COMMERZBANK AKTIENGESELLSCHAFT /FI — 13F Holdings & Portfolio

CIK 852933 · latest 13F-HR filed 2026-05-07

COMMERZBANK AKTIENGESELLSCHAFT /FI manages $4.8M in 13F-reported U.S. long-equity assets across 354 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (5.96%), GOOGL (5.60%), AAPL (5.54%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 20 new positions, exited 40, added to 104, and trimmed 182.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$4.8M

Long-equity book

Holdings

354

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+20 / −40 / ↑104 / ↓182

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHEVRON CORPORATION$69.9K +54.5%
  • EXXON MOBIL CORP$56.0K +65.8%
  • AMERICAN ELEC PWR CO INC$54.2K +1195.6%
  • COMCAST CORP NEW$53.9K +279.9%
  • SALESFORCE INC$52.4K +280.8%
Show all 104

Top Trims

  • AT&T INC-$96.9K -86.5%
  • MCDONALDS CORP-$59.1K -47.3%
  • ALPHABET INC-$40.2K -13.0%
  • JOHNSON & JOHNSON-$38.5K -20.9%
  • INTERNATIONAL BUSINESS MACHS-$26.1K -13.6%
Show all 182

New Positions

  • DOW HLDGS INC$6.8K
  • SPOTIFY TECHNOLOGY SA$2.9K
  • AMCOR PLC$1.7K
  • CDW CORP/DE$1.6K
  • COMFORT SYS USA INC$1.5K
Show all 20

Exited Positions

  • SOLSTICE ADVANCED MATLS INC$3.2K
  • CINCINNATI FINANCIAL CORP$2.6K
  • PPG INDUSTRIES INC$2.4K
  • YUM! BRANDS INC$1.8K
  • EBAY INC$1.6K
Show all 40
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $285.0K 5.96% 769,805 SH
2 ALPHABET INC GOOGL 02079K305 $267.9K 5.60% 931,673 SH
3 APPLE INC AAPL 037833100 $264.9K 5.54% 1,043,898 SH
4 CHEVRON CORPORATION CVX 166764100 $198.3K 4.15% 958,552 SH
5 CISCO SYS INC CSCO 17275R102 $197.5K 4.13% 2,545,354 SH
6 COCA COLA CO KO 191216100 $167.6K 3.50% 2,203,320 SH
7 INTERNATIONAL BUSINESS MACHS IBM 459200101 $165.5K 3.46% 682,590 SH
8 VISA INC V 92826C839 $152.7K 3.19% 505,344 SH
9 JOHNSON & JOHNSON JNJ 478160104 $145.5K 3.04% 595,306 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $142.7K 2.98% 485,245 SH
11 EXXON MOBIL CORP XOM 30231G102 $141.1K 2.95% 831,633 SH
12 DEUTSCHE BK AG DB D18190898 $139.3K 2.91% 4,678,583 SH
13 BROADCOM INC AVGO 11135F101 $134.4K 2.81% 434,316 SH
14 NVIDIA CORPORATION NVDA 67066G104 $130.1K 2.72% 745,775 SH
15 META PLATFORMS INC META 30303M102 $100.1K 2.09% 174,900 SH
16 HONEYWELL INTL INC HON 438516106 $99.7K 2.08% 440,984 SH
17 PROCTER & GAMBLE CO PG 742718109 $95.2K 1.99% 658,901 SH
18 AMAZON COM INC AMZN 023135106 $81.2K 1.70% 390,113 SH
19 CATERPILLAR INC CAT 149123101 $80.1K 1.67% 113,089 SH
20 COMCAST CORP NEW CMCSA 20030N101 $73.1K 1.53% 2,545,992 SH
21 SALESFORCE INC CRM 79466L302 $71.1K 1.49% 380,625 SH
22 VERIZON COMMUNICATIONS INC VZ 92343V104 $69.8K 1.46% 1,389,489 SH
23 AMGEN INC AMGN 031162100 $68.5K 1.43% 194,785 SH
24 MCDONALDS CORP MCD 580135101 $66.0K 1.38% 212,284 SH
25 QUALCOMM INC QCOM 747525103 $64.1K 1.34% 498,125 SH
26 PEPSICO INC PEP 713448108 $63.5K 1.33% 409,078 SH
27 HOME DEPOT INC HD 437076102 $58.8K 1.23% 178,685 SH
28 AMERICAN ELEC PWR CO INC AEP 025537101 $58.8K 1.23% 448,255 SH
29 GOLDMAN SACHS GROUP INC GS 38141G104 $54.1K 1.13% 63,937 SH
30 PALO ALTO NETWORKS INC PANW 697435105 $48.0K 1.00% 299,698 SH
31 HP INC HPQ 40434L105 $40.7K 0.85% 2,121,132 SH
32 MONDELEZ INTL INC MDLZ 609207105 $32.5K 0.68% 564,050 SH
33 THERMO FISHER SCIENTIFIC INC TMO 883556102 $31.5K 0.66% 64,034 SH
34 ELI LILLY & CO LLY 532457108 $30.0K 0.63% 32,580 SH
35 WASTE MGMT INC DEL WM 94106L109 $29.9K 0.62% 129,961 SH
36 UNITEDHEALTH GROUP INC UNH 91324P102 $27.0K 0.56% 99,608 SH
37 NETFLIX INC. NFLX 64110L106 $26.4K 0.55% 274,647 SH
38 ORACLE CORP ORCL 68389X105 $26.2K 0.55% 178,435 SH
39 MERCK & CO INC MRK 58933Y105 $24.0K 0.50% 199,356 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $21.1K 0.44% 42,293 SH
41 WALMART INC WMT 931142103 $21.1K 0.44% 169,928 SH
42 BANK AMERICA CORP BAC 060505104 $17.7K 0.37% 362,123 SH
43 ALPHABET INC GOOG 02079K107 $16.2K 0.34% 56,528 SH
44 CME GROUP INC CME 12572Q105 $16.1K 0.34% 54,411 SH
45 ABBVIE INC ABBV 00287Y109 $15.7K 0.33% 72,061 SH
46 GE AEROSPACE GE 369604301 $15.6K 0.33% 55,110 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $15.4K 0.32% 32,071 SH
48 AT&T INC T 00206R102 $15.1K 0.32% 521,402 SH
49 BLACKROCK INC BLK 09290D101 $13.0K 0.27% 13,521 SH
50 ACCENTURE PLC IRELAND ACN G1151C101 $12.5K 0.26% 62,959 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $4.8M 354 0001683168-26-003561
2025-12-31 2026-02-05 $4.9M 374 0001683168-26-000779