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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 16 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HEICO CORP NEW 49,251.0 $12.4M 0.05% -109K -68.9% $252.43
302 URI UNITED RENTALS INC Industrials 15,252.0 $12.3M 0.05% -881.0 -5.5% $809.35 +15.7%
303 XLI SELECT SECTOR SPDR TR 79,500.0 $12.3M 0.05% $155.12 +9.9%
304 HWM HOWMET AEROSPACE INC Industrials 59,603.0 $12.2M 0.05% -105K -63.7% $205.02 +26.8%
305 VST VISTRA CORP Utilities 75,211.0 $12.1M 0.05% -59K -43.9% $161.33 -10.7%
306 ROK ROCKWELL AUTOMATION INC Industrials 31,140.0 $12.1M 0.05% -20K -39.1% $389.06 +12.1%
307 DIA SPDR DOW JONES INDL AVERAGE Financial Services 25,200.0 $12.1M 0.05% +793.0 +3.2% $480.56 +4.7%
308 HOOD ROBINHOOD MKTS INC Financial Services 106,021.0 $12.0M 0.05% -31K -22.6% $113.10 -32.9%
309 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 34,056.0 $11.9M 0.05% -2K -6.4% $350.54 +11.2%
310 IDXX IDEXX LABS INC Healthcare 17,493.0 $11.8M 0.05% -10K -35.5% $676.55 -18.3%
311 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 40,991.0 $11.8M 0.05% -26K -38.8% $287.25 +12.4%
312 IJJ ISHARES TR 88,866.0 $11.7M 0.05% -6K -6.4% $131.59 +6.3%
313 MBB ISHARES TR 122,136.0 $11.6M 0.05% -18K -12.9% $95.22 -1.4%
314 TDG TRANSDIGM GROUP INC Industrials 8,740.0 $11.6M 0.05% -8K -49.2% $1329.93 -9.9%
315 AZO AUTOZONE INC Consumer Cyclical 3,423.0 $11.6M 0.05% -3K -47.7% $3391.53 +1.4%
316 KKR KKR & CO INC Financial Services 90,679.0 $11.6M 0.05% -11K -11.1% $127.48 -25.7%
317 CBRE CBRE GROUP INC Real Estate 71,677.0 $11.5M 0.05% -8K -9.6% $160.79 -18.5%
318 EOG EOG RES INC Energy 109,274.0 $11.5M 0.05% -4K -3.2% $105.01 +33.3%
319 FSS FEDERAL SIGNAL CORP Industrials 105,577.0 $11.5M 0.05% -7K -5.8% $108.59 +2.8%
320 NOBL PROSHARES TR 110,121.0 $11.5M 0.05% -5K -4.4% $104.07 +3.1%
Page 16 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%