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Commerce Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
-0.04%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
+$122M
Cap. Flow %
102.53%
Top 10 Hldgs %
49.02%
Holding
122
New
121
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 12.99%
2 Consumer Staples 9.64%
3 Financials 5.89%
4 Consumer Discretionary 4.06%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BOXX icon
1
Alpha Architect 1-3 Month Box ETF
BOXX
$13.5B
$11.4M 9.62%
+98,405
New +$11.4M
EAGL
2
Eagle Capital Select Equity ETF
EAGL
$4.67B
$11.1M 9.3%
+363,640
New +$11.6M
KO icon
3
Coca-Cola
KO
$377B
$8.12M 6.83%
+106,789
New +$8.07M
NVDA icon
4
NVIDIA
NVDA
$5.45T
$6.13M 5.15%
+35,121
New +$6.44M
AAPL icon
5
Apple
AAPL
$4.46T
$5.75M 4.83%
+22,643
New +$5.89M
COWZ icon
6
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$4.31M 3.62%
+68,910
New +$4.33M
MOAT icon
7
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$3.52M 2.96%
+36,357
New +$3.77M
QLTY icon
8
GMO US Quality ETF
QLTY
$5.08B
$2.87M 2.41%
+79,310
New +$3.04M
MGMT icon
9
Ballast Small/Mid Cap ETF
MGMT
$179M
$2.61M 2.19%
+57,806
New +$2.73M
RSP icon
10
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$2.51M 2.11%
+13,099
New +$2.6M
IVV icon
11
iShares Core S&P 500 ETF
IVV
$908B
$2.21M 1.85%
+3,378
New +$2.31M
COWG icon
12
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.34B
$1.99M 1.67%
+58,899
New +$2.06M
AZO icon
13
AutoZone
AZO
$49.4B
$1.96M 1.65%
+580
New +$2.08M
XOM icon
14
ExxonMobil
XOM
$658B
$1.67M 1.41%
+9,864
New +$1.44M
CALF icon
15
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
$1.67M 1.4%
+37,218
New +$1.69M
IEFA icon
16
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.63M 1.37%
+18,009
New +$1.68M
PG icon
17
Procter & Gamble
PG
$336B
$1.53M 1.28%
+10,570
New +$1.6M
GMOV
18
GMO US Value ETF
GMOV
$104M
$1.44M 1.21%
+51,356
New +$1.46M
CEFS icon
19
Saba Closed-End Funds ETF
CEFS
$444M
$1.43M 1.2%
+63,363
New +$1.46M
IBM icon
20
IBM
IBM
$221B
$1.32M 1.11%
+5,435
New +$1.47M
GCOW icon
21
Pacer Global Cash Cows Dividend ETF
GCOW
$3.49B
$1.29M 1.09%
+27,943
New +$1.25M
WCMI
22
First Trust WCM International Equity ETF
WCMI
$1.85B
$1.25M 1.05%
+74,787
New +$1.32M
FLRT icon
23
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$670M
$1.15M 0.97%
+24,835
New +$1.16M
MSFT icon
24
Microsoft
MSFT
$3.68T
$1.06M 0.89%
+2,868
New +$1.2M
WMT icon
25
Walmart Inc
WMT
$917B
$1.04M 0.87%
+8,343
New +$1.02M

Similar funds

Commerce Advisors's Q1 2026 Portfolio in Review

Q1 2026 is the first quarter with a 13F filing on record for Commerce Advisors, which disclosed 122 positions worth $119M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Eagle Capital Select Equity ETF: 363,640 shares worth $11.1M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Consumer Staples and Financials.

  • Commerce Advisors's largest Q1 2026 buy was Eagle Capital Select Equity ETF: 363,640 shares worth $11.1M.
  • Commerce Advisors's ten largest holdings make up 49% of its $119M portfolio in Q1 2026.
  • Commerce Advisors disclosed 122 positions in Q1 2026, its first 13F filing on record.

Based on Commerce Advisors's 13F filing for Q1 2026, filed 12 May 2026.