Commerce Bank Portfolio Holdings

Commerce Bank

$17.7 Billion
Q3 2025

Commerce Bank has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $17.7 Billion distributed in 2391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1B, Apple Inc. with a value of $982M, Nvidia Corp with a value of $897M, Alphabet Inc. with a value of $637M, and Amazon Com Inc with a value of $503M.

Examining the 13F form we can see an increase of $1.01B in the current position value, from $16.7B to 17.7B.

Commerce Bank is based out at Kansas City, MO

Below you can find more details about Commerce Bank portfolio as well as his latest detailed transactions.

Portfolio value $17.7 Billion

Technology: $4.76 Billion

ETFs: $3.3 Billion

Financial Services: $2.07 Billion

Industrials: $1.56 Billion

Communication Services: $1.44 Billion

Consumer Cyclical: $1.35 Billion

Healthcare: $1.2 Billion

Consumer Defensive: $879 Million

Other: $1.11 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.78T	$1 Billion 5.68% of portfolio	1,939,068	Q3 2025 Reduced 0.94%
AAPL Apple Inc. Technology	$4.3T	$982 Million 5.55% of portfolio	3,855,040	Q3 2025 Reduced 1.19%
NVDA Nvidia Corp Technology	$465B	$897 Million 5.08% of portfolio	4,810,046	Q3 2025 Reduced 4.41%
GOOGL Alphabet Inc. Communication Services	$1.65T	$637 Million 3.6% of portfolio	2,620,506	Q3 2025 Reduced 0.81%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$503 Million 2.84% of portfolio	2,289,440	Q3 2025 Reduced 0.35%
AVGO Broadcom Inc. Technology	$139B	$413 Million 2.34% of portfolio	1,251,813	Q3 2025 Reduced 6.32%
JPM Jpmorgan Chase & CO Financial Services	$881B	$375 Million 2.12% of portfolio	1,188,697	Q3 2025 Reduced 1.29%
CBSH Commerce Bancshares Inc Financial Services	$6.39B	$316 Million 1.79% of portfolio	5,291,187	Q3 2025 Added 13.08%
IWS Ishares Russell Midcap Value E ETFs	$0	$282 Million 1.6% of portfolio	2,020,035	Q3 2025 Reduced 3.24%

META Meta Platforms, Inc. Communication Services	$1.37T	$266 Million 1.5% of portfolio	361,603	Q3 2025 Added 0.96%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$237 Million 1.34% of portfolio	1,662,368	Q3 2025 Reduced 3.51%
V Visa Inc. Financial Services	$533B	$224 Million 1.27% of portfolio	656,099	Q3 2025 Reduced 1.77%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$216 Million 1.22% of portfolio	462,049	Q3 2025 Added 1.31%
PG Procter & Gamble CO Consumer Defensive	$346B	$205 Million 1.16% of portfolio	1,335,590	Q3 2025 Reduced 0.57%
MS Morgan Stanley Financial Services	$270B	$185 Million 1.05% of portfolio	1,165,878	Q3 2025 Reduced 0.78%
XOM Exxon Mobil Corp Energy	$490B	$171 Million 0.97% of portfolio	1,518,038	Q3 2025 Reduced 1.55%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$169 Million 0.96% of portfolio	254,060	Q3 2025 Added 1.23%
JNJ Johnson & Johnson Healthcare	$522B	$163 Million 0.92% of portfolio	878,855	Q3 2025 Reduced 1.31%

IVV Ishares Core S&P 500 ETF ETFs	$0	$150 Million 0.85% of portfolio	223,832	Q3 2025 Reduced 0.52%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$151 Million 0.85% of portfolio	495,521	Q3 2025 Reduced 0.15%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$146 Million 0.83% of portfolio	717,126	Q3 2025 Reduced 5.35%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$145 Million 0.82% of portfolio	1,498,045	Q3 2025 Reduced 2.14%
LLY Eli Lilly & CO Healthcare	$971B	$133 Million 0.75% of portfolio	174,257	Q3 2025 Reduced 4.15%
GOOG Alphabet Inc. Communication Services	$1.74T	$125 Million 0.71% of portfolio	514,829	Q3 2025 Reduced 0.96%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$125 Million 0.71% of portfolio	249,466	Q3 2025 Added 1.43%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$124 Million 0.7% of portfolio	492,286	Q3 2025 Reduced 1.08%
TMUS T Mobile Us, Inc. Communication Services	$269B	$123 Million 0.7% of portfolio	515,672	Q3 2025 Reduced 2.53%
ABBV Abb Vie Inc. Healthcare	$414B	$113 Million 0.64% of portfolio	485,917	Q3 2025 Reduced 2.55%
UNP Union Pacific Corp Industrials	$136B	$113 Million 0.64% of portfolio	476,677	Q3 2025 Reduced 0.61%
IWM Ishares Russell 2000 ETF ETFs	$0	$111 Million 0.63% of portfolio	460,024	Q3 2025 Reduced 1.52%
PH Parker Hannifin Corp Industrials	$107B	$111 Million 0.63% of portfolio	146,001	Q3 2025 Added 0.44%
NVT N Vent Electric PLC Industrials	$17.7B	$110 Million 0.62% of portfolio	1,114,929	Q3 2025 Added 0.06%
MCK Mckesson Corp Healthcare	$121B	$108 Million 0.61% of portfolio	139,802	Q3 2025 Added 0.35%
WMT Walmart Inc. Consumer Defensive	$279B	$109 Million 0.61% of portfolio	1,053,184	Q3 2025 Reduced 1.23%
ORCL Oracle Corp Technology	$593B	$104 Million 0.59% of portfolio	370,498	Q3 2025 Reduced 0.09%
COST Costco Wholesale Corp Consumer Defensive	$404B	$103 Million 0.58% of portfolio	111,059	Q3 2025 Added 0.05%
PEP Pepsico Inc Consumer Defensive	$204B	$99 Million 0.56% of portfolio	704,657	Q3 2025 Reduced 17.99%
NOC Northrop Grumman Corp Industrials	$86.7B	$96.4 Million 0.55% of portfolio	158,268	Q3 2025 Added 1.97%
TMO Thermo Fisher Scientific Inc. Healthcare	$222B	$97 Million 0.55% of portfolio	200,070	Q3 2025 Reduced 1.32%
NOW Service Now, Inc. Technology	$169B	$95.7 Million 0.54% of portfolio	103,989	Q3 2025 Reduced 6.8%
MSI Motorola Solutions, Inc. Technology	$63.4B	$92.7 Million 0.52% of portfolio	202,674	Q3 2025 Added 1.03%
UBER Uber Technologies, Inc Technology	$181B	$89.9 Million 0.51% of portfolio	917,414	Q3 2025 Reduced 8.5%
CVX Chevron Corp Energy	$303B	$88.1 Million 0.5% of portfolio	567,010	Q3 2025 Added 1.95%
HD Home Depot, Inc. Consumer Cyclical	$367B	$88.2 Million 0.5% of portfolio	217,739	Q3 2025 Reduced 1.48%
PANW Palo Alto Networks Inc Technology	$61.4B	$87.5 Million 0.5% of portfolio	429,892	Q3 2025 Added 42.84%
TXN Texas Instruments Inc Technology	$177B	$89.1 Million 0.5% of portfolio	457,845	Q3 2025 Added 0.58%
RTX Raytheon Technologies Corp Industrials	$258B	$86.2 Million 0.49% of portfolio	515,136	Q3 2025 Reduced 3.59%
ET Energy Transfer LP Energy	$52.5B	$85.7 Million 0.48% of portfolio	4,994,115	Q3 2025 Added 0.04%
IBB Ishares Biotechnology ETF ETFs	$0	$84.7 Million 0.48% of portfolio	586,926	Q3 2025 Added 4.95%
COF Capital One Financial Corp Financial Services	$77.2B	$83.3 Million 0.47% of portfolio	391,868	Q3 2025 Added 1.43%

Summary

Portfolio
No. of Stocks 2,391
Current Value $17.7 Billion
Prior Value $16.7 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 67 stocks
Additional Purchases 461 stocks
Sold out of 0 stocks
Reduced holdings in 533 stocks

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