Commerce Bank

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Commerce Bank reported 1,217 stock positions worth $16.3 billion. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Nvidia (NVDA, 3.7%). Compared with Q2 2024, it opened 48 new positions, sold out of 27, added to 445 and reduced 590. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0001009076
Portfolio Value
$16.3B (Q3 2024)
SEC Filing
0001009076-24-000015 ↗ filed Nov 8, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B$25.0B Q1 2024: $15.1B Q1 2024 Q2 2024: $15.4B Q2 2024 Q3 2024: $16.3B $16.3B Q3 2024 Q4 2024: $16.2B Q4 2024 Q1 2025: $15.7B Q1 2025 Q2 2025: $16.9B Q2 2025 Q3 2025: $18.0B Q3 2025 Q4 2025: $18.1B Q4 2025 Q1 2026: $20.7B Q1 2026 Q2 2026: $22.8B Q2 2026

Holdings 1,217 stocks · $16.3B

AAPL Apple Inc. 5.70% 3,989,864 $929.6M Add +0.1%
MSFT Microsoft Corp. 5.40% 2,047,347 $881.0M Add +0.1%
NVDA Nvidia Corp. 3.75% 5,033,200 $611.2M Reduce -1.0%
GOOGL Alphabet Inc. Class A 2.81% 2,763,325 $458.3M Add +0.7%
AMZN Amazon.com Inc. 2.60% 2,280,871 $425.0M Add +1.5%
CBSH Commerce Bancshares Inc. 2.53% 6,960,645 $413.5M Reduce -0.4%
IWS iShares Russell Mid-Cap Valu 1.90% 2,346,647 $310.3M Reduce -3.6%
JPM JPMorgan Chase & Co. 1.58% 1,219,680 $257.2M Add +0.3%
PG The Procter & Gamble Co. 1.52% 1,428,874 $247.5M Reduce -0.9%
AVGO Broadcom Inc. 1.37% 1,297,328 $223.8M Add +2.5%
IWP iShares Russell Mid-Cap Grow 1.34% 1,857,652 $217.9M Reduce -1.9%
V Visa Inc. Class A 1.18% 700,436 $192.6M Add +0.7%
XOM Exxon Mobil Corp. 1.08% 1,506,238 $176.6M Add +1.5%
IWF iShares Russell 1000 Growth 1.01% 440,482 $165.3M Reduce -4.2%
PEP Pepsico Inc. 0.98% 943,342 $160.4M Reduce -0.7%
META Meta Platforms Inc. Class A 0.95% 271,056 $155.2M Add +1.9%
MRK Merck & Co. Inc. 0.94% 1,353,627 $153.7M Add +2.2%
MCD McDonald's Corp. 0.93% 497,356 $151.4M Reduce -1.7%
JNJ Johnson & Johnson 0.91% 914,385 $148.2M Reduce -4.1%
TMUS T-Mobile US Inc. 0.90% 713,194 $147.2M Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.89% 253,613 $145.5M Add +1.6%
IWD iShares Russell 1000 Value E 0.89% 763,394 $144.9M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 0.87% 229,601 $142.0M Add +0.7%
IWR iShares Russell Mid-Cap ETF 0.85% 1,566,542 $138.1M Reduce -1.2%
LOW Lowe's Cos Inc. 0.82% 495,946 $134.3M Reduce -0.0%
IVV iShares Core S&P 500 ETF 0.81% 229,561 $132.4M Add +0.2%
MDLZ Mondelez International Inc. Class A 0.78% 1,720,902 $126.8M Reduce -0.2%
AMGN Amgen Inc. 0.75% 381,263 $122.8M Add +1.4%
UNP Union Pacific Corp. 0.73% 485,592 $119.7M Add +0.0%
NOW ServiceNow Inc. 0.72% 131,915 $118.0M Add +2.5%
MS Morgan Stanley 0.72% 1,128,893 $117.7M Add +0.7%
LLY Eli Lilly & Co. 0.71% 129,977 $115.2M Reduce -0.1%
IBB iShares Biotechnology ETF 0.66% 743,366 $108.2M Add +1.8%
IWM iShares Russell 2000 ETF 0.66% 486,945 $107.6M Reduce -1.2%
ELV Elevance Health Inc. 0.66% 205,790 $107.0M Add +15.2%
FISV Fiserv Inc. 0.65% 594,104 $106.7M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.65% 634,040 $106.0M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.64% 225,951 $104.0M Reduce -0.3%
ABBV Abbvie Inc. 0.64% 525,661 $103.8M Reduce -0.6%
COST Costco Wholesale Corp. 0.62% 114,697 $101.7M Reduce -0.4%
DHR Danaher Corp. 0.62% 362,283 $100.7M Add +0.5%
TXN Texas Instruments Inc. 0.61% 483,136 $99.8M Add +0.9%
CVX Chevron Corp. 0.60% 667,906 $98.4M Reduce -2.7%
LMT Lockheed Martin Corp. 0.59% 163,530 $95.6M Reduce -0.6%
HD Home Depot Inc. 0.58% 234,599 $95.1M Reduce -1.3%
PH Parker Hannifin Corp. 0.55% 141,106 $89.2M Reduce -6.0%
MSI Motorola Solutions Inc. 0.53% 193,109 $86.8M Reduce -12.3%
MCK McKesson Corp. 0.47% 156,781 $77.5M Add +2.0%
PLD Prologis Inc. 0.47% 610,228 $77.1M Add +41.3%
WMT Walmart Inc. 0.46% 934,302 $75.4M Add +0.3%
UBER Uber Technologies Inc. 0.45% 986,491 $74.1M Add +4.8%
EMR Emerson Electric Co. 0.45% 677,922 $74.1M Reduce -3.2%
ETN Eaton Corp. PLC 0.44% 218,319 $72.4M Reduce -4.2%
NEE Nextera Energy Inc. 0.44% 843,834 $71.3M Add +1.4%
RRX Regal Rexnord Corp. 0.43% 425,901 $70.6M Add +1.6%
VOO Vanguard S&P 500 ETF 0.43% 132,452 $69.9M Add +59.1%
UNH Unitedhealth Group Inc. 0.43% 119,099 $69.6M Reduce -0.2%
IWO iShares Russell 2000 Growth 0.42% 243,432 $69.1M Reduce -0.7%
RTX RTX Corp. 0.42% 570,589 $69.1M Reduce -0.3%
ORCL Oracle Corp. 0.42% 400,108 $68.2M Reduce -2.6%
CRM Salesforce Inc. 0.41% 247,047 $67.6M Reduce -1.6%
ADBE Adobe Inc. 0.41% 129,633 $67.1M Reduce -0.2%
VEA Vanguard Ftse Developed ETF 0.40% 1,247,708 $65.9M Reduce -1.9%
GOVT iShares US Treasury Bond ETF 0.40% 2,803,186 $65.7M Reduce -11.5%
BLDR Builders Firstsource Inc. 0.40% 338,898 $65.7M Add +2.9%
SYK Stryker Corp. 0.40% 180,523 $65.2M Add +2.5%
CB Chubb Ltd. 0.39% 220,424 $63.6M Add +1.7%
MA Mastercard Inc. Class A 0.38% 124,430 $61.4M Reduce -11.1%
TEL Te Connectivity PLC 0.38% 405,318 $61.2M Add +0.4%
IWN iShares Russell 2000 Value E 0.37% 365,226 $60.9M Reduce -2.9%
PFE Pfizer Inc. 0.37% 2,092,752 $60.6M Reduce -4.2%
NVT Nvent Electric PLC 0.36% 834,042 $58.6M Add +1.5%
BKNG Booking Holdings Inc. 0.35% 13,552 $57.1M Add +2.0%
CAT Caterpillar Inc. 0.34% 142,698 $55.8M Add +8.8%
VTI VG Morningstar TS MKT ETF-US 0.34% 195,904 $55.5M Add +3.6%
WM Waste Management Inc. 0.33% 262,663 $54.5M Reduce -0.0%
ACGL Arch Capital Group Ltd. 0.33% 483,194 $54.1M Add +0.2%
DE Deere & Co. 0.33% 128,130 $53.5M Reduce -0.0%
IWV iShares Russell 3000 ETF 0.32% 161,468 $52.8M Add +1.9%
XLB SS Materials Select Sector 0.32% 537,224 $51.8M Add +1.3%
VVV Valvoline Inc. 0.32% 1,232,013 $51.6M Add +1.8%
COF Capital One Financial Corp. 0.31% 334,025 $50.0M Add +2.3%
VWO Vanguard Ftse Emerging Marke 0.30% 1,036,261 $49.6M Reduce -1.1%
ABT Abbott Laboratories 0.30% 433,583 $49.4M Reduce -0.0%
AEP American Electric Power 0.30% 473,828 $48.6M Add +3.5%
COP Conocophillips 0.29% 448,735 $47.2M Reduce -9.8%
NOC Northrop Grumman Corp. 0.29% 88,696 $46.8M Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 1,175,795 $46.7M Reduce -3.8%
RSG Republic Services Inc. 0.27% 221,565 $44.5M Add +3.8%
TT Trane Technologies PLC 0.27% 111,720 $43.4M Reduce -0.6%
STZ Constellation Brands Inc. Class A 0.26% 165,450 $42.6M Add +2.3%
CSCO Cisco Systems Inc. 0.26% 790,611 $42.1M Reduce -3.8%
ITW Illinois Tool Works 0.25% 156,199 $40.9M Reduce -2.3%
IWB iShares Russell 1000 ETF 0.25% 128,682 $40.5M Add +2.6%
HON Honeywell International Inc. 0.24% 190,884 $39.5M Reduce -1.2%
FCNCA First Citizens Bcshs Class A 0.24% 21,345 $39.3M Add +4762.2%
DVY iShares Select Dividend ETF 0.24% 290,285 $39.2M Add +2.6%
XLK SS Technology Select Sector 0.24% 170,149 $38.4M Add +0.6%
CME Cme Group Inc. 0.23% 169,881 $37.5M Reduce -1.4%
RCL Royal Caribbean Cruises Ltd. 0.22% 202,441 $35.9M Add +0.6%

Show all 1,217 holdings

Portfolio Sells Q2 2024 → Q3 2024

NVDA Nvidia Corp. Reduce -1.0% 3.75% −0.32
LPLA LPL Financial Holdings Inc. Reduce -88.3% 0.03% −0.29
CPRT Copart Inc. Reduce -68.7% 0.07% −0.19
GOOG Alphabet Inc. Class C Reduce -0.2% 0.65% −0.11
CVX Chevron Corp. Reduce -2.7% 0.60% −0.09
COP Conocophillips Reduce -9.8% 0.29% −0.08
ULTA Ulta Beauty Inc. Reduce -43.6% 0.09% −0.08
XIFR XPLR Infrastructure LP Reduce -77.3% 0.02% −0.07
IWF iShares Russell 1000 Growth Reduce -4.2% 1.01% −0.07
EFG iShares MSCI Eafe Growth ETF Reduce -63.5% 0.04% −0.07
GOVT iShares US Treasury Bond ETF Reduce -11.5% 0.40% −0.06
WFC Wells Fargo & Co. Reduce -39.1% 0.07% −0.06
LLY Eli Lilly & Co. Reduce -0.1% 0.71% −0.06
ADBE Adobe Inc. Reduce -0.2% 0.41% −0.06
CMCSA Comcast Corp. Class A Reduce -42.7% 0.06% −0.05
EMR Emerson Electric Co. Reduce -3.2% 0.45% −0.05
SCHW Schwab (charles) Corp. Reduce -49.4% 0.03% −0.04
VNT Vontier Corp. Reduce -83.2% 0.01% −0.04
ROK Rockwell Automation Inc. Reduce -23.7% 0.09% −0.04
PEP Pepsico Inc. Reduce -0.7% 0.98% −0.03
HUN Huntsman Corp. Reduce -78.7% 0.01% −0.03
BAC Bank of America Corp. Reduce -3.8% 0.29% −0.03
WM Waste Management Inc. Reduce -0.0% 0.33% −0.03
HON Honeywell International Inc. Reduce -1.2% 0.24% −0.03
AME Ametek Inc. Reduce -16.0% 0.11% −0.03
PFE Pfizer Inc. Reduce -4.2% 0.37% −0.02
PG The Procter & Gamble Co. Reduce -0.9% 1.52% −0.02
MA Mastercard Inc. Class A Reduce -11.1% 0.38% −0.02
COIN Coinbase Global Inc. Class A Reduce -56.7% 0.01% −0.02
DXCM Dexcom Inc. Reduce -55.1% 0.01% −0.02
INTC Intel Corp. Reduce -21.6% 0.03% −0.02
BA The Boeing Co. Reduce -8.2% 0.06% −0.02
EPC Edgewell Personal Care Co. Reduce -30.4% 0.03% −0.02
GEN Gen Digital Inc. Reduce -82.8% 0.00% −0.02
PNR Pentair PLC Reduce -80.0% 0.01% −0.02
ETN Eaton Corp. PLC Reduce -4.2% 0.44% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -1.9% 1.34% −0.02
MSI Motorola Solutions Inc. Reduce -12.3% 0.53% −0.02
TNL Travel + Leisure Co. Reduce -35.9% 0.03% −0.02
ESE Esco Technologies Inc. Reduce -59.6% 0.02% −0.02
ENR Energizer Holdings Inc. Reduce -35.8% 0.03% −0.02
MSA Msa Safety Inc. Reduce -88.0% 0.00% −0.02
MCHP Microchip Technology Inc. Reduce -0.6% 0.08% −0.02
CNM Core & Main Inc. Class A Reduce -78.7% 0.00% −0.02
LRCX Lam Research Corp. Reduce -0.5% 0.04% −0.01
INTU Intuit Inc. Reduce -2.1% 0.10% −0.01
SMCI Super Micro Computer Inc. Reduce -67.9% 0.00% −0.01
DIS The Walt Disney Co. Reduce -1.4% 0.13% −0.01
IYW iShares Ustechnology ETF Reduce -3.3% 0.16% −0.01
IPG Interpublic Group of Cos Inc. Reduce -8.9% 0.20% −0.01

Portfolio Buys Q2 2024 → Q3 2024

AAPL Apple Inc. Add +0.1% 5.70% +0.26
FCNCA First Citizens Bcshs Class A Add +4762.2% 0.24% +0.24
SKX Skechers USA Inc. Class A Add +949.5% 0.19% +0.17
VOO Vanguard S&P 500 ETF Add +59.1% 0.43% +0.16
PLD Prologis Inc. Add +41.3% 0.47% +0.16
BLDR Builders Firstsource Inc. Add +2.9% 0.40% +0.11
TMUS T-Mobile US Inc. Add +0.7% 0.90% +0.09
META Meta Platforms Inc. Class A Add +1.9% 0.95% +0.08
NOW ServiceNow Inc. Add +2.5% 0.72% +0.07
RRX Regal Rexnord Corp. Add +1.6% 0.43% +0.07
CAT Caterpillar Inc. Add +8.8% 0.34% +0.06
NEE Nextera Energy Inc. Add +1.4% 0.44% +0.06
AVGO Broadcom Inc. Add +2.5% 1.37% +0.05
WMT Walmart Inc. Add +0.3% 0.46% +0.05
TMO Thermo Fisher Scientific Inc. Add +0.7% 0.87% +0.05
BX Blackstone Inc. Add +170.1% 0.08% +0.05
TSLA Tesla Inc. Add +1.9% 0.22% +0.05
NOC Northrop Grumman Corp. Add +1.0% 0.29% +0.04
PSA Public Storage Add +16.1% 0.14% +0.04
AEP American Electric Power Add +3.5% 0.30% +0.04
DHR Danaher Corp. Add +0.5% 0.62% +0.03
CB Chubb Ltd. Add +1.7% 0.39% +0.03
FR First Industrial Realty TR New 0.03% +0.03
RF Regions Financial Corp. Add +392.5% 0.04% +0.03
ELV Elevance Health Inc. Add +15.2% 0.66% +0.03
LYB Lyondellbasell Indu Class A Add +311.0% 0.04% +0.03
TSN Tyson Foods Inc. Class A Add +455.8% 0.03% +0.03
DUK Duke Energy Corp. Add +5.9% 0.19% +0.03
SPOT Spotify Technology SA Add +405.3% 0.03% +0.02
UNP Union Pacific Corp. Add +0.0% 0.73% +0.02
USB US Bancorp Add +10.5% 0.12% +0.02
VONV Vanguard Russell 1000 Value Add +21.7% 0.10% +0.02
EME Emcor Group Inc. Add +225.0% 0.03% +0.02
CROX Crocs Inc. New 0.02% +0.02
FCX Freeport-McMoran Inc. Add +21.0% 0.13% +0.02
NRG NRG Energy Inc. Add +526.6% 0.02% +0.02
DVY iShares Select Dividend ETF Add +2.6% 0.24% +0.02
PM Philip Morris International Add +0.7% 0.15% +0.02
SPMD SS SPDR P S&P 400 Midcap ETF Add +464.9% 0.02% +0.02
MPWR Monolithic Power Systems Inc. Add +101.5% 0.03% +0.02
ALL Allstate Corp. Add +24.1% 0.06% +0.02
CPAY Corpay Inc. Add +28.3% 0.06% +0.02
VONG Vanguard Russell 1000 Growth Add +11.6% 0.21% +0.02
PNC PNC Financial Services Group Add +16.1% 0.07% +0.02
ACGL Arch Capital Group Ltd. Add +0.2% 0.33% +0.02
MS Morgan Stanley Add +0.7% 0.72% +0.02
CARR Carrier Global Corp. Add +3.6% 0.07% +0.01
KO The Coca-Cola Co. Add +0.3% 0.21% +0.01
XLB SS Materials Select Sector Add +1.3% 0.32% +0.01
DT Dynatrace Inc. Add +33.1% 0.04% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,332$22.8BAAPL, NVDA, GOOGL, MSFT, AMZN
Q1 2026 1,310$20.7BAAPL, NVDA, MSFT, GOOGL, AMZN
Q4 2025 1,240$18.1BAAPL, MSFT, NVDA, GOOGL, AMZN
Q3 2025 1,229$18.0BMSFT, AAPL, NVDA, GOOGL, AMZN
Q2 2025 1,189$16.9BMSFT, AAPL, NVDA, AMZN, GOOGL
Q1 2025 1,174$15.7BAAPL, MSFT, NVDA, AMZN, GOOGL
Q4 2024 1,177$16.2BAAPL, MSFT, NVDA, GOOGL, AMZN
Q3 2024 1,217$16.3BAAPL, MSFT, NVDA, GOOGL, AMZN
Q2 2024 1,195$15.4BMSFT, AAPL, NVDA, GOOGL, AMZN
Q1 2024 1,194$15.1BMSFT, AAPL, NVDA, GOOGL, AMZN