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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 62 of 186  ·  3,711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 APA APA CORPORATION Energy 66,606.0 $1.6M 0.01% -15K -18.8% $24.46 +58.6%
1222 QRVO QORVO INC Technology 19,269.0 $1.6M 0.01% -19K -49.9% $84.51 +25.9%
1223 CORBUS PHARMACEUTICALS HLDGS 200,001.0 $1.6M 0.01% $8.14
1224 BAX BAXTER INTL INC Healthcare 85,080.0 $1.6M 0.01% -41K -32.5% $19.11 +0.4%
1225 AES AES CORP Utilities 112,778.0 $1.6M 0.01% -23K -16.8% $14.34 +2.4%
1226 MTH MERITAGE HOMES CORP Consumer Cyclical 24,552.0 $1.6M 0.01% -5K -16.7% $65.80 -2.4%
1227 NGVT INGEVITY CORP Basic Materials 27,296.0 $1.6M 0.01% -2K -5.3% $59.18 +12.7%
1228 SMCI SUPER MICRO COMPUTER INC Technology 55,113.0 $1.6M 0.01% -35K -38.8% $29.27 +21.6%
1229 OZK BANK OZK LITTLE ROCK ARK Financial Services 35,023.0 $1.6M 0.01% +417.0 +1.2% $46.02 +4.6%
1230 WEAV WEAVE COMMUNICATIONS INC Technology 212,150.0 $1.6M 0.01% -29K -11.9% $7.59 -24.8%
1231 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,040.0 $1.6M 0.01% -8K -65.7% $397.69 -25.2%
1232 SPYD SPDR SERIES TRUST 37,085.0 $1.6M 0.01% +3K +8.5% $43.25 +10.3%
1233 VTIP VANGUARD MALVERN FDS 32,355.0 $1.6M 0.01% +3K +9.4% $49.46 +1.5%
1234 BBY BEST BUY INC Consumer Cyclical 23,855.0 $1.6M 0.01% -3K -10.8% $66.93 -7.9%
1235 SMTC SEMTECH CORP Technology 21,659.0 $1.6M 0.01% -514K -96.0% $73.69 +112.8%
1236 ICOW PACER FDS TR 41,230.0 $1.6M 0.01% +2K +4.6% $38.68 +16.0%
1237 TTMI TTM TECHNOLOGIES INC Technology 23,089.0 $1.6M 0.01% -64K -73.6% $69.00 +175.2%
1238 SM SM ENERGY CO Energy 85,184.0 $1.6M 0.01% -32K -27.5% $18.70 +80.6%
1239 PEY INVESCO EXCHANGE TRADED FD T 78,115.0 $1.6M 0.01% +522.0 +0.7% $20.39 +10.1%
1240 MASI MASIMO CORP Healthcare 12,233.0 $1.6M 0.01% -221K -94.8% $130.06 +37.5%
Page 62 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%