Hager Investment Management Services, LLC

13F filer · CIK 0002026645

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$217MU.S. long equity reported on 13F

Positions31135 new · 20 closed

Net flow last quarter-$1.66MBuys minus sells

Top 10 positions weight32.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026311 positions
AVGOBroadcom Inc.	$10.6M	4.87%	0.00%	-1.1%	Q1 2025
AAPLApple Inc.	$9.76M	4.49%	0.00%	-1.7%	Q1 2025
NVDANvidia Corp	$9.13M	4.20%	0.00%	-0.9%	Q1 2025
GOOGLAlphabet Inc.	$8.71M	4.00%	0.00%	-7.2%	Q1 2025
MSFTMicrosoft Corp	$6.59M	3.03%	0.00%	+12.9%	Q1 2025
GLWCorning Inc	$5.73M	2.64%	0.00%	-28.7%	Q1 2025
LLYELI LILLY & Co	$5.51M	2.53%	0.00%	-10.1%	Q1 2025
MRVLMarvell Technology, Inc.	$5.25M	2.41%	0.00%	-0.6%	Q1 2025
METAMeta Platforms, Inc.	$4.84M	2.22%	Not reported	+27.1%	Q1 2025
PLTRPalantir Technologies Inc.	$4.81M	2.21%	0.00%	+24.4%	Q1 2025
AMZNAmazon Com Inc	$4.52M	2.08%	0.00%	-2.9%	Q1 2025
AMDAdvanced Micro Devices Inc	$4.36M	2.01%	0.00%	-48.5%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.36M	2.01%	0.00%	-15.6%	Q1 2025
CSCOCisco Systems, Inc.	$4.19M	1.93%	0.00%	-19.6%	Q1 2025
NFLXNetflix Inc	$4.14M	1.90%	0.00%	+41.6%	Q1 2025
MUMicron Technology Inc	$4.12M	1.89%	0.00%	+10.6%	Q1 2026
APHAmphenol Corp	$4.05M	1.86%	0.00%	-4.0%	Q2 2025
KLACKla Corp	$4.03M	1.85%	0.00%	+9443.6%	Q1 2025
CATCaterpillar Inc	$3.99M	1.83%	0.00%	-12.2%	Q1 2025
DELLDell Technologies Inc.	$3.98M	1.83%	0.00%	-45.4%	Q1 2025
JPMJPMorgan Chase & Co	$3.77M	1.73%	0.00%	-3.6%	Q1 2025
HDHome Depot, Inc.	$3.75M	1.72%	0.00%	+8.9%	Q1 2025
COSTCostco Wholesale Corp	$3.43M	1.58%	0.00%	-4.5%	Q1 2025
WMTWalmart Inc.	$3.33M	1.53%	0.00%	-4.3%	Q1 2025
TOLToll Brothers, Inc.	$3.16M	1.45%	0.02%	+4.2%	Q1 2025
SYKStryker Corp	$3.07M	1.41%	0.00%	+0.2%	Q1 2025
SCHWSchwab Charles Corp	$2.85M	1.31%	0.00%	+3.9%	Q1 2025
EMEEMCOR Group, Inc.	$2.83M	1.30%	0.01%	-5.3%	Q1 2025
TJXTJX Companies Inc	$2.69M	1.24%	0.00%	+13.0%	Q1 2025
CFGCitizens Financial Group Inc	$2.68M	1.23%	0.01%	+4.8%	Q1 2025
PWRQuanta Services, Inc.	$2.67M	1.23%	0.00%	-12.2%	Q1 2025
EVREvercore Inc.	$2.58M	1.18%	Not reported	-3.4%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.32M	1.07%	0.00%	-8.3%	Q1 2025
CCJCameco Corp	$2.19M	1.01%	0.00%	-6.8%	Q1 2025
BNSBank of Nova Scotia	$2.11M	0.97%	0.00%	+115.6%	Q4 2025
ROKRockwell Automation, Inc	$2.09M	0.96%	0.00%	+4.7%	Q1 2025
CEGConstellation Energy Corp	$2.08M	0.96%	0.00%	+7.9%	Q1 2025
AXPAmerican Express Co	$2.01M	0.93%	0.00%	+4.0%	Q1 2025
OHIOmega Healthcare Investors Inc	$2.01M	0.92%	0.01%	-4.0%	Q1 2025
GEVGE Vernova Inc.	$1.95M	0.90%	0.00%	-16.2%	Q1 2025
CGBDCarlyle Secured Lending, Inc.	$1.92M	0.88%	0.26%	-9.0%	Q1 2025
MRKMerck & Co., Inc.	$1.9M	0.87%	0.00%	+0.9%	Q1 2025
LNGCheniere Energy, Inc.	$1.83M	0.84%	0.00%	+0.2%	Q1 2025
RTXRTX Corp	$1.78M	0.82%	0.00%	+6.8%	Q1 2025
BGBunge Global SA	$1.68M	0.77%	0.01%	+118.6%	Q1 2025
BIIBBiogen Inc.	$1.59M	0.73%	0.01%	New	Q2 2026
NWENorthWestern Energy Group, Inc.	$1.48M	0.68%	0.03%	+7.6%	Q1 2025
BCSFBain Capital Specialty Finance, Inc.	$1.44M	0.66%	0.18%	-9.8%	Q1 2025
VVisa Inc.	$1.38M	0.64%	0.00%	-0.7%	Q1 2025
ABBVAbbVie Inc.	$1.36M	0.63%	0.00%	-7.9%	Q1 2025

Q1 2026Reported May 12, 2026294 positions
AVGOBroadcom Inc.	$8.77M	4.82%	0.00%	-2.1%	Q1 2025
AAPLApple Inc.	$8.71M	4.79%	0.00%	-1.0%	Q1 2025
NVDANvidia Corp	$8.02M	4.41%	0.00%	-1.9%	Q1 2025
GOOGLAlphabet Inc.	$7.55M	4.15%	0.00%	-1.1%	Q1 2025
MSFTMicrosoft Corp	$5.79M	3.18%	0.00%	+2.6%	Q1 2025
PLTRPalantir Technologies Inc.	$4.85M	2.66%	0.00%	+0.9%	Q1 2025
LLYELI LILLY & Co	$4.7M	2.58%	0.00%	-1.1%	Q1 2025
GLWCorning Inc	$4.27M	2.35%	0.00%	-22.2%	Q1 2025
AMZNAmazon Com Inc	$4.07M	2.24%	0.00%	+0.9%	Q1 2025
NFLXNetflix Inc	$3.93M	2.16%	0.00%	+10.1%	Q1 2025
METAMeta Platforms, Inc.	$3.86M	2.12%	Not reported	+9.2%	Q1 2025
COSTCostco Wholesale Corp	$3.83M	2.10%	0.00%	-3.5%	Q1 2025
WMTWalmart Inc.	$3.81M	2.10%	0.00%	-6.4%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.66M	2.01%	0.00%	-9.0%	Q1 2025
JPMJPMorgan Chase & Co	$3.51M	1.93%	0.00%	-0.3%	Q1 2025
CSCOCisco Systems, Inc.	$3.45M	1.89%	0.00%	-2.5%	Q1 2025
HDHome Depot, Inc.	$3.21M	1.76%	0.00%	+11.3%	Q1 2025
SYKStryker Corp	$3.19M	1.75%	0.00%	+0.8%	Q1 2025
CATCaterpillar Inc	$3.02M	1.66%	0.00%	-3.2%	Q1 2025
APHAmphenol Corp	$3.02M	1.66%	0.00%	-1.3%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.97M	1.63%	0.00%	-3.9%	Q1 2025
SCHWSchwab Charles Corp	$2.79M	1.53%	0.00%	+2.4%	Q1 2025
DELLDell Technologies Inc.	$2.77M	1.52%	0.00%	-6.5%	Q1 2025
EMEEMCOR Group, Inc.	$2.66M	1.46%	0.01%	-6.2%	Q1 2025
TOLToll Brothers, Inc.	$2.51M	1.38%	0.02%	+10.8%	Q1 2025
TJXTJX Companies Inc	$2.51M	1.38%	0.00%	+16.9%	Q1 2025
CCJCameco Corp	$2.5M	1.37%	0.01%	-4.8%	Q1 2025
EVREvercore Inc.	$2.33M	1.28%	Not reported	+0.3%	Q1 2025
PWRQuanta Services, Inc.	$2.32M	1.28%	0.00%	-7.2%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.27M	1.25%	0.00%	+0.1%	Q1 2025
CGBDCarlyle Secured Lending, Inc.	$2.19M	1.21%	0.29%	-10.6%	Q1 2025
CFGCitizens Financial Group Inc	$2.19M	1.20%	0.01%	+33.2%	Q1 2025
CEGConstellation Energy Corp	$2.16M	1.19%	0.00%	+0.2%	Q1 2025
LNGCheniere Energy, Inc.	$2.16M	1.19%	0.00%	+2.8%	Q1 2025
OHIOmega Healthcare Investors Inc	$1.92M	1.06%	0.01%	-4.7%	Q1 2025
MRKMerck & Co., Inc.	$1.76M	0.97%	0.00%	-0.1%	Q1 2025
MRVLMarvell Technology, Inc.	$1.76M	0.97%	0.00%	-1.5%	Q1 2025
AXPAmerican Express Co	$1.73M	0.95%	0.00%	+3.3%	Q1 2025
GEVGE Vernova Inc.	$1.73M	0.95%	0.00%	-1.8%	Q1 2025
RTXRTX Corp	$1.69M	0.93%	0.00%	+0.8%	Q1 2025
BCSFBain Capital Specialty Finance, Inc.	$1.58M	0.87%	0.20%	-26.9%	Q1 2025
ROKRockwell Automation, Inc	$1.45M	0.79%	0.00%	+13.4%	Q1 2025
CVXChevron Corp	$1.3M	0.71%	0.00%	+18.3%	Q1 2025
ABBVAbbVie Inc.	$1.28M	0.70%	0.00%	-10.3%	Q1 2025
NWENorthWestern Energy Group, Inc.	$1.27M	0.70%	0.03%	+23.8%	Q1 2025
VVisa Inc.	$1.23M	0.67%	0.00%	+1.1%	Q1 2025
AMGNAmgen Inc	$1.19M	0.65%	0.00%	+13.1%	Q1 2025
ORealty Income Corp	$1.14M	0.63%	0.00%	+4.2%	Q1 2025
MUMicron Technology Inc	$1.09M	0.60%	0.00%	New	Q1 2026
GILDGilead Sciences, Inc.	$1.09M	0.60%	0.00%	+122.6%	Q1 2025

Q4 2025Reported Jan 22, 2026286 positions
AVGOBroadcom Inc.	$10M	5.46%	0.00%	-8.4%	Q1 2025
AAPLApple Inc.	$9.42M	5.14%	0.00%	-4.0%	Q1 2025
NVDANvidia Corp	$8.74M	4.77%	0.00%	-7.6%	Q1 2025
GOOGLAlphabet Inc.	$8.31M	4.53%	0.00%	-5.9%	Q1 2025
MSFTMicrosoft Corp	$7.38M	4.02%	0.00%	-3.0%	Q1 2025
PLTRPalantir Technologies Inc.	$5.84M	3.18%	0.00%	-9.7%	Q1 2025
LLYELI LILLY & Co	$5.55M	3.03%	0.00%	-6.0%	Q1 2025
AMZNAmazon Com Inc	$4.47M	2.44%	0.00%	0.0%	Q1 2025
METAMeta Platforms, Inc.	$4.08M	2.23%	Not reported	-0.9%	Q1 2025
JPMJPMorgan Chase & Co	$3.86M	2.10%	0.00%	-5.5%	Q1 2025
WMTWalmart Inc.	$3.65M	1.99%	0.00%	-10.0%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.62M	1.97%	0.00%	-7.7%	Q1 2025
GLWCorning Inc	$3.54M	1.93%	0.00%	-7.4%	Q1 2025
CSCOCisco Systems, Inc.	$3.51M	1.91%	0.00%	+0.7%	Q1 2025
NFLXNetflix Inc	$3.49M	1.90%	0.00%	-0.3%	Q1 2025
COSTCostco Wholesale Corp	$3.43M	1.87%	0.00%	-4.1%	Q1 2025
SYKStryker Corp	$3.39M	1.85%	0.00%	-2.5%	Q1 2025
APHAmphenol Corp	$3.27M	1.78%	0.00%	+11.1%	Q2 2025
AMDAdvanced Micro Devices Inc	$3.25M	1.77%	0.00%	+3.6%	Q1 2025
HDHome Depot, Inc.	$3.02M	1.64%	0.00%	+22.6%	Q1 2025
SCHWSchwab Charles Corp	$2.9M	1.58%	0.00%	-2.5%	Q1 2025
CGBDCarlyle Secured Lending, Inc.	$2.8M	1.53%	0.31%	-5.2%	Q1 2025
CEGConstellation Energy Corp	$2.73M	1.49%	0.00%	-11.5%	Q1 2025
EVREvercore Inc.	$2.65M	1.44%	Not reported	+1.2%	Q1 2025
CATCaterpillar Inc	$2.52M	1.38%	0.00%	-14.8%	Q1 2025
BCSFBain Capital Specialty Finance, Inc.	$2.42M	1.32%	0.27%	+2.8%	Q1 2025
EMEEMCOR Group, Inc.	$2.35M	1.28%	0.01%	-11.9%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.3M	1.26%	0.00%	-3.6%	Q1 2025
DELLDell Technologies Inc.	$2.27M	1.24%	0.00%	+2276.3%	Q1 2025
TOLToll Brothers, Inc.	$2.24M	1.22%	0.02%	+9.7%	Q1 2025
CCJCameco Corp	$2.21M	1.21%	0.01%	-11.8%	Q1 2025
TJXTJX Companies Inc	$2.06M	1.12%	0.00%	+848.2%	Q1 2025
AXPAmerican Express Co	$2.05M	1.12%	0.00%	+34.5%	Q1 2025
OHIOmega Healthcare Investors Inc	$2.04M	1.11%	0.02%	-6.8%	Q1 2025
PWRQuanta Services, Inc.	$1.93M	1.05%	0.00%	-13.8%	Q1 2025
CFGCitizens Financial Group Inc	$1.6M	0.87%	0.01%	+28.4%	Q1 2025
RTXRTX Corp	$1.6M	0.87%	0.00%	+20.1%	Q1 2025
MRKMerck & Co., Inc.	$1.54M	0.84%	0.00%	+0.2%	Q1 2025
MRVLMarvell Technology, Inc.	$1.53M	0.83%	0.00%	-27.6%	Q1 2025
ABBVAbbVie Inc.	$1.49M	0.82%	0.00%	-3.9%	Q1 2025
LNGCheniere Energy, Inc.	$1.44M	0.79%	0.00%	+1.3%	Q1 2025
VVisa Inc.	$1.41M	0.77%	0.00%	-33.1%	Q1 2025
ROKRockwell Automation, Inc	$1.38M	0.75%	0.00%	+85.4%	Q1 2025
GEVGE Vernova Inc.	$1.32M	0.72%	0.00%	+3.9%	Q1 2025
TSLATesla, Inc.	$1.26M	0.69%	0.00%	-4.0%	Q1 2025
LOWLowes Companies Inc	$1.07M	0.58%	0.00%	-26.3%	Q1 2025
KRKroger Co	$1.04M	0.57%	0.00%	+16.1%	Q1 2025
FCXFreeport-Mcmoran Inc	$1.01M	0.55%	0.00%	-6.0%	Q1 2025
ORealty Income Corp	$1.01M	0.55%	0.00%	-2.3%	Q1 2025
NUENucor Corp	$1M	0.55%	0.00%	-5.0%	Q1 2025

Q3 2025Reported Nov 12, 2025265 positions
AVGOBroadcom Inc.	$10.4M	5.64%	0.00%	-10.0%	Q1 2025
NVDANvidia Corp	$9.47M	5.12%	0.00%	-8.3%	Q1 2025
AAPLApple Inc.	$9.2M	4.97%	0.00%	+0.3%	Q1 2025
MSFTMicrosoft Corp	$8.14M	4.40%	0.00%	-3.5%	Q1 2025
GOOGLAlphabet Inc.	$6.86M	3.71%	0.00%	+0.7%	Q1 2025
PLTRPalantir Technologies Inc.	$6.64M	3.59%	0.00%	-15.3%	Q1 2025
METAMeta Platforms, Inc.	$4.58M	2.48%	Not reported	+4.5%	Q1 2025
NFLXNetflix Inc	$4.47M	2.42%	0.00%	+4.3%	Q1 2025
AMZNAmazon Com Inc	$4.25M	2.30%	0.00%	-1.5%	Q1 2025
LLYELI LILLY & Co	$4.19M	2.27%	0.00%	-0.8%	Q1 2025
JPMJPMorgan Chase & Co	$4M	2.16%	0.00%	-7.0%	Q1 2025
COSTCostco Wholesale Corp	$3.85M	2.08%	0.00%	+0.2%	Q1 2025
WMTWalmart Inc.	$3.75M	2.03%	0.00%	-2.6%	Q1 2025
SYKStryker Corp	$3.66M	1.98%	0.00%	-1.9%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.6M	1.95%	0.00%	-8.8%	Q1 2025
GLWCorning Inc	$3.58M	1.93%	0.01%	+5.5%	Q1 2025
ORCLOracle Corp	$3.49M	1.89%	0.00%	-8.5%	Q1 2025
CSCOCisco Systems, Inc.	$3.09M	1.67%	0.00%	+43.3%	Q1 2025
CGBDCarlyle Secured Lending, Inc.	$2.96M	1.60%	0.32%	+0.1%	Q1 2025
HDHome Depot, Inc.	$2.9M	1.57%	0.00%	+2.0%	Q1 2025
CEGConstellation Energy Corp	$2.88M	1.55%	0.00%	-6.8%	Q1 2025
SCHWSchwab Charles Corp	$2.84M	1.54%	0.00%	-0.9%	Q1 2025
EMEEMCOR Group, Inc.	$2.83M	1.53%	0.01%	-20.1%	Q1 2025
APHAmphenol Corp	$2.7M	1.46%	0.00%	+193.4%	Q2 2025
EVREvercore Inc.	$2.6M	1.40%	Not reported	+17.8%	Q1 2025
CATCaterpillar Inc	$2.46M	1.33%	0.00%	-7.9%	Q1 2025
BCSFBain Capital Specialty Finance, Inc.	$2.42M	1.31%	0.26%	+3.3%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.37M	1.28%	0.00%	+3678.4%	Q1 2025
CCJCameco Corp	$2.3M	1.24%	0.01%	-10.4%	Q1 2025
PWRQuanta Services, Inc.	$2.19M	1.19%	0.00%	-17.1%	Q1 2025
AZOAutozone Inc	$2.19M	1.19%	0.00%	+8.7%	Q1 2025
TOLToll Brothers, Inc.	$2.09M	1.13%	0.02%	+33.2%	Q1 2025
MRVLMarvell Technology, Inc.	$2.09M	1.13%	0.00%	-47.5%	Q1 2025
OHIOmega Healthcare Investors Inc	$2.08M	1.13%	0.02%	-3.6%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.06M	1.12%	0.00%	-1.4%	Q1 2025
VVisa Inc.	$2.05M	1.11%	0.00%	+10.1%	Q1 2025
LNGCheniere Energy, Inc.	$1.72M	0.93%	0.00%	+0.1%	Q1 2025
ABBVAbbVie Inc.	$1.58M	0.85%	0.00%	+35.2%	Q1 2025
LOWLowes Companies Inc	$1.51M	0.82%	0.00%	-1.2%	Q1 2025
AXPAmerican Express Co	$1.37M	0.74%	0.00%	-0.5%	Q1 2025
TSLATesla, Inc.	$1.3M	0.70%	0.00%	-0.4%	Q1 2025
MRKMerck & Co., Inc.	$1.23M	0.66%	0.00%	Not reported	Q1 2025
RTXRTX Corp	$1.21M	0.66%	0.00%	-10.6%	Q1 2025
GEVGE Vernova Inc.	$1.19M	0.65%	0.00%	+48.6%	Q1 2025
CFGCitizens Financial Group Inc	$1.13M	0.61%	0.00%	+52.5%	Q1 2025
ORealty Income Corp	$1.11M	0.60%	0.00%	+9.4%	Q1 2025
MCKMckesson Corp	$1.03M	0.56%	0.00%	+2.6%	Q1 2025
KRKroger Co	$965K	0.52%	0.00%	+13.5%	Q1 2025
BACBank of America Corp	$908K	0.49%	0.00%	-3.7%	Q1 2025
IDXXIdexx Laboratories Inc	$882K	0.48%	0.00%	+213.2%	Q1 2025

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