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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 23 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ENSG ENSIGN GROUP INC Healthcare 25,715.0 $4.5M 0.02% -2K -5.7% $174.20 +1.4%
442 CNP CENTERPOINT ENERGY INC Utilities 116,143.0 $4.5M 0.02% -3K -2.8% $38.34 +10.8%
443 UCTT ULTRA CLEAN HLDGS INC Technology 175,307.0 $4.4M 0.02% -2K -0.9% $25.33 +214.6%
444 TIP ISHARES TR 40,329.0 $4.4M 0.02% -1K -3.3% $109.91 +0.4%
445 AIT APPLIED INDL TECHNOLOGIES IN Industrials 17,224.0 $4.4M 0.02% -16K -47.7% $256.77 +19.4%
446 CLX CLOROX CO DEL Consumer Defensive 43,813.0 $4.4M 0.02% -5K -9.8% $100.83 -6.4%
447 RL RALPH LAUREN CORP Consumer Cyclical 12,491.0 $4.4M 0.02% -2K -11.4% $353.60 -6.0%
448 UHS UNIVERSAL HLTH SVCS INC Healthcare 20,244.0 $4.4M 0.02% -1K -6.3% $218.02 -25.1%
449 KDP KEURIG DR PEPPER INC Consumer Defensive 157,041.0 $4.4M 0.02% -21K -11.7% $28.01 +2.5%
450 HAL HALLIBURTON CO Energy 155,582.0 $4.4M 0.02% -14K -8.3% $28.26 +50.4%
451 AN AUTONATION INC Consumer Cyclical 21,240.0 $4.4M 0.02% -240.0 -1.1% $206.48 -11.6%
452 BINC BLACKROCK ETF TRUST II 83,042.0 $4.4M 0.02% -10K -10.8% $52.77 -1.4%
453 DD DUPONT DE NEMOURS INC Basic Materials 108,988.0 $4.4M 0.02% -2K -2.1% $40.20 +18.6%
454 SNOW SNOWFLAKE INC Technology 19,956.0 $4.4M 0.02% -25K -56.0% $219.36 -25.3%
455 EVR EVERCORE INC Financial Services 12,830.0 $4.4M 0.02% -542.0 -4.0% $340.26 -1.8%
456 JXN JACKSON FINANCIAL INC Financial Services 40,878.0 $4.4M 0.02% -10K -19.6% $106.65 +3.8%
457 LFUS LITTELFUSE INC Technology 17,234.0 $4.4M 0.02% -2K -8.3% $252.93 +72.5%
458 SGOV ISHARES TR 43,394.0 $4.4M 0.02% -10K -18.8% $100.38 +0.2%
459 MELI MERCADOLIBRE INC Consumer Cyclical 2,158.0 $4.3M 0.02% -494.0 -18.6% $2014.28 -18.4%
460 FIX COMFORT SYS USA INC Industrials 4,655.0 $4.3M 0.02% -154K -97.1% $933.36 +99.3%
Page 23 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%