Commerce Bank Portfolio Stock Holdings
Commerce Bank disclosed 1310 stock positions valued at approximately $20.7 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1310
- Portfolio Value
- $20.7B
Holdings by Sector
Commerce Bank Portfolio Holdings in Q1 2026
1280 holdings in the latest reporting period.
Page 1 of 13
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.31% | 4,322,486 | +509,288 | +13.36% | $1,097,003,720 |
| NVIDIA CORPORATION | NVDA | Technology | 4.34% | 5,144,377 | +423,446 | +8.97% | $897,179,347 |
| MICROSOFT CORP | MSFT | Technology | 3.88% | 2,162,350 | +232,229 | +12.03% | $800,437,308 |
| ALPHABET INC | GOOGL | Communication Services | 3.75% | 2,693,855 | +85,813 | +3.29% | $774,644,943 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.64% | 2,614,216 | +304,540 | +13.19% | $544,462,765 |
| BROADCOM INC | AVGO | Technology | 2.22% | 1,482,845 | +244,782 | +19.77% | $458,955,355 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.92% | 1,350,694 | +168,612 | +14.26% | $397,320,146 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 1.67% | 7,010,289 | +1,349,466 | +23.84% | $344,906,219 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.58% | 501,503 | +250,856 | +100.08% | $326,147,461 |
| ISHARES TR | IVV | Other | 1.48% | 468,370 | +236,095 | +101.64% | $305,943,966 |
| ISHARES TR | IWS | Other | 1.40% | 1,980,452 | -4,313 | -0.22% | $288,631,074 |
| EXXON MOBIL CORP | XOM | Energy | 1.37% | 1,669,788 | +149,761 | +9.85% | $283,296,232 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.15% | 971,935 | +98,000 | +11.21% | $237,579,791 |
| META PLATFORMS INC | META | Communication Services | 1.15% | 414,189 | +51,826 | +14.30% | $236,969,951 |
| ALPHABET INC | GOOG | Communication Services | 1.09% | 787,905 | +275,208 | +53.68% | $226,018,427 |
| MORGAN STANLEY | MS | Financial Services | 1.02% | 1,286,011 | +126,137 | +10.88% | $211,638,829 |
| VISA INC | V | Financial Services | 1.02% | 695,201 | +42,239 | +6.47% | $210,117,548 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.01% | 1,451,144 | +122,860 | +9.25% | $209,603,238 |
| ISHARES TR | IWP | Other | 1.00% | 1,617,898 | -42,519 | -2.56% | $207,285,092 |
| ISHARES TR | IWF | Other | 0.96% | 464,576 | +11,043 | +2.43% | $198,095,206 |
| CATERPILLAR INC | CAT | Industrials | 0.89% | 259,482 | +48,480 | +22.98% | $183,832,617 |
| ELI LILLY & CO | LLY | Healthcare | 0.85% | 191,230 | +15,667 | +8.92% | $175,887,616 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.83% | 1,742,900 | +1,716,778 | +6572.15% | $171,466,534 |
| ISHARES TR | IWM | Other | 0.82% | 681,630 | +229,077 | +50.62% | $169,044,240 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.78% | 520,571 | +29,076 | +5.92% | $161,788,261 |
| WALMART INC | WMT | Consumer Defensive | 0.75% | 1,240,877 | +152,094 | +13.97% | $154,216,192 |
| ISHARES TR | IWD | Other | 0.73% | 706,802 | -18,554 | -2.56% | $151,022,383 |
| ISHARES TR | IBB | Other | 0.72% | 881,632 | +55,938 | +6.77% | $148,863,562 |
| ISHARES TR | IWR | Other | 0.70% | 1,477,948 | -5,971 | -0.40% | $143,700,884 |
| MERCK & CO INC | MRK | Healthcare | 0.69% | 1,188,031 | +255,241 | +27.36% | $142,908,249 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.68% | 1,510,854 | +351,045 | +30.27% | $140,328,119 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 281,077 | +38,593 | +15.92% | $134,692,097 |
| NVENT ELEC PLC | NVT | Other | 0.63% | 1,107,218 | -5,697 | -0.51% | $130,961,744 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.63% | 263,371 | +31,053 | +13.37% | $129,454,747 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.62% | 144,109 | -794 | -0.55% | $129,012,140 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.61% | 536,943 | +45,818 | +9.33% | $126,868,891 |
| RTX CORPORATION | RTX | Industrials | 0.61% | 648,741 | +142,343 | +28.11% | $125,142,271 |
| CHEVRON CORPORATION | CVX | Energy | 0.61% | 603,977 | +51,731 | +9.37% | $124,962,839 |
| UNION PAC CORP | UNP | Industrials | 0.60% | 514,801 | +38,271 | +8.03% | $124,901,018 |
| MCKESSON CORP | MCK | Healthcare | 0.58% | 139,447 | +920 | +0.66% | $120,671,857 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.58% | 175,672 | +16,440 | +10.32% | $119,850,465 |
| ABBVIE INC | ABBV | Healthcare | 0.57% | 545,072 | +80,665 | +17.37% | $118,547,708 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.56% | 116,977 | +5,042 | +4.50% | $116,559,391 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 185,617 | +72,418 | +63.97% | $110,915,437 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.51% | 1,644,980 | +325,289 | +24.65% | $105,410,318 |
| PEPSICO INC | PEP | Consumer Defensive | 0.51% | 676,923 | +22,453 | +3.43% | $105,119,372 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.49% | 2,036,640 | +470,348 | +30.03% | $101,770,901 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.49% | 305,580 | +87,487 | +40.11% | $100,502,205 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.48% | 164,409 | +18,389 | +12.59% | $99,367,677 |
| T-MOBILE US INC | TMUS | Communication Services | 0.48% | 471,246 | -20,839 | -4.23% | $98,975,797 |
| ENERGY TRANSFER L P | ET | Energy | 0.47% | 5,028,697 | +36,303 | +0.73% | $97,053,851 |
| HONEYWELL INTL INC | HON | Industrials | 0.47% | 424,999 | +100,894 | +31.13% | $96,062,523 |
| ISHARES TR | IWB | Other | 0.46% | 263,864 | +66,626 | +33.78% | $94,083,348 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.45% | 585,099 | +92,251 | +18.72% | $93,803,071 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.45% | 715,376 | +26,483 | +3.84% | $93,771,486 |
| AMGEN INC | AMGN | Healthcare | 0.44% | 259,907 | +36,198 | +16.18% | $91,448,278 |
| VANGUARD INDEX FDS | VTI | Other | 0.44% | 284,975 | +61,233 | +27.37% | $91,422,829 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.43% | 202,837 | +2,170 | +1.08% | $88,025,172 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.42% | 174,961 | +50,320 | +40.37% | $87,421,012 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.42% | 141,154 | +114,538 | +430.34% | $87,058,140 |
| ISHARES TR | EFA | Other | 0.42% | 896,196 | +533,220 | +146.90% | $87,047,517 |
| TE CONNECTIVITY PLC | TEL | Other | 0.42% | 414,423 | +38,856 | +10.35% | $86,622,695 |
| ISHARES TR | IWO | Other | 0.40% | 265,635 | +7,305 | +2.83% | $83,358,919 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.37% | 424,153 | +28,889 | +7.31% | $77,378,231 |
| EMERSON ELEC CO | EMR | Industrials | 0.36% | 569,211 | +73,263 | +14.77% | $74,578,025 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 0.34% | 761,815 | -2,113 | -0.28% | $70,246,961 |
| CISCO SYS INC | CSCO | Technology | 0.34% | 898,556 | +221,381 | +32.69% | $69,718,960 |
| NETFLIX INC. | NFLX | Communication Services | 0.34% | 724,884 | +69,379 | +10.58% | $69,697,596 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.33% | 958,868 | -86,354 | -8.26% | $68,971,374 |
| EATON CORP PLC | ETN | Other | 0.33% | 188,827 | +1,882 | +1.01% | $67,537,753 |
| DISNEY WALT CO | DIS | Communication Services | 0.32% | 681,453 | +57,402 | +9.20% | $65,678,439 |
| STRYKER CORPORATION | SYK | Healthcare | 0.31% | 196,757 | +3,133 | +1.62% | $64,652,382 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.31% | 154,840 | +48,798 | +46.02% | $64,528,021 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.31% | 15,242 | +630 | +4.31% | $64,173,698 |
| WASTE MGMT INC DEL | WM | Industrials | 0.30% | 273,270 | +19,866 | +7.84% | $62,794,713 |
| DEERE & CO | DE | Industrials | 0.30% | 110,980 | +1,995 | +1.83% | $62,515,034 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.30% | 1,145,122 | +51,174 | +4.68% | $61,893,843 |
| ORACLE CORP | ORCL | Technology | 0.30% | 420,626 | +73,461 | +21.16% | $61,878,290 |
| ISHARES TR | IWN | Other | 0.30% | 321,635 | -6,384 | -1.95% | $60,978,779 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 103,986 | +50,061 | +92.83% | $60,018,639 |
| CBRE GROUP INC | CBRE | Real Estate | 0.29% | 437,674 | +7,173 | +1.67% | $59,287,319 |
| TEXAS INSTRS INC | TXN | Technology | 0.28% | 295,931 | -12,772 | -4.14% | $57,452,044 |
| BANK AMERICA CORP | BAC | Financial Services | 0.28% | 1,167,561 | +96,239 | +8.98% | $56,918,598 |
| ISHARES TR | IWL | Other | 0.27% | 353,487 | +179,880 | +103.61% | $56,727,101 |
| ISHARES INC | IEMG | Other | 0.26% | 784,033 | +165,344 | +26.72% | $54,686,301 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.26% | 368,959 | +212,318 | +135.54% | $54,642,828 |
| JANUS DETROIT STR TR | JAAA | Other | 0.26% | 1,079,949 | -788,357 | -42.20% | $54,397,031 |
| ISHARES TR | IWV | Other | 0.26% | 145,398 | +529 | +0.37% | $53,896,129 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.26% | 63,105 | +23,832 | +60.68% | $53,386,199 |
| ISHARES TR | IJH | Other | 0.25% | 773,121 | +553,963 | +252.77% | $52,208,861 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.25% | 322,797 | +193,580 | +149.81% | $51,550,680 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.25% | 384,255 | +26,995 | +7.56% | $51,067,489 |
| GE VERNOVA INC | GEV | Utilities | 0.24% | 57,832 | +46,829 | +425.60% | $50,481,552 |
| TESLA INC | TSLA | Consumer Cyclical | 0.24% | 134,952 | +2,141 | +1.61% | $50,168,405 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 658,359 | +193,040 | +41.49% | $50,068,228 |
| ISHARES TR | IEFA | Other | 0.23% | 531,120 | +89,904 | +20.38% | $48,082,294 |
| BLACKROCK INC | BLK | Other | 0.23% | 49,675 | +18,047 | +57.06% | $47,772,942 |
| PFIZER INC | PFE | Healthcare | 0.23% | 1,678,280 | +158,900 | +10.46% | $47,126,127 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.23% | 458,262 | +51,806 | +12.75% | $47,049,759 |
| SPDR GOLD TR | GLD | Other | 0.22% | 103,629 | +21,536 | +26.23% | $44,590,522 |