COMERICA BANK quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, COMERICA BANK opened 71 positions, added to 529, reduced 1,393, sold out of 74 and left 185 unchanged. The largest increase in value was LLY (+$455,783,357); the largest decrease was FIX (-$126,368,610).
- NFLX: Country of operation United States; Class COM; Shares 2025-09-30 84,229; Shares 2025-12-31 775,494.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2025-09-30 330,866; Shares 2025-12-31 518,042.
- CASH: Country of operation United States; Class COM; Shares 2025-09-30 62,822; Shares 2025-12-31 295,999.
- CSCO: Country of operation United States; Class COM; Shares 2025-09-30 1,552,451; Shares 2025-12-31 1,562,947.
Two Form 13F-HR filings compared (SEC CIK 901541): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-01-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
NFLX
NETFLIX INC | United States | COM | 84,229 | 775,494 | +691,265 | $100,984,070 | $72,710,366 | -$28,273,704 |
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IAU
ISHARES GOLD TR | United States | ISHARES NEW | 330,866 | 518,042 | +187,176 | $24,077,115 | $42,049,465 | +$17,972,350 |
|---|
CASH
PATHWARD FINANCIAL INC | United States | COM | 62,822 | 295,999 | +233,177 | $4,649,453 | $21,015,900 | +$16,366,447 |
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CSCO
CISCO SYS INC | United States | COM | 1,552,451 | 1,562,947 | +10,496 | $106,218,703 | $120,393,809 | +$14,175,106 |
|---|
UTHR
UNITED THERAPEUTICS CORP DEL | United States | COM | 157,952 | 161,683 | +3,731 | $66,215,014 | $78,779,609 | +$12,564,595 |
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RBC
RBC BEARINGS INC | United States | COM | 75,536 | 90,283 | +14,747 | $29,480,822 | $40,485,686 | +$11,004,864 |
|---|
CSW
CSW INDUSTRIALS INC | United States | COM | 55,288 | 82,356 | +27,068 | $13,420,998 | $24,173,888 | +$10,752,890 |
|---|
RGEN
REPLIGEN CORP | United States | COM | 113,034 | 149,083 | +36,049 | $15,109,320 | $24,428,684 | +$9,319,364 |
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SPXC
SPX TECHNOLOGIES INC | United States | COM | 91,128 | 131,293 | +40,165 | $17,020,850 | $26,266,529 | +$9,245,679 |
|---|
NOW
SERVICENOW INC | United States | COM | 41,417 | 192,146 | +150,729 | $38,115,470 | $29,434,831 | -$8,680,639 |
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BFAM
BRIGHT HORIZONS FAM SOL IN D | United States | COM | 90,035 | 173,701 | +83,666 | $9,775,053 | $17,613,203 | +$7,838,150 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 36,799 | 37,390 | +591 | $5,987,553 | $13,781,521 | +$7,793,968 |
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JKHY
HENRY JACK & ASSOC INC | United States | COM | 46,325 | 79,470 | +33,145 | $6,899,191 | $14,501,714 | +$7,602,523 |
|---|
ROL
ROLLINS INC | United States | COM | 193,261 | 312,825 | +119,564 | $11,352,127 | $18,775,801 | +$7,423,674 |
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MMSI
MERIT MED SYS INC | United States | COM | 222,675 | 287,088 | +64,413 | $18,533,280 | $25,303,949 | +$6,770,669 |
|---|
CWAN
CLEARWATER ANALYTICS HLDGS I | United States | CL A | 612,535 | 731,343 | +118,808 | $11,037,883 | $17,640,006 | +$6,602,123 |
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GLD
SPDR GOLD TR | United States | GOLD SHS | 140,003 | 141,420 | +1,417 | $49,766,927 | $56,046,318 | +$6,279,391 |
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CRCL
CIRCLE INTERNET GROUP INC | United States | COM CL A | 861 | 72,252 | +71,391 | $114,151 | $5,729,532 | +$5,615,381 |
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BCPC
BALCHEM CORP | United States | COM | 121,490 | 151,854 | +30,364 | $18,230,756 | $23,288,265 | +$5,057,509 |
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KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 33,402 | 52,506 | +19,104 | $5,842,523 | $10,668,753 | +$4,826,230 |
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GGG
GRACO INC | United States | COM | 111,842 | 172,328 | +60,486 | $9,502,103 | $14,125,753 | +$4,623,650 |
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MO
ALTRIA GROUP INC | United States | COM | 569,690 | 573,440 | +3,750 | $37,633,714 | $33,064,527 | -$4,569,187 |
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CVNA
CARVANA CO | United States | CL A | 2,907 | 13,413 | +10,506 | $1,096,682 | $5,660,342 | +$4,563,660 |
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WST
WEST PHARMACEUTICAL SVSC INC | United States | COM | 43,013 | 56,693 | +13,680 | $11,283,632 | $15,598,566 | +$4,314,934 |
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TYL
TYLER TECHNOLOGIES INC | United States | COM | 17,682 | 29,571 | +11,889 | $9,250,368 | $13,423,669 | +$4,173,301 |
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QTWO
Q2 HLDGS INC | United States | COM | 189,275 | 247,503 | +58,228 | $13,701,586 | $17,859,837 | +$4,158,251 |
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EXPO
EXPONENT INC | United States | COM | 254,300 | 314,203 | +59,903 | $17,668,769 | $21,824,594 | +$4,155,825 |
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MRCY
MERCURY SYS INC | United States | COM | 221,865 | 292,098 | +70,233 | $17,172,387 | $21,326,070 | +$4,153,683 |
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ASH
ASHLAND INC | United States | COM | 18,744 | 83,712 | +64,968 | $898,017 | $4,911,399 | +$4,013,382 |
|---|
GWRE
GUIDEWIRE SOFTWARE INC | United States | COM | 51,747 | 78,659 | +26,912 | $11,894,483 | $15,811,184 | +$3,916,701 |
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ATI
ATI INC | United States | COM | 55,217 | 72,427 | +17,210 | $4,491,394 | $8,311,694 | +$3,820,300 |
|---|
KNX
KNIGHT-SWIFT TRANSN HLDGS IN | United States | CL A | 77,455 | 130,638 | +53,183 | $3,060,243 | $6,829,757 | +$3,769,514 |
|---|
CMI
CUMMINS INC | United States | COM | 33,874 | 35,260 | +1,386 | $14,307,478 | $17,998,575 | +$3,691,097 |
|---|
SNX
TD SYNNEX CORPORATION | United States | COM | 36,834 | 64,435 | +27,601 | $6,031,523 | $9,680,076 | +$3,648,553 |
|---|
JBTM
JBT MAREL CORPORATION | United States | COM | 41,240 | 62,572 | +21,332 | $5,792,196 | $9,427,784 | +$3,635,588 |
|---|
SON
SONOCO PRODS CO | United States | COM | 45,608 | 127,075 | +81,467 | $1,965,267 | $5,545,576 | +$3,580,309 |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 294,831 | 295,857 | +1,026 | $11,563,276 | $15,026,547 | +$3,463,271 |
|---|
GH
GUARDANT HEALTH INC | United States | COM | 36,666 | 54,597 | +17,931 | $2,290,926 | $5,576,489 | +$3,285,563 |
|---|
LDOS
LEIDOS HOLDINGS INC | United States | COM | 36,456 | 56,279 | +19,823 | $6,888,625 | $10,152,630 | +$3,264,005 |
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PLUS
EPLUS INC | United States | COM | 39,556 | 69,187 | +29,631 | $2,808,846 | $6,067,690 | +$3,258,844 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 238,082 | 241,435 | +3,353 | $26,427,162 | $29,633,665 | +$3,206,503 |
|---|
LCII
LCI INDS | United States | COM | 67,347 | 78,008 | +10,661 | $6,273,439 | $9,465,427 | +$3,191,988 |
|---|
GMED
GLOBUS MED INC | United States | CL A | 51,273 | 69,943 | +18,670 | $2,936,380 | $6,106,726 | +$3,170,346 |
|---|
BX
BLACKSTONE INC | United States | COM | 220,283 | 224,025 | +3,742 | $37,635,377 | $34,531,360 | -$3,104,017 |
|---|
MSA
MSA SAFETY INC | United States | COM | 79,190 | 103,450 | +24,260 | $13,626,257 | $16,566,540 | +$2,940,283 |
|---|
WK
WORKIVA INC | United States | COM CL A | 117,488 | 151,317 | +33,829 | $10,113,368 | $13,051,132 | +$2,937,764 |
|---|
SSD
SIMPSON MFG INC | United States | COM | 101,486 | 123,375 | +21,889 | $16,994,898 | $19,921,331 | +$2,926,433 |
|---|
UNF
UNIFIRST CORP MASS | United States | COM | 18,698 | 31,163 | +12,465 | $3,126,028 | $6,011,250 | +$2,885,222 |
|---|
SITE
SITEONE LANDSCAPE SUPPLY INC | United States | COM | 108,280 | 134,716 | +26,436 | $13,946,377 | $16,780,215 | +$2,833,838 |
|---|
ROAD
CONSTRUCTION PARTNERS INC | United States | COM CL A | 196,731 | 255,975 | +59,244 | $24,984,874 | $27,786,095 | +$2,801,221 |
|---|
MMS
MAXIMUS INC | United States | COM | 27,311 | 61,284 | +33,973 | $2,495,393 | $5,290,032 | +$2,794,639 |
|---|
GXO
GXO LOGISTICS INCORPORATED | United States | COMMON STOCK | 69,496 | 122,446 | +52,950 | $3,675,636 | $6,445,572 | +$2,769,936 |
|---|
BOOT
BOOT BARN HLDGS INC | United States | COM | 20,085 | 34,439 | +14,354 | $3,328,479 | $6,077,403 | +$2,748,924 |
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EXPE
EXPEDIA GROUP INC | United States | COM NEW | 26,255 | 29,229 | +2,974 | $5,611,853 | $8,280,880 | +$2,669,027 |
|---|
MGRC
MCGRATH RENTCORP | United States | COM | 29,655 | 58,374 | +28,719 | $3,478,539 | $6,125,179 | +$2,646,640 |
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MUSA
MURPHY USA INC | United States | COM | 9,823 | 15,830 | +6,007 | $3,813,621 | $6,387,779 | +$2,574,158 |
|---|
PFG
PRINCIPAL FINANCIAL GROUP IN | United States | COM | 41,448 | 68,027 | +26,579 | $3,436,445 | $6,000,679 | +$2,564,234 |
|---|
ICUI
ICU MED INC | United States | COM | 25,992 | 39,658 | +13,666 | $3,117,962 | $5,658,040 | +$2,540,078 |
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M
MACYS INC | United States | COM | 73,739 | 174,664 | +100,925 | $1,322,145 | $3,851,347 | +$2,529,202 |
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NCNO
NCINO INC | United States | COM | 226,049 | 337,231 | +111,182 | $6,128,193 | $8,646,608 | +$2,518,415 |
|---|
TECH
BIO-TECHNE CORP | United States | COM | 67,450 | 105,481 | +38,031 | $3,752,267 | $6,203,327 | +$2,451,060 |
|---|
DOCN
DIGITALOCEAN HLDGS INC | United States | COM | 132,833 | 143,838 | +11,005 | $4,537,589 | $6,921,496 | +$2,383,907 |
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ULS
UL SOLUTIONS INC | United States | CLASS A COM SHS | 104,634 | 124,164 | +19,530 | $7,414,365 | $9,791,558 | +$2,377,193 |
|---|
SIGI
SELECTIVE INS GROUP INC | United States | COM | 28,719 | 55,955 | +27,236 | $2,328,237 | $4,681,743 | +$2,353,506 |
|---|
LKQ
LKQ CORP | United States | COM | 154,842 | 233,543 | +78,701 | $4,728,857 | $7,053,005 | +$2,324,148 |
|---|
GNW
GENWORTH FINL INC | United States | COM SHS | 341,934 | 589,535 | +247,601 | $3,043,213 | $5,323,501 | +$2,280,288 |
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TTAN
SERVICETITAN INC | United States | SHS CL A | 5,614 | 26,513 | +20,899 | $566,049 | $2,823,600 | +$2,257,551 |
|---|
LVS
LAS VEGAS SANDS CORP | United States | COM | 42,122 | 68,672 | +26,550 | $2,265,713 | $4,469,838 | +$2,204,125 |
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VSXY
VICTORIAS SECRET AND CO | United States | COMMON STOCK | 22,335 | 51,224 | +28,889 | $606,172 | $2,774,804 | +$2,168,632 |
|---|
NDAQ
NASDAQ INC | United States | COM | 163,860 | 171,315 | +7,455 | $14,493,377 | $16,639,774 | +$2,146,397 |
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BTSG
BRIGHTSPRING HEALTH SVCS INC | United States | COM | 48,487 | 95,245 | +46,758 | $1,433,276 | $3,566,925 | +$2,133,649 |
|---|
KELYA
KELLY SVCS INC | United States | CL A | 493,465 | 493,943 | +478 | $6,474,260 | $4,346,698 | -$2,127,562 |
|---|
ABG
ASBURY AUTOMOTIVE GROUP INC | United States | COM | 9,294 | 18,880 | +9,586 | $2,271,978 | $4,390,160 | +$2,118,182 |
|---|
LUNR
INTUITIVE MACHINES INC | United States | CLASS A COM | 142,599 | 221,701 | +79,102 | $1,500,142 | $3,598,207 | +$2,098,065 |
|---|
ACM
AECOM | United States | COM | 60,625 | 61,294 | +669 | $7,909,756 | $5,843,093 | -$2,066,663 |
|---|
NUVL
NUVALENT INC | United States | COM | 80 | 20,224 | +20,144 | $6,929 | $2,034,299 | +$2,027,370 |
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SAIC
SCIENCE APPLICATIONS INTL CO | United States | COM | 42,309 | 61,863 | +19,554 | $4,204,212 | $6,227,128 | +$2,022,916 |
|---|
KVYO
KLAVIYO INC | United States | COM SER A | 2,068 | 63,777 | +61,709 | $57,274 | $2,070,848 | +$2,013,574 |
|---|
HAE
HAEMONETICS CORP MASS | United States | COM | 35,792 | 46,630 | +10,838 | $1,744,499 | $3,737,349 | +$1,992,850 |
|---|
IT
GARTNER INC | United States | COM | 13,848 | 22,274 | +8,426 | $3,640,056 | $5,619,117 | +$1,979,061 |
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BAH
BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 9,357 | 34,370 | +25,013 | $935,312 | $2,899,399 | +$1,964,087 |
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AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 19,356 | 39,021 | +19,665 | $1,466,399 | $3,404,551 | +$1,938,152 |
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GPK
GRAPHIC PACKAGING HLDG CO | United States | COM | 228,639 | 425,533 | +196,894 | $4,474,468 | $6,408,534 | +$1,934,066 |
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AEIS
ADVANCED ENERGY INDS | United States | COM | 13,577 | 19,938 | +6,361 | $2,309,939 | $4,174,423 | +$1,864,484 |
|---|
WSO
WATSCO INC | United States | COM | 33,566 | 45,756 | +12,190 | $13,570,702 | $15,417,264 | +$1,846,562 |
|---|
FLS
FLOWSERVE CORP | United States | COM | 64,253 | 75,570 | +11,317 | $3,414,423 | $5,243,098 | +$1,828,675 |
|---|
PSMT
PRICESMART INC | United States | COM | 18,749 | 33,224 | +14,475 | $2,272,197 | $4,075,586 | +$1,803,389 |
|---|
OMC
OMNICOM GROUP INC | United States | COM | 67,020 | 89,997 | +22,977 | $5,464,110 | $7,267,279 | +$1,803,169 |
|---|
SKY
CHAMPION HOMES INC | United States | COM | 16,166 | 35,543 | +19,377 | $1,234,556 | $3,003,342 | +$1,768,786 |
|---|
PII
POLARIS INC | United States | COM | 15,338 | 41,939 | +26,601 | $891,595 | $2,652,641 | +$1,761,046 |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 89,501 | 114,455 | +24,954 | $12,688,636 | $14,407,610 | +$1,718,974 |
|---|
CXT
CRANE NXT CO | United States | COM | 93,207 | 96,368 | +3,161 | $6,251,376 | $4,536,072 | -$1,715,304 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 57,956 | 59,827 | +1,871 | $20,357,665 | $18,700,673 | -$1,656,992 |
|---|
VRRM
VERRA MOBILITY CORP | United States | CL A COM STK | 59,462 | 139,349 | +79,887 | $1,468,703 | $3,122,803 | +$1,654,100 |
|---|
XMTR
XOMETRY INC | United States | CLASS A COM | 1,140 | 28,812 | +27,672 | $62,093 | $1,713,428 | +$1,651,335 |
|---|
KAI
KADANT INC | United States | COM | 26,263 | 33,197 | +6,934 | $7,815,498 | $9,461,836 | +$1,646,338 |
|---|
PATH
UIPATH INC | United States | CL A | 2,284 | 102,295 | +100,011 | $30,559 | $1,676,609 | +$1,646,050 |
|---|
TDC
TERADATA CORP DEL | United States | COM | 60,309 | 96,539 | +36,230 | $1,297,261 | $2,938,629 | +$1,641,368 |
|---|
PCTY
PAYLOCITY HLDG CORP | United States | COM | 33,803 | 46,064 | +12,261 | $5,383,813 | $7,024,857 | +$1,641,044 |
|---|
COO
COOPER COS INC | United States | COM | 60,920 | 70,860 | +9,940 | $4,176,678 | $5,807,685 | +$1,631,007 |
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