Commerce Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Commerce Bank reported 1,310 stock positions worth $20.7 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Microsoft (MSFT, 3.9%). Compared with Q4 2025, it opened 118 new positions, sold out of 48, added to 732 and reduced 374. The biggest buy was United Parcel Service Class B (UPS, shares +6572%) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001009076
- Portfolio Value
- $20.7B (Q1 2026)
- SEC Filing
- 0001009076-26-000006 ↗ filed May 11, 2026
Holdings Value
Holdings 1,310 stocks · $20.7B
| AAPL Apple Inc. | 5.31% | 4,322,486 | $1.1B | Add +13.4% |
| NVDA Nvidia Corp. | 4.34% | 5,144,377 | $897.2M | Add +9.0% |
| MSFT Microsoft Corp. | 3.88% | 2,162,350 | $800.4M | Add +12.0% |
| GOOGL Alphabet Inc. Class A | 3.75% | 2,693,855 | $774.6M | Add +3.3% |
| AMZN Amazon.com Inc. | 2.64% | 2,614,216 | $544.5M | Add +13.2% |
| AVGO Broadcom Inc. | 2.22% | 1,482,845 | $459.0M | Add +19.8% |
| JPM JPMorgan Chase & Co. | 1.92% | 1,350,694 | $397.3M | Add +14.3% |
| CBSH Commerce Bancshares Inc. | 1.67% | 7,010,289 | $344.9M | Add +23.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.58% | 501,503 | $326.1M | Add +100.1% |
| IVV iShares Core S&P 500 ETF | 1.48% | 468,370 | $305.9M | Add +101.6% |
| IWS iShares Russell Mid-Cap Valu | 1.40% | 1,980,452 | $288.6M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.37% | 1,669,788 | $283.3M | Add +9.8% |
| JNJ Johnson & Johnson | 1.15% | 971,935 | $237.6M | Add +11.2% |
| META Meta Platforms Inc. Class A | 1.15% | 414,189 | $237.0M | Add +14.3% |
| GOOG Alphabet Inc. Class C | 1.09% | 787,905 | $226.0M | Add +53.7% |
| MS Morgan Stanley | 1.02% | 1,286,011 | $211.6M | Add +10.9% |
| V Visa Inc. Class A | 1.02% | 695,201 | $210.1M | Add +6.5% |
| PG The Procter & Gamble Co. | 1.01% | 1,451,144 | $209.6M | Add +9.3% |
| IWP iShares Russell Mid-Cap Grow | 1.00% | 1,617,898 | $207.3M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.96% | 464,576 | $198.1M | Add +2.4% |
| CAT Caterpillar Inc. | 0.89% | 259,482 | $183.8M | Add +23.0% |
| LLY Eli Lilly & Co. | 0.85% | 191,230 | $175.9M | Add +8.9% |
| UPS United Parcel Service Class B | 0.83% | 1,742,900 | $171.5M | Add +6572.1% |
| IWM iShares Russell 2000 ETF | 0.82% | 681,630 | $169.0M | Add +50.6% |
| MCD McDonald's Corp. | 0.78% | 520,571 | $161.8M | Add +5.9% |
| WMT Walmart Inc. | 0.75% | 1,240,877 | $154.2M | Add +14.0% |
| IWD iShares Russell 1000 Value E | 0.73% | 706,802 | $151.0M | Reduce -2.6% |
| IBB iShares Biotechnology ETF | 0.72% | 881,632 | $148.9M | Add +6.8% |
| IWR iShares Russell Mid-Cap ETF | 0.70% | 1,477,948 | $143.7M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.69% | 1,188,031 | $142.9M | Add +27.4% |
| NEE Nextera Energy Inc. | 0.68% | 1,510,854 | $140.3M | Add +30.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 281,077 | $134.7M | Add +15.9% |
| NVT Nvent Electric PLC | 0.63% | 1,107,218 | $131.0M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 263,371 | $129.5M | Add +13.4% |
| PH Parker Hannifin Corp. | 0.62% | 144,109 | $129.0M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.61% | 536,943 | $126.9M | Add +9.3% |
| RTX RTX Corp. | 0.61% | 648,741 | $125.1M | Add +28.1% |
| CVX Chevron Corp. | 0.60% | 603,977 | $125.0M | Add +9.4% |
| UNP Union Pacific Corp. | 0.60% | 514,801 | $124.9M | Add +8.0% |
| MCK McKesson Corp. | 0.58% | 139,447 | $120.7M | Add +0.7% |
| NOC Northrop Grumman Corp. | 0.58% | 175,672 | $119.9M | Add +10.3% |
| ABBV Abbvie Inc. | 0.57% | 545,072 | $118.5M | Add +17.4% |
| COST Costco Wholesale Corp. | 0.56% | 116,977 | $116.6M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.54% | 185,617 | $110.9M | Add +64.0% |
| VEA Vanguard Ftse Developed ETF | 0.51% | 1,644,980 | $105.4M | Add +24.6% |
| PEP Pepsico Inc. | 0.51% | 676,923 | $105.1M | Add +3.4% |
| XLB SS Materials Select Sector | 0.49% | 2,036,640 | $101.8M | Add +30.0% |
| HD Home Depot Inc. | 0.49% | 305,580 | $100.5M | Add +40.1% |
| LMT Lockheed Martin Corp. | 0.48% | 164,409 | $99.4M | Add +12.6% |
| TMUS T-Mobile US Inc. | 0.48% | 471,246 | $99.0M | Reduce -4.2% |
| ET Energy Transfer LP | 0.47% | 5,028,697 | $97.1M | Add +0.7% |
| HON Honeywell International Inc. | 0.47% | 424,999 | $96.1M | Add +31.1% |
| IWB iShares Russell 1000 ETF | 0.46% | 263,864 | $94.1M | Add +33.8% |
| PANW Palo Alto Networks Inc. | 0.45% | 585,099 | $93.8M | Add +18.7% |
| AEP American Electric Power | 0.45% | 715,376 | $93.8M | Add +3.8% |
| AMGN Amgen Inc. | 0.44% | 259,907 | $91.4M | Add +16.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 284,975 | $91.4M | Add +27.4% |
| MSI Motorola Solutions Inc. | 0.43% | 202,837 | $88.0M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.42% | 174,961 | $87.4M | Add +40.4% |
| MDY State Street SPDR S&P Midcap | 0.42% | 141,154 | $87.1M | Add +430.3% |
| EFA iShares MSCI Eafe ETF | 0.42% | 896,196 | $87.0M | Add +146.9% |
| TEL Te Connectivity PLC | 0.42% | 414,423 | $86.6M | Add +10.3% |
| IWO iShares Russell 2000 Growth | 0.40% | 265,635 | $83.4M | Add +2.8% |
| COF Capital One Financial Corp. | 0.37% | 424,153 | $77.4M | Add +7.3% |
| EMR Emerson Electric Co. | 0.36% | 569,211 | $74.6M | Add +14.8% |
| USFD US Foods Holding Corp. | 0.34% | 761,815 | $70.2M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.34% | 898,556 | $69.7M | Add +32.7% |
| NFLX Netflix Inc. | 0.34% | 724,884 | $69.7M | Add +10.6% |
| UBER Uber Technologies Inc. | 0.33% | 958,868 | $69.0M | Reduce -8.3% |
| ETN Eaton Corp. PLC | 0.33% | 188,827 | $67.5M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 681,453 | $65.7M | Add +9.2% |
| SYK Stryker Corp. | 0.31% | 196,757 | $64.7M | Add +1.6% |
| TT Trane Technologies PLC | 0.31% | 154,840 | $64.5M | Add +46.0% |
| BKNG Booking Holdings Inc. | 0.31% | 15,242 | $64.2M | Add +4.3% |
| WM Waste Management Inc. | 0.30% | 273,270 | $62.8M | Add +7.8% |
| DE Deere & Co. | 0.30% | 110,980 | $62.5M | Add +1.8% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 1,145,122 | $61.9M | Add +4.7% |
| ORCL Oracle Corp. | 0.30% | 420,626 | $61.9M | Add +21.2% |
| IWN iShares Russell 2000 Value E | 0.30% | 321,635 | $61.0M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 103,986 | $60.0M | Add +92.8% |
| CBRE CBRE Group Inc. Class A | 0.29% | 437,674 | $59.3M | Add +1.7% |
| TXN Texas Instruments Inc. | 0.28% | 295,931 | $57.5M | Reduce -4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 1,167,561 | $56.9M | Add +9.0% |
| IWL iShares Russell Top 200 ETF | 0.27% | 353,487 | $56.7M | Add +103.6% |
| IEMG iShares Core MSCI Emerging | 0.26% | 784,033 | $54.7M | Add +26.7% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 368,959 | $54.6M | Add +135.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.26% | 1,079,949 | $54.4M | Reduce -42.2% |
| IWV iShares Russell 3000 ETF | 0.26% | 145,398 | $53.9M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.26% | 63,105 | $53.4M | Add +60.7% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 773,121 | $52.2M | Add +252.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 322,797 | $51.6M | Add +149.8% |
| XLK SS Technology Select Sector | 0.25% | 384,255 | $51.1M | Add +7.6% |
| GEV GE Vernova Inc. | 0.24% | 57,832 | $50.5M | Add +425.6% |
| TSLA Tesla Inc. | 0.24% | 134,952 | $50.2M | Add +1.6% |
| KO The Coca-Cola Co. | 0.24% | 658,359 | $50.1M | Add +41.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 531,120 | $48.1M | Add +20.4% |
| BLK BlackRock Inc. | 0.23% | 49,675 | $47.8M | Add +57.1% |
| PFE Pfizer Inc. | 0.23% | 1,678,280 | $47.1M | Add +10.5% |
| ABT Abbott Laboratories | 0.23% | 458,262 | $47.0M | Add +12.8% |
| GLD SPDR Gold Shares | 0.22% | 103,629 | $44.6M | Add +26.2% |
Portfolio Sells Q4 2025 → Q1 2026
| JAAA Janus Henderson Aaa Clo ETF | Reduce -42.2% | 0.26% | −0.26 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.6% | 1.00% | −0.25 |
| NOW ServiceNow Inc. | Reduce -28.1% | 0.15% | −0.20 |
| PTC PTC Inc. | Reduce -60.8% | 0.08% | −0.19 |
| BX Blackstone Inc. | Reduce -37.6% | 0.11% | −0.16 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.2% | 1.40% | −0.15 |
| PLTR Palantir Technologies Inc. Class A | Reduce -20.2% | 0.19% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -8.3% | 0.33% | −0.14 |
| TOST Toast Inc. Class A | Reduce -72.7% | 0.03% | −0.14 |
| FCNCA First Citizens Bcshs Class A | Reduce -56.1% | 0.06% | −0.12 |
| IWD iShares Russell 1000 Value E | Reduce -2.6% | 0.73% | −0.11 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.4% | 0.70% | −0.09 |
| PH Parker Hannifin Corp. | Reduce -0.6% | 0.62% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -20.2% | 0.11% | −0.08 |
| RSG Republic Services Inc. | Reduce -33.0% | 0.11% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -4.2% | 0.48% | −0.07 |
| GOVT iShares US Treasury Bond ETF | Reduce -31.0% | 0.11% | −0.07 |
| GVI iShares Intermediate Governm | Reduce -64.4% | 0.03% | −0.07 |
| CELH Celsius Holdings Inc. | Reduce -6.1% | 0.12% | −0.07 |
| T AT&T Inc. | Reduce -33.6% | 0.14% | −0.07 |
| CRM Salesforce Inc. | Reduce -20.4% | 0.06% | −0.06 |
| VVV Valvoline Inc. | Reduce -47.6% | 0.06% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.11% | −0.05 |
| INTU Intuit Inc. | Reduce -17.0% | 0.04% | −0.05 |
| NDAQ Nasdaq Inc. | Reduce -4.2% | 0.12% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -0.7% | 0.13% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -1.9% | 0.30% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -49.1% | 0.03% | −0.03 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -16.5% | 0.07% | −0.03 |
| CB Chubb Ltd. | Reduce -4.3% | 0.18% | −0.02 |
| AZO AutoZone Inc. | Reduce -3.9% | 0.12% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -4.8% | 0.13% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -4.3% | 0.04% | −0.02 |
| OMC Omnicom Group | Reduce -1.7% | 0.08% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -0.5% | 0.08% | −0.02 |
| PAYX Paychex Inc. | Reduce -9.9% | 0.04% | −0.02 |
| TYL Tyler Technologies Inc. | Reduce -33.1% | 0.01% | −0.02 |
| FLUT Flutter Entertainment PLC-Di | Reduce -61.2% | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -4.1% | 0.28% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -1.8% | 0.07% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -47.1% | 0.01% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -0.3% | 0.13% | −0.02 |
| PLD Prologis Inc. | Reduce -3.6% | 0.11% | −0.02 |
| DT Dynatrace Inc. | Reduce -33.5% | 0.02% | −0.02 |
| COO The Cooper Cos Inc. | Reduce -6.2% | 0.04% | −0.01 |
| BSY Bentley Systems Inc. Class B | Reduce -66.4% | 0.01% | −0.01 |
| CME Cme Group Inc. | Reduce -0.9% | 0.21% | −0.01 |
| H Hyatt Hotels Corp. Class A | Reduce -83.7% | 0.00% | −0.01 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -4.7% | 0.05% | −0.01 |
| AFL Aflac Inc. | Reduce -1.4% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| UPS United Parcel Service Class B | Add +6572.1% | 0.83% | +0.82 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +100.1% | 1.58% | +0.64 |
| IVV iShares Core S&P 500 ETF | Add +101.6% | 1.48% | +0.60 |
| XOM Exxon Mobil Corp. | Add +9.8% | 1.37% | +0.36 |
| MDY State Street SPDR S&P Midcap | Add +430.3% | 0.42% | +0.33 |
| EFA iShares MSCI Eafe ETF | Add +146.9% | 0.42% | +0.23 |
| CAT Caterpillar Inc. | Add +23.0% | 0.89% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +53.7% | 1.09% | +0.21 |
| GEV GE Vernova Inc. | Add +425.6% | 0.24% | +0.20 |
| IWM iShares Russell 2000 ETF | Add +50.6% | 0.82% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +252.8% | 0.25% | +0.17 |
| NEE Nextera Energy Inc. | Add +30.3% | 0.68% | +0.17 |
| JNJ Johnson & Johnson | Add +11.2% | 1.15% | +0.15 |
| MRK Merck & Co. Inc. | Add +27.4% | 0.69% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | Add +477.4% | 0.18% | +0.15 |
| PWR Quanta Services Inc. | Add +595.4% | 0.17% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +64.0% | 0.54% | +0.14 |
| VYM Vanguard High DVD Yield ETF | Add +135.5% | 0.26% | +0.14 |
| CVX Chevron Corp. | Add +9.4% | 0.60% | +0.14 |
| TJX TJX Companies Inc. | Add +149.8% | 0.25% | +0.14 |
| LIN Linde PLC | Add +263.3% | 0.19% | +0.14 |
| HON Honeywell International Inc. | Add +31.1% | 0.47% | +0.12 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +233.3% | 0.17% | +0.11 |
| IWL iShares Russell Top 200 ETF | Add +103.6% | 0.27% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +92.8% | 0.29% | +0.11 |
| XLB SS Materials Select Sector | Add +30.0% | 0.49% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +255.3% | 0.14% | +0.10 |
| KNX Knight-Swift Transportation | Add +5618.4% | 0.10% | +0.10 |
| RTX RTX Corp. | Add +28.1% | 0.61% | +0.09 |
| CAH Cardinal Health Inc. | Add +253.6% | 0.13% | +0.09 |
| LMT Lockheed Martin Corp. | Add +12.6% | 0.48% | +0.09 |
| TT Trane Technologies PLC | Add +46.0% | 0.31% | +0.08 |
| EEM iShares MSCI Emerging Market | Add +158.5% | 0.14% | +0.08 |
| NOC Northrop Grumman Corp. | Add +10.3% | 0.58% | +0.08 |
| SHEL Shell PLC-ADR | Add +396.2% | 0.10% | +0.08 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +14.0% | 0.75% | +0.08 |
| MRVL Marvell Technology Inc. | Add +497.7% | 0.09% | +0.08 |
| HD Home Depot Inc. | Add +40.1% | 0.49% | +0.07 |
| FANG Diamondback Energy Inc. | Add +813.2% | 0.08% | +0.07 |
| ICE Intercontinental Exchange Inc. | Add +380.1% | 0.09% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +60.7% | 0.26% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +650.0% | 0.08% | +0.07 |
| KO The Coca-Cola Co. | Add +41.5% | 0.24% | +0.06 |
| BP BP PLC-Spons ADR | Add +429.4% | 0.07% | +0.06 |
| DUK Duke Energy Corp. | Add +42.6% | 0.21% | +0.06 |
| EOG EOG Resources Inc. | Add +396.1% | 0.07% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +200.6% | 0.08% | +0.06 |
| KKR KKR & Co. Inc. | Add +943.4% | 0.07% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +24.6% | 0.51% | +0.06 |
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 |