StockDriftsStockDriftsTop 50 Commerce Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.43% | 4.27M | $1.24B | -1.12%(-48.24K) | $56.92(+436.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.53% | 5.15M | $1.03B | +0.16%(+8.32K) | $33.60(+572.72%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.19% | 2.67M | $953.7M | -0.93%(-25.09K) | $59.03(+484.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.56% | 2.17M | $810.3M | +0.45%(+9.79K) | $109.39(+344.37%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.73% | 2.61M | $623.0M | -0.02%(-423) | $93.22(+181.62%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.38% | 1.44M | $542.9M | -3.08%(-45.68K) | $113.15(+247.98%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.86% | 1.30M | $424.8M | -3.91%(-52.88K) | $102.27(+256.62%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.63% | 496.4K | $370.7M | -1.01%(-5.07K) | $462.46(+67.66%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.57% | 476.4K | $356.8M | +1.72%(+8.06K) | $439.30(+77.31%) | 2026-06-30 | |
| CBSH | COMMERCE BANCSHARES INC | 1.39% | 5.47M | $316.0M | -21.94%(-1.54M) | $38.39(+57.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.40% | +74.51% | +11.08% | +69.12% |
| Top 20 Holdings Unweighted | +19.03% | +68.66% | +10.40% | +64.02% |
Commerce Bank reports $22.78B in US-listed equity holdings across 1,332 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), NVDA (4.5%) and GOOGL (4.2%). The top 20 holdings account for 40.35% of reported assets. Its disclosed equity book has returned +74.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Commerce Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009076). View Commerce Bank’s 13F filings on SEC