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CIK: 0002026645
Total reported value
$217.4M
$217.4M
307 檔
14.5%
In Q1 2025, Hager Investment Management Services, LLC's U.S. equity holdings reached a combined market value of $217.4M, distributed across 307 disclosed stock positions.
In Q1 2025, Hager Investment Management Services, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.71% | -0.30% | -8.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | -0.15% | -8.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | -0.21% | -10.96% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.34% | +0.05% | -12.99% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.24% | -0.05% | -3.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.00% | -0.15% | -1.87% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.97% | -0.45% | -28.56% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.72% | -0.34% | -1.08% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.68% | -0.52% | -2.94% | |
| 10 | CGBD | Carlyle Secured Lending Inc | Stock-Other | 2.56% | -0.33% | -0.92% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | -0.16% | +1.46% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.20% | -3.68% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | +0.10% | +1.38% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.36% | -0.26% | +2.75% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.35% | -0.57% | -3.02% | |
| 16 | MRVL | Marvell Technology Inc | Stock-Tech | 2.30% | +1.44% | -5.62% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.83% | -0.18% | +0.50% | |
| 18 | BCSF | Bain Capital Specialty Finan | Stock-Other | 1.78% | -0.21% | +6.42% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.77% | -0.04% | +0.75% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.57% | -0.22% | +8.16% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.57% | — | +18.91% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 1.44% | -0.23% | -11.21% | |
| 23 | EME | Emcor Group Inc | Stock-Industrials | 1.42% | -0.16% | -1.12% | |
| 24 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.32% | -0.14% | +4.17% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.30% | +0.17% | -2.47% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.03% | -15.32% | |
| 27 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.20% | +0.07% | -6.51% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.03% | +308.44% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.15% | -0.05% | +0.82% | |
| 30 | LNG | Cheniere Energy Inc | Stock-Energy | 1.14% | -0.35% | -3.68% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.11% | -0.07% | +2.69% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.20% | +5.52% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.10% | -4.31% | |
| 34 | CCJ | Cameco CORP | Stock-Energy | 0.88% | -0.36% | +1.25% | |
| 35 | EVR | Evercore Inc - A | Stock-Financials | 0.88% | -0.10% | +14.55% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.11% | -2.09% | |
| 37 | PRU | Prudential Financial Inc | Stock-Financials | 0.75% | -0.01% | -18.42% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.04% | +262.73% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.73% | -0.02% | +38.97% | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.73% | -0.03% | EXIT | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.73% | +0.29% | +159.44% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.07% | -1.11% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.02% | -6.89% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.62% | -0.11% | -4.71% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.11% | -2.10% | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.59% | — | +3.09% | |
| 47 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.58% | -0.02% | +8.37% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.55% | -0.02% | -12.42% | |
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.55% | -0.13% | +5.02% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 0.54% | -0.03% | +21.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.9% | +308.44% | Add |
| 2 | AZO | Autozone Inc | +0.7% | NEW | New buy |
| 3 | CSCO | Cisco Systems Inc | +0.6% | +262.73% | Add |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +0.50% | Add |
| 5 | GLW | Corning Inc | +0.5% | +159.44% | Add |
| 6 | LLY | Eli Lilly & Co | +0.4% | -3.49% | Trim |
| 7 | NFLX | Netflix Inc | +0.4% | +2.75% | Add |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | +8.16% | Add |
| 9 | AMGN | Amgen Inc | +0.3% | +2.69% | Add |
| 10 | AXP | American Express Co | +0.2% | +38.97% | Add |
| 11 | NWE | Northwestern Energy Group In | +0.2% | +52.67% | Add |
| 12 | O | Realty Income CORP | +0.2% | +21.38% | Add |
| 13 | ABBV | Abbvie Inc | +0.2% | -1.11% | Trim |
| 14 | RTX | Rtx CORP | +0.2% | -2.09% | Trim |
| 15 | CFG | Citizens Financial Group | +0.2% | +90.58% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -3.02% | Trim |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +1775.00% | Add |
| 18 | HD | Home Depot Inc | +0.1% | +0.75% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | -15.32% | Trim |
| 20 | CGBD | Carlyle Secured Lending Inc | — | -0.92% | Trim |
| 21 | CAT | Caterpillar Inc | 0% | -2.47% | Trim |
| 22 | MRK | Merck & Co. Inc. | 0% | -4.31% | Trim |
| 23 | AMZN | Amazon.com Inc | 0% | +1.46% | Add |
| 24 | CMI | Cummins Inc | -0.1% | -47.51% | Trim |
| 25 | EVR | Evercore Inc - A | -0.1% | +14.55% | Add |
| 26 | OBDC | Blue Owl Capital CORP | -0.1% | -58.28% | Trim |
| 27 | ALB | Albemarle CORP | -0.1% | -20.29% | Trim |
| 28 | CCJ | Cameco CORP | -0.1% | +1.25% | Add |
| 29 | EQIX | Equinix Inc | -0.1% | -12.42% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -28.17% | Trim |
| 31 | PWR | Quanta Services Inc | -0.1% | +0.82% | Add |
| 32 | PRU | Prudential Financial Inc | -0.1% | -18.42% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -41.84% | Trim |
| 34 | ADBE | Adobe Inc | -0.1% | -59.34% | Trim |
| 35 | EME | Emcor Group Inc | -0.2% | -1.12% | Trim |
| 36 | TOL | Toll Brothers Inc | -0.2% | -6.51% | Trim |
| 37 | CEG | Constellation Energy | -0.2% | -11.21% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -50.67% | Trim |
| 39 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | EXIT | Sold out |
| 40 | TSLA | Tesla Inc | -0.3% | -6.89% | Trim |
| 41 | AMD | Advanced Micro Devices | -0.3% | -79.78% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.87% | Trim |
| 43 | VUSB | Vanguard Ultra Short Bond Et | -0.3% | -53.53% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | -0.4% | -28.56% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -8.11% | Trim |
| 46 | AAPL | Apple Inc | -0.6% | -8.29% | Trim |
| 47 | CMG | Chipotle Mexican Grill Inc | -0.6% | -61.67% | Trim |
| 48 | NVDA | Nvidia CORP | -1.1% | -10.96% | Trim |
| 49 | MRVL | Marvell Technology Inc | -1.6% | -5.62% | Trim |
| 50 | AVGO | Broadcom Inc | -1.8% | -12.99% | Trim |
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 307 disclosed positions in Q1 2025.
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, MSFT, NVDA) accounted for 14.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AZO
市值: $1.0M
Top Position Liquidated / Trimmed
QQQM
前期市值: $316.6K
During Q1 2025, Hager Investment Management Services, LLC's top holdings by market value included AAPL (5.7%)、MSFT (4.4%)、NVDA (4.3%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2025, Hager Investment Management Services, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 31 holdings, and fully liquidating 1 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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