Commerce Bank
Commerce Bank reported 1,332 stocks worth $22.8B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (5.4%), NVDA (4.5%) and GOOGL (4.2%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to NVDA, MSFT and IVV, trimmed AAPL, GOOGL and AVGO and sold out of DD, CTRA and CRCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $1.2B | 5.4% | 4.3M | −48K (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $1B | 4.5% | 5.2M | +8,321 (+0%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $954M | 4.2% | 2.7M | −25K (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $810M | 3.6% | 2.2M | +9,792 (+0%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $623M | 2.7% | 2.6M | No change | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $543M | 2.4% | 1.4M | −46K (−3%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $425M | 1.9% | 1.3M | −53K (−4%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $371M | 1.6% | 496K | −5,067 (−1%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $357M | 1.6% | 476K | +8,057 (+2%) | 8 of 8 | |
| 10 |  CBSH Commerce Bancshares Inc | $316M | 1.4% | 5.5M | −1.5M (−22%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $96.1M | 425K |
 DD Dupont DE Nemours Inc | $2.4M | 53K |
 CTRA Coterra Energy Inc | $1.9M | 53K |
SEALED AIR CORP NEW | $1.7M | 41K |
 CRCL Circle Internet Group Inc | $1.7M | 18K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Commerce Bank 13F FAQ
What does Commerce Bank own?
Commerce Bank reported 1,332 stocks worth $22.8B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (5.4%), NVDA (4.5%) and GOOGL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Commerce Bank buy and sell in Q2 2026?
Compared with Q1 2026: 83 new positions, 390 added to, 639 trimmed and 61 sold out. New positions include HON and HONA. It sold all of DD, CTRA and CRCL.
When will Commerce Bank file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Commerce Bank's portfolio worth?
The Q2 2026 filing reports $22.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.