Commerce Bank Top Holdings and 13F Report (2025)

About Commerce Bank

Investment Activity

Commerce Bank has $16.22 billion in total holdings as of December 31, 2024.
Commerce Bank owns shares of 1,177 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
Approximately 2.88% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Commerce Bank has purchased 1,217 new stocks and bought additional shares in 335 stocks.
Commerce Bank sold shares of 679 stocks and completely divested from 67 stocks this quarter.

Largest Holdings

Apple: $986,046,779
Microsoft: $841,618,744
NVIDIA: $671,352,235
Alphabet: $522,841,677
Amazon.com: $499,207,244

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $34,250,975 Holding
888787108 - Toast: $31,304,717 Holding
040413205 - ARISTA NETWORKS INC: $20,022,951 Holding
86800U302 - SUPER MICRO COMPUTER INC: $10,569,031 Holding
512807306 - LAM RESEARCH CORP: $5,380,412 Holding

Largest Purchases this Quarter

PTC: 264,437 shares (about $48.62M)
Blackstone: 210,177 shares (about $36.24M)
Materials Select Sector SPDR Fund: 418,300 shares (about $35.20M)
BLACKROCK INC: 33,412 shares (about $34.25M)
Toast: 858,840 shares (about $31.30M)

Largest Sales this Quarter

Commerce Bancshares: 2,315,839 shares (about $144.30M)
ServiceNow: 22,543 shares (about $23.90M)
Microsoft: 50,624 shares (about $21.34M)
Merck & Co., Inc.: 202,683 shares (about $20.16M)
T-Mobile US: 73,728 shares (about $16.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$986,046,779	$13,094,963 ▼	-1.3%	3,937,572	6.1%	Computer and Technology
MSFT Microsoft	$841,618,744	$21,338,016 ▼	-2.5%	1,996,723	5.2%	Computer and Technology
NVDA NVIDIA	$671,352,235	$4,556,191 ▼	-0.7%	4,999,272	4.1%	Computer and Technology
GOOGL Alphabet	$522,841,677	$255,744 ▼	0.0%	2,761,974	3.2%	Computer and Technology
AMZN Amazon.com	$499,207,244	$1,193,043 ▼	-0.2%	2,275,433	3.1%	Retail/Wholesale
AVGO Broadcom	$299,405,825	$1,366,697 ▼	-0.5%	1,291,433	1.8%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$296,244,603	$7,270,851 ▼	-2.4%	2,290,432	1.8%	ETF
CBSH Commerce Bancshares	$289,417,898	$144,299,946 ▼	-33.3%	4,644,806	1.8%	Finance
JPM JPMorgan Chase & Co.	$288,404,688	$3,964,803 ▼	-1.4%	1,203,140	1.8%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$229,243,218	$6,214,172 ▼	-2.6%	1,808,625	1.4%	ETF
PG Procter & Gamble	$227,881,782	$11,668,943 ▼	-4.9%	1,359,271	1.4%	Consumer Staples
V Visa	$210,049,032	$11,316,760 ▼	-5.1%	664,628	1.3%	Business Services
IWF iShares Russell 1000 Growth ETF	$177,644,533	$755,774 ▲	0.4%	442,364	1.1%	ETF
XOM Exxon Mobil	$163,628,921	$1,602,901 ▲	1.0%	1,521,139	1.0%	Energy
META Meta Platforms	$159,557,914	$851,917 ▲	0.5%	272,511	1.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$151,233,255	$2,595,748 ▲	1.7%	258,042	0.9%	Finance
MS Morgan Stanley	$144,397,716	$2,473,290 ▲	1.7%	1,148,566	0.9%	Finance
MCD McDonald's	$144,067,791	$110,738 ▼	-0.1%	496,974	0.9%	Retail/Wholesale
TMUS T-Mobile US	$141,149,328	$16,273,981 ▼	-10.3%	639,466	0.9%	Computer and Technology
PEP PepsiCo	$140,607,903	$2,836,679 ▼	-2.0%	924,687	0.9%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$138,983,385	$2,343,746 ▼	-1.7%	750,734	0.9%	ETF
IWR iShares Russell Mid-Cap ETF	$136,502,859	$1,979,453 ▼	-1.4%	1,544,150	0.8%	ETF
IVV iShares Core S&P 500 ETF	$133,561,484	$1,576,485 ▼	-1.2%	226,883	0.8%	ETF
JNJ Johnson & Johnson	$130,339,930	$1,898,427 ▼	-1.4%	901,258	0.8%	Medical
LLY Eli Lilly and Company	$126,773,208	$26,430,964 ▲	26.3%	164,214	0.8%	Medical
LOW Lowe's Companies	$122,944,899	$545,428 ▲	0.4%	498,156	0.8%	Retail/Wholesale
GOOG Alphabet	$118,629,264	$2,117,312 ▼	-1.8%	622,922	0.7%	Computer and Technology
NOW ServiceNow	$115,947,443	$23,898,285 ▼	-17.1%	109,372	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$114,495,907	$20,162,904 ▼	-15.0%	1,150,944	0.7%	Medical
TMO Thermo Fisher Scientific	$113,047,018	$6,398,309 ▼	-5.4%	217,302	0.7%	Medical
FI Fiserv	$110,992,944	$11,047,898 ▼	-9.1%	540,322	0.7%	Business Services
UNP Union Pacific	$110,318,909	$415,489 ▼	-0.4%	483,770	0.7%	Transportation
IWM iShares Russell 2000 ETF	$106,683,686	$911,681 ▼	-0.8%	482,819	0.7%	Finance
BRK.B Berkshire Hathaway	$103,259,450	$840,381 ▲	0.8%	227,805	0.6%	Finance
COST Costco Wholesale	$103,249,884	$1,843,535 ▼	-1.8%	112,685	0.6%	Retail/Wholesale
MDLZ Mondelez International	$101,243,364	$1,546,111 ▼	-1.5%	1,695,017	0.6%	Consumer Staples
WMT Walmart	$97,593,630	$13,179,445 ▲	15.6%	1,080,173	0.6%	Retail/Wholesale
AMGN Amgen	$95,162,530	$4,209,857 ▼	-4.2%	365,111	0.6%	Medical
CVX Chevron	$93,773,761	$2,965,744 ▼	-3.1%	647,430	0.6%	Energy
ABBV AbbVie	$93,436,969	$27,010 ▲	0.0%	525,813	0.6%	Medical
TXN Texas Instruments	$91,440,375	$847,545 ▲	0.9%	487,656	0.6%	Computer and Technology
PH Parker-Hannifin	$89,723,479	$24,169 ▼	0.0%	141,068	0.6%	Industrials
MSI Motorola Solutions	$89,123,027	$137,745 ▼	-0.2%	192,811	0.5%	Computer and Technology
HD Home Depot	$88,331,459	$2,925,205 ▼	-3.2%	227,079	0.5%	Retail/Wholesale
CRM Salesforce	$87,411,581	$4,816,358 ▲	5.8%	261,453	0.5%	Computer and Technology
LMT Lockheed Martin	$85,531,756	$6,065,989 ▲	7.6%	176,013	0.5%	Aerospace
EMR Emerson Electric	$83,025,415	$989,457 ▼	-1.2%	669,938	0.5%	Industrials
DHR Danaher	$82,833,116	$328,945 ▼	-0.4%	360,850	0.5%	Medical
IBB iShares Biotechnology ETF	$82,807,220	$15,473,197 ▼	-15.7%	626,331	0.5%	Finance
XLB Materials Select Sector SPDR Fund	$80,397,788	$35,195,761 ▲	77.9%	955,524	0.5%	ETF
MCK McKesson	$79,589,640	$9,761,418 ▼	-10.9%	139,653	0.5%	Medical
PALANTIR TECHNOLOGIES INC	$71,436,164	$1,347,878 ▲	1.9%	944,548	0.4%	CL A
ELV Elevance Health	$70,031,237	$5,884,693 ▼	-7.8%	189,838	0.4%	Medical
VOO Vanguard S&P 500 ETF	$69,883,117	$1,483,344 ▼	-2.1%	129,699	0.4%	ETF
ETN Eaton	$68,377,498	$4,076,027 ▼	-5.6%	206,037	0.4%	Industrials
IWO iShares Russell 2000 Growth ETF	$67,949,696	$2,114,901 ▼	-3.0%	236,084	0.4%	ETF
BKNG Booking	$67,292,279	$39,747 ▼	-0.1%	13,544	0.4%	Retail/Wholesale
SYK Stryker	$66,042,890	$1,045,585 ▲	1.6%	183,427	0.4%	Medical
IWB iShares Russell 1000 ETF	$65,678,436	$24,222,244 ▲	58.4%	203,869	0.4%	ETF
ORCL Oracle	$65,325,712	$1,348,284 ▼	-2.0%	392,017	0.4%	Computer and Technology
RRX Regal Rexnord	$65,292,975	$777,046 ▼	-1.2%	420,892	0.4%	Industrials
RTX RTX	$65,067,388	$961,170 ▼	-1.5%	562,283	0.4%	Aerospace
MA Mastercard	$64,847,094	$674,010 ▼	-1.0%	123,150	0.4%	Business Services
UNH UnitedHealth Group	$60,913,131	$665,712 ▲	1.1%	120,415	0.4%	Medical
NEE NextEra Energy	$60,845,739	$351,281 ▲	0.6%	848,734	0.4%	Utilities
COF Capital One Financial	$60,544,097	$980,760 ▲	1.6%	339,525	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$59,520,932	$144,464 ▼	-0.2%	1,244,687	0.4%	ETF
UBER Uber Technologies	$58,888,725	$616,410 ▼	-1.0%	976,272	0.4%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$58,741,339	$1,217,813 ▼	-2.0%	357,808	0.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$58,591,208	$5,826,004 ▼	-9.0%	2,549,661	0.4%	ETF
TE CONNECTIVITY PLC	$58,056,541	$108,228 ▲	0.2%	406,075	0.4%	ORD SHS
PTC PTC	$57,338,203	$48,622,030 ▲	557.8%	311,841	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$57,235,445	$460,508 ▲	0.8%	197,493	0.4%	ETF
NVT nVent Electric	$56,934,115	$85,813 ▲	0.2%	835,301	0.4%	Computer and Technology
CB Chubb	$56,368,514	$4,534,635 ▼	-7.4%	204,012	0.3%	Finance
PLD Prologis	$56,095,411	$8,405,687 ▼	-13.0%	530,704	0.3%	Finance
ADBE Adobe	$55,751,755	$1,893,447 ▼	-3.3%	125,375	0.3%	Computer and Technology
IWV iShares Russell 3000 ETF	$52,897,736	$1,072,942 ▼	-2.0%	158,258	0.3%	ETF
CAT Caterpillar	$52,402,858	$637,732 ▲	1.2%	144,456	0.3%	Industrials
WM Waste Management	$52,067,670	$935,095 ▼	-1.8%	258,029	0.3%	Business Services
TSLA Tesla	$51,719,384	$2,814,765 ▼	-5.2%	128,069	0.3%	Auto/Tires/Trucks
DE Deere & Company	$51,476,583	$2,812,097 ▼	-5.2%	121,493	0.3%	Industrials
BLDR Builders FirstSource	$50,263,906	$1,825,216 ▲	3.8%	351,668	0.3%	Retail/Wholesale
BX Blackstone	$50,249,566	$36,238,717 ▲	258.6%	291,437	0.3%	Finance
ABT Abbott Laboratories	$48,477,474	$565,098 ▼	-1.2%	428,587	0.3%	Medical
BAC Bank of America	$48,307,070	$3,369,119 ▼	-6.5%	1,099,137	0.3%	Finance
FCNCA First Citizens BancShares	$46,896,364	$1,793,954 ▲	4.0%	22,194	0.3%	Finance
RSG Republic Services	$44,725,330	$150,885 ▲	0.3%	222,315	0.3%	Business Services
VVV Valvoline	$44,474,155	$100,074 ▼	-0.2%	1,229,247	0.3%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$44,455,032	$1,181,901 ▼	-2.6%	1,009,424	0.3%	ETF
CSCO Cisco Systems	$44,356,191	$2,447,979 ▼	-5.2%	749,260	0.3%	Computer and Technology
AEP American Electric Power	$44,079,206	$378,051 ▲	0.9%	477,927	0.3%	Utilities
NOC Northrop Grumman	$43,613,464	$1,989,320 ▲	4.8%	92,935	0.3%	Aerospace
PFE Pfizer	$43,301,204	$12,219,506 ▼	-22.0%	1,632,160	0.3%	Medical
HON Honeywell International	$41,646,208	$1,472,577 ▼	-3.4%	184,365	0.3%	Multi-Sector Conglomerates
TT Trane Technologies	$41,233,495	$30,287 ▼	-0.1%	111,638	0.3%	Construction
RCL Royal Caribbean Cruises	$41,189,468	$5,511,645 ▼	-11.8%	178,549	0.3%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$41,093,259	$1,530,214 ▲	3.9%	176,730	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$38,809,499	$1,940,904 ▲	5.3%	375,697	0.2%	ETF
ITW Illinois Tool Works	$38,454,908	$1,150,909 ▼	-2.9%	151,660	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Commerce Bank Top Holdings and 13F Report (2025)

About Commerce Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Commerce Bank Top Holdings and 13F Report (2025)

About Commerce Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCommerce Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools