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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 36 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KELYA KELLY SVCS INC Industrials 493,943.0 $4.3M 0.02% $8.80 +21.3%
702 FIX COMFORT SYS USA INC Industrials 4,655.0 $4.3M 0.02% -154K -97.1% $933.36 +96.5%
703 ANNALY CAPITAL MANAGEMENT IN 193,823.0 $4.3M 0.02% -12K -5.8% $22.36
704 CSGP COSTAR GROUP INC Real Estate 64,101.0 $4.3M 0.02% -13K -16.7% $67.24 -49.5%
705 HR HEALTHCARE RLTY TR Real Estate 253,503.0 $4.3M 0.02% $16.95 +20.1%
706 ITT ITT INC Industrials 24,581.0 $4.3M 0.02% -33K -57.4% $173.51 +11.0%
707 EXPD EXPEDITORS INTL WASH INC Industrials 28,619.0 $4.3M 0.02% -1K -3.8% $149.01 +5.5%
708 OKTA OKTA INC Technology 49,255.0 $4.3M 0.02% -712.0 -1.4% $86.47 +3.4%
709 OXY OCCIDENTAL PETE CORP Energy 102,964.0 $4.2M 0.02% -21K -17.2% $41.12 +43.1%
710 EXP EAGLE MATLS INC Basic Materials 20,390.0 $4.2M 0.02% -31K -60.1% $206.67 -3.6%
711 HLI HOULIHAN LOKEY INC Financial Services 24,154.0 $4.2M 0.02% -25K -50.9% $174.19 -13.0%
712 DOW DOW INC Basic Materials 179,773.0 $4.2M 0.02% -27K -12.9% $23.38 +53.6%
713 AEIS ADVANCED ENERGY INDS Industrials 19,938.0 $4.2M 0.02% +6K +46.9% $209.37 +54.6%
714 FLOT ISHARES TR 81,974.0 $4.2M 0.02% -289K -77.9% $50.86 +0.3%
715 VCLT VANGUARD SCOTTSDALE FDS 54,877.0 $4.2M 0.02% +4K +8.2% $75.85 -2.2%
716 XYL XYLEM INC Industrials 30,552.0 $4.2M 0.02% -1K -3.8% $136.18 -20.5%
717 EMLC VANECK ETF TRUST 161,016.0 $4.2M 0.02% +25K +18.1% $25.82 -1.9%
718 VOOV VANGUARD ADMIRAL FDS INC 20,271.0 $4.2M 0.02% $204.85 +6.6%
719 NVR NVR INC Consumer Cyclical 566.0 $4.1M 0.02% +24.0 +4.4% $7292.77 -17.1%
720 MEDP MEDPACE HLDGS INC Healthcare 7,344.0 $4.1M 0.02% -1K -12.2% $561.64 -23.4%
Page 36 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%