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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $20.7B AUM 2,449 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 700 Added 341 Reduced 53 Exited
Page 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORBS EIGHTCO HOLDINGS INC Technology 25,419.0 $24K — NEW — $0.93 +22.3%
122 CHRS COHERUS ONCOLOGY INC Healthcare 10,000.0 $17K — NEW — $1.69 -33.1%
123 HCWC HEALTHY CHOICE WELLNESS CORP Consumer Defensive 11,371.0 $3K — NEW — $0.25 +4452.4%
Page 7 of 7  ·  123 positions

① 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 28.5%
Financial Services 16.5%
Industrials 13.0%
Healthcare 9.4%
Consumer Cyclical 8.8%
Communication Services 8.5%
Consumer Defensive 5.9%
Energy 4.5%
Utilities 3.1%
Real Estate 1.0%