HAGER INVESTMENT MANAGEMENT SERVICES, LLC

CIK 0002026645 · NEW LONDON, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported 352 positions worth $217.4M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AVGO (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$217.4M
2026 Q2
Positions
352
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.6%
Est. Net Flow (Q)
2026 Q2
10 / 352 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVGOBROADCOM INC COMSH$10.6M4.87%28,026
2AAPLAPPLE INC COMSH$9.8M4.49%33,727
3NVDANVIDIA CORPORATION COMSH$9.1M4.20%45,607
4GOOGLALPHABET INC CAP STK CL ASH$8.7M4.00%24,361
5MSFTMICROSOFT CORP COMSH$6.6M3.03%17,677
6GLWCORNING INC COMSH$5.7M2.64%22,432
7LLYELI LILLY & CO COMSH$5.5M2.53%4,593
8MRVLMARVELL TECHNOLOGY INC COMSH$5.2M2.41%17,621
9METAMETA PLATFORMS INC CL ASH$4.8M2.22%8,585
10PLTRPALANTIR TECHNOLOGIES INC CL ASH$4.8M2.21%41,227

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HAGER INVESTMENT MANAGEMENT SERVICES, LLC hold as of Q2 2026?

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported 352 positions worth $217.4M in its Q2 2026 13F filing. Largest positions: AVGO (4.9%), AAPL (4.5%), NVDA (4.2%), GOOGL (4.0%) and MSFT (3.0%).

What did HAGER INVESTMENT MANAGEMENT SERVICES, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HAGER INVESTMENT MANAGEMENT SERVICES, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.