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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 20 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LPLA LPL FINL HLDGS INC Financial Services 13,947.0 $4.2M 0.02% -731.0 -5.0% $300.83 -6.2%
382 NKE NIKE INC Consumer Cyclical 79,392.0 $4.2M 0.02% +10K +15.2% $52.82 -20.8%
383 JKHY HENRY JACK & ASSOC INC Technology 26,522.0 $4.2M 0.02% -1K -3.7% $158.04 -19.0%
384 DOX AMDOCS LTD Technology 64,153.0 $4.2M 0.02% +14K +26.7% $65.26 -20.9%
385 ES EVERSOURCE ENERGY Utilities 60,259.0 $4.2M 0.02% -4K -6.2% $69.28 +3.5%
386 TROW PRICE T ROWE GROUP INC Financial Services 46,213.0 $4.2M 0.02% +2K +5.4% $90.14 +16.7%
387 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 51,435.0 $4.2M 0.02% +6K +14.4% $80.95 +1.2%
388 AOS SMITH A O CORP Industrials 61,998.0 $4.1M 0.02% -3K -4.1% $65.94 -8.7%
389 GM GENERAL MTRS CO Consumer Cyclical 54,705.0 $4.1M 0.02% +17K +44.9% $74.50 +6.0%
390 USMV ISHARES TR 43,851.0 $4.1M 0.02% -2K -4.3% $92.74 +2.3%
391 CW CURTISS WRIGHT CORP Industrials 5,962.0 $4.1M 0.02% +782.0 +15.1% $681.12 +12.0%
392 AVEM AMERICAN CENTY ETF TR 50,184.0 $4.0M 0.02% NEW $80.58 +17.6%
393 SNPS SYNOPSYS INC Technology 10,193.0 $4.0M 0.02% $396.48 +17.0%
394 GIS GENERAL MILLS INC Consumer Defensive 108,063.0 $4.0M 0.02% +2K +1.6% $37.22 -6.5%
395 MAR MARRIOTT INTL INC NEW Consumer Cyclical 12,125.0 $4.0M 0.02% +1K +9.2% $327.07 +17.3%
396 DFAS DIMENSIONAL ETF TRUST 55,650.0 $4.0M 0.02% +44K +360.3% $71.13 +13.2%
397 HBAN HUNTINGTON BANCSHARES INC Financial Services 252,514.0 $4.0M 0.02% +154K +156.9% $15.65 +12.3%
398 NEM NEWMONT CORP Basic Materials 36,436.0 $3.9M 0.02% +8K +29.7% $108.25 -13.1%
399 VGLT VANGUARD SCOTTSDALE FDS 70,366.0 $3.9M 0.02% $55.36 +0.6%
400 EME EMCOR GROUP INC Industrials 5,265.0 $3.9M 0.02% -263.0 -4.8% $738.31 +14.7%
Page 20 of 66  ·  1,310 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 28.0%
Financial Services 16.3%
Industrials 12.8%
Communication Services 9.7%
Healthcare 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 5.8%
Energy 4.7%
Utilities 3.0%
Real Estate 1.0%