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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 55 of 98  ·  1,956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 4,742.0 $751K 0.00% -365.0 -7.2% $158.29 +2.2%
1082 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 13,881.0 $749K 0.00% -4K -22.2% $53.94 +29.7%
1083 HCI HCI GROUP INC Financial Services 3,893.0 $746K 0.00% -716.0 -15.5% $191.67 -17.3%
1084 SHOO MADDEN STEVEN LTD Consumer Cyclical 17,907.0 $746K 0.00% -4K -19.8% $41.64 -2.8%
1085 QQEW FIRST TR EXCHANGE-TRADED FD 5,241.0 $745K 0.00% -531.0 -9.2% $142.13 +4.7%
1086 WHD CACTUS INC Energy 16,212.0 $741K 0.00% -4K -18.4% $45.68 +36.1%
1087 PAPI MORGAN STANLEY ETF TRUST 28,690.0 $740K 0.00% -3K -8.6% $25.78 +2.6%
1088 BIZD VANECK ETF TRUST 52,161.0 $740K 0.00% -8K -12.6% $14.18 -11.7%
1089 CHEF CHEFS WHSE INC Consumer Defensive 11,835.0 $738K 0.00% -3K -18.7% $62.33 +25.3%
1090 CARG CARGURUS INC Consumer Cyclical 19,193.0 $736K 0.00% -6K -22.6% $38.35 -28.0%
1091 MARA MARA HOLDINGS INC Financial Services 81,714.0 $734K 0.00% -23K -22.0% $8.98 +50.9%
1092 DBEU DBX ETF TR 15,213.0 $730K 0.00% -89.0 -0.6% $48.00 +8.3%
1093 MORGAN STANLEY PATHWAY FDS 14,348.0 $726K 0.00% -1K -7.0% $50.60
1094 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 61,975.0 $726K 0.00% -633.0 -1.0% $11.71 +1.3%
1095 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 36,857.0 $725K 0.00% -7K -15.3% $19.68 +30.0%
1096 IRIDIUM COMMUNICATIONS INC 41,608.0 $723K 0.00% -5K -10.7% $17.38
1097 TSPA T ROWE PRICE ETF INC 16,850.0 $721K 0.00% -807.0 -4.6% $42.78 +9.7%
1098 ACLS AXCELIS TECHNOLOGIES INC Technology 8,969.0 $721K 0.00% -752.0 -7.7% $80.35 +89.8%
1099 CNA CNA FINL CORP Financial Services 15,025.0 $717K 0.00% -2K -10.7% $47.74 -7.1%
1100 AWR AMER STATES WTR CO Utilities 9,753.0 $707K 0.00% -3K -22.8% $72.48 +5.3%
Page 55 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%