Commerce Bank 13F Holdings · Q2 2026
Commerce Bank reported 1,332 securities worth $22.78B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.43%), NVDA (4.53%), GOOGL (4.19%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.24B | 5.43% | 4.3M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $1.03B | 4.53% | 5.2M | Added |
| 3 | GOOGL | ALPHABET INC | $953.7M | 4.19% | 2.7M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $810.3M | 3.56% | 2.2M | Added |
| 5 | AMZN | AMAZON COM INC | $623.0M | 2.73% | 2.6M | Trimmed |
| 6 | AVGO | BROADCOM INC | $542.9M | 2.38% | 1.4M | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $424.8M | 1.86% | 1.3M | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $370.7M | 1.63% | 496,436 | Trimmed |
| 9 | IVV | ISHARES TR | $356.8M | 1.57% | 476,427 | Added |
| 10 | CBSH | COMMERCE BANCSHARES INC | $316.0M | 1.39% | 5.5M | Trimmed |
| 11 | IWS | ISHARES TR | $314.8M | 1.38% | 1.9M | Trimmed |
| 12 | CAT | CATERPILLAR INC | $287.9M | 1.26% | 270,388 | Added |
| 13 | GOOG | ALPHABET INC | $274.6M | 1.21% | 777,110 | Trimmed |
| 14 | MS | MORGAN STANLEY | $255.0M | 1.12% | 1.2M | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $251.6M | 1.10% | 990,481 | Added |
| 16 | LLY | ELI LILLY & CO | $235.4M | 1.03% | 196,251 | Added |
| 17 | V | VISA INC | $234.8M | 1.03% | 684,312 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $226.7M | 0.99% | 1.7M | Trimmed |
| 19 | IWF | ISHARES TR | $224.2M | 0.98% | 1.8M | Added |
| 20 | IWP | ISHARES TR | $223.1M | 0.98% | 1.5M | Trimmed |
| 21 | META | META PLATFORMS INC | $220.2M | 0.97% | 390,909 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $209.3M | 0.92% | 1.4M | Trimmed |
| 23 | IWM | ISHARES TR | $206.7M | 0.91% | 688,092 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $201.3M | 0.88% | 590,311 | Added |
| 25 | UPS | UNITED PARCEL SVCS INC | $187.1M | 0.82% | 1.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR