Commerce Bank
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Commerce Bank reported 1,332 stock positions worth $22.8 billion. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Alphabet Class A (GOOGL, 4.2%). Compared with Q1 2026, it opened 78 new positions, sold out of 58, added to 398 and reduced 656. The biggest buy was Palo Alto Networks (PANW, shares +1%) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001009076
- Portfolio Value
- $22.8B (Q2 2026)
- SEC Filing
- 0001009076-26-000009 ↗ filed Aug 12, 2026
Holdings Value
Holdings 1,332 stocks · $22.8B
| AAPL Apple Inc. | 5.43% | 4,274,243 | $1.2B | Reduce -1.1% |
| NVDA Nvidia Corp. | 4.53% | 5,152,698 | $1.0B | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 4.19% | 2,668,769 | $953.7M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.56% | 2,172,142 | $810.3M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.73% | 2,613,793 | $623.0M | Reduce -0.0% |
| AVGO Broadcom Inc. | 2.38% | 1,437,167 | $542.9M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 1.86% | 1,297,817 | $424.8M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 496,436 | $370.7M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.57% | 476,427 | $356.8M | Add +1.7% |
| CBSH Commerce Bancshares Inc. | 1.39% | 5,472,030 | $316.0M | Reduce -21.9% |
| IWS iShares Russell Mid-Cap Valu | 1.38% | 1,912,761 | $314.8M | Reduce -3.4% |
| CAT Caterpillar Inc. | 1.26% | 270,388 | $287.9M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 1.21% | 777,110 | $274.6M | Reduce -1.4% |
| MS Morgan Stanley | 1.12% | 1,219,953 | $255.0M | Reduce -5.1% |
| JNJ Johnson & Johnson | 1.10% | 990,481 | $251.6M | Add +1.9% |
| LLY Eli Lilly & Co. | 1.03% | 196,251 | $235.4M | Add +2.6% |
| V Visa Inc. Class A | 1.03% | 684,312 | $234.8M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.99% | 1,657,796 | $226.7M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.98% | 1,805,561 | $224.2M | Reduce -2.8% |
| IWP iShares Russell Mid-Cap Grow | 0.98% | 1,523,545 | $223.1M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 0.97% | 390,909 | $220.2M | Reduce -5.6% |
| PG The Procter & Gamble Co. | 0.92% | 1,427,236 | $209.3M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.91% | 688,092 | $206.7M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 0.88% | 590,311 | $201.3M | Add +0.9% |
| UPS United Parcel Service Class B | 0.82% | 1,740,607 | $187.1M | Reduce -0.1% |
| IBB iShares Biotechnology ETF | 0.76% | 909,315 | $172.9M | Add +3.1% |
| NVT Nvent Electric PLC | 0.72% | 961,845 | $163.1M | Reduce -13.1% |
| IWD iShares Russell 1000 Value E | 0.71% | 663,733 | $160.9M | Reduce -6.1% |
| MRK Merck & Co. Inc. | 0.70% | 1,238,538 | $159.2M | Add +4.3% |
| IWR iShares Russell Mid-Cap ETF | 0.70% | 1,439,471 | $158.8M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 0.62% | 1,618,174 | $142.0M | Add +7.1% |
| UNP Union Pacific Corp. | 0.62% | 518,029 | $140.9M | Add +0.6% |
| PH Parker Hannifin Corp. | 0.62% | 143,758 | $140.6M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.61% | 516,595 | $139.6M | Reduce -0.8% |
| WMT Walmart Inc. | 0.61% | 1,230,691 | $139.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 278,038 | $139.1M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 370,029 | $136.9M | Add +29.9% |
| ABBV Abbvie Inc. | 0.59% | 534,937 | $134.6M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.59% | 195,515 | $134.3M | Add +5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 254,838 | $127.8M | Reduce -3.2% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 1,735,215 | $123.6M | Add +5.5% |
| RTX RTX Corp. | 0.53% | 639,400 | $121.3M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.51% | 530,801 | $117.0M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.48% | 117,857 | $110.3M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 0.47% | 262,586 | $107.5M | Reduce -0.5% |
| XLB SS Materials Select Sector | 0.46% | 2,065,807 | $105.0M | Add +1.4% |
| MCK McKesson Corp. | 0.46% | 137,489 | $103.9M | Reduce -1.4% |
| HD Home Depot Inc. | 0.46% | 294,005 | $103.7M | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.45% | 176,903 | $102.8M | Add +55.5% |
| AEP American Electric Power | 0.44% | 736,935 | $100.8M | Add +3.0% |
| MU Micron Technology Inc. | 0.44% | 86,245 | $99.6M | Add +111.2% |
| CVX Chevron Corp. | 0.43% | 596,079 | $98.8M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.43% | 840,564 | $98.7M | Reduce -6.5% |
| MDY State Street SPDR S&P Midcap | 0.43% | 139,449 | $98.1M | Reduce -1.2% |
| ET Energy Transfer LP | 0.42% | 5,025,345 | $96.1M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.41% | 900,221 | $93.5M | Add +0.5% |
| AMGN Amgen Inc. | 0.41% | 256,448 | $92.9M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.40% | 175,894 | $90.3M | Add +0.5% |
| PEP Pepsico Inc. | 0.39% | 657,437 | $89.0M | Reduce -2.9% |
| NOC Northrop Grumman Corp. | 0.39% | 173,897 | $88.6M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.38% | 294,181 | $87.7M | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.38% | 206,312 | $85.7M | Add +1.7% |
| IWO iShares Russell 2000 Growth | 0.37% | 216,194 | $85.2M | Reduce -18.6% |
| LMT Lockheed Martin Corp. | 0.37% | 163,693 | $83.4M | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.36% | 577,581 | $82.7M | Add +1.5% |
| TEL Te Connectivity PLC | 0.36% | 408,099 | $82.3M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 111,281 | $81.9M | Add +7.0% |
| IWL iShares Russell Top 200 ETF | 0.35% | 435,916 | $80.6M | Add +23.3% |
| ETN Eaton Corp. PLC | 0.35% | 188,369 | $80.3M | Reduce -0.2% |
| COF Capital One Financial Corp. | 0.35% | 399,359 | $80.1M | Reduce -5.8% |
| USFD US Foods Holding Corp. | 0.34% | 753,951 | $77.1M | Reduce -1.0% |
| TT Trane Technologies PLC | 0.33% | 150,857 | $74.1M | Reduce -2.6% |
| XLK SS Technology Select Sector | 0.32% | 386,719 | $73.7M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.32% | 866,446 | $71.8M | Add +10.5% |
| DE Deere & Co. | 0.31% | 109,943 | $69.7M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 1,161,053 | $69.3M | Add +1.4% |
| IWN iShares Russell 2000 Value E | 0.30% | 310,507 | $68.7M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 870,881 | $67.2M | Add +12.6% |
| BAC Bank of America Corp. | 0.29% | 1,162,453 | $66.2M | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.29% | 366,169 | $65.3M | Reduce -3.9% |
| GEV GE Vernova Inc. | 0.28% | 54,888 | $64.5M | Reduce -5.1% |
| UBER Uber Technologies Inc. | 0.28% | 883,314 | $63.7M | Reduce -7.9% |
| GS Goldman Sachs Group Inc. | 0.27% | 61,807 | $62.5M | Reduce -2.1% |
| IWV iShares Russell 3000 ETF | 0.27% | 145,100 | $61.9M | Reduce -0.2% |
| WM Waste Management Inc. | 0.27% | 273,130 | $60.9M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.27% | 414,252 | $60.7M | Reduce -1.5% |
| KEYS Keysight Technologies Inc. | 0.26% | 172,117 | $60.3M | Add +63.5% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 366,684 | $57.9M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 593,221 | $57.1M | Reduce -12.9% |
| TSLA Tesla Inc. | 0.24% | 129,078 | $54.3M | Reduce -4.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 555,218 | $53.6M | Add +4.5% |
| VONG Vanguard Russell 1000 Growth | 0.24% | 419,053 | $53.6M | Add +16.6% |
| KO The Coca-Cola Co. | 0.23% | 651,120 | $52.9M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.23% | 124,329 | $51.7M | Add +3.6% |
| LIN Linde PLC | 0.22% | 98,126 | $50.9M | Add +25.1% |
| TMUS T-Mobile US Inc. | 0.22% | 302,129 | $50.7M | Reduce -35.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 323,332 | $49.0M | Add +0.2% |
| HON Honeywell International Inc. | 0.21% | 216,271 | $48.4M | Add +1.8% |
| HONA Honeywell Aerospace Inc. | 0.21% | 216,276 | $47.8M | Add +1.8% |
| NFLX Netflix Inc. | 0.21% | 667,253 | $47.6M | Reduce -8.0% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.99% | −0.38 |
| CBSH Commerce Bancshares Inc. | Reduce -21.9% | 1.39% | −0.28 |
| TMUS T-Mobile US Inc. | Reduce -35.9% | 0.22% | −0.26 |
| NOC Northrop Grumman Corp. | Reduce -1.0% | 0.39% | −0.19 |
| CBRE CBRE Group Inc. Class A | Reduce -59.1% | 0.11% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -5.6% | 0.97% | −0.18 |
| CVX Chevron Corp. | Reduce -1.3% | 0.43% | −0.17 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.61% | −0.17 |
| SYK Stryker Corp. | Reduce -38.7% | 0.17% | −0.15 |
| WMT Walmart Inc. | Reduce -0.8% | 0.61% | −0.13 |
| MCK McKesson Corp. | Reduce -1.4% | 0.46% | −0.13 |
| NFLX Netflix Inc. | Reduce -8.0% | 0.21% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.39% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -0.4% | 0.37% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.51% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.92% | −0.10 |
| TPR Tapestry Inc. | Reduce -55.1% | 0.07% | −0.09 |
| SSNC Ss&c Technologies Holdings | Reduce -29.4% | 0.13% | −0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -26.4% | 0.18% | −0.09 |
| T AT&T Inc. | Reduce -24.7% | 0.07% | −0.07 |
| RTX RTX Corp. | Reduce -1.4% | 0.53% | −0.07 |
| DIS The Walt Disney Co. | Reduce -12.9% | 0.25% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.2% | 0.56% | −0.07 |
| ACN Accenture PLC Class A | Reduce -47.1% | 0.03% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -3.9% | 1.86% | −0.06 |
| TEL Te Connectivity PLC | Reduce -1.5% | 0.36% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.8% | 0.14% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -7.9% | 0.28% | −0.05 |
| CELH Celsius Holdings Inc. | Reduce -25.6% | 0.07% | −0.05 |
| BR Broadridge Financial Solutio | Reduce -68.5% | 0.02% | −0.05 |
| PFE Pfizer Inc. | Reduce -0.7% | 0.18% | −0.05 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.18% | −0.05 |
| EPD Enterprise Products Partners | Reduce -20.3% | 0.12% | −0.05 |
| GLD SPDR Gold Shares | Reduce -0.1% | 0.17% | −0.05 |
| ET Energy Transfer LP | Reduce -0.1% | 0.42% | −0.05 |
| BX Blackstone Inc. | Reduce -34.7% | 0.07% | −0.04 |
| NOW ServiceNow Inc. | Reduce -16.9% | 0.11% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.61% | −0.04 |
| AZO AutoZone Inc. | Reduce -22.8% | 0.08% | −0.04 |
| RSG Republic Services Inc. | Reduce -27.5% | 0.07% | −0.04 |
| ROL Rollins Inc. | Reduce -49.4% | 0.02% | −0.04 |
| PTC PTC Inc. | Reduce -33.8% | 0.04% | −0.04 |
| BEP Brookfield Renewable Partner | Reduce -50.6% | 0.04% | −0.04 |
| WM Waste Management Inc. | Reduce -0.1% | 0.27% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -3.9% | 0.10% | −0.04 |
| BLDR Builders Firstsource Inc. | Reduce -22.0% | 0.12% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.41% | −0.04 |
| FCNCA First Citizens Bcshs Class A | Reduce -53.9% | 0.03% | −0.03 |
| ADBE Adobe Inc. | Reduce -11.6% | 0.07% | −0.03 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.27% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +0.9% | 0.88% | +0.43 |
| CAT Caterpillar Inc. | Add +4.2% | 1.26% | +0.37 |
| MU Micron Technology Inc. | Add +111.2% | 0.44% | +0.37 |
| AMD Advanced Micro Devices | Add +55.5% | 0.45% | +0.34 |
| LLY Eli Lilly & Co. | Add +2.6% | 1.03% | +0.18 |
| NVDA Nvidia Corp. | Add +0.2% | 4.53% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +29.9% | 0.60% | +0.16 |
| KEYS Keysight Technologies Inc. | Add +63.5% | 0.26% | +0.12 |
| GILD Gilead Sciences Inc. | Add +253.9% | 0.16% | +0.10 |
| AMAT Applied Materials Inc. | Add +2.0% | 0.20% | +0.10 |
| KLAC KLA Corp. | Add +3.6% | 0.19% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +0.9% | 0.91% | +0.09 |
| SNDK Sandisk Corp. | Add +0.7% | 0.12% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 1.57% | +0.08 |
| IBKR Interactive Brokers Gro Class A | Add +3702.9% | 0.09% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.9% | 0.19% | +0.08 |
| ASTS Ast Spacemobile Inc. | New | 0.08% | +0.08 |
| IWL iShares Russell Top 200 ETF | Add +23.3% | 0.35% | +0.08 |
| XLK SS Technology Select Sector | Add +0.6% | 0.32% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +3.6% | 0.23% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.0% | 0.36% | +0.07 |
| INTC Intel Corp. | Add +6.5% | 0.09% | +0.06 |
| BRX Brixmor Property Group Inc. | New | 0.06% | +0.06 |
| ANET Arista Networks Inc. | Add +28.4% | 0.15% | +0.06 |
| KNX Knight-Swift Transportation | Add +28.4% | 0.16% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 0.59% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +10.5% | 0.32% | +0.05 |
| MUB iShares National Muni Bond E | Add +42.2% | 0.21% | +0.05 |
| C Citigroup Inc. | Add +25.7% | 0.17% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +70.4% | 0.14% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +16.6% | 0.24% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +12.6% | 0.29% | +0.04 |
| IBB iShares Biotechnology ETF | Add +3.1% | 0.76% | +0.04 |
| LIN Linde PLC | Add +25.1% | 0.22% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.0% | 0.12% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +5.5% | 0.54% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +69.1% | 0.08% | +0.03 |
| MCHP Microchip Technology Inc. | Add +82.8% | 0.06% | +0.03 |
| APH Amphenol Corp. Class A | Add +14.5% | 0.10% | +0.03 |
| AVLC Avantis US LG Cap Eq ETF | Add +418.3% | 0.04% | +0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +29.0% | 0.13% | +0.03 |
| GE General Electric | Add +0.5% | 0.17% | +0.03 |
| AVMV Avantis US Mid Cap Val ETF | Add +63.4% | 0.07% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +26.1% | 0.07% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +28.1% | 0.04% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +10.5% | 0.07% | +0.02 |
| STX Seagate Technology Holdings | Add +2.9% | 0.03% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.4% | 0.13% | +0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.02% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +2.1% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,332 | $22.8B | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q1 2026 | 1,310 | $20.7B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2025 | 1,240 | $18.1B | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q3 2025 | 1,229 | $18.0B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2025 | 1,189 | $16.9B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2025 | 1,174 | $15.7B | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q4 2024 | 1,177 | $16.2B | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q3 2024 | 1,217 | $16.3B | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q2 2024 | 1,195 | $15.4B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q1 2024 | 1,194 | $15.1B | MSFT, AAPL, NVDA, GOOGL, AMZN |