COMMERCE BANK Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$16.9B
Holdings
1,189
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | MCOMOODYS CORP | 6,370 | $3.2B | 18.86% | |
| 402 | PENPENUMBRA INC | 12,427 | $3.2B | 18.83% | |
| 403 | DDDUPONT DE NEMOURS INC | 46,292 | $3.2B | 18.74% | |
| 404 | VLTOVERALTO CORP | 31,357 | $3.2B | 18.69% | |
| 405 | T7DTRANSDIGM GROUP INC | 2,068 | $3.1B | 18.56% | |
| 406 | MORNMORNINGSTAR INC | 10,015 | $3.1B | 18.56% | |
| 407 | TWLOTWILIO INC | 25,280 | $3.1B | 18.56% | |
| 408 | IRINGERSOLL RAND INC | 37,770 | $3.1B | 18.55% | |
| 409 | DDOGDATADOG INC | 23,161 | $3.1B | 18.37% | |
| 410 | ETRENTERGY CORP NEW | 37,394 | $3.1B | 18.35% | |
| 411 | UPSUNITED PARCEL SERVICE INC | 30,671 | $3.1B | 18.28% | |
| 412 | IDXXIDEXX LABS INC | 5,760 | $3.1B | 18.24% | |
| 413 | LQDISHARES TR | 27,967 | $3.1B | 18.10% | |
| 414 | STZCONSTELLATION BRANDS INC | 18,485 | $3.0B | 17.75% | |
| 415 | WELLWELLTOWER INC | 19,530 | $3.0B | 17.72% | |
| 416 | INTCINTEL CORP | 133,708 | $3.0B | 17.68% | |
| 417 | LECOLINCOLN ELEC HLDGS INC | 14,395 | $3.0B | 17.62% | |
| 418 | DTEDTE ENERGY CO | 22,492 | $3.0B | 17.59% | |
| 419 | FTNTFORTINET INC | 28,119 | $3.0B | 17.55% | |
| 420 | VTWGVANGUARD SCOTTSDALE FDS | 14,253 | $3.0B | 17.54% | |
| 421 | QSRRESTAURANT BRANDS INTL INC | 44,554 | $3.0B | 17.43% | |
| 422 | EQIXEQUINIX INC | 3,592 | $2.9B | 16.87% | |
| 423 | KVUEKENVUE INC | 136,370 | $2.9B | 16.85% | |
| 424 | EOGEOG RES INC | 23,737 | $2.8B | 16.76% | |
| 425 | DCIDONALDSON INC | 40,851 | $2.8B | 16.72% | |
| 426 | JCIJOHNSON CTLS INTL PLC | 26,794 | $2.8B | 16.71% | |
| 427 | SCHDSCHWAB STRATEGIC TR | 106,524 | $2.8B | 16.66% | |
| 428 | VRSKVERISK ANALYTICS INC | 9,052 | $2.8B | 16.64% | |
| 429 | CHECHEMED CORP NEW | 5,788 | $2.8B | 16.64% | |
| 430 | DVADAVITA INC | 19,724 | $2.8B | 16.59% | |
| 431 | PCARPACCAR INC | 29,388 | $2.8B | 16.49% | |
| 432 | IJJISHARES TR | 22,567 | $2.8B | 16.46% | |
| 433 | TTEKTETRA TECH INC NEW | 76,924 | $2.8B | 16.33% | |
| 434 | ABNBAIRBNB INC | 20,881 | $2.8B | 16.31% | |
| 435 | KMXCARMAX INC | 41,103 | $2.8B | 16.31% | |
| 436 | BENFRANKLIN RESOURCES INC | 115,789 | $2.8B | 16.30% | |
| 437 | MARMARRIOTT INTL INC NEW | 10,068 | $2.8B | 16.24% | |
| 438 | INCYINCYTE CORP | 39,886 | $2.7B | 16.03% | |
| 439 | BKBANK NEW YORK MELLON CORP | 29,695 | $2.7B | 15.97% | |
| 440 | SHYISHARES TR | 32,300 | $2.7B | 15.80% | |
| 441 | OWLBLUE OWL CAPITAL INC | 138,868 | $2.7B | 15.75% | |
| 442 | XLYSELECT SECTOR SPDR TR | 12,226 | $2.7B | 15.68% | |
| 443 | IJKISHARES TR | 29,112 | $2.6B | 15.63% | |
| 444 | GMFSPDR INDEX SHS FDS | 20,953 | $2.6B | 15.63% | |
| 445 | OEFISHARES TR | 8,699 | $2.6B | 15.63% | |
| 446 | CNPCENTERPOINT ENERGY INC | 72,023 | $2.6B | 15.62% | |
| 447 | NVSNNOVARTIS AG | 21,785 | $2.6B | 15.56% | |
| 448 | PLNTPLANET FITNESS INC | 24,103 | $2.6B | 15.52% | |
| 449 | EFVISHARES TR | 41,235 | $2.6B | 15.45% | |
| 450 | IDV*ISHARES TR | 75,007 | $2.6B | 15.28% | |
| 451 | DELLDELL TECHNOLOGIES INC | 20,970 | $2.6B | 15.18% | |
| 452 | SNSHARKNINJA INC | 25,865 | $2.6B | 15.11% | |
| 453 | ONONON HLDG AG | 49,157 | $2.6B | 15.10% | |
| 454 | FLUTFLUTTER ENTMT PLC | 8,953 | $2.6B | 15.10% | |
| 455 | MRVLMARVELL TECHNOLOGY INC | 32,875 | $2.5B | 15.02% | |
| 456 | SHELSHELL PLC | 36,068 | $2.5B | 14.99% | |
| 457 | VRTVERTIV HOLDINGS CO | 19,593 | $2.5B | 14.85% | |
| 458 | CVSCVS HEALTH CORP | 36,447 | $2.5B | 14.84% | |
| 459 | DGXQUEST DIAGNOSTICS INC | 13,934 | $2.5B | 14.77% | |
| 460 | TTDTHE TRADE DESK INC | 34,703 | $2.5B | 14.75% | |
| 461 | CASSCASS INFORMATION SYS INC | 56,446 | $2.5B | 14.48% | |
| 462 | EEFTEURONET WORLDWIDE INC | 24,048 | $2.4B | 14.39% | |
| 463 | CWCURTISS WRIGHT CORP | 4,977 | $2.4B | 14.35% | |
| 464 | SCCOSOUTHERN COPPER CORP | 23,649 | $2.4B | 14.12% | |
| 465 | DHSWISDOMTREE TR | 24,800 | $2.4B | 14.05% | |
| 466 | HRBBLOCK H & R INC | 43,110 | $2.4B | 13.97% | |
| 467 | FTVFORTIVE CORP | 45,137 | $2.4B | 13.89% | |
| 468 | EXREXTRA SPACE STORAGE INC | 15,942 | $2.4B | 13.87% | |
| 469 | XLUSELECT SECTOR SPDR TR | 28,476 | $2.3B | 13.73% | |
| 470 | SUSAISHARES TR | 18,280 | $2.3B | 13.68% | |
| 471 | KDKYNDRYL HLDGS INC | 54,672 | $2.3B | 13.54% | |
| 472 | AVYAVERY DENNISON CORP | 13,025 | $2.3B | 13.49% | |
| 473 | EVRGEVERGY INC | 33,022 | $2.3B | 13.44% | |
| 474 | EXPDEXPEDITORS INTL WASH INC | 19,687 | $2.2B | 13.28% | |
| 475 | CDWCDW CORP | 12,388 | $2.2B | 13.06% | |
| 476 | LYVLIVE NATION ENTERTAINMENT IN | 14,615 | $2.2B | 13.05% | |
| 477 | RFREGIONS FINANCIAL CORP NEW | 93,959 | $2.2B | 13.05% | |
| 478 | DTMDT MIDSTREAM INC | 20,091 | $2.2B | 13.03% | |
| 479 | PYPLPAYPAL HLDGS INC | 29,678 | $2.2B | 13.02% | |
| 480 | VTWVVANGUARD SCOTTSDALE FDS | 15,705 | $2.2B | 12.89% | |
| 481 | EWEDWARDS LIFESCIENCES CORP | 27,899 | $2.2B | 12.88% | |
| 482 | PPGPPG INDS INC | 19,110 | $2.2B | 12.83% | |
| 483 | AAXJISHARES TR | 25,907 | $2.1B | 12.63% | |
| 484 | EBAEBAY INC. | 28,673 | $2.1B | 12.60% | |
| 485 | HESHESS CORP | 15,385 | $2.1B | 12.58% | |
| 486 | WYWEYERHAEUSER CO MTN BE | 82,853 | $2.1B | 12.56% | |
| 487 | JBLJABIL INC | 9,735 | $2.1B | 12.53% | |
| 488 | KRKROGER CO | 29,005 | $2.1B | 12.28% | |
| 489 | MNSTMONSTER BEVERAGE CORP NEW | 32,868 | $2.1B | 12.15% | |
| 490 | YUMCYUM CHINA HLDGS INC | 45,516 | $2.0B | 12.01% | |
| 491 | PEOEXELON CORP | 46,737 | $2.0B | 11.98% | |
| 492 | EQTEQT CORP | 34,730 | $2.0B | 11.96% | |
| 493 | MLB1MERCADOLIBRE INC | 771 | $2.0B | 11.90% | |
| 494 | AG8AGILENT TECHNOLOGIES INC | 17,050 | $2.0B | 11.88% | |
| 495 | KEYKEYCORP | 114,434 | $2.0B | 11.77% | |
| 496 | URIUNITED RENTALS INC | 2,635 | $2.0B | 11.72% | |
| 497 | PRUPRUDENTIAL FINL INC | 18,281 | $2.0B | 11.59% | |
| 498 | PHMPULTE GROUP INC | 18,619 | $2.0B | 11.59% | |
| 499 | WEAWESTERN ALLIANCE BANCORP | 25,144 | $2.0B | 11.57% | |
| 500 | IVEISHARES TR | 9,984 | $2.0B | 11.52% |