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CIK: 0002026645
Total reported value
$217.4M
$217.4M
329 檔
17.9%
According to the latest 13F quarterly dataset, Hager Investment Management Services, LLC managed an equity portfolio of $217.4M at the end of Q1 2026, spanning 329 distinct U.S. exchange-listed positions.
Hager Investment Management Services, LLC executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 9 holdings and trimming 76 positions.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.82% | +0.05% | -2.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.79% | -0.30% | -1.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | -0.21% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.15% | -0.15% | -1.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.15% | +2.60% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.66% | -0.45% | +0.89% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.58% | -0.05% | -1.07% | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.35% | +0.29% | -22.16% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.16% | +0.92% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.16% | -0.26% | +10.05% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | +0.10% | +9.15% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.10% | -0.52% | -3.49% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.10% | -0.57% | -6.37% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.01% | — | -8.99% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.20% | -0.25% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.89% | +0.04% | -2.53% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.76% | -0.04% | +11.34% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.75% | -0.34% | +0.76% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.66% | +0.17% | -3.16% | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 1.66% | +0.20% | -1.31% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.63% | +0.38% | -3.89% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.53% | -0.22% | +2.40% | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 1.52% | +0.31% | -6.54% | |
| 24 | EME | Emcor Group Inc | Stock-Industrials | 1.46% | -0.16% | -6.20% | |
| 25 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.38% | +0.07% | +10.83% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.38% | -0.14% | +16.91% | |
| 27 | CCJ | Cameco CORP | Stock-Energy | 1.37% | -0.36% | -4.82% | |
| 28 | EVR | Evercore Inc - A | Stock-Financials | 1.28% | -0.10% | +0.32% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.28% | -0.05% | -7.24% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | -0.18% | +0.10% | |
| 31 | CGBD | Carlyle Secured Lending Inc | Stock-Other | 1.21% | -0.33% | -10.58% | |
| 32 | CFG | Citizens Financial Group | Stock-Financials | 1.20% | +0.03% | +33.24% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 1.19% | -0.23% | +0.22% | |
| 34 | LNG | Cheniere Energy Inc | Stock-Energy | 1.19% | -0.35% | +2.75% | |
| 35 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.06% | -0.14% | -4.65% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | -0.10% | -0.05% | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 0.97% | +1.44% | -1.50% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.95% | -0.02% | +3.25% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.95% | -0.05% | -1.79% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.11% | +0.84% | |
| 41 | BCSF | Bain Capital Specialty Finan | Stock-Other | 0.87% | -0.21% | -26.85% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.79% | +0.17% | +13.36% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.23% | +18.27% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.07% | -10.26% | |
| 45 | NWE | Northwestern Energy Group In | Stock-Utilities | 0.70% | -0.02% | +23.84% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.03% | +1.09% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.07% | +13.13% | |
| 48 | O | Realty Income CORP | Stock-Real Estate | 0.63% | -0.03% | +4.19% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.60% | +1.29% | — | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.46% | +122.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BG | Bunge Global SA | +0.4% | +435.09% | Add |
| 2 | BNS | Bank Of Nova Scotia | +0.4% | +15780.28% | Add |
| 3 | GLW | Corning Inc | +0.4% | -22.16% | Trim |
| 4 | LNG | Cheniere Energy Inc | +0.4% | +2.75% | Add |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +122.60% | Add |
| 6 | CFG | Citizens Financial Group | +0.3% | +33.24% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | -3.16% | Trim |
| 8 | DELL | Dell Technologies -c | +0.3% | -6.54% | Trim |
| 9 | CVX | Chevron CORP | +0.3% | +18.27% | Add |
| 10 | NFLX | Netflix Inc | +0.3% | +10.05% | Add |
| 11 | TJX | Tjx Companies Inc | +0.3% | +16.91% | Add |
| 12 | PLD | Prologis Inc | +0.2% | +22000.00% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | -1.79% | Trim |
| 14 | PWR | Quanta Services Inc | +0.2% | -7.24% | Trim |
| 15 | COST | Costco Wholesale CORP | +0.2% | -3.49% | Trim |
| 16 | EME | Emcor Group Inc | +0.2% | -6.20% | Trim |
| 17 | CCJ | Cameco CORP | +0.2% | -4.82% | Trim |
| 18 | TOL | Toll Brothers Inc | +0.2% | +10.83% | Add |
| 19 | NWE | Northwestern Energy Group In | +0.2% | +23.84% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.1% | -1.50% | Trim |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -0.05% | Trim |
| 22 | AMGN | Amgen Inc | +0.1% | +13.13% | Add |
| 23 | HD | Home Depot Inc | +0.1% | +11.34% | Add |
| 24 | WMT | Walmart Inc | +0.1% | -6.37% | Trim |
| 25 | TAN | Invesco Solar ETF | +0.1% | +36.00% | Add |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -6.85% | Trim |
| 27 | O | Realty Income CORP | +0.1% | +4.19% | Add |
| 28 | TT | Trane Technologies plc | +0.1% | +9.87% | Add |
| 29 | HAL | Halliburton Co | +0.1% | +35400.00% | Add |
| 30 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +2800.00% | Add |
| 31 | NEM | Newmont CORP | +0.1% | +4.14% | Add |
| 32 | RTX | Rtx CORP | +0.1% | +0.84% | Add |
| 33 | LMT | Lockheed Martin CORP | +0.1% | -4.94% | Trim |
| 34 | JNJ | Johnson & Johnson | 0% | +0.85% | Add |
| 35 | FCX | Freeport-mcmoran Inc | 0% | -8.04% | Trim |
| 36 | ROK | Rockwell Automation Inc | 0% | +13.36% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -8.99% | Trim |
| 38 | MCK | Mckesson CORP | 0% | +0.85% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +1.64% | Add |
| 40 | ALB | Albemarle CORP | 0% | -1.19% | Trim |
| 41 | PSX | Phillips 66 | 0% | — | Unchanged |
| 42 | EVRG | Evergy Inc | 0% | — | Unchanged |
| 43 | MTB | M & T Bank CORP | 0% | +12.13% | Add |
| 44 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 45 | XLE | Ss Energy Select Sector | 0% | +37.04% | Add |
| 46 | DVN | Devon Energy CORP | 0% | +79.14% | Add |
| 47 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 48 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 49 | UNP | Union Pacific CORP | 0% | +1.97% | Add |
| 50 | KO | Coca-cola Co/the | 0% | +6.99% | Add |
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 329 disclosed positions in Q1 2026.
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 17.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $1.1M
Top Position Liquidated / Trimmed
HYG
前期市值: $19.6K
During Q1 2026, Hager Investment Management Services, LLC's top holdings by market value included AVGO (4.8%)、AAPL (4.8%)、NVDA (4.4%). The largest single position, AVGO, represented 4.8% of total portfolio value.
In Q1 2026, Hager Investment Management Services, LLC made 165 total portfolio adjustments, initiating 18 new buys, adding to 62 positions, trimming 76 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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