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CIK: 0002026645
Total reported value
$217.4M
$217.4M
321 檔
20.2%
As reported in its official Q4 2025 Form 13F filing, Hager Investment Management Services, LLC's tracked investment portfolio stood at $217.4M with 321 total positions.
In Q4 2025, Hager Investment Management Services, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.46% | +0.05% | -8.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.14% | -0.30% | -4.03% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.77% | -0.21% | -7.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.53% | -0.15% | -5.93% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.15% | -2.95% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.18% | -0.45% | -9.69% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.03% | -0.05% | -6.01% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | -0.16% | +0.04% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.23% | +0.10% | -0.87% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -0.20% | -5.51% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.99% | -0.57% | -10.04% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.97% | — | -7.67% | |
| 13 | GLW | Corning Inc | Stock-Tech | 1.93% | +0.29% | -7.37% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.91% | +0.04% | +0.74% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.90% | -0.26% | +897.53% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.87% | -0.52% | -4.14% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.85% | -0.34% | -2.50% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.78% | +0.20% | +11.12% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.77% | +0.38% | +3.57% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | -0.04% | +22.59% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.58% | -0.22% | -2.52% | |
| 22 | CGBD | Carlyle Secured Lending Inc | Stock-Other | 1.53% | -0.33% | -5.18% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 1.49% | -0.23% | -11.50% | |
| 24 | EVR | Evercore Inc - A | Stock-Financials | 1.44% | -0.10% | +1.18% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | +0.17% | -14.76% | |
| 26 | BCSF | Bain Capital Specialty Finan | Stock-Other | 1.32% | -0.21% | +2.76% | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 1.28% | -0.16% | -11.91% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.26% | -0.18% | -3.57% | |
| 29 | DELL | Dell Technologies -c | Stock-Tech | 1.24% | +0.31% | +2276.32% | |
| 30 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.22% | +0.07% | +9.69% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 1.21% | -0.36% | -11.83% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.12% | -0.14% | +848.20% | |
| 33 | AXP | American Express Co | Stock-Financials | 1.12% | -0.02% | +34.51% | |
| 34 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.11% | -0.14% | -6.80% | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 1.05% | -0.05% | -13.83% | |
| 36 | CFG | Citizens Financial Group | Stock-Financials | 0.87% | +0.03% | +28.36% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.11% | +20.12% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.10% | +0.20% | |
| 39 | MRVL | Marvell Technology Inc | Stock-Tech | 0.83% | +1.44% | -27.59% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.07% | -3.94% | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.79% | -0.35% | +1.28% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.03% | -33.11% | |
| 43 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.75% | +0.17% | +85.35% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.72% | -0.05% | +3.86% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.02% | -3.98% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.20% | -26.34% | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.57% | -0.36% | +16.05% | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.55% | -0.13% | -6.03% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.55% | -0.03% | -2.31% | |
| 50 | NUE | Nucor CORP | Stock-Materials | 0.55% | -0.05% | -4.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +1.2% | +2276.32% | Add |
| 2 | TJX | Tjx Companies Inc | +1% | +848.20% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -5.93% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.8% | -6.01% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.5% | +3.57% | Add |
| 6 | ROK | Rockwell Automation Inc | +0.4% | +85.35% | Add |
| 7 | AXP | American Express Co | +0.4% | +34.51% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.3% | +11.12% | Add |
| 9 | CFG | Citizens Financial Group | +0.3% | +28.36% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.74% | Add |
| 11 | RTX | Rtx CORP | +0.2% | +20.12% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +0.20% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -4.03% | Trim |
| 14 | TT | Trane Technologies plc | +0.2% | +70.74% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -3.57% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.04% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +119.86% | Add |
| 18 | NWE | Northwestern Energy Group In | +0.1% | +14.68% | Add |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -6.03% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.60% | Trim |
| 21 | TOL | Toll Brothers Inc | +0.1% | +9.69% | Add |
| 22 | NUE | Nucor CORP | +0.1% | -4.98% | Trim |
| 23 | NEM | Newmont CORP | +0.1% | +0.68% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +3.86% | Add |
| 25 | CEG | Constellation Energy | -0.1% | -11.50% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -5.51% | Trim |
| 27 | CGBD | Carlyle Secured Lending Inc | -0.1% | -5.18% | Trim |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -35.77% | Trim |
| 29 | CHWY | Chewy Inc - Class A | -0.1% | -75.07% | Trim |
| 30 | SYK | Stryker CORP | -0.1% | -2.50% | Trim |
| 31 | CARR | Carrier Global CORP | -0.1% | -71.33% | Trim |
| 32 | LNG | Cheniere Energy Inc | -0.1% | +1.28% | Add |
| 33 | PWR | Quanta Services Inc | -0.1% | -13.83% | Trim |
| 34 | DKS | Dick's Sporting Goods Inc | -0.2% | -35.47% | Trim |
| 35 | DRI | Darden Restaurants Inc | -0.2% | -86.54% | Trim |
| 36 | AVGO | Broadcom Inc | -0.2% | -8.39% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.2% | -4.14% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -47.76% | Trim |
| 39 | LOW | Lowe's Cos Inc | -0.2% | -26.34% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.3% | -0.87% | Trim |
| 41 | EME | Emcor Group Inc | -0.3% | -11.91% | Trim |
| 42 | SMR | Nuscale Power CORP | -0.3% | -63.02% | Trim |
| 43 | MRVL | Marvell Technology Inc | -0.3% | -27.59% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.3% | -33.11% | Trim |
| 45 | NVDA | Nvidia CORP | -0.4% | -7.64% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | -2.95% | Trim |
| 47 | PLTR | Palantir Technologies Inc-a | -0.4% | -9.69% | Trim |
| 48 | NFLX | Netflix Inc | -0.5% | +897.53% | Add |
| 49 | AZO | Autozone Inc | -1.1% | -86.89% | Trim |
| 50 | ORCL | Oracle CORP | -1.6% | -77.45% | 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 321 disclosed positions in Q4 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 AVGO, AAPL, NVDA) accounted for 20.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AVGO
前期市值: $10.4M
During Q4 2025, Hager Investment Management Services, LLC's top holdings by market value included AVGO (5.5%)、AAPL (5.1%)、NVDA (4.8%). The largest single position, AVGO, represented 5.5% of total portfolio value.
In Q4 2025, Hager Investment Management Services, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 31 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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