Commerce Bank

13F filer · CIK 0001009076

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$22.8BU.S. long equity reported on 13F

Positions1,04350 new · 52 closed

Net flow last quarter-$307MBuys minus sells

Top 10 positions weight29.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 20261,043 positions
AAPLApple Inc.	$1.24B	5.43%	0.03%	-1.1%	Q1 2013
NVDANvidia Corp	$1.03B	4.53%	0.02%	+0.2%	Q1 2016
GOOGLAlphabet Inc.	$954M	4.19%	0.02%	-0.9%	Q4 2015
MSFTMicrosoft Corp	$810M	3.56%	0.03%	+0.5%	Q1 2013
AMZNAmazon Com Inc	$623M	2.73%	0.02%	0.0%	Q1 2013
AVGOBroadcom Inc.	$543M	2.38%	0.03%	-3.1%	Q1 2016
JPMJPMorgan Chase & Co	$425M	1.86%	0.05%	-3.9%	Q1 2013
SPYSPDR S&P 500 ETF Trust	$371M	1.63%	Not reported	-1.0%	Q1 2013
CBSHCommerce Bancshares Inc	$316M	1.39%	3.75%	-21.9%	Q1 2013
IWSImageware Systems Inc	$315M	1.38%	Not reported	-3.4%	Q1 2013
CATCaterpillar Inc	$288M	1.26%	0.06%	+4.2%	Q1 2013
GOOGAlphabet Inc.	$275M	1.21%	Not reported	-1.4%	Q4 2015
MSMorgan Stanley	$255M	1.12%	0.08%	-5.1%	Q1 2013
JNJJohnson & Johnson	$252M	1.10%	0.04%	+1.9%	Q1 2013
LLYELI LILLY & Co	$235M	1.03%	0.02%	+2.6%	Q1 2013
VVisa Inc.	$235M	1.03%	0.04%	-1.6%	Q1 2013
XOMExxonMobil Holdings Corp	$227M	0.99%	0.04%	-0.7%	Q1 2013
METAMeta Platforms, Inc.	$220M	0.97%	Not reported	-5.6%	Q1 2013
PGPROCTER & GAMBLE Co	$209M	0.92%	0.06%	-1.7%	Q1 2013
PANWPalo Alto Networks Inc	$201M	0.88%	0.07%	+0.9%	Q3 2017
UPSUnited Parcel Service Inc	$187M	0.82%	0.24%	-0.1%	Q1 2013
NVTnVent Electric plc	$163M	0.72%	0.59%	-13.1%	Q2 2018
MRKMerck & Co., Inc.	$159M	0.70%	0.05%	+4.3%	Q1 2013
NEENextera Energy Inc	$142M	0.62%	0.08%	+7.1%	Q1 2013
UNPUnion Pacific Corp	$141M	0.62%	0.09%	+0.6%	Q1 2013
PHParker-Hannifin Corp	$141M	0.62%	0.11%	-0.2%	Q1 2013
MCDMcdonalds Corp	$140M	0.61%	0.07%	-0.8%	Q1 2013
WMTWalmart Inc.	$139M	0.61%	0.02%	-0.8%	Q1 2013
BRK.BBerkshire Hathaway Inc	$139M	0.61%	Not reported	-1.1%	Q1 2013
ABBVAbbVie Inc.	$135M	0.59%	0.03%	-1.9%	Q1 2013
TMOThermo Fisher Scientific Inc.	$128M	0.56%	0.07%	-3.2%	Q1 2013
RTXRTX Corp	$121M	0.53%	0.05%	-1.4%	Q2 2020
LOWLowes Companies Inc	$117M	0.51%	0.09%	-1.1%	Q1 2013
COSTCostco Wholesale Corp	$110M	0.48%	0.03%	+0.8%	Q1 2013
MCKMckesson Corp	$104M	0.46%	0.11%	-1.4%	Q1 2013
HDHome Depot, Inc.	$104M	0.46%	0.03%	-3.8%	Q1 2013
AMDAdvanced Micro Devices Inc	$103M	0.45%	0.01%	+55.5%	Q3 2018
AEPAmerican Electric Power Co Inc	$101M	0.44%	0.14%	+3.0%	Q1 2013
MUMicron Technology Inc	$99.6M	0.44%	0.01%	+111.2%	Q4 2013
CVXChevron Corp	$98.8M	0.43%	0.03%	-1.3%	Q1 2013
CSCOCisco Systems, Inc.	$98.7M	0.43%	0.02%	-6.5%	Q1 2013
MDYSPDR S&P Midcap 400 ETF Trust	$98.1M	0.43%	Not reported	-1.2%	Q1 2013
ETEnergy Transfer LP	$96.1M	0.42%	0.15%	-0.1%	Q1 2014
AMGNAmgen Inc	$92.9M	0.41%	0.05%	-1.3%	Q1 2013
MAMastercard Inc	$90.3M	0.40%	0.01%	+0.5%	Q1 2013
PEPPepsico Inc	$89M	0.39%	0.05%	-2.9%	Q1 2013
NOCNorthrop Grumman Corp	$88.6M	0.39%	0.12%	-1.0%	Q1 2013
TXNTexas Instruments Inc	$87.7M	0.38%	0.03%	-0.6%	Q1 2013
MSIMotorola Solutions, Inc.	$85.7M	0.38%	0.12%	+1.7%	Q1 2013
LMTLockheed Martin Corp	$83.4M	0.37%	0.07%	-0.4%	Q1 2013

Q1 2026Reported May 11, 20261,043 positions
AAPLApple Inc.	$1.1B	5.31%	0.03%	Not reported	Q1 2013
NVDANvidia Corp	$897M	4.34%	0.02%	Not reported	Q1 2016
MSFTMicrosoft Corp	$800M	3.88%	0.03%	Not reported	Q1 2013
GOOGLAlphabet Inc.	$775M	3.75%	0.02%	Not reported	Q4 2015
AMZNAmazon Com Inc	$544M	2.64%	0.02%	Not reported	Q1 2013
AVGOBroadcom Inc.	$459M	2.22%	0.03%	Not reported	Q1 2016
JPMJPMorgan Chase & Co	$397M	1.92%	0.05%	Not reported	Q1 2013
CBSHCommerce Bancshares Inc	$345M	1.67%	4.77%	Not reported	Q1 2013
SPYSPDR S&P 500 ETF Trust	$326M	1.58%	Not reported	Not reported	Q1 2013
IWSImageware Systems Inc	$289M	1.40%	Not reported	Not reported	Q1 2013
XOMExxonMobil Holdings Corp	$283M	1.37%	0.04%	Not reported	Q1 2013
JNJJohnson & Johnson	$238M	1.15%	0.04%	Not reported	Q1 2013
METAMeta Platforms, Inc.	$237M	1.15%	Not reported	Not reported	Q1 2013
GOOGAlphabet Inc.	$226M	1.09%	Not reported	Not reported	Q4 2015
MSMorgan Stanley	$212M	1.02%	0.08%	Not reported	Q1 2013
VVisa Inc.	$210M	1.02%	0.04%	Not reported	Q1 2013
PGPROCTER & GAMBLE Co	$210M	1.01%	0.06%	Not reported	Q1 2013
CATCaterpillar Inc	$184M	0.89%	0.06%	Not reported	Q1 2013
LLYELI LILLY & Co	$176M	0.85%	0.02%	Not reported	Q1 2013
UPSUnited Parcel Service Inc	$171M	0.83%	0.24%	Not reported	Q1 2013
MCDMcdonalds Corp	$162M	0.78%	0.07%	Not reported	Q1 2013
WMTWalmart Inc.	$154M	0.75%	0.02%	Not reported	Q1 2013
MRKMerck & Co., Inc.	$143M	0.69%	0.05%	Not reported	Q1 2013
NEENextera Energy Inc	$140M	0.68%	0.07%	Not reported	Q1 2013
BRK.BBerkshire Hathaway Inc	$135M	0.65%	Not reported	Not reported	Q1 2013
NVTnVent Electric plc	$131M	0.63%	0.68%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$129M	0.63%	0.07%	Not reported	Q1 2013
PHParker-Hannifin Corp	$129M	0.62%	0.11%	Not reported	Q1 2013
LOWLowes Companies Inc	$127M	0.61%	0.10%	Not reported	Q1 2013
RTXRTX Corp	$125M	0.61%	0.05%	Not reported	Q2 2020
CVXChevron Corp	$125M	0.61%	0.03%	Not reported	Q1 2013
UNPUnion Pacific Corp	$125M	0.60%	0.09%	Not reported	Q1 2013
MCKMckesson Corp	$121M	0.58%	0.11%	Not reported	Q1 2013
NOCNorthrop Grumman Corp	$120M	0.58%	0.12%	Not reported	Q1 2013
ABBVAbbVie Inc.	$119M	0.57%	0.03%	Not reported	Q1 2013
COSTCostco Wholesale Corp	$117M	0.56%	0.03%	Not reported	Q1 2013
PEPPepsico Inc	$105M	0.51%	0.05%	Not reported	Q1 2013
HDHome Depot, Inc.	$101M	0.49%	0.03%	Not reported	Q1 2013
LMTLockheed Martin Corp	$99.4M	0.48%	0.07%	Not reported	Q1 2013
TMUST-Mobile US, Inc.	$99M	0.48%	0.04%	Not reported	Q2 2018
ETEnergy Transfer LP	$97.1M	0.47%	0.15%	Not reported	Q1 2014
HONHoneywell International Inc	$96.1M	0.47%	0.07%	Not reported	Q1 2013
PANWPalo Alto Networks Inc	$93.8M	0.45%	0.07%	Not reported	Q3 2017
AEPAmerican Electric Power Co Inc	$93.8M	0.45%	0.13%	Not reported	Q1 2013
AMGNAmgen Inc	$91.4M	0.44%	0.05%	Not reported	Q1 2013
MSIMotorola Solutions, Inc.	$88M	0.43%	0.12%	Not reported	Q1 2013
MAMastercard Inc	$87.4M	0.42%	0.01%	Not reported	Q1 2013
MDYSPDR S&P Midcap 400 ETF Trust	$87.1M	0.42%	Not reported	Not reported	Q1 2013
TELTE Connectivity plc	$86.6M	0.42%	0.14%	Not reported	Q2 2018
COFCapital One Financial Corp	$77.4M	0.37%	0.07%	Not reported	Q3 2014

Q3 2025Reported Nov 12, 20251,002 positions
MSFTMicrosoft Corp	$1B	5.59%	0.03%	-0.9%	Q1 2013
AAPLApple Inc.	$982M	5.46%	0.03%	-1.2%	Q1 2013
NVDANvidia Corp	$897M	4.99%	0.02%	-4.4%	Q1 2016
GOOGLAlphabet Inc.	$637M	3.54%	0.02%	-0.8%	Q4 2015
AMZNAmazon Com Inc	$503M	2.80%	0.02%	-0.4%	Q1 2013
AVGOBroadcom Inc.	$413M	2.30%	0.03%	-6.3%	Q1 2016
JPMJPMorgan Chase & Co	$375M	2.09%	0.04%	-1.3%	Q1 2013
CBSHCommerce Bancshares Inc	$316M	1.76%	3.97%	+13.1%	Q1 2013
IWSImageware Systems Inc	$282M	1.57%	Not reported	-3.2%	Q1 2013
METAMeta Platforms, Inc.	$266M	1.48%	Not reported	+1.0%	Q1 2013
VVisa Inc.	$224M	1.25%	0.04%	-1.8%	Q1 2013
PGPROCTER & GAMBLE Co	$205M	1.14%	0.06%	-0.6%	Q1 2013
MSMorgan Stanley	$185M	1.03%	0.07%	-0.8%	Q1 2013
XOMExxonMobil Holdings Corp	$171M	0.95%	0.04%	-1.6%	Q1 2013
SPYSPDR S&P 500 ETF Trust	$169M	0.94%	Not reported	+1.2%	Q1 2013
JNJJohnson & Johnson	$163M	0.91%	0.04%	-1.3%	Q1 2013
MCDMcdonalds Corp	$151M	0.84%	0.07%	-0.2%	Q1 2013
LLYELI LILLY & Co	$133M	0.74%	0.02%	-4.2%	Q1 2013
BRK.BBerkshire Hathaway Inc	$125M	0.70%	Not reported	+1.4%	Q1 2013
GOOGAlphabet Inc.	$125M	0.70%	Not reported	-1.0%	Q4 2015
LOWLowes Companies Inc	$124M	0.69%	0.09%	-1.1%	Q1 2013
TMUST-Mobile US, Inc.	$123M	0.69%	0.05%	-2.5%	Q2 2018
UNPUnion Pacific Corp	$113M	0.63%	0.08%	-0.6%	Q1 2013
ABBVAbbVie Inc.	$113M	0.63%	0.03%	-2.6%	Q1 2013
PHParker-Hannifin Corp	$111M	0.62%	0.12%	+0.4%	Q1 2013
NVTnVent Electric plc	$110M	0.61%	0.69%	+0.1%	Q2 2018
WMTWalmart Inc.	$109M	0.60%	0.01%	-1.2%	Q1 2013
MCKMckesson Corp	$108M	0.60%	0.11%	+0.4%	Q1 2013
ORCLOracle Corp	$104M	0.58%	0.01%	-0.1%	Q1 2013
COSTCostco Wholesale Corp	$103M	0.57%	0.03%	+0.1%	Q1 2013
PEPPepsico Inc	$99M	0.55%	0.05%	-18.0%	Q1 2013
TMOThermo Fisher Scientific Inc.	$97M	0.54%	0.05%	-1.3%	Q1 2013
NOCNorthrop Grumman Corp	$96.4M	0.54%	0.11%	+2.0%	Q1 2013
NOWServiceNow, Inc.	$95.7M	0.53%	0.05%	-6.8%	Q2 2017
MSIMotorola Solutions, Inc.	$92.7M	0.52%	0.12%	+1.0%	Q1 2013
UBERUber Technologies, Inc	$89.9M	0.50%	0.04%	-8.5%	Q1 2020
HDHome Depot, Inc.	$88.2M	0.49%	0.02%	-1.5%	Q1 2013
CVXChevron Corp	$88.1M	0.49%	0.03%	+2.0%	Q1 2013
PANWPalo Alto Networks Inc	$87.5M	0.49%	0.06%	+42.8%	Q3 2017
RTXRTX Corp	$86.2M	0.48%	0.04%	-3.6%	Q2 2020
ETEnergy Transfer LP	$85.7M	0.48%	0.15%	0.0%	Q1 2014
TXNTexas Instruments Inc	$84.1M	0.47%	0.05%	+0.6%	Q1 2013
COFCapital One Financial Corp	$83.3M	0.46%	0.06%	+1.4%	Q3 2014
TELTE Connectivity plc	$81.9M	0.46%	0.13%	+0.9%	Q2 2018
NEENextera Energy Inc	$81.7M	0.45%	0.05%	+25.8%	Q1 2013
BKNGBooking Holdings Inc.	$80.2M	0.45%	0.05%	+0.2%	Q2 2018
PLTRPalantir Technologies Inc.	$78.1M	0.43%	0.02%	-40.9%	Q3 2021
AEPAmerican Electric Power Co Inc	$74.1M	0.41%	0.12%	+2.0%	Q1 2013
NFLXNetflix Inc	$73.6M	0.41%	0.01%	+3.7%	Q3 2014
LMTLockheed Martin Corp	$72.4M	0.40%	0.06%	-5.4%	Q1 2013

Q2 2025Reported Aug 7, 2025972 positions
MSFTMicrosoft Corp	$974M	5.75%	0.03%	-0.1%	Q1 2013
AAPLApple Inc.	$800M	4.72%	0.03%	-0.3%	Q1 2013
NVDANvidia Corp	$795M	4.69%	0.02%	+1.8%	Q1 2016
AMZNAmazon Com Inc	$504M	2.98%	0.02%	+0.7%	Q1 2013
GOOGLAlphabet Inc.	$466M	2.75%	0.02%	-4.5%	Q4 2015
AVGOBroadcom Inc.	$368M	2.17%	0.03%	+2.1%	Q1 2016
JPMJPMorgan Chase & Co	$349M	2.06%	0.04%	+0.5%	Q1 2013
CBSHCommerce Bancshares Inc	$291M	1.72%	3.51%	+1.1%	Q1 2013
IWSImageware Systems Inc	$276M	1.63%	Not reported	-5.8%	Q1 2013
METAMeta Platforms, Inc.	$264M	1.56%	Not reported	+8.1%	Q1 2013
VVisa Inc.	$237M	1.40%	0.04%	+1.5%	Q1 2013
PGPROCTER & GAMBLE Co	$214M	1.26%	0.06%	-1.2%	Q1 2013
XOMExxonMobil Holdings Corp	$166M	0.98%	0.04%	+0.2%	Q1 2013
MSMorgan Stanley	$166M	0.98%	0.07%	-1.1%	Q1 2013
SPYSPDR S&P 500 ETF Trust	$155M	0.92%	Not reported	-1.1%	Q1 2013
MCDMcdonalds Corp	$145M	0.86%	0.07%	+0.5%	Q1 2013
LLYELI LILLY & Co	$142M	0.84%	0.02%	+3.1%	Q1 2013
JNJJohnson & Johnson	$136M	0.80%	0.04%	-0.4%	Q1 2013
TMUST-Mobile US, Inc.	$126M	0.74%	0.05%	+0.2%	Q2 2018
BRK.BBerkshire Hathaway Inc	$119M	0.71%	Not reported	+6.7%	Q1 2013
NOWServiceNow, Inc.	$115M	0.68%	0.05%	+1.1%	Q2 2017
PEPPepsico Inc	$113M	0.67%	0.06%	-6.6%	Q1 2013
LOWLowes Companies Inc	$110M	0.65%	0.09%	-0.3%	Q1 2013
UNPUnion Pacific Corp	$110M	0.65%	0.08%	-1.1%	Q1 2013
COSTCostco Wholesale Corp	$110M	0.65%	0.03%	-0.3%	Q1 2013
WMTWalmart Inc.	$104M	0.62%	0.01%	-0.7%	Q1 2013
MCKMckesson Corp	$102M	0.60%	0.11%	+1.2%	Q1 2013
PHParker-Hannifin Corp	$102M	0.60%	0.11%	+2.0%	Q1 2013
FISVFiserv Inc	$99.8M	0.59%	0.10%	+8.5%	Q1 2013
PLTRPalantir Technologies Inc.	$98.7M	0.58%	0.03%	-19.4%	Q3 2021
TXNTexas Instruments Inc	$94.5M	0.56%	0.05%	-2.2%	Q1 2013
UBERUber Technologies, Inc	$93.5M	0.55%	0.05%	+2.9%	Q1 2020
ABBVAbbVie Inc.	$92.6M	0.55%	0.03%	-2.5%	Q1 2013
GOOGAlphabet Inc.	$92.2M	0.54%	Not reported	-16.3%	Q4 2015
ETEnergy Transfer LP	$90.5M	0.53%	0.15%	+0.2%	Q1 2014
BKNGBooking Holdings Inc.	$85.9M	0.51%	0.05%	+3.8%	Q2 2018
MSIMotorola Solutions, Inc.	$84.3M	0.50%	0.12%	-2.3%	Q1 2013
TMOThermo Fisher Scientific Inc.	$82.2M	0.49%	0.05%	-5.1%	Q1 2013
COFCapital One Financial Corp	$82.2M	0.49%	0.06%	+9.3%	Q3 2014
NVTnVent Electric plc	$81.6M	0.48%	0.69%	+32.3%	Q2 2018
ORCLOracle Corp	$81.1M	0.48%	0.01%	-8.3%	Q1 2013
HDHome Depot, Inc.	$81M	0.48%	0.02%	-3.1%	Q1 2013
CVXChevron Corp	$79.6M	0.47%	0.03%	-10.4%	Q1 2013
NFLXNetflix Inc	$79.3M	0.47%	0.01%	+20.1%	Q3 2014
CRMSalesforce, Inc.	$78.2M	0.46%	0.03%	+4.6%	Q1 2015
RTXRTX Corp	$78M	0.46%	0.04%	-2.3%	Q2 2020
NOCNorthrop Grumman Corp	$77.6M	0.46%	0.11%	+3.0%	Q1 2013
SYKStryker Corp	$76.6M	0.45%	0.05%	+3.9%	Q1 2013
ELVElevance Health, Inc.	$73.1M	0.43%	0.08%	+2.7%	Q4 2014
HONHoneywell International Inc	$72M	0.43%	0.10%	+73.5%	Q1 2013

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