COMMERCE BANK
BankRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| CBSH Commerce Bancshares Inc | 13G | Dec 31, 2025 | 9mo | 8,462,359 | 6.2% | Current |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 38.1%; sector active share 11.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,331 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $5,537,237,396 |
| Unclassified | 23.1% | $5,263,715,822 |
| Financial Services | 10.6% | $2,426,151,544 |
| Industrials | 10.5% | $2,401,762,520 |
| Communication Services | 7.6% | $1,739,854,109 |
| Healthcare | 7.2% | $1,630,227,425 |
| Consumer Cyclical | 6.4% | $1,458,314,213 |
| Consumer Defensive | 4.1% | $927,215,840 |
| Energy | 2.8% | $644,781,084 |
| Utilities | 2.0% | $448,780,593 |
| Basic Materials | 0.7% | $154,177,127 |
| Real Estate | 0.7% | $150,667,502 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +1,340,985 | 1,805,561 | $224,196,508 | |
| VUG | VANGUARD GROWTH INDEX FUND | +398,621 | 477,706 | $41,149,594 | |
| BKNG | Booking Holdings Inc. | +350,927 | 366,169 | $65,265,961 | |
| VO | VANGUARD MID-CAP INDEX FUND | +284,407 | 364,810 | $29,392,740 | |
| IBKR | Interactive Brokers Group, Inc. | +218,435 | 224,334 | $19,526,030 | |
| GILD | Gilead Sciences, Inc. | +201,812 | 281,297 | $35,539,062 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +131,019 | 317,134 | $31,389,922 | |
| MUB | iShares National Muni Bond ETF | +129,717 | 437,228 | $47,054,476 | |
| KLAC | Kla Corp | +126,487 | 140,001 | $42,239,700 | |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | +118,744 | 528,683 | $28,881,951 | |
| HOST | Host Digital Inc. | +117,108 | 128,479 | $24,924 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | +107,650 | 336,982 | $8,134,745 | |
| NEE | Nextera Energy Inc | +107,320 | 1,618,174 | $142,027,131 | |
| KNX | Knight-Swift Transportation Holdings Inc. | +100,643 | 455,413 | $35,463,010 | |
| IJH | iShares Core S&P Mid-Cap ETF | +97,760 | 870,881 | $67,153,633 | |
| SLV | iShares Silver Trust | +95,481 | 177,891 | $9,511,831 | |
| VEA | Vanguard FTSE Developed Markets ETF | +90,235 | 1,735,215 | $123,634,068 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | +87,680 | 411,474 | $5,690,685 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +85,054 | 370,029 | $136,925,530 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | +83,899 | 102,565 | $3,778,494 | |
| IWL | iShares Russell Top 200 ETF | +82,429 | 435,916 | $80,622,664 | |
| IEMG | iShares Trust | +82,413 | 866,446 | $71,776,386 | |
| AVMV | Avantis U.S. Mid Cap Value ETF | +78,383 | 201,998 | $16,267,908 | |
| SCHP | Schwab U.S. TIPS ETF | +76,000 | 273,564 | $7,249,446 | |
| AVLC | Avantis U.S. Large Cap Equity ETF | +73,636 | 91,240 | $8,207,950 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CBSH | Commerce Bancshares Inc | −1,538,259 | 5,472,030 | $316,009,732 | |
| JAAA | Janus Henderson AAA CLO ETF | −284,525 | 795,424 | $40,160,957 | |
| CBRE | Cbre Group, Inc. | −258,841 | 178,833 | $24,087,016 | |
| T | At&T Inc. | −252,224 | 770,589 | $15,951,192 | |
| BEP | Brookfield Renewable Partners L.P. | −237,200 | 231,375 | $8,035,653 | |
| HON | Honeywell International Inc | −208,728 | 216,271 | $48,423,075 | |
| SSNC | SS&C Technologies Holdings Inc | −193,429 | 465,048 | $28,856,228 | |
| EPD | Enterprise Products Partners L.P. | −182,575 | 719,016 | $26,431,027 | |
| CELH | Celsius Holdings, Inc. | −180,071 | 523,281 | $15,321,667 | |
| TMUS | T-Mobile US, Inc. | −169,117 | 302,129 | $50,676,096 | |
| NVT | nVent Electric plc | −145,373 | 961,845 | $163,138,529 | |
| VVV | Valvoline Inc | −135,526 | 252,906 | $9,999,902 | |
| TPR | Tapestry, Inc. | −128,660 | 104,633 | $15,316,177 | |
| ROL | Rollins Inc | −120,181 | 123,201 | $5,142,408 | |
| DBX | Dropbox, Inc. | −107,499 | 88,592 | $2,433,621 | |
| TOST | Toast, Inc. | −106,999 | 125,430 | $3,489,462 | |
| — | −94,353 | 1,523,545 | $223,062,222 | ||
| DIS | Walt Disney Co | −88,232 | 593,221 | $57,097,520 | |
| BLDR | Builders FirstSource, Inc. | −86,628 | 307,514 | $27,516,351 | |
| SYK | Stryker Corp | −76,195 | 120,562 | $37,957,738 | |
| UBER | Uber Technologies, Inc | −75,554 | 883,314 | $63,739,938 | |
| TTD | Trade Desk, Inc. | −74,579 | 15,842 | $286,422 | |
| BX | Blackstone Inc. | −68,570 | 129,014 | $15,181,076 | |
| IWS | iShares Russell Mid-Cap Value ETF | −67,691 | 1,912,761 | $314,840,460 | |
| MS | Morgan Stanley | −66,058 | 1,219,953 | $255,018,974 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 216,276 | $47,814,296 | |
| ASTS | AST SpaceMobile, Inc. | 212,690 | $18,899,632 | |
| BRX | Brixmor Property Group Inc. | 412,134 | $12,994,584 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 35,073 | $3,444,168 | |
| FDXF | FedEx Freight Holding Company, Inc. | 11,262 | $1,700,562 | |
| SMBC | Southern Missouri Bancorp, Inc. | 22,111 | $1,685,079 | |
| SUB | iShares Short-Term National Muni Bond ETF | 14,097 | $1,500,907 | |
| NEAR | iShares Short Duration Bond Active ETF | 16,277 | $824,592 | |
| AAON | Aaon, Inc. | 6,018 | $763,443 | |
| LSCC | Lattice Semiconductor Corp | 4,567 | $698,568 | |
| AGX | Argan Inc | 815 | $650,817 | |
| FTI | TechnipFMC plc | 9,711 | $643,839 | |
| SPCX | Space Exploration Technologies Corp | 3,680 | $628,764 | |
| SAIA | Saia Inc | 1,367 | $575,725 | |
| DIVI | Franklin International Core Dividend Tilt Index ETF | 12,048 | $514,690 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | 9,642 | $509,579 | |
| QGRW | WisdomTree U.S. Quality Growth Fund | 7,560 | $499,186 | |
| RDDT | Reddit, Inc. | 2,586 | $448,877 | |
| AROC | Archrock, Inc. | 10,641 | $433,195 | |
| WES | Western Midstream Partners, LP | 9,367 | $409,899 | |
| GFF | Griffon Corp | 4,000 | $390,120 | |
| PYLD | 14,094 | $373,772 | ||
| FRDM | Freedom 100 Emerging Markets ETF | 4,864 | $354,585 | |
| UBND | VictoryShares Core Plus Bond ETF | 15,346 | $333,391 | |
| FTXL | First Trust Nasdaq Semiconductor ETF | 1,144 | $325,982 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 52,992 | $1,862,138 | ||
| — | 40,901 | $1,719,887 | ||
| CRCL | Circle Internet Group, Inc. | 17,622 | $1,681,314 | |
| PLNT | Planet Fitness, Inc. | 21,136 | $1,572,094 | |
| — | 18,710 | $1,414,289 | ||
| — | 4,731 | $841,503 | ||
| CSGP | Costar Group, Inc. | 20,452 | $825,032 | |
| — | 14,497 | $730,649 | ||
| DOCU | Docusign, Inc. | 10,205 | $483,819 | |
| — | 18,747 | $447,490 | ||
| PPC | Pilgrims Pride Corp | 11,739 | $443,264 | |
| QXO | QXO, Inc. | 21,578 | $419,044 | |
| PRIM | Primoris Services Corp | 2,611 | $373,477 | |
| PRF | Victory Portfolios II | 7,662 | $364,174 | |
| CALM | Cal-Maine Foods Inc | 4,400 | $348,260 | |
| TEAM | Atlassian Corp | 4,636 | $316,407 | |
| MEDP | Medpace Holdings, Inc. | 655 | $314,523 | |
| TTC | Toro Co | 3,301 | $308,445 | |
| MORN | Morningstar, Inc. | 1,765 | $298,372 | |
| — | 6,209 | $290,147 | ||
| ASH | Ashland Inc. | 5,183 | $288,226 | |
| ACM | Aecom | 3,284 | $278,548 | |
| BAH | Booz Allen Hamilton Holding Corp | 3,564 | $278,098 | |
| XMHQ | Victory Portfolios II | 2,659 | $274,860 | |
| AVAV | AeroVironment Inc | 1,478 | $270,547 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,274,243 | $1,236,794,954 | 5.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,152,698 | $1,031,003,341 | 4.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,668,769 | $953,737,976 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,172,142 | $810,252,407 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,613,793 | $622,971,422 | 2.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,437,167 | $542,889,833 | 2.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,297,817 | $424,814,437 | 1.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 496,436 | $370,723,511 | 1.63% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 476,427 | $356,791,415 | 1.57% | |
| CBSH |
Commerce Bancshares Inc
Financial Services
|
Reduced | 5,472,030 | $316,009,732 | 1.39% | |
| IWS |
iShares Russell Mid-Cap Value ETF
|
Reduced | 1,912,761 | $314,840,460 | 1.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 270,388 | $287,936,180 | 1.26% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 777,110 | $274,576,275 | 1.21% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,219,953 | $255,018,974 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 990,481 | $251,552,457 | 1.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 196,251 | $235,389,356 | 1.03% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 684,312 | $234,780,603 | 1.03% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,657,796 | $226,653,868 | 0.99% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 1,805,561 | $224,196,508 | 0.98% | |
|
|
Reduced | 1,523,545 | $223,062,222 | 0.98% | ||
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 390,909 | $220,195,129 | 0.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,427,236 | $209,289,886 | 0.92% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 688,092 | $206,737,241 | 0.91% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 590,311 | $201,307,856 | 0.88% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 1,740,607 | $187,115,252 | 0.82% | |
|
|
Added | 909,315 | $172,942,619 | 0.76% | ||
| NVT |
nVent Electric plc
Industrials
|
Reduced | 961,845 | $163,138,529 | 0.72% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 663,733 | $160,908,790 | 0.71% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,238,538 | $159,152,132 | 0.70% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 1,439,471 | $158,802,440 | 0.70% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 1,618,174 | $142,027,131 | 0.62% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 518,029 | $140,903,888 | 0.62% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 143,758 | $140,612,574 | 0.62% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 516,595 | $139,640,792 | 0.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,230,691 | $139,388,061 | 0.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 278,038 | $139,127,434 | 0.61% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 370,029 | $136,925,530 | 0.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 534,937 | $134,611,546 | 0.59% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 195,515 | $134,281,656 | 0.59% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 254,838 | $127,765,579 | 0.56% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 1,735,215 | $123,634,068 | 0.54% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 639,400 | $121,313,361 | 0.53% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 530,801 | $117,036,312 | 0.51% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 117,857 | $110,251,686 | 0.48% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 262,586 | $107,528,967 | 0.47% | |
|
|
Added | 2,065,807 | $105,004,969 | 0.46% | ||
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 137,489 | $103,886,688 | 0.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 294,005 | $103,689,682 | 0.46% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 176,903 | $102,764,721 | 0.45% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 736,935 | $100,820,076 | 0.44% |
Showing the top 50 of 1,331 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.