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Commerce Investment Advisors, Inc.
David Hagee · Investment Advisor · Multi-Strategy
Commerce Investment Advisors, Inc. is a subsidiary of Commerce Bank and serves as the investment advisor for the Commerce Funds, a family of nine actively managed mutual funds with over $2.5 billion in assets. Founded in 1994 and based in Kansas City, Missouri, the firm focuses on providing a diverse range of investment solutions, including current income, capital preservation, and capital growth strategies. The institution utilizes a disciplined investment process characterized by proprietary research, long-term asset allocation, and a strategic blend of active and passive management. Their team of investment professionals aims to identify mispriced assets and capitalize on relative value opportunities while maintaining a strong emphasis on risk management. As a registered investment advisor within the Commerce Trust ecosystem, the firm provides investment management services to both retail and institutional investors through its proprietary fund complex.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.7% |
| YTD return | +13.0% |
| Sharpe ratio | 2.64 |
| Win rate | 68% |
| AUM | $9.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.commercefunds.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.7% | +30.9% |
| GOOGL | Alphabet Inc Class A | 12.5% | +38.4% |
| NVDA | NVIDIA Corporation | 12.2% | +17.7% |
| MSFT | Microsoft Corporation | 11.4% | -0.5% |
| AMZN | Amazon.com Inc | 7.3% | +14.7% |
| AVGO | Broadcom Inc | 6.0% | +6.2% |
| JPM | JPMorgan Chase & Co | 5.0% | +14.0% |
| CBSH | Commerce Bancshares Inc | 3.5% | +3.6% |
| XOM | Exxon Mobil Corp | 2.8% | +37.8% |
| MS | Morgan Stanley | 2.8% | +29.3% |
| JNJ | Johnson & Johnson | 2.7% | +39.6% |
| V | Visa Inc. Class A | 2.6% | +6.9% |
| LLY | Eli Lilly and Company | 2.4% | +35.7% |
| META | Meta Platforms Inc. | 2.4% | -5.6% |
| CAT | Caterpillar Inc | 2.4% | +4.9% |
| PANW | Palo Alto Networks Inc | 2.4% | +26.0% |
| PG | Procter & Gamble Company | 2.2% | -4.6% |
| UPS | United Parcel Service Inc | 1.9% | -7.0% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | +7.3% |
| MRK | Merck & Company Inc | 1.7% | +8.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | META | 2.7% → 2.4% |
| Aug 17, 2026 | BUY | CAT | 2.4% → 2.4% |
| Aug 17, 2026 | BUY | MSFT | 10.2% → 11.4% |
| Aug 17, 2026 | SELL | PG | 2.2% → 2.2% |
| Aug 17, 2026 | BUY | JNJ | 2.3% → 2.7% |
Investment Style Analysis
Commerce Investment Advisors, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $9.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Commerce Investment Advisors, Inc. made a significant move by reducing the position in META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Commerce Investment Advisors' core investment philosophy is centered on long-term asset allocation and broad diversification across various asset classes. The firm utilizes a disciplined, time-tested approach that combines both active and passive management strategies to optimize risk-adjusted returns. Their investment process is grounded in proprietary research and quantitative analysis, aiming to identify mispriced assets and low-volatility equities that can drive value. By maintaining a focus on risk management and repeatable steps, the firm seeks to navigate evolving market conditions and provide consistent outcomes that align with their clients' long-term financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Commerce Investment Advisors, Inc..
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Frequently asked questions
How is the simulated portfolio for Commerce Investment Advisors, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Commerce Investment Advisors, Inc.'s largest holding?
As of the latest filing, Commerce Investment Advisors, Inc.'s top position is Apple Inc (AAPL), representing 13.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Commerce Investment Advisors, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +19.7% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 2.64, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Commerce Investment Advisors, Inc. primarily invest in?
Commerce Investment Advisors, Inc. has a strong preference for the Semiconductors sector, which makes up 18.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Commerce Investment Advisors, Inc.'s portfolio concentrated or diversified?
Commerce Investment Advisors, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Commerce Investment Advisors, Inc. performed in 2026?
Our AI-simulated model portfolio for Commerce Investment Advisors, Inc. tracks a Year-to-Date (YTD) return of +13.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Hagee manage Commerce Investment Advisors, Inc. directly?
Yes, David Hagee serves as the key portfolio manager for Commerce Investment Advisors, Inc., overseeing the investment strategy and final capital allocation decisions.