Commerce Bank Top Holdings and 13F Report (2025) About Commerce BankInvestment ActivityCommerce 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 $973,643,763Apple $800,431,977NVIDIA $795,039,646Amazon.com $504,023,512Alphabet $465,582,741 Largest New Holdings this Quarter 15118V207 - Celsius $35,722,897 Holding05464C101 - Axon Enterprise $4,281,277 Holding60770K107 - Moderna $3,307,571 Holding76131D103 - Restaurant Brands International $2,953,484 Holding72703H101 - 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 TimeMap of 500 Largest Holdings ofCommerce Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$973,643,763$580,477 ▼-0.1%1,957,4275.7%Computer and TechnologyAAPLApple$800,431,977$2,572,421 ▼-0.3%3,901,3114.7%Computer and TechnologyNVDANVIDIA$795,039,646$13,676,720 ▲1.8%5,032,2154.7%Computer and TechnologyAMZNAmazon.com$504,023,512$3,352,279 ▲0.7%2,297,3863.0%Retail/WholesaleGOOGLAlphabet$465,582,741$22,061,705 ▼-4.5%2,641,9042.7%Computer and TechnologyAVGOBroadcom$368,327,939$7,524,418 ▲2.1%1,336,2162.2%Computer and TechnologyJPMJPMorgan Chase & Co.$349,124,986$1,806,719 ▲0.5%1,204,2532.1%FinanceCBSHCommerce Bancshares$290,903,004$3,068,836 ▲1.1%4,679,1541.7%FinanceIWSiShares Russell Mid-Cap Value ETF$275,861,541$16,868,860 ▼-5.8%2,087,6461.6%ETFMETAMeta Platforms$264,363,908$19,850,930 ▲8.1%358,1731.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$238,911,662$7,087,519 ▼-2.9%1,722,7551.4%ETFVVisa$237,133,633$3,530,972 ▲1.5%667,8881.4%Business ServicesPGProcter & Gamble$214,009,615$2,617,468 ▼-1.2%1,343,2691.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$193,640,322$1,639,303 ▲0.9%456,0751.1%ETFXOMExxon Mobil$166,226,953$379,456 ▲0.2%1,541,9941.0%EnergyMSMorgan Stanley$165,524,584$1,807,375 ▼-1.1%1,175,1001.0%FinanceSPYSPDR S&P 500 ETF Trust$155,063,049$1,723,184 ▼-1.1%250,9720.9%FinanceIWDiShares Russell 1000 Value ETF$147,162,437$1,458,279 ▲1.0%757,6710.9%ETFMCDMcDonald's$144,994,620$760,811 ▲0.5%496,2680.9%Retail/WholesaleLLYEli Lilly and Company$141,713,096$4,222,714 ▲3.1%181,7930.8%MedicalIWRiShares Russell Mid-Cap ETF$140,782,157$677,635 ▲0.5%1,530,7400.8%ETFIVViShares Core S&P 500 ETF$139,698,773$8,872,040 ▼-6.0%224,9940.8%ETFJNJJohnson & Johnson$136,032,733$500,714 ▼-0.4%890,5580.8%MedicalTMUST-Mobile US$126,052,643$212,528 ▲0.2%529,0550.7%Computer and TechnologyBRK.BBerkshire Hathaway$119,468,815$7,543,036 ▲6.7%245,9370.7%FinanceNOWServiceNow$114,709,053$1,288,184 ▲1.1%111,5760.7%Computer and TechnologyPEPPepsiCo$113,454,049$7,948,016 ▼-6.5%859,2400.7%Consumer StaplesLOWLowe's Companies$110,419,373$271,347 ▼-0.2%497,6760.7%Retail/WholesaleUNPUnion Pacific$110,342,915$1,237,830 ▼-1.1%479,5850.7%TransportationCOSTCostco Wholesale$109,884,329$339,549 ▼-0.3%111,0010.6%Retail/WholesaleWMTWalmart$104,266,235$757,599 ▼-0.7%1,066,3350.6%Retail/WholesaleMCKMcKesson$102,082,848$1,185,638 ▲1.2%139,3090.6%MedicalPHParker-Hannifin$101,531,693$2,016,483 ▲2.0%145,3630.6%IndustrialsIWMiShares Russell 2000 ETF$100,801,550$1,889,026 ▼-1.8%467,1280.6%FinanceFIFiserv$99,816,595$7,794,828 ▲8.5%578,9490.6%Business ServicesPALANTIR TECHNOLOGIES INC$98,747,072$23,704,003 ▼-19.4%724,3770.6%CL ATXNTexas Instruments$94,512,983$2,078,691 ▼-2.2%455,2210.6%Computer and TechnologyUBERUber Technologies$93,548,457$2,645,148 ▲2.9%1,002,6630.6%Computer and TechnologyABBVAbbVie$92,558,298$2,341,782 ▼-2.5%498,6440.5%MedicalGOOGAlphabet$92,211,578$17,995,151 ▼-16.3%519,8240.5%Computer and TechnologyETEnergy Transfer$90,510,217$195,079 ▲0.2%4,992,2900.5%EnergyBKNGBooking$85,883,374$3,160,925 ▲3.8%14,8350.5%Retail/WholesaleMSIMotorola Solutions$84,347,637$1,987,935 ▼-2.3%200,6080.5%Computer and TechnologyTMOThermo Fisher Scientific$82,208,635$4,458,438 ▼-5.1%202,7540.5%MedicalCOFCapital One Financial$82,201,526$7,021,931 ▲9.3%386,3580.5%FinanceNVTnVent Electric$81,617,273$19,944,803 ▲32.3%1,114,2290.5%Computer and TechnologyORCLOracle$81,074,561$7,350,340 ▼-8.3%370,8300.5%Computer and TechnologyHDHome Depot$81,031,472$2,581,879 ▼-3.1%221,0110.5%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$80,390,029$17,026,828 ▲26.9%1,584,0400.5%ETFCVXChevron$79,637,408$9,232,605 ▼-10.4%556,1660.5%EnergyNFLXNetflix$79,307,294$13,254,708 ▲20.1%59,2230.5%Consumer DiscretionaryCRMSalesforce$78,232,033$3,409,443 ▲4.6%286,8900.5%Computer and TechnologyRTXRTX$78,017,754$1,821,891 ▼-2.3%534,2950.5%AerospaceNOCNorthrop Grumman$77,603,394$2,244,410 ▲3.0%155,2130.5%AerospaceSYKStryker$76,575,767$2,890,077 ▲3.9%193,5540.5%MedicalELVElevance Health$73,059,133$1,894,624 ▲2.7%187,8320.4%MedicalVTIVanguard Total Stock Market ETF$72,271,818$10,544,547 ▲17.1%237,7910.4%ETFHONHoneywell International$72,026,289$30,514,964 ▲73.5%309,2850.4%Multi-Sector ConglomeratesLMTLockheed Martin$70,987,782$2,613,962 ▼-3.6%153,2750.4%AerospaceIBBiShares Biotechnology ETF$70,749,452$5,118,595 ▼-6.7%559,2400.4%FinanceVEAVanguard FTSE Developed Markets ETF$70,361,342$1,625,298 ▼-2.3%1,234,1930.4%ETFXLBMaterials Select Sector SPDR Fund$70,262,048$2,287,802 ▼-3.2%800,1600.4%ETFMAMastercard$70,072,793$1,558,822 ▲2.3%124,6980.4%Business ServicesAMGNAmgen$69,381,170$31,193,061 ▼-31.0%248,4910.4%MedicalEMREmerson Electric$69,045,206$17,801,555 ▼-20.5%517,8520.4%IndustrialsETNEaton$68,899,426$2,995,503 ▼-4.2%193,0010.4%IndustrialsIWBiShares Russell 1000 ETF$68,497,380$555,537 ▼-0.8%201,7180.4%ETFIWOiShares Russell 2000 Growth ETF$68,344,266$2,006,451 ▲3.0%239,0830.4%ETFTAT&T$67,906,579$20,426,546 ▲43.0%2,346,4610.4%Computer and TechnologyAEPAmerican Electric Power$67,041,306$15,484,001 ▲30.0%646,1190.4%UtilitiesTE CONNECTIVITY PLC$62,387,320$2,023,028 ▼-3.1%369,8780.4%ORD SHSPANWPalo Alto Networks$61,589,271$51,687,970 ▲522.0%300,9640.4%Computer and TechnologyCBChubb$60,804,114$956,945 ▲1.6%209,8720.4%FinanceVOOVanguard S&P 500 ETF$60,803,635$15,022,689 ▼-19.8%107,0430.4%ETFNEENextEra Energy$59,675,722$275,459 ▲0.5%859,6330.4%UtilitiesDEDeere & Company$59,549,262$871,043 ▼-1.4%117,1100.4%IndustrialsRSGRepublic Services$59,181,959$2,251,056 ▲4.0%239,9820.3%Business ServicesCBRECBRE Group$58,898,320$4,280,806 ▲7.8%420,3420.3%FinanceWMWaste Management$58,463,737$193,353 ▲0.3%255,5010.3%Business ServicesUSFDUS Foods$58,361,411$3,011,476 ▲5.4%757,8420.3%Consumer StaplesMRKMerck & Co., Inc.$57,860,892$4,775,960 ▼-7.6%730,9360.3%MedicalIWViShares Russell 3000 ETF$57,725,109$149,175 ▼-0.3%164,4590.3%ETFRRXRegal Rexnord$57,161,060$1,582,238 ▼-2.7%394,3230.3%IndustrialsIWNiShares Russell 2000 Value ETF$55,223,098$1,093,750 ▲2.0%350,0450.3%ETFABTAbbott Laboratories$55,209,042$1,211,033 ▼-2.1%405,9190.3%MedicalCATCaterpillar$50,084,912$725,953 ▼-1.4%129,0150.3%IndustrialsVWOVanguard FTSE Emerging Markets ETF$50,054,212$156,442 ▲0.3%1,012,0140.3%ETFBXBlackstone$48,685,596$796,663 ▲1.7%325,4820.3%FinancePTCPTC$48,220,214$462,216 ▼-0.9%279,7970.3%Computer and TechnologyBACBank of America$48,130,922$5,092,484 ▼-9.6%1,017,1370.3%FinanceCSCOCisco Systems$48,062,369$2,451,265 ▼-4.9%692,7410.3%Computer and TechnologyVVVValvoline$47,812,010$1,832,188 ▲4.0%1,262,5300.3%Retail/WholesaleTTTrane Technologies$47,411,306$761,531 ▼-1.6%108,3910.3%ConstructionXLKTechnology Select Sector SPDR Fund$46,714,603$1,188,408 ▲2.6%184,4750.3%ETFCRWDCrowdStrike$45,462,029$637,147 ▼-1.4%89,2620.3%Computer and TechnologyIBMInternational Business Machines$45,066,260$212,536 ▼-0.5%152,8810.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$44,493,976$1,714,986 ▲4.0%407,4540.3%ETFTOSTToast$43,723,440$300,463 ▲0.7%987,2080.3%Computer and TechnologyTSLATesla$43,632,824$2,830,986 ▲6.9%137,3570.3%Auto/Tires/TrucksMDLZMondelez International$43,301,132$4,214,865 ▼-8.9%642,0690.3%Consumer StaplesShowing largest 100 holdings. 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