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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 103 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FRME FIRST MERCHANTS CORP Financial Services 9,108.0 $341K 0.00% $37.48 +7.2%
2042 LXU LSB INDS INC Basic Materials 40,040.0 $340K 0.00% +525.0 +1.3% $8.50 +53.4%
2043 XT ISHARES TR 4,855.0 $339K 0.00% -152.0 -3.0% $69.74 +19.7%
2044 SPYX SPDR SERIES TRUST 6,017.0 $338K 0.00% $56.19 +10.0%
2045 EVV EATON VANCE LIMITED DURATION Financial Services 33,896.0 $336K 0.00% +4K +14.1% $9.91 -5.6%
2046 LNN LINDSAY CORP Industrials 2,849.0 $336K 0.00% -424.0 -12.9% $117.88 -6.1%
2047 BSJS INVESCO EXCH TRD SLF IDX FD 15,260.0 $336K 0.00% $22.00 -0.8%
2048 BSJR INVESCO EXCH TRD SLF IDX FD 14,839.0 $336K 0.00% $22.61 -1.0%
2049 INVA INNOVIVA INC Healthcare 16,778.0 $335K 0.00% -900.0 -5.1% $19.99 +9.8%
2050 CCS CENTURY CMNTYS INC Consumer Cyclical 5,643.0 $335K 0.00% -2K -21.1% $59.35 -9.6%
2051 ICSH ISHARES TR 6,618.0 $335K 0.00% +4K +115.5% $50.58 +0.0%
2052 IEV ISHARES TR 4,871.0 $334K 0.00% +142.0 +3.0% $68.60 +6.7%
2053 PZZA PAPA JOHNS INTL INC Consumer Cyclical 8,674.0 $334K 0.00% -2K -16.8% $38.49 -9.9%
2054 WSBC WESBANCO INC Financial Services 10,025.0 $333K 0.00% +3K +37.7% $33.24 +3.8%
2055 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 23,441.0 $333K 0.00% -5K -16.8% $14.19 +66.5%
2056 ALEXANDER & BALDWIN INC NEW 16,037.0 $331K 0.00% -4K -20.3% $20.64
2057 EFC ELLINGTON FINANCIAL INC Real Estate 24,318.0 $330K 0.00% -4K -13.1% $13.58 -0.4%
2058 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 11,561.0 $330K 0.00% $28.52 +9.8%
2059 IBDV ISHARES TR 14,904.0 $329K 0.00% +897.0 +6.4% $22.07 -1.1%
2060 WLY WILEY JOHN & SONS INC Communication Services 10,715.0 $328K 0.00% -2K -16.3% $30.63 +37.4%
Page 103 of 186  ·  3,711 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%