13F value (AUM)
$22.8B
Commerce Bank
COMMERCE BANK
$22.8B
13F long value · 2026-Q2Positions1332
CategoryAsset Manager
Quarters tracked9
● #312 of 581 by 13F value
Size rank 5/10
3 NEW54 ADD25 2×+61 TRIM4 NEAR EXIT
Snapshot
Commerce Bank's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1332 (59 unmapped)
Top 100 weight
75.3%
Quarters tracked
9
Latest 13F filed
Aug 12, 2026
New positions
3
Exits / near-exits
4
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 75.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.4% | $1.2B | 4.3M | +14.8% |
| NVDA | NVIDIA CORPORATION | 4.5% | $1.0B | 5.2M | +18.6% |
| GOOGL | ALPHABET INC | 4.2% | $953.7M | 2.7M | -3.7% |
| MSFT | MICROSOFT CORP | 3.6% | $810.3M | 2.2M | +38.7% |
| AMZN | AMAZON COM INC | 2.7% | $623.0M | 2.6M | +5.6% |
| AVGO | BROADCOM INC | 2.4% | $542.9M | 1.4M | -6.6% |
| JPM | JPMORGAN CHASE & CO | 1.9% | $424.8M | 1.3M | +1.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.6% | $370.7M | 496.4K | +3.2% |
| IVV | ISHARES TR | 1.6% | $356.8M | 476.4K | — |
| CBSH | COMMERCE BANCSHARES INC | 1.4% | $316.0M | 5.5M | -11.7% |
| IWS | ISHARES TR | 1.4% | $314.8M | 1.9M | — |
| CAT | CATERPILLAR INC | 1.3% | $287.9M | 270.4K | -21.3% |
| GOOG | ALPHABET INC | 1.2% | $274.6M | 777.1K | -1.4% |
| MS | MORGAN STANLEY | 1.1% | $255.0M | 1.2M | -9.0% |
| JNJ | JOHNSON & JOHNSON | 1.1% | $251.6M | 990.5K | +1.1% |
Quarterly changes — 2026-Q2
What Commerce Bank opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | MU | MICRON TECHNOLOGY INC | 40.8K | 86.2K | +111.2% | +$85.8M |
| ADD | AMD | ADVANCED MICRO DEVICES INC | 113.8K | 176.9K | +55.5% | +$79.6M |
| TRIM | TMUS | T-MOBILE US INC | 471.2K | 302.1K | -35.9% | -$48.3M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 216.3K | — | +$47.8M |
| TRIM | HON | HONEYWELL INTL INC | 425.0K | 216.3K | -49.1% | -$47.6M |
| ADD | VTI | VANGUARD INDEX FDS | 285.0K | 370.0K | +29.8% | +$45.5M |
| TRIM | CBRE | CBRE GROUP INC | 437.7K | 178.8K | -59.1% | -$35.2M |
| ADD | KEYS | KEYSIGHT TECHNOLOGIES INC | 105.3K | 172.1K | +63.5% | +$30.5M |
| TRIM | SYK | STRYKER CORPORATION | 196.8K | 120.6K | -38.7% | -$26.7M |
| 2×+ | GILD | GILEAD SCIENCES INC | 79.5K | 281.3K | +253.9% | +$24.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.