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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 52 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 JBHT HUNT J B TRANS SVCS INC Industrials 12,413.0 $2.4M 0.01% -28K -69.5% $194.34 +33.2%
1022 HQY HEALTHEQUITY INC Healthcare 26,332.0 $2.4M 0.01% -317K -92.3% $91.61 -3.8%
1023 AVY AVERY DENNISON CORP Industrials 13,260.0 $2.4M 0.01% -5K -27.5% $181.88 -12.2%
1024 POWL POWELL INDS INC Industrials 7,560.0 $2.4M 0.01% -804.0 -9.6% $318.76 -12.4%
1025 AFG AMERICAN FINL GROUP INC OHIO Financial Services 17,614.0 $2.4M 0.01% -1K -7.0% $136.69 +0.0%
1026 ARMK ARAMARK Industrials 65,227.0 $2.4M 0.01% -35K -35.2% $36.86 +39.1%
1027 RDNT RADNET INC Healthcare 33,632.0 $2.4M 0.01% -28K -45.3% $71.35 -23.8%
1028 LYFT LYFT INC Technology 123,830.0 $2.4M 0.01% +34K +37.8% $19.37 -28.2%
1029 IYR ISHARES TR 25,519.0 $2.4M 0.01% +6K +31.5% $93.89 +9.4%
1030 DY DYCOM INDS INC Industrials 7,081.0 $2.4M 0.01% -1K -12.4% $337.87 +21.7%
1031 BBWI BATH & BODY WORKS INC Consumer Cyclical 118,291.0 $2.4M 0.01% +7K +6.4% $20.08 -11.6%
1032 CRC CALIFORNIA RES CORP Energy 52,890.0 $2.4M 0.01% +9K +21.0% $44.71 +38.8%
1033 DXJ WISDOMTREE TR 16,399.0 $2.4M 0.01% -237.0 -1.4% $144.16 +17.6%
1034 BRKR BRUKER CORP Healthcare 50,153.0 $2.4M 0.01% +19K +62.6% $47.11 -3.0%
1035 AOS SMITH A O CORP Industrials 35,290.0 $2.4M 0.01% +763.0 +2.2% $66.88 -14.4%
1036 CGBL CAPITAL GROUP CORE BALANCED 66,686.0 $2.4M 0.01% +6K +10.5% $35.33 +5.1%
1037 HOMB HOME BANCSHARES INC Financial Services 84,788.0 $2.4M 0.01% -2K -2.0% $27.78 -4.2%
1038 KFY KORN FERRY Industrials 35,523.0 $2.3M 0.01% -1K -3.7% $66.02 +3.0%
1039 BSY BENTLEY SYS INC Technology 61,147.0 $2.3M 0.01% +32K +106.8% $38.17 -13.1%
1040 AIZ ASSURANT INC Financial Services 9,658.0 $2.3M 0.01% -542.0 -5.3% $240.84 +5.8%
Page 52 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%