Commerce Bank Top Holdings and 13F Report (2025)

About Commerce Bank

Investment Activity

Commerce Bank has $16.94 billion in total holdings as of June 30, 2025.
Commerce Bank owns shares of 1,189 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
Approximately 3.15% of the portfolio was purchased this quarter.
About 3.55% of the portfolio was sold this quarter.
This quarter, Commerce Bank has purchased 1,174 new stocks and bought additional shares in 400 stocks.
Commerce Bank sold shares of 577 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Microsoft: $973,643,763
Apple: $800,431,977
NVIDIA: $795,039,646
Amazon.com: $504,023,512
Alphabet: $465,582,741

Largest New Holdings this Quarter

15118V207 - Celsius: $35,722,897 Holding
05464C101 - Axon Enterprise: $4,281,277 Holding
60770K107 - Moderna: $3,307,571 Holding
76131D103 - Restaurant Brands International: $2,953,484 Holding
72703H101 - Planet Fitness: $2,628,431 Holding

Largest Purchases this Quarter

Palo Alto Networks: 252,580 shares (about $51.69M)
Celsius: 770,056 shares (about $35.72M)
Honeywell International: 131,033 shares (about $30.51M)
O'Reilly Automotive: 281,102 shares (about $25.34M)
AT&T: 705,824 shares (about $20.43M)

Largest Sales this Quarter

Skechers U.S.A.: 572,921 shares (about $36.15M)
Prologis: 325,499 shares (about $34.22M)
Amgen: 111,719 shares (about $31.19M)
PALANTIR TECHNOLOGIES INC: 173,885 shares (about $23.70M)
Alphabet: 125,187 shares (about $22.06M)

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
MSFT Microsoft	$973,643,763	$580,477 ▼	-0.1%	1,957,427	5.7%	Computer and Technology
AAPL Apple	$800,431,977	$2,572,421 ▼	-0.3%	3,901,311	4.7%	Computer and Technology
NVDA NVIDIA	$795,039,646	$13,676,720 ▲	1.8%	5,032,215	4.7%	Computer and Technology
AMZN Amazon.com	$504,023,512	$3,352,279 ▲	0.7%	2,297,386	3.0%	Retail/Wholesale
GOOGL Alphabet	$465,582,741	$22,061,705 ▼	-4.5%	2,641,904	2.7%	Computer and Technology
AVGO Broadcom	$368,327,939	$7,524,418 ▲	2.1%	1,336,216	2.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$349,124,986	$1,806,719 ▲	0.5%	1,204,253	2.1%	Finance
CBSH Commerce Bancshares	$290,903,004	$3,068,836 ▲	1.1%	4,679,154	1.7%	Finance
IWS iShares Russell Mid-Cap Value ETF	$275,861,541	$16,868,860 ▼	-5.8%	2,087,646	1.6%	ETF
META Meta Platforms	$264,363,908	$19,850,930 ▲	8.1%	358,173	1.6%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$238,911,662	$7,087,519 ▼	-2.9%	1,722,755	1.4%	ETF
V Visa	$237,133,633	$3,530,972 ▲	1.5%	667,888	1.4%	Business Services
PG Procter & Gamble	$214,009,615	$2,617,468 ▼	-1.2%	1,343,269	1.3%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$193,640,322	$1,639,303 ▲	0.9%	456,075	1.1%	ETF
XOM Exxon Mobil	$166,226,953	$379,456 ▲	0.2%	1,541,994	1.0%	Energy
MS Morgan Stanley	$165,524,584	$1,807,375 ▼	-1.1%	1,175,100	1.0%	Finance
SPY SPDR S&P 500 ETF Trust	$155,063,049	$1,723,184 ▼	-1.1%	250,972	0.9%	Finance
IWD iShares Russell 1000 Value ETF	$147,162,437	$1,458,279 ▲	1.0%	757,671	0.9%	ETF
MCD McDonald's	$144,994,620	$760,811 ▲	0.5%	496,268	0.9%	Retail/Wholesale
LLY Eli Lilly and Company	$141,713,096	$4,222,714 ▲	3.1%	181,793	0.8%	Medical
IWR iShares Russell Mid-Cap ETF	$140,782,157	$677,635 ▲	0.5%	1,530,740	0.8%	ETF
IVV iShares Core S&P 500 ETF	$139,698,773	$8,872,040 ▼	-6.0%	224,994	0.8%	ETF
JNJ Johnson & Johnson	$136,032,733	$500,714 ▼	-0.4%	890,558	0.8%	Medical
TMUS T-Mobile US	$126,052,643	$212,528 ▲	0.2%	529,055	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$119,468,815	$7,543,036 ▲	6.7%	245,937	0.7%	Finance
NOW ServiceNow	$114,709,053	$1,288,184 ▲	1.1%	111,576	0.7%	Computer and Technology
PEP PepsiCo	$113,454,049	$7,948,016 ▼	-6.5%	859,240	0.7%	Consumer Staples
LOW Lowe's Companies	$110,419,373	$271,347 ▼	-0.2%	497,676	0.7%	Retail/Wholesale
UNP Union Pacific	$110,342,915	$1,237,830 ▼	-1.1%	479,585	0.7%	Transportation
COST Costco Wholesale	$109,884,329	$339,549 ▼	-0.3%	111,001	0.6%	Retail/Wholesale
WMT Walmart	$104,266,235	$757,599 ▼	-0.7%	1,066,335	0.6%	Retail/Wholesale
MCK McKesson	$102,082,848	$1,185,638 ▲	1.2%	139,309	0.6%	Medical
PH Parker-Hannifin	$101,531,693	$2,016,483 ▲	2.0%	145,363	0.6%	Industrials
IWM iShares Russell 2000 ETF	$100,801,550	$1,889,026 ▼	-1.8%	467,128	0.6%	Finance
FI Fiserv	$99,816,595	$7,794,828 ▲	8.5%	578,949	0.6%	Business Services
PALANTIR TECHNOLOGIES INC	$98,747,072	$23,704,003 ▼	-19.4%	724,377	0.6%	CL A
TXN Texas Instruments	$94,512,983	$2,078,691 ▼	-2.2%	455,221	0.6%	Computer and Technology
UBER Uber Technologies	$93,548,457	$2,645,148 ▲	2.9%	1,002,663	0.6%	Computer and Technology
ABBV AbbVie	$92,558,298	$2,341,782 ▼	-2.5%	498,644	0.5%	Medical
GOOG Alphabet	$92,211,578	$17,995,151 ▼	-16.3%	519,824	0.5%	Computer and Technology
ET Energy Transfer	$90,510,217	$195,079 ▲	0.2%	4,992,290	0.5%	Energy
BKNG Booking	$85,883,374	$3,160,925 ▲	3.8%	14,835	0.5%	Retail/Wholesale
MSI Motorola Solutions	$84,347,637	$1,987,935 ▼	-2.3%	200,608	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$82,208,635	$4,458,438 ▼	-5.1%	202,754	0.5%	Medical
COF Capital One Financial	$82,201,526	$7,021,931 ▲	9.3%	386,358	0.5%	Finance
NVT nVent Electric	$81,617,273	$19,944,803 ▲	32.3%	1,114,229	0.5%	Computer and Technology
ORCL Oracle	$81,074,561	$7,350,340 ▼	-8.3%	370,830	0.5%	Computer and Technology
HD Home Depot	$81,031,472	$2,581,879 ▼	-3.1%	221,011	0.5%	Retail/Wholesale
JAAA Janus Henderson AAA CLO ETF	$80,390,029	$17,026,828 ▲	26.9%	1,584,040	0.5%	ETF
CVX Chevron	$79,637,408	$9,232,605 ▼	-10.4%	556,166	0.5%	Energy
NFLX Netflix	$79,307,294	$13,254,708 ▲	20.1%	59,223	0.5%	Consumer Discretionary
CRM Salesforce	$78,232,033	$3,409,443 ▲	4.6%	286,890	0.5%	Computer and Technology
RTX RTX	$78,017,754	$1,821,891 ▼	-2.3%	534,295	0.5%	Aerospace
NOC Northrop Grumman	$77,603,394	$2,244,410 ▲	3.0%	155,213	0.5%	Aerospace
SYK Stryker	$76,575,767	$2,890,077 ▲	3.9%	193,554	0.5%	Medical
ELV Elevance Health	$73,059,133	$1,894,624 ▲	2.7%	187,832	0.4%	Medical
VTI Vanguard Total Stock Market ETF	$72,271,818	$10,544,547 ▲	17.1%	237,791	0.4%	ETF
HON Honeywell International	$72,026,289	$30,514,964 ▲	73.5%	309,285	0.4%	Multi-Sector Conglomerates
LMT Lockheed Martin	$70,987,782	$2,613,962 ▼	-3.6%	153,275	0.4%	Aerospace
IBB iShares Biotechnology ETF	$70,749,452	$5,118,595 ▼	-6.7%	559,240	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$70,361,342	$1,625,298 ▼	-2.3%	1,234,193	0.4%	ETF
XLB Materials Select Sector SPDR Fund	$70,262,048	$2,287,802 ▼	-3.2%	800,160	0.4%	ETF
MA Mastercard	$70,072,793	$1,558,822 ▲	2.3%	124,698	0.4%	Business Services
AMGN Amgen	$69,381,170	$31,193,061 ▼	-31.0%	248,491	0.4%	Medical
EMR Emerson Electric	$69,045,206	$17,801,555 ▼	-20.5%	517,852	0.4%	Industrials
ETN Eaton	$68,899,426	$2,995,503 ▼	-4.2%	193,001	0.4%	Industrials
IWB iShares Russell 1000 ETF	$68,497,380	$555,537 ▼	-0.8%	201,718	0.4%	ETF
IWO iShares Russell 2000 Growth ETF	$68,344,266	$2,006,451 ▲	3.0%	239,083	0.4%	ETF
T AT&T	$67,906,579	$20,426,546 ▲	43.0%	2,346,461	0.4%	Computer and Technology
AEP American Electric Power	$67,041,306	$15,484,001 ▲	30.0%	646,119	0.4%	Utilities
TE CONNECTIVITY PLC	$62,387,320	$2,023,028 ▼	-3.1%	369,878	0.4%	ORD SHS
PANW Palo Alto Networks	$61,589,271	$51,687,970 ▲	522.0%	300,964	0.4%	Computer and Technology
CB Chubb	$60,804,114	$956,945 ▲	1.6%	209,872	0.4%	Finance
VOO Vanguard S&P 500 ETF	$60,803,635	$15,022,689 ▼	-19.8%	107,043	0.4%	ETF
NEE NextEra Energy	$59,675,722	$275,459 ▲	0.5%	859,633	0.4%	Utilities
DE Deere & Company	$59,549,262	$871,043 ▼	-1.4%	117,110	0.4%	Industrials
RSG Republic Services	$59,181,959	$2,251,056 ▲	4.0%	239,982	0.3%	Business Services
CBRE CBRE Group	$58,898,320	$4,280,806 ▲	7.8%	420,342	0.3%	Finance
WM Waste Management	$58,463,737	$193,353 ▲	0.3%	255,501	0.3%	Business Services
USFD US Foods	$58,361,411	$3,011,476 ▲	5.4%	757,842	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$57,860,892	$4,775,960 ▼	-7.6%	730,936	0.3%	Medical
IWV iShares Russell 3000 ETF	$57,725,109	$149,175 ▼	-0.3%	164,459	0.3%	ETF
RRX Regal Rexnord	$57,161,060	$1,582,238 ▼	-2.7%	394,323	0.3%	Industrials
IWN iShares Russell 2000 Value ETF	$55,223,098	$1,093,750 ▲	2.0%	350,045	0.3%	ETF
ABT Abbott Laboratories	$55,209,042	$1,211,033 ▼	-2.1%	405,919	0.3%	Medical
CAT Caterpillar	$50,084,912	$725,953 ▼	-1.4%	129,015	0.3%	Industrials
VWO Vanguard FTSE Emerging Markets ETF	$50,054,212	$156,442 ▲	0.3%	1,012,014	0.3%	ETF
BX Blackstone	$48,685,596	$796,663 ▲	1.7%	325,482	0.3%	Finance
PTC PTC	$48,220,214	$462,216 ▼	-0.9%	279,797	0.3%	Computer and Technology
BAC Bank of America	$48,130,922	$5,092,484 ▼	-9.6%	1,017,137	0.3%	Finance
CSCO Cisco Systems	$48,062,369	$2,451,265 ▼	-4.9%	692,741	0.3%	Computer and Technology
VVV Valvoline	$47,812,010	$1,832,188 ▲	4.0%	1,262,530	0.3%	Retail/Wholesale
TT Trane Technologies	$47,411,306	$761,531 ▼	-1.6%	108,391	0.3%	Construction
XLK Technology Select Sector SPDR Fund	$46,714,603	$1,188,408 ▲	2.6%	184,475	0.3%	ETF
CRWD CrowdStrike	$45,462,029	$637,147 ▼	-1.4%	89,262	0.3%	Computer and Technology
IBM International Business Machines	$45,066,260	$212,536 ▼	-0.5%	152,881	0.3%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$44,493,976	$1,714,986 ▲	4.0%	407,454	0.3%	ETF
TOST Toast	$43,723,440	$300,463 ▲	0.7%	987,208	0.3%	Computer and Technology
TSLA Tesla	$43,632,824	$2,830,986 ▲	6.9%	137,357	0.3%	Auto/Tires/Trucks
MDLZ Mondelez International	$43,301,132	$4,214,865 ▼	-8.9%	642,069	0.3%	Consumer Staples

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