Commerce Bank
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Commerce Bank reported 1,195 stock positions worth $15.4 billion. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 5.4%) and Nvidia (NVDA, 4.1%). Compared with Q1 2024, it opened 45 new positions, sold out of 46, added to 432 and reduced 542. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001009076
- Portfolio Value
- $15.4B (Q2 2024)
- SEC Filing
- 0001009076-24-000008 ↗ filed Aug 12, 2024
Holdings Value
Holdings 1,195 stocks · $15.4B
| MSFT Microsoft Corp. | 5.92% | 2,045,100 | $914.1M | Add +0.8% |
| AAPL Apple Inc. | 5.44% | 3,985,502 | $839.4M | Add +0.1% |
| NVDA Nvidia Corp. | 4.07% | 5,083,625 | $628.0M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 3.24% | 2,743,052 | $499.6M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.81% | 2,247,133 | $434.3M | Add +1.3% |
| CBSH Commerce Bancshares Inc. | 2.53% | 6,989,159 | $389.9M | Reduce -2.2% |
| IWS iShares Russell Mid-Cap Valu | 1.91% | 2,435,630 | $294.1M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 1.59% | 1,216,698 | $246.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.54% | 1,442,123 | $237.8M | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 1.35% | 1,894,564 | $209.1M | Reduce -2.9% |
| AVGO Broadcom Inc. | 1.32% | 126,607 | $203.3M | Add +8.3% |
| V Visa Inc. Class A | 1.18% | 695,368 | $182.5M | Add +0.9% |
| XOM Exxon Mobil Corp. | 1.11% | 1,483,615 | $170.8M | Add +80.5% |
| IWF iShares Russell 1000 Growth | 1.09% | 459,812 | $167.6M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 1.06% | 1,324,205 | $163.9M | Add +1.3% |
| PEP Pepsico Inc. | 1.01% | 950,047 | $156.7M | Add +0.3% |
| JNJ Johnson & Johnson | 0.90% | 953,634 | $139.4M | Reduce -12.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.88% | 249,532 | $135.8M | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.87% | 771,961 | $134.7M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.87% | 266,140 | $134.2M | Add +67.2% |
| MCD McDonald's Corp. | 0.84% | 505,929 | $128.9M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.83% | 1,585,369 | $128.5M | Reduce -5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.82% | 228,067 | $126.1M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.81% | 229,182 | $125.4M | Reduce -1.4% |
| TMUS T-Mobile US Inc. | 0.81% | 708,459 | $124.8M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.76% | 130,080 | $117.8M | Reduce -0.9% |
| AMGN Amgen Inc. | 0.76% | 376,144 | $117.5M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.75% | 635,230 | $116.5M | Add +0.5% |
| MDLZ Mondelez International Inc. Class A | 0.73% | 1,723,584 | $112.8M | Add +0.2% |
| UNP Union Pacific Corp. | 0.71% | 485,552 | $109.9M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.71% | 496,154 | $109.4M | Add +0.5% |
| MS Morgan Stanley | 0.71% | 1,120,850 | $108.9M | Add +0.1% |
| CVX Chevron Corp. | 0.70% | 686,570 | $107.4M | Reduce -0.7% |
| NOW ServiceNow Inc. | 0.66% | 128,640 | $101.2M | Add +8.3% |
| IBB iShares Biotechnology ETF | 0.65% | 730,445 | $100.3M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.65% | 492,710 | $100.0M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.63% | 115,130 | $97.9M | Add +0.5% |
| ELV Elevance Health Inc. | 0.63% | 178,625 | $96.8M | Add +0.7% |
| TXN Texas Instruments Inc. | 0.60% | 478,609 | $93.1M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 226,753 | $92.2M | Add +3.3% |
| ABBV Abbvie Inc. | 0.59% | 528,858 | $90.7M | Add +1.8% |
| DHR Danaher Corp. | 0.58% | 360,640 | $90.1M | Add +1.2% |
| MCK McKesson Corp. | 0.58% | 153,761 | $89.8M | Reduce -15.3% |
| FISV Fiserv Inc. | 0.58% | 596,620 | $88.9M | Add +3.3% |
| MSI Motorola Solutions Inc. | 0.55% | 220,325 | $85.1M | Add +0.4% |
| HD Home Depot Inc. | 0.53% | 237,596 | $81.8M | Add +1.6% |
| EMR Emerson Electric Co. | 0.50% | 700,243 | $77.1M | Reduce -2.7% |
| LMT Lockheed Martin Corp. | 0.50% | 164,437 | $76.8M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.49% | 150,034 | $75.9M | Add +3.3% |
| ADBE Adobe Inc. | 0.47% | 129,920 | $72.2M | Add +0.3% |
| GOVT iShares US Treasury Bond ETF | 0.46% | 3,166,385 | $71.5M | Reduce -14.0% |
| ETN Eaton Corp. PLC | 0.46% | 227,786 | $71.4M | Reduce -4.0% |
| UBER Uber Technologies Inc. | 0.44% | 940,841 | $68.4M | Reduce -8.5% |
| CRM Salesforce Inc. | 0.42% | 251,149 | $64.6M | Add +2.6% |
| IWO iShares Russell 2000 Growth | 0.42% | 245,034 | $64.3M | Reduce -12.3% |
| WMT Walmart Inc. | 0.41% | 931,856 | $63.1M | Add +1.6% |
| NVT Nvent Electric PLC | 0.41% | 821,740 | $63.0M | Reduce -19.4% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 1,271,585 | $62.8M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.40% | 139,982 | $61.8M | Reduce -0.7% |
| PFE Pfizer Inc. | 0.40% | 2,184,290 | $61.1M | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 0.39% | 119,302 | $60.8M | Reduce -2.5% |
| TEL Te Connectivity Ltd. | 0.39% | 403,669 | $60.7M | Add +3.5% |
| SYK Stryker Corp. | 0.39% | 176,161 | $59.9M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.38% | 831,999 | $58.9M | Add +2.9% |
| ORCL Oracle Corp. | 0.38% | 410,769 | $58.0M | Reduce -1.4% |
| RTX RTX Corp. | 0.37% | 572,223 | $57.4M | Reduce -4.0% |
| IWN iShares Russell 2000 Value E | 0.37% | 376,197 | $57.3M | Reduce -9.1% |
| COP Conocophillips | 0.37% | 497,571 | $56.9M | Add +4.7% |
| RRX Regal Rexnord Corp. | 0.37% | 419,363 | $56.7M | Add +1.1% |
| WM Waste Management Inc. | 0.36% | 262,722 | $56.0M | Add +0.4% |
| CB Chubb Ltd. | 0.36% | 216,691 | $55.3M | Add +3.5% |
| BKNG Booking Holdings Inc. | 0.34% | 13,280 | $52.6M | Reduce -14.8% |
| VVV Valvoline Inc. | 0.34% | 1,210,644 | $52.3M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 189,161 | $50.6M | Add +1.3% |
| LPLA LPL Financial Holdings Inc. | 0.32% | 176,271 | $49.2M | Reduce -4.0% |
| IWV iShares Russell 3000 ETF | 0.32% | 158,493 | $48.9M | Reduce -0.1% |
| ACGL Arch Capital Group Ltd. | 0.32% | 482,150 | $48.6M | Add +2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 1,222,561 | $48.6M | Reduce -1.5% |
| PLD Prologis Inc. | 0.31% | 431,730 | $48.5M | Reduce -5.3% |
| DE Deere & Co. | 0.31% | 128,165 | $47.9M | Add +0.1% |
| XLB SS Materials Select Sector | 0.30% | 530,287 | $46.8M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 1,047,788 | $45.9M | Reduce -1.9% |
| BLDR Builders Firstsource Inc. | 0.30% | 329,341 | $45.6M | Add +3.5% |
| COF Capital One Financial Corp. | 0.29% | 326,569 | $45.2M | Add +6.1% |
| ABT Abbott Laboratories | 0.29% | 433,666 | $45.1M | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.28% | 131,200 | $43.7M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.27% | 83,252 | $41.6M | Add +3.7% |
| STZ Constellation Brands Inc. Class A | 0.27% | 161,785 | $41.6M | Add +1011.5% |
| RSG Republic Services Inc. | 0.27% | 213,469 | $41.5M | Add +5.2% |
| HON Honeywell International Inc. | 0.27% | 193,235 | $41.3M | Reduce -4.4% |
| CPRT Copart Inc. | 0.26% | 746,337 | $40.4M | Add +3.9% |
| AEP American Electric Power | 0.26% | 457,903 | $40.2M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.25% | 821,975 | $39.1M | Add +0.7% |
| NOC Northrop Grumman Corp. | 0.25% | 87,801 | $38.3M | Add +3.1% |
| XLK SS Technology Select Sector | 0.25% | 169,176 | $38.3M | Reduce -21.4% |
| ITW Illinois Tool Works | 0.25% | 159,937 | $37.9M | Reduce -0.5% |
| IWB iShares Russell 1000 ETF | 0.24% | 125,411 | $37.3M | Reduce -0.1% |
| TT Trane Technologies PLC | 0.24% | 112,393 | $37.0M | Reduce -1.4% |
| DVY iShares Select Dividend ETF | 0.22% | 282,941 | $34.2M | Reduce -1.2% |
| CME Cme Group Inc. | 0.22% | 172,259 | $33.9M | Add +1.0% |
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.45 |
| KEYS Keysight Technologies Inc. | Reduce -73.6% | 0.09% | −0.31 |
| JNJ Johnson & Johnson | Reduce -12.9% | 0.90% | −0.24 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.8% | 1.91% | −0.19 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.9% | 1.35% | −0.12 |
| ESE Esco Technologies Inc. | Reduce -74.0% | 0.03% | −0.10 |
| NVT Nvent Electric PLC | Reduce -19.4% | 0.41% | −0.10 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.2% | 0.83% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -33.8% | 0.09% | −0.10 |
| GOVT iShares US Treasury Bond ETF | Reduce -14.0% | 0.46% | −0.09 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.71% | −0.08 |
| IWO iShares Russell 2000 Growth | Reduce -12.3% | 0.42% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -8.5% | 0.44% | −0.08 |
| PLD Prologis Inc. | Reduce -5.3% | 0.31% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -9.1% | 0.37% | −0.06 |
| MCK McKesson Corp. | Reduce -15.3% | 0.58% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -15.3% | 0.19% | −0.06 |
| IPG Interpublic Group of Cos Inc. | Reduce -7.6% | 0.21% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -1.7% | 0.65% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.40% | −0.05 |
| XLK SS Technology Select Sector | Reduce -21.4% | 0.25% | −0.05 |
| ELS Equity Lifestyle Properties | Reduce -91.0% | 0.00% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.87% | −0.04 |
| EBAY eBay Inc. | Reduce -75.6% | 0.01% | −0.04 |
| SBUX Starbucks Corp. | Reduce -25.4% | 0.07% | −0.04 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -90.0% | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -41.1% | 0.05% | −0.04 |
| VGLT Vanguard Long-Term Treasury | Reduce -58.8% | 0.03% | −0.04 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.29% | −0.04 |
| EMR Emerson Electric Co. | Reduce -2.7% | 0.50% | −0.04 |
| ITW Illinois Tool Works | Reduce -0.5% | 0.25% | −0.04 |
| AMJ JPMorgan Alerian MLP Index | Sold out | 0.00% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.14% | −0.04 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.28% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -33.8% | 0.04% | −0.03 |
| CSX CSX Corp. | Reduce -36.1% | 0.04% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -14.8% | 0.34% | −0.03 |
| VLO Valero Energy Corp. | Reduce -41.2% | 0.04% | −0.03 |
| USB US Bancorp | Reduce -11.6% | 0.10% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -66.2% | 0.01% | −0.03 |
| NTRS Northern Trust Corp. | Reduce -41.8% | 0.04% | −0.03 |
| INTC Intel Corp. | Reduce -6.5% | 0.05% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -30.5% | 0.06% | −0.03 |
| KEY Keycorp | Reduce -54.8% | 0.02% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -4.0% | 0.46% | −0.03 |
| CVX Chevron Corp. | Reduce -0.7% | 0.70% | −0.03 |
| VERISIGN INC | Sold out | 0.00% | −0.03 |
| LECO Lincoln Electric Holdings | Reduce -31.9% | 0.02% | −0.02 |
| OKE Oneok Inc. | Reduce -21.1% | 0.09% | −0.02 |
| GEN Gen Digital Inc. | Reduce -51.6% | 0.03% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.1% | 4.07% | +1.06 |
| AAPL Apple Inc. | Add +0.1% | 5.44% | +0.92 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 3.24% | +0.53 |
| XOM Exxon Mobil Corp. | Add +80.5% | 1.11% | +0.47 |
| META Meta Platforms Inc. Class A | Add +67.2% | 0.87% | +0.36 |
| AVGO Broadcom Inc. | Add +8.3% | 1.32% | +0.29 |
| MSFT Microsoft Corp. | Add +0.8% | 5.92% | +0.27 |
| STZ Constellation Brands Inc. Class A | Add +1011.5% | 0.27% | +0.24 |
| RCL Royal Caribbean Cruises Ltd. | Add +918.0% | 0.21% | +0.19 |
| AMZN Amazon.com Inc. | Add +1.3% | 2.81% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.75% | +0.12 |
| AMGN Amgen Inc. | Add +4.8% | 0.76% | +0.09 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.63% | +0.08 |
| TMUS T-Mobile US Inc. | Add +2.0% | 0.81% | +0.06 |
| NOW ServiceNow Inc. | Add +8.3% | 0.66% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +2012.0% | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +53.4% | 0.13% | +0.04 |
| WMT Walmart Inc. | Add +1.6% | 0.41% | +0.04 |
| NEE Nextera Energy Inc. | Add +2.9% | 0.38% | +0.04 |
| H Hyatt Hotels Corp. Class A | Add +2442.2% | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +115.6% | 0.07% | +0.04 |
| MSI Motorola Solutions Inc. | Add +0.4% | 0.55% | +0.04 |
| ADBE Adobe Inc. | Add +0.3% | 0.47% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +17.1% | 0.16% | +0.03 |
| NFLX Netflix Inc. | Add +32.2% | 0.10% | +0.03 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.19% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.88% | +0.03 |
| ACGL Arch Capital Group Ltd. | Add +2.8% | 0.32% | +0.03 |
| HPQ HP Inc. | Add +22.8% | 0.09% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.7% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +4.9% | 0.17% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +10.4% | 0.21% | +0.02 |
| LAMR Lamar Advertising Co. Class A | New | 0.02% | +0.02 |
| PNR Pentair PLC | Add +467.9% | 0.03% | +0.02 |
| EAGL Eagle Capital Select Eqty | Add +14.1% | 0.13% | +0.02 |
| ELV Elevance Health Inc. | Add +0.7% | 0.63% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +68.3% | 0.05% | +0.02 |
| LNWO Light & Wonder Inc. | New | 0.02% | +0.02 |
| TEL Te Connectivity Ltd. | Add +3.5% | 0.39% | +0.02 |
| DBX Dropbox Inc. Class A | New | 0.02% | +0.02 |
| NXST Nexstar Media Group Inc. | Add +31.6% | 0.09% | +0.02 |
| AMP Ameriprise Financial Inc. | Add +46.4% | 0.06% | +0.02 |
| HUBS HubSpot Inc. | Add +488.7% | 0.02% | +0.02 |
| MKSI MKS Inc. | Add +271.5% | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +142.7% | 0.03% | +0.02 |
| EXP Eagle Materials Inc. | Add +673.5% | 0.02% | +0.02 |
| CNM Core & Main Inc. Class A | Add +686.3% | 0.02% | +0.02 |
| CSL Carlisle Cos Inc. | Add +261.0% | 0.02% | +0.02 |
| BSY Bentley Systems Inc. Class B | Add +70.0% | 0.05% | +0.02 |
| PFGC Performance Food Group Co. | Add +81.7% | 0.04% | +0.02 |
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 |