COMMERCE BANK
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1009076
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$22.8B
Holdings
1,332
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
COMMERCE BANK disclosed 1,332 positions worth $22.8B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.4% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 77 new positions and exited 56 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Technology (32.9% of disclosed assets). All figures are sourced directly from COMMERCE BANK’s Form 13F-HR filing with the SEC under CIK 1009076.
AI Fund Analysis
Stable
$AAPL5.4% weight
Held 10 quarters
$NVDA4.5% weight
Held 10 quarters
$GOOG4.2% weight
Held 10 quarters
$MSFT3.6% weight
Held 10 quarters
$AMZN2.7% weight
Held 10 quarters
$NEE9 quarters accumulating
$QQQ9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
$KYN9 quarters accumulating
$PANW8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$1.2B4,274,243 sh - 85.9#5
Quality
$1.0B5,152,698 sh - 78.2#57
Quality
$953.7M2,668,769 sh - 79.8
Quality
$810.3M2,172,142 sh - 68.7
Quality
$623.0M2,613,793 sh - 84.5
Quality
$542.9M1,437,167 sh - 70.7
Quality
$424.8M1,297,817 sh - —
Quality
$370.7M496,436 sh ISHARES TR - CORE S&P500 ETF
—Quality
$356.8M476,427 sh- 59.1
Quality
$316.0M5,472,030 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $1.2B | 4,274,243 |
| NVIDIA CORP$NVDA | 85.9#5 | $1.0B | 5,152,698 |
| Alphabet Inc.$GOOG | 78.2#57 | $953.7M | 2,668,769 |
| MICROSOFT CORP$MSFT | 79.8 | $810.3M | 2,172,142 |
| AMAZON COM INC$AMZN | 68.7 | $623.0M | 2,613,793 |
 Broadcom Inc.$AVGO | 84.5 | $542.9M | 1,437,167 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $424.8M | 1,297,817 |
 SPDR S&P 500 ETF TRUST$SPY | — | $370.7M | 496,436 |
| ISHARES TR - CORE S&P500 ETF | — | $356.8M | 476,427 |
 COMMERCE BANCSHARES INC /MO/$CBSH | 59.1 | $316.0M | 5,472,030 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COMMERCE BANK's 1,332 positions.
Showing top 10 of 1,332 holdings.
Sector Allocation
Technology
$7.5B
Other
$5.1B
Financials
$2.5B
Industrials
$2.0B
Consumer Discretionary
$1.7B
Healthcare
$1.3B
Consumer Staples
$708.0M
Energy
$662.5M
Top Holdings — COMMERCE BANK (Q2 2026)
Top 150 of 1,332 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $1.2B | 5.4% | -1% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $1.0B | 4.5% | +0% | 85.9 |
| 3 | $GOOG | Alphabet Inc. | $953.7M | 4.2% | -1% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $810.3M | 3.6% | +0% | 79.8 |
| 5 | $AMZN | AMAZON COM INC | $623.0M | 2.7% | -0% | 68.7 |
| 6 | $AVGO | Broadcom Inc. | $542.9M | 2.4% | -3% | 84.5 |
| 7 | $JPM | JPMORGAN CHASE & CO | $424.8M | 1.9% | -4% | 70.7 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $370.7M | 1.6% | -1% | — |
| 9 | — | ISHARES TR - CORE S&P500 ETF | $356.8M | 1.6% | +2% | — |
| 10 | $CBSH | COMMERCE BANCSHARES INC /MO/ | $316.0M | 1.4% | -22% | 59.1 |
| 11 | — | ISHARES TR - RUS MDCP VAL ETF | $314.8M | 1.4% | -3% | — |
| 12 |  $CAT | CATERPILLAR INC | $287.9M | 1.3% | +4% | 66.5 |
| 13 |  $GOOGL | Alphabet Inc. | $274.6M | 1.2% | -1% | 78.2 |
| 14 |  $MS | MORGAN STANLEY | $255.0M | 1.1% | -5% | 75.8 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $251.6M | 1.1% | +2% | 69 |
| 16 |  $LLY | ELI LILLY & Co | $235.4M | 1.0% | +3% | 87.5 |
| 17 |  $V | VISA INC. | $234.8M | 1.0% | -2% | 82.9 |
| 18 |  $XOM.R34088 | EXXON MOBIL CORP | $226.7M | 1.0% | -1% | 57.9 |
| 19 | — | ISHARES TR - RUS 1000 GRW ETF | $224.2M | 1.0% | +289% | — |
| 20 | — | ISHARES TR - RUS MD CP GR ETF | $223.1M | 1.0% | -6% | — |
| 21 |  $META | Meta Platforms, Inc. | $220.2M | 1.0% | -6% | 79.6 |
| 22 |  $PG | PROCTER & GAMBLE Co | $209.3M | 0.9% | -2% | 64.6 |
| 23 | — | ISHARES TR - RUSSELL 2000 ETF | $206.7M | 0.9% | +1% | — |
| 24 | $PANW | Palo Alto Networks Inc | $201.3M | 0.9% | +1% | 65.5 |
| 25 |  $UPS | UNITED PARCEL SERVICE INC | $187.1M | 0.8% | -0% | 58.6 |
| 26 | — | ISHARES TR - ISHARES BIOTECH | $172.9M | 0.8% | +3% | — |
| 27 |  $NVT | nVent Electric plc | $163.1M | 0.7% | -13% | — |
| 28 | — | ISHARES TR - RUS 1000 VAL ETF | $160.9M | 0.7% | -6% | — |
| 29 |  $MRK | Merck & Co., Inc. | $159.2M | 0.7% | +4% | 59.9 |
| 30 | — | ISHARES TR - RUS MID CAP ETF | $158.8M | 0.7% | -3% | — |
| 31 | $NEE | NEXTERA ENERGY INC | $142.0M | 0.6% | +7% | 64.6 |
| 32 |  $UNP | UNION PACIFIC CORP | $140.9M | 0.6% | +1% | 69.7 |
| 33 |  $PH | Parker-Hannifin Corp | $140.6M | 0.6% | -0% | 65.8 |
| 34 |  $MCD | MCDONALDS CORP | $139.6M | 0.6% | -1% | 69 |
| 35 |  $WMT | Walmart Inc. | $139.4M | 0.6% | -1% | 60.2 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $139.1M | 0.6% | -1% | 73.8 |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $136.9M | 0.6% | +30% | — |
| 38 |  $ABBV | AbbVie Inc. | $134.6M | 0.6% | -2% | 72.6 |
| 39 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $134.3M | 0.6% | +5% | — |
| 40 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $127.8M | 0.6% | -3% | 65.1 |
| 41 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $123.6M | 0.5% | +5% | — |
| 42 |  $RTX | RTX Corp | $121.3M | 0.5% | -1% | 73.2 |
| 43 |  $LOW | LOWES COMPANIES INC | $117.0M | 0.5% | -1% | 60.8 |
| 44 |  $COST | COSTCO WHOLESALE CORP /NEW | $110.3M | 0.5% | +1% | 66.2 |
| 45 | — | ISHARES TR - RUS 1000 ETF | $107.5M | 0.5% | -0% | — |
| 46 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $105.0M | 0.5% | +1% | — |
| 47 |  $MCK | MCKESSON CORP | $103.9M | 0.5% | -1% | 63.4 |
| 48 |  $HD | HOME DEPOT, INC. | $103.7M | 0.5% | -4% | 60.3 |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $102.8M | 0.5% | +56% | 79.8 |
| 50 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $100.8M | 0.4% | +3% | 66.8 |
| 51 |  $MU | MICRON TECHNOLOGY INC | $99.6M | 0.4% | +111% | 86.2 |
| 52 |  $CVX | CHEVRON CORP | $98.8M | 0.4% | -1% | 62.8 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $98.7M | 0.4% | -6% | 70.3 |
| 54 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $98.1M | 0.4% | -1% | — |
| 55 |  $ET | Energy Transfer LP | $96.1M | 0.4% | -0% | 64.4 |
| 56 | — | ISHARES TR - MSCI EAFE ETF | $93.5M | 0.4% | +0% | — |
| 57 |  $AMGN | AMGEN INC | $92.9M | 0.4% | -1% | 79.2 |
| 58 |  $MA | Mastercard Inc | $90.3M | 0.4% | +1% | 85.1 |
| 59 |  $PEP | PEPSICO INC | $89.0M | 0.4% | -3% | 63.4 |
| 60 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $88.6M | 0.4% | -1% | 62.9 |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $87.7M | 0.4% | -1% | 73.4 |
| 62 |  $MSI | Motorola Solutions, Inc. | $85.7M | 0.4% | +2% | 71.8 |
| 63 | — | ISHARES TR - RUS 2000 GRW ETF | $85.2M | 0.4% | -19% | — |
| 64 |  $LMT | LOCKHEED MARTIN CORP | $83.4M | 0.4% | -0% | 65.6 |
| 65 |  $EMR | EMERSON ELECTRIC CO | $82.7M | 0.4% | +1% | 65.3 |
| 66 |  $TEL | TE Connectivity plc | $82.3M | 0.4% | -2% | — |
| 67 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $81.9M | 0.4% | +7% | — |
| 68 | — | ISHARES TR - RUS TOP 200 ETF | $80.6M | 0.3% | +23% | — |
| 69 |  $ETN | Eaton Corp plc | $80.3M | 0.3% | -0% | — |
| 70 |  $COF | CAPITAL ONE FINANCIAL CORP | $80.1M | 0.3% | -6% | 62.4 |
| 71 |  $USFD | US Foods Holding Corp. | $77.1M | 0.3% | -1% | 58.4 |
| 72 |  $TT | Trane Technologies plc | $74.1M | 0.3% | -3% | — |
| 73 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $73.7M | 0.3% | +1% | — |
| 74 | — | ISHARES INC - CORE MSCI EMKT | $71.8M | 0.3% | +11% | — |
| 75 |  $DE | DEERE & CO | $69.7M | 0.3% | -1% | 55.4 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $69.3M | 0.3% | +1% | — |
| 77 | — | ISHARES TR - RUS 2000 VAL ETF | $68.7M | 0.3% | -3% | — |
| 78 | — | ISHARES TR - CORE S&P MCP ETF | $67.2M | 0.3% | +13% | — |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $66.2M | 0.3% | -0% | 67.6 |
| 80 |  $BKNG | Booking Holdings Inc. | $65.3M | 0.3% | +2302% | 58.5 |
| 81 |  $GEV | GE Vernova Inc. | $64.5M | 0.3% | -5% | 81.1 |
| 82 |  $UBER | Uber Technologies, Inc | $63.7M | 0.3% | -8% | 73.5 |
| 83 |  $GS | GOLDMAN SACHS GROUP INC | $62.5M | 0.3% | -2% | 73.5 |
| 84 | — | ISHARES TR - RUSSELL 3000 ETF | $61.9M | 0.3% | -0% | — |
| 85 |  $WM | WASTE MANAGEMENT INC | $60.9M | 0.3% | -0% | 67.6 |
| 86 |  $ORCL | ORACLE CORP | $60.7M | 0.3% | -2% | 66.2 |
| 87 |  $KEYS | Keysight Technologies, Inc. | $60.3M | 0.3% | +63% | 71.4 |
| 88 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $57.9M | 0.3% | -1% | — |
| 89 |  $DIS | Walt Disney Co | $57.1M | 0.3% | -13% | 60.1 |
| 90 |  $TSLA | Tesla, Inc. | $54.3M | 0.2% | -4% | 53.9 |
| 91 | — | ISHARES TR - CORE MSCI EAFE | $53.6M | 0.2% | +5% | — |
| 92 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $53.6M | 0.2% | +17% | — |
| 93 |  $KO | COCA COLA CO | $52.9M | 0.2% | -1% | 69.5 |
| 94 |  $UNH | UNITEDHEALTH GROUP INC | $51.7M | 0.2% | +4% | 62.7 |
| 95 |  $LIN | LINDE PLC | $50.9M | 0.2% | +25% | — |
| 96 |  $TMUS | T-Mobile US, Inc. | $50.7M | 0.2% | -36% | 69.1 |
| 97 |  $TJX | TJX COMPANIES INC /DE/ | $49.0M | 0.2% | +0% | 68.7 |
| 98 |  $HON | HONEYWELL INTERNATIONAL INC | $48.4M | 0.2% | -49% | 65 |
| 99 |  $HONA | Honeywell Aerospace Inc. | $47.8M | 0.2% | NEW | — |
| 100 |  $NFLX | NETFLIX INC | $47.6M | 0.2% | -8% | 78.8 |
| 101 | — | ISHARES TR - NATIONAL MUN ETF | $47.1M | 0.2% | +42% | — |
| 102 |  $BLK | BlackRock, Inc. | $46.8M | 0.2% | -2% | 70 |
| 103 |  $AMAT | APPLIED MATERIALS INC /DE | $46.5M | 0.2% | +2% | 72.3 |
| 104 |  $RRX | REGAL REXNORD CORP | $46.0M | 0.2% | -1% | 52 |
| 105 |  $AXP | AMERICAN EXPRESS CO | $45.9M | 0.2% | +1% | 69.4 |
| 106 |  $MRVL | Marvell Technology, Inc. | $44.9M | 0.2% | -20% | 76.5 |
| 107 |  $PWR | QUANTA SERVICES, INC. | $44.7M | 0.2% | -1% | 72.1 |
| 108 |  $MO | ALTRIA GROUP, INC. | $44.2M | 0.2% | -0% | 67.4 |
| 109 |  $IVZ | Invesco Ltd. | $44.0M | 0.2% | +5% | — |
| 110 | — | ISHARES TR - SELECT DIVID ETF | $43.0M | 0.2% | -2% | — |
| 111 |  $CRWD | CrowdStrike Holdings, Inc. | $43.0M | 0.2% | +1% | 67.7 |
| 112 |  $PM | Philip Morris International Inc. | $42.2M | 0.2% | +0% | 75.9 |
| 113 |  $KLAC | KLA CORP | $42.2M | 0.2% | +936% | 78.6 |
| 114 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $42.0M | 0.2% | +2% | 70 |
| 115 |  $DUK | Duke Energy CORP | $41.7M | 0.2% | -1% | 56.4 |
| 116 | — | VANGUARD INDEX FDS - GROWTH ETF | $41.1M | 0.2% | +504% | — |
| 117 |  $ABT | ABBOTT LABORATORIES | $40.6M | 0.2% | -2% | 65.5 |
| 118 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $40.2M | 0.2% | -26% | — |
| 119 |  $PFE | PFIZER INC | $40.1M | 0.2% | -1% | 62 |
| 120 |  $GE | GENERAL ELECTRIC CO | $38.5M | 0.2% | +1% | 73.8 |
| 121 |  $GLD | SPDR GOLD TRUST | $38.1M | 0.2% | -0% | — |
| 122 |  $C | CITIGROUP INC | $38.1M | 0.2% | +26% | 65 |
| 123 |  $SYK | STRYKER CORP | $38.0M | 0.2% | -39% | 72.1 |
| 124 |  $BRK.A | BERKSHIRE HATHAWAY INC | $37.4M | 0.2% | +0% | 73.8 |
| 125 |  $DHR | DANAHER CORP /DE/ | $36.9M | 0.2% | -8% | 64.8 |
| 126 | — | ISHARES TR - U.S. TECH ETF | $36.7M | 0.2% | -0% | — |
| 127 |  $CB | Chubb Ltd | $36.7M | 0.2% | -4% | — |
| 128 |  $ACGL | ARCH CAPITAL GROUP LTD. | $36.2M | 0.2% | -5% | — |
| 129 |  $GILD | GILEAD SCIENCES, INC. | $35.5M | 0.2% | +254% | 57.4 |
| 130 |  $KNX | Knight-Swift Transportation Holdings Inc. | $35.5M | 0.2% | +28% | 54.4 |
| 131 | — | ISHARES TR - CORE S&P SCP ETF | $35.4M | 0.2% | +2% | — |
| 132 |  $ITW | ILLINOIS TOOL WORKS INC | $34.9M | 0.1% | -1% | 63.6 |
| 133 |  $WFC | WELLS FARGO & COMPANY/MN | $34.5M | 0.1% | -2% | 61.8 |
| 134 |  $ANET | Arista Networks, Inc. | $34.1M | 0.1% | +28% | 81.9 |
| 135 | — | ISHARES TR - MSCI EMG MKT ETF | $33.9M | 0.1% | -1% | — |
| 136 |  $CME | CME GROUP INC. | $33.4M | 0.1% | +2% | 69.5 |
| 137 | — | ISHARES TR - ISHARES SEMICDTR | $33.0M | 0.1% | -6% | — |
| 138 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $32.3M | 0.1% | -2% | — |
| 139 |  $ELV | Elevance Health, Inc. | $32.0M | 0.1% | -10% | 59 |
| 140 |  $APP | AppLovin Corp | $31.7M | 0.1% | -9% | 84.4 |
| 141 | — | ISHARES TR - CORE US AGGBD ET | $31.4M | 0.1% | +70% | — |
| 142 |  $MDLZ | Mondelez International, Inc. | $31.3M | 0.1% | -1% | 56.4 |
| 143 |  $PLTR | Palantir Technologies Inc. | $31.0M | 0.1% | -3% | 84.6 |
| 144 |  $CAH | CARDINAL HEALTH INC | $30.3M | 0.1% | -3% | 62.4 |
| 145 |  $LRCX | LAM RESEARCH CORP | $29.9M | 0.1% | -5% | 79.4 |
| 146 | — | VANGUARD INDEX FDS - MID CAP ETF | $29.4M | 0.1% | +354% | — |
| 147 |  $GLW | CORNING INC /NY | $29.1M | 0.1% | -10% | 73.7 |
| 148 | — | DBX ETF TR - XTRACK MSCI EAFE | $28.9M | 0.1% | +29% | — |
| 149 |  $SSNC | SS&C Technologies Holdings Inc | $28.9M | 0.1% | -29% | 68.2 |
| 150 |  $SNDK | Sandisk Corp | $28.3M | 0.1% | +1% | 87.7 |
New Positions (77)
$HONA Honeywell Aerospace Inc.$47.8M
$ASTS AST SpaceMobile, Inc.$18.9M
$BRX Brixmor Property Group Inc.$13.0M VANGUARD WHITEHALL FDS - INTL HIGH ETF$3.4M
$FDXF FedEx Freight Holding Company, Inc.$1.7M
$SMBC SOUTHERN MISSOURI BANCORP, INC.$1.7M ISHARES TR - SHRT NAT MUN ETF$1.5M
ISHARES U S ETF TR - SHOR DURA BD ETF$824,593
$AAON AAON, INC.$763,443
$LSCC LATTICE SEMICONDUCTOR CORP$698,568
$AGX ARGAN INC$650,817
$FTI TechnipFMC plc$643,839
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$628,764
$SAIA SAIA INC$575,726 FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL$514,691
Exited Positions (56)
$CTRA Coterra Energy Inc.
$SDA SunCar Technology Group Inc.
$CRCL Circle Internet Group, Inc.
$PLNT Planet Fitness, Inc.
$HOLX HOLOGIC INC
$MASI MASIMO CORP
$CSGP COSTAR GROUP, INC.
$THR Thermon Group Holdings, Inc.
$DOCU DOCUSIGN, INC. TIDAL TRUST I
$PPC PILGRIMS PRIDE CORP
$QXO QXO, Inc.
$PRIM Primoris Services Corp
$CALM CAL-MAINE FOODS INC
$TEAM Atlassian CorpBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for COMMERCE BANK including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track COMMERCE BANK's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for COMMERCE BANK and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: COMMERCE BANK
13F Pro is an AI hedge fund tracker and stock research platform. For COMMERCE BANK (SEC CIK: 1009076), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in COMMERCE BANK's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.