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CIK: 0002026645
Total reported value
$217.4M
$217.4M
287 檔
19.6%
The Q4 2024 SEC filing reveals that Hager Investment Management Services, LLC held a total portfolio value of $217.4M, covering 287 public equity positions.
During Q4 2024, Hager Investment Management Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.27% | -0.30% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.16% | +0.05% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.39% | -0.21% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.83% | -0.15% | — | |
| 5 | MRVL | Marvell Technology Inc | Stock-Tech | 3.91% | +1.44% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.34% | -0.15% | — | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.33% | -0.45% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.80% | -0.05% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | -0.16% | — | |
| 10 | CGBD | Carlyle Secured Lending Inc | Stock-Other | 2.56% | -0.33% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.39% | -0.52% | — | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.37% | -0.34% | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.57% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | -0.20% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | +0.10% | — | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.96% | -0.26% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.04% | — | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 1.61% | -0.23% | — | |
| 19 | BCSF | Bain Capital Specialty Finan | Stock-Other | 1.58% | -0.21% | — | |
| 20 | EME | Emcor Group Inc | Stock-Industrials | 1.58% | -0.16% | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.40% | — | — | |
| 22 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.36% | +0.07% | — | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.35% | -0.18% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.31% | +0.17% | — | |
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 1.27% | -0.05% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.03% | — | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.22% | -0.22% | — | |
| 28 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.12% | -0.14% | — | |
| 29 | LNG | Cheniere Energy Inc | Stock-Energy | 0.98% | -0.35% | — | |
| 30 | CCJ | Cameco CORP | Stock-Energy | 0.97% | -0.36% | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | -0.10% | — | |
| 32 | EVR | Evercore Inc - A | Stock-Financials | 0.95% | -0.10% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.02% | — | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.88% | — | — | |
| 35 | PRU | Prudential Financial Inc | Stock-Financials | 0.87% | -0.01% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.20% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.07% | — | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.70% | -0.05% | — | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 0.65% | -0.02% | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.11% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.11% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.07% | — | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.55% | — | — | |
| 44 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.54% | -0.02% | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.52% | -0.02% | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.11% | — | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | — | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.47% | -0.13% | — | |
| 49 | KR | Kroger Co | Stock-Consumer Staples | 0.42% | -0.36% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.01% | — |
According to official SEC Form 13F filings, Hager Investment Management Services, LLC reported a total U.S. public equity portfolio value of $217.4M across 287 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, NVDA) accounted for 19.6% of total reported equity market value during Q4 2024.
During Q4 2024, Hager Investment Management Services, LLC's top holdings by market value included AAPL (6.3%)、AVGO (6.2%)、NVDA (5.4%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2024, Hager Investment Management Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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