.0 $5.1M 0.02% -2K -7.5% $226.14 -17.5%
404 TLN TALEN ENERGY CORP Utilities 13,669.0 $5.1M 0.02% -41K -75.1% $374.84 -16.1%
405 TSCO TRACTOR SUPPLY CO Consumer Cyclical 101,988.0 $5.1M 0.02% -10K -9.1% $50.01 -30.1%
406 VLYPN VALLEY NATL BANCORP 436,228.0 $5.1M 0.02% -21K -4.6% $11.68
407 CG CARLYLE GROUP INC Financial Services 85,861.0 $5.1M 0.02% -100K -53.8% $59.11 -16.5%
408 ODFL OLD DOMINION FREIGHT LINE IN Industrials 32,115.0 $5.0M 0.02% -640.0 -1.9% $156.80 +31.7%
409 NTRS NORTHERN TR CORP Financial Services 36,790.0 $5.0M 0.02% -2K -6.3% $136.59 +34.6%
410 WWD WOODWARD INC Industrials 16,558.0 $5.0M 0.02% -702.0 -4.1% $302.32 +13.5%
411 PNW PINNACLE WEST CAP CORP Utilities 56,433.0 $5.0M 0.02% -329.0 -0.6% $88.70 +9.8%
412 PINS PINTEREST INC Communication Services 193,210.0 $5.0M 0.02% -546K -73.8% $25.89 -9.6%
413 BLD TOPBUILD CORP Industrials 11,977.0 $5.0M 0.02% -13K -52.0% $417.21 -15.0%
414 FHN FIRST HORIZON CORPORATION Financial Services 208,760.0 $5.0M 0.02% -16K -7.0% $23.90 +3.1%
415 JAAA JANUS DETROIT STR TR 97,806.0 $4.9M 0.02% -44K -30.8% $50.58 +0.2%
416 WTFC WINTRUST FINL CORP Financial Services 35,279.0 $4.9M 0.02% -28K -43.9% $139.82 +9.2%
417 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,537.0 $4.9M 0.02% -279.0 -7.3% $1394.30 +0.1%
418 BLOCK INC 75,482.0 $4.9M 0.02% -7K -8.1% $65.09
419 FIS FIDELITY NATL INFORMATION SV Technology 73,697.0 $4.9M 0.02% -23K -24.1% $66.46 -37.8%
420 CPRT COPART INC Industrials 124,176.0 $4.9M 0.02% -19K -13.4% $39.15 -13.7%
Page 21 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 27.1%
Healthcare 18.6%
Financial Services 15.5%
Industrials 11.0%
Consumer Cyclical 9.3%
Communication Services 5.8%
Consumer Defensive 5.1%
Energy 3.2%
Utilities 2.4%
Basic Materials 1.8%