COMERICA BANK quarter change: USA Stocks, Reduced
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).
- LLY: Country of operation United States; Class COM; Shares 2025-09-30 1,494,762; Shares 2025-12-31 1,485,360.
- FIX: Country of operation United States; Class COM; Shares 2025-09-30 158,406; Shares 2025-12-31 4,655.
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 1,749,955; Shares 2025-12-31 1,658,593.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 1,361,988; Shares 2025-12-31 1,270,924.
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 |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,494,762 | 1,485,360 | -9,402 | $1,140,503,053 | $1,596,286,410 | +$455,783,357 |
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FIX
COMFORT SYS USA INC | United States | COM | 158,406 | 4,655 | -153,751 | $130,713,401 | $4,344,791 | -$126,368,610 |
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MSFT
MICROSOFT CORP | United States | COM | 1,749,955 | 1,658,593 | -91,362 | $906,388,732 | $802,128,969 | -$104,259,763 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,361,988 | 1,270,924 | -91,064 | $331,099,106 | $397,799,330 | +$66,700,224 |
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TPR
TAPESTRY INC | United States | COM | 576,359 | 50,742 | -525,617 | $65,255,360 | $6,483,255 | -$58,772,105 |
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NVDA
NVIDIA CORPORATION | United States | COM | 4,071,982 | 3,771,095 | -300,887 | $759,750,339 | $703,309,265 | -$56,441,074 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 1,045,565 | 989,922 | -55,643 | $254,647,281 | $310,637,305 | +$55,990,024 |
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AXON
AXON ENTERPRISE INC | United States | COM | 77,426 | 9,676 | -67,750 | $55,564,212 | $5,495,208 | -$50,069,004 |
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ORCL
ORACLE CORP | United States | COM | 511,111 | 481,014 | -30,097 | $143,744,875 | $93,754,378 | -$49,990,497 |
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META
META PLATFORMS INC | United States | CL A | 413,985 | 391,003 | -22,982 | $304,022,560 | $258,097,355 | -$45,925,205 |
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HD
HOME DEPOT INC | United States | COM | 582,588 | 562,312 | -20,276 | $236,058,689 | $193,491,486 | -$42,567,203 |
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LPLA
LPL FINL HLDGS INC | United States | COM | 145,218 | 17,144 | -128,074 | $48,312,628 | $6,123,392 | -$42,189,236 |
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SMTC
SEMTECH CORP | United States | COM | 535,612 | 21,659 | -513,953 | $38,269,493 | $1,596,048 | -$36,673,445 |
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P
PURE STORAGE INC | United States | CL A | 548,469 | 143,481 | -404,988 | $45,967,230 | $9,614,659 | -$36,352,571 |
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ROKU
ROKU INC | United States | COM CL A | 349,398 | 3,342 | -346,056 | $34,985,180 | $362,580 | -$34,622,600 |
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COHR
COHERENT CORP | United States | COM | 408,605 | 59,336 | -349,269 | $44,014,927 | $10,951,710 | -$33,063,217 |
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MASI
MASIMO CORP | United States | COM | 233,427 | 12,233 | -221,194 | $34,442,117 | $1,590,990 | -$32,851,127 |
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TRU
TRANSUNION | United States | COM | 428,750 | 52,975 | -375,775 | $35,920,669 | $4,542,655 | -$31,378,014 |
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HQY
HEALTHEQUITY INC | United States | COM | 343,270 | 26,332 | -316,938 | $32,531,719 | $2,412,217 | -$30,119,502 |
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DT
DYNATRACE INC | United States | COM NEW | 679,322 | 82,650 | -596,672 | $32,913,131 | $3,582,079 | -$29,331,052 |
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RRX
REGAL REXNORD CORPORATION | United States | COM | 253,088 | 58,778 | -194,310 | $36,302,862 | $8,247,648 | -$28,055,214 |
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HEIA
HEICO CORP NEW | | CL A | 158,531 | 49,251 | -109,280 | $40,281,228 | $12,432,504 | -$27,848,724 |
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IOT
SAMSARA INC | United States | COM CL A | 775,439 | 33,285 | -742,154 | $28,885,092 | $1,179,962 | -$27,705,130 |
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BLDR
BUILDERS FIRSTSOURCE INC | United States | COM | 232,212 | 29,204 | -203,008 | $28,155,742 | $3,004,802 | -$25,150,940 |
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KEY
KEYCORP | United States | COM | 1,623,058 | 258,699 | -1,364,359 | $30,334,958 | $5,339,555 | -$24,995,403 |
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CORZ
CORE SCIENTIFIC INC NEW | United States | COM | 4,630,416 | 3,997,581 | -632,835 | $83,069,663 | $58,204,774 | -$24,864,889 |
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WYNN
WYNN RESORTS LTD | United States | COM | 225,616 | 39,419 | -186,197 | $28,939,754 | $4,743,299 | -$24,196,455 |
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XPO
XPO INC | United States | COM | 221,654 | 33,982 | -187,672 | $28,653,197 | $4,618,573 | -$24,034,624 |
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PCVX
VAXCYTE INC | United States | COM | 654,369 | 1,103 | -653,266 | $23,570,382 | $50,870 | -$23,519,512 |
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IP
INTERNATIONAL PAPER CO | United States | COM | 604,672 | 119,539 | -485,133 | $28,056,742 | $4,708,630 | -$23,348,112 |
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RYAN
RYAN SPECIALTY HOLDINGS INC | United States | CL A | 443,168 | 32,274 | -410,894 | $24,976,962 | $1,666,331 | -$23,310,631 |
|---|
CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 218,227 | 37,309 | -180,918 | $28,893,287 | $5,997,827 | -$22,895,460 |
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RKLB
ROCKET LAB CORP | United States | COM | 538,693 | 49,800 | -488,893 | $25,808,782 | $3,474,048 | -$22,334,734 |
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INSM
INSMED INC | United States | COM PAR $.01 | 161,804 | 7,337 | -154,467 | $23,301,288 | $1,276,894 | -$22,024,394 |
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LECO
LINCOLN ELEC HLDGS INC | United States | COM | 107,198 | 15,165 | -92,033 | $25,280,469 | $3,634,130 | -$21,646,339 |
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RRR
RED ROCK RESORTS INC | United States | CL A | 387,844 | 34,042 | -353,802 | $23,681,773 | $2,108,919 | -$21,572,854 |
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RVMD
REVOLUTION MEDICINES INC | United States | COM | 490,216 | 23,285 | -466,931 | $22,893,059 | $1,854,632 | -$21,038,427 |
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ENTG
ENTEGRIS INC | United States | COM | 331,085 | 113,905 | -217,180 | $30,612,148 | $9,596,478 | -$21,015,670 |
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OWL
BLUE OWL CAPITAL INC | United States | COM CL A | 1,266,911 | 37,483 | -1,229,428 | $21,448,812 | $559,993 | -$20,888,819 |
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IEX
IDEX CORP | United States | COM | 140,050 | 11,578 | -128,472 | $22,794,618 | $2,060,352 | -$20,734,266 |
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RYTM
RHYTHM PHARMACEUTICALS INC | United States | COM | 209,325 | 4,014 | -205,311 | $21,139,735 | $429,564 | -$20,710,171 |
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KTOS
KRATOS DEFENSE & SEC SOLUTIO | United States | COM NEW | 258,911 | 43,070 | -215,841 | $23,656,675 | $3,269,395 | -$20,387,280 |
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GL
GLOBE LIFE INC | United States | COM | 152,662 | 12,732 | -139,930 | $21,826,010 | $1,780,693 | -$20,045,317 |
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HWM
HOWMET AEROSPACE INC | United States | COM | 164,309 | 59,603 | -104,706 | $32,242,334 | $12,219,853 | -$20,022,481 |
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KNSL
KINSALE CAP GROUP INC | United States | COM | 53,298 | 7,196 | -46,102 | $22,665,475 | $2,814,494 | -$19,850,981 |
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PINS
PINTEREST INC | United States | CL A | 738,847 | 193,210 | -545,637 | $23,768,703 | $5,002,199 | -$18,766,504 |
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JBL
JABIL INC | United States | COM | 124,785 | 38,240 | -86,545 | $27,099,462 | $8,719,671 | -$18,379,791 |
|---|
CLH
CLEAN HARBORS INC | United States | COM | 94,192 | 14,937 | -79,255 | $21,873,146 | $3,502,319 | -$18,370,827 |
|---|
GKOS
GLAUKOS CORP | United States | COM | 241,646 | 12,885 | -228,761 | $19,706,159 | $1,454,923 | -$18,251,236 |
|---|
TLN
TALEN ENERGY CORP | United States | COM | 54,839 | 13,669 | -41,170 | $23,327,404 | $5,123,700 | -$18,203,704 |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 222,225 | 198,341 | -23,884 | $68,831,920 | $51,328,587 | -$17,503,333 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 175,131 | 55,388 | -119,743 | $26,420,265 | $8,973,406 | -$17,446,859 |
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MKSI
MKS INC. | United States | COM | 191,131 | 39,852 | -151,279 | $23,656,313 | $6,368,446 | -$17,287,867 |
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MRK
MERCK & CO INC | United States | COM | 966,673 | 932,997 | -33,676 | $81,132,849 | $98,207,272 | +$17,074,423 |
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TWLO
TWILIO INC | United States | CL A | 228,994 | 42,472 | -186,522 | $22,920,049 | $6,041,140 | -$16,878,909 |
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MTSI
MACOM TECH SOLUTIONS HLDGS I | United States | COM | 159,431 | 19,059 | -140,372 | $19,847,539 | $3,264,425 | -$16,583,114 |
|---|
AZO
AUTOZONE INC | United States | COM | 6,546 | 3,423 | -3,123 | $28,084,782 | $11,609,220 | -$16,475,562 |
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AFRM
AFFIRM HLDGS INC | United States | COM CL A | 230,292 | 5,819 | -224,473 | $16,829,750 | $433,174 | -$16,396,576 |
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CWST
CASELLA WASTE SYS INC | United States | CL A | 550,557 | 368,287 | -182,270 | $52,236,810 | $36,070,031 | -$16,166,779 |
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RBLX
ROBLOX CORP | United States | CL A | 125,690 | 17,013 | -108,677 | $17,410,663 | $1,378,599 | -$16,032,064 |
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NTRA
NATERA INC | United States | COM | 134,255 | 24,800 | -109,455 | $21,611,065 | $5,681,430 | -$15,929,635 |
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BE
BLOOM ENERGY CORP | United States | COM CL A | 262,526 | 74,685 | -187,841 | $22,201,828 | $6,489,357 | -$15,712,471 |
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PG
PROCTER AND GAMBLE CO | United States | COM | 754,385 | 699,689 | -54,696 | $115,911,333 | $100,272,489 | -$15,638,844 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 157,135 | 145,881 | -11,254 | $26,291,869 | $41,635,889 | +$15,344,020 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 119,237 | 110,727 | -8,510 | $110,370,213 | $95,484,233 | -$14,885,980 |
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SLAB
SILICON LABORATORIES INC | United States | COM | 118,262 | 8,009 | -110,253 | $15,507,686 | $1,046,696 | -$14,460,990 |
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VST
VISTRA CORP | United States | COM | 133,937 | 75,211 | -58,726 | $26,240,909 | $12,133,796 | -$14,107,113 |
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PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 1,380,703 | 276,009 | -1,104,694 | $17,672,988 | $3,872,411 | -$13,800,577 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 851,226 | 828,197 | -23,029 | $157,834,356 | $171,395,240 | +$13,560,884 |
|---|
OPCH
OPTION CARE HEALTH INC | United States | COM NEW | 588,480 | 92,594 | -495,886 | $16,336,200 | $2,950,049 | -$13,386,151 |
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PRCT
PROCEPT BIOROBOTICS CORP | United States | COM | 386,416 | 17,575 | -368,841 | $13,791,177 | $552,911 | -$13,238,266 |
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RH
RH | United States | COM | 67,153 | 4,504 | -62,649 | $13,642,801 | $806,889 | -$12,835,912 |
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DASH
DOORDASH INC | United States | CL A | 87,563 | 48,632 | -38,931 | $23,816,131 | $11,014,166 | -$12,801,965 |
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PRIM
PRIMORIS SVCS CORP | United States | COM | 119,086 | 29,237 | -89,849 | $16,353,988 | $3,629,407 | -$12,724,581 |
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ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 270,753 | 260,999 | -9,754 | $79,465,972 | $67,136,632 | -$12,329,340 |
|---|
FISV
FISERV INC | United States | COM | 134,471 | 77,153 | -57,318 | $17,337,304 | $5,182,307 | -$12,154,997 |
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AAPL
APPLE INC | United States | COM | 3,387,334 | 3,216,562 | -170,772 | $862,516,776 | $874,454,470 | +$11,937,694 |
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TOST
TOAST INC | United States | CL A | 356,525 | 30,628 | -325,897 | $13,016,706 | $1,087,601 | -$11,929,105 |
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CVLT
COMMVAULT SYS INC | United States | COM | 69,050 | 10,802 | -58,248 | $13,035,220 | $1,354,185 | -$11,681,035 |
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SLNO
SOLENO THERAPEUTICS INC | United States | COM | 166,826 | 2,330 | -164,496 | $11,277,452 | $107,875 | -$11,169,577 |
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TDG
TRANSDIGM GROUP INC | United States | COM | 17,211 | 8,740 | -8,471 | $22,685,191 | $11,623,609 | -$11,061,582 |
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UBER
UBER TECHNOLOGIES INC | United States | COM | 465,397 | 423,194 | -42,203 | $45,594,952 | $34,579,174 | -$11,015,778 |
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TREX
TREX CO INC | United States | COM | 230,151 | 29,637 | -200,514 | $11,891,919 | $1,039,673 | -$10,852,246 |
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LYV
LIVE NATION ENTERTAINMENT IN | United States | COM | 83,604 | 19,732 | -63,872 | $13,660,891 | $2,811,811 | -$10,849,080 |
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ALKT
ALKAMI TECHNOLOGY INC | United States | COM | 436,747 | 8,561 | -428,186 | $10,848,791 | $197,506 | -$10,651,285 |
|---|
ADMA
ADMA BIOLOGICS INC | United States | COM | 772,634 | 52,102 | -720,532 | $11,326,804 | $950,329 | -$10,376,475 |
|---|
ABT
ABBOTT LABS | United States | COM | 765,043 | 735,393 | -29,650 | $102,469,803 | $92,137,321 | -$10,332,482 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 57,973 | 13,587 | -44,386 | $12,440,437 | $2,678,636 | -$9,761,801 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 229,021 | 218,053 | -10,968 | $37,053,313 | $46,698,165 | +$9,644,852 |
|---|
ABBV
ABBVIE INC | United States | COM | 784,608 | 753,358 | -31,250 | $181,667,982 | $172,134,627 | -$9,533,355 |
|---|
T
AT&T INC | United States | COM | 1,937,644 | 1,829,174 | -108,470 | $54,719,058 | $45,436,694 | -$9,282,364 |
|---|
DXCM
DEXCOM INC | United States | COM | 180,494 | 44,154 | -136,340 | $12,145,435 | $2,930,530 | -$9,214,905 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 93,013 | 89,160 | -3,853 | $41,598,325 | $50,496,574 | +$8,898,249 |
|---|
MSCI
MSCI INC | United States | COM | 28,743 | 12,976 | -15,767 | $16,308,781 | $7,444,871 | -$8,863,910 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 192,136 | 174,227 | -17,909 | $66,344,793 | $57,513,993 | -$8,830,800 |
|---|
COR
CENCORA INC | United States | COM | 83,785 | 53,135 | -30,650 | $26,185,319 | $17,946,473 | -$8,238,846 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 830,298 | 792,337 | -37,961 | $128,936,885 | $120,760,116 | -$8,176,769 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 126,985 | 110,298 | -16,687 | $30,397,745 | $22,395,022 | -$8,002,723 |
|---|
V
VISA INC | United States | COM CL A | 574,913 | 537,226 | -37,687 | $196,263,906 | $188,410,763 | -$7,853,143 |
|---|
EXP
EAGLE MATLS INC | United States | COM | 51,168 | 20,390 | -30,778 | $11,924,200 | $4,214,028 | -$7,710,172 |
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