Q2 2026 13F · SEC CIK 2026645

Hager Investment Management Services, LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $217.4M
Reported positions: 352
Holdings vs S&P 500, 3 yrs: —
Assets under management: $221.6M

Hager Investment Management Services, LLC is a wealth manager that reported 352 positions worth $217.4M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Broadcom Inc (AVGO, 4.9%), Apple Inc (AAPL, 4.5%), Nvidia Corporation Com (NVDA, 4.2%).

Hager Investment Management Services, LLC holdings largest 50 of 352 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hager Investment Management Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVGOBroadcom Inc	4.9%	4.8%	28,026	-1.1%	$10.6M
AAPLApple Inc	4.5%	4.8%	33,727	-1.7%	$9.8M
NVDANvidia Corporation Com	4.2%	4.4%	45,607	-0.9%	$9.1M
GOOGLAlphabet Inc	4.0%	4.1%	24,361	-7.2%	$8.7M
MSFTMicrosoft Corp	3.0%	3.2%	17,677	+12.9%	$6.6M
GLWCorning Inc.	2.6%	2.3%	22,432	-28.7%	$5.7M
LLYLilly Eli & Co	2.5%	2.6%	4,593	-10.1%	$5.5M
MRVLMarvell Technology Inc	2.4%	1.0%	17,621	-0.6%	$5.2M
METAMeta Platforms Inc Class A	2.2%	2.1%	8,585	+27.1%	$4.8M
PLTRPalantir Technologies Inclass Class A	2.2%	2.7%	41,227	+24.4%	$4.8M
AMZNAmazon Com Inc Com	2.1%	2.2%	18,976	-2.9%	$4.5M
AMDAdvanced Micro Devices Inc	2.0%	1.6%	7,513	-48.5%	$4.4M
TSMTaiwan Semiconductor Manufac	2.0%	2.0%	9,136	-15.6%	$4.4M
CSCOCisco Sys Inc	1.9%	1.9%	35,707	-19.6%	$4.2M
NFLXNetflix Inc Total	1.9%	2.2%	57,948	+41.6%	$4.1M
MUMicron Technology Inc	1.9%	0.6%	3,569	+10.6%	$4.1M
APHAmphenol Corp	1.9%	1.7%	22,947	-4.0%	$4.0M
KLACKla Corp	1.9%	—	13,361	—	$4.0M
CATCaterpillar Inc Com	1.8%	1.7%	3,742	-12.2%	$4.0M
DELLDell Technologies Inc	1.8%	1.5%	9,217	-45.4%	$4.0M
JPMJpmorgan Chase & Co	1.7%	1.9%	11,515	-3.6%	$3.8M
HDHome Depot Inc Com	1.7%	1.8%	10,621	+8.9%	$3.7M
COSTCostco Whsl Corp New	1.6%	2.1%	3,670	-4.5%	$3.4M
WMTWalmart Inc	1.5%	2.1%	29,372	-4.3%	$3.3M
TOLToll Brothers Inc Com	1.5%	1.4%	19,163	+4.2%	$3.2M
SYKStryker Corporation	1.4%	1.8%	9,737	+0.2%	$3.1M
SCHWSchwab Charles Corp	1.3%	1.5%	30,840	+3.8%	$2.8M
EMEEmcor Group Inc	1.3%	1.5%	3,408	-5.3%	$2.8M
TJXTjx Cos Inc New Com	1.2%	1.4%	17,728	+13.0%	$2.7M
CFGCitizens Finl Group Inc	1.2%	1.2%	38,224	+4.8%	$2.7M
PWRQuanta Svcs Inc Com	1.2%	1.3%	3,713	-12.2%	$2.7M
EVREvercore Inc	1.2%	1.3%	7,544	-3.4%	$2.6M
VRTXVertex Pharmaceuticals Inc	1.1%	1.2%	4,669	-8.3%	$2.3M
CCJCameco Corp Com	1.0%	1.4%	21,456	-6.8%	$2.2M
BNSBank Nova Scotia B C	1.0%	—	24,310	—	$2.1M
ROKRockwell Automation Inc	1.0%	0.8%	4,218	+4.7%	$2.1M
CEGConstellation Energy Corp	1.0%	1.2%	8,366	+7.9%	$2.1M
AXPAmerican Express Co Com	0.9%	1.0%	5,953	+4.0%	$2.0M
OHIOmega Healthcare Investors Inc	0.9%	1.1%	42,112	-4.0%	$2.0M
GEVGe Vernova Inc	0.9%	0.9%	1,659	-16.2%	$1.9M
CGBDCarlyle Secured Lending Inc	0.9%	1.2%	182,377	-9.0%	$1.9M
MRKMerck & Co. Inc	0.9%	1.0%	14,795	+0.9%	$1.9M
LNGCheniere Energy Inc	0.8%	1.2%	7,644	+0.2%	$1.8M
RTXRtx Corporation Com	0.8%	0.9%	9,370	+6.8%	$1.8M
BGBunge Global SA	0.8%	—	15,733	—	$1.7M
BIIBBiogen Inc	0.7%	—	7,381	—	$1.6M
NWENorthwestern Energy Group in	0.7%	0.7%	20,675	+7.6%	$1.5M
BCSFBain Cap Specialty Fin Inc	0.7%	0.9%	114,900	-9.8%	$1.4M
VVisa Inc Com Cl A	0.6%	0.7%	4,035	-0.7%	$1.4M
ABBVAbbvie Inc	0.6%	0.7%	5,407	-7.9%	$1.4M

What Hager Investment Management Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NFLX Netflix Inc Total+41.6% shares
META Meta Platforms Inc Class A+27.1% shares
PLTR Palantir Technologies Inclass Class A+24.4% shares
TJX Tjx Cos Inc New Com+13.0% shares
MSFT Microsoft Corp+12.9% shares
MU Micron Technology Inc+10.6% shares
HD Home Depot Inc Com+8.9% shares
CEG Constellation Energy Corp+7.9% shares

Reduced

AMD Advanced Micro Devices Inc-48.5% shares
DELL Dell Technologies Inc-45.4% shares
GLW Corning Inc.-28.7% shares
CSCO Cisco Sys Inc-19.6% shares
GEV Ge Vernova Inc-16.2% shares
TSM Taiwan Semiconductor Manufac-15.6% shares
PWR Quanta Svcs Inc Com-12.2% shares
CAT Caterpillar Inc Com-12.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$217.4M	352
Q1 2026	$182.0M	328
Q4 2025	$183.4M	321
Q3 2025	$185.0M	291
Q2 2025	$167.6M	287
Q1 2025	$143.0M	305
Q4 2024	$160.2M	286

Questions about Hager Investment Management Services, LLC's portfolio

What stocks does Hager Investment Management Services, LLC own?

Hager Investment Management Services, LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 352 positions worth $217.4M. The largest are Broadcom Inc (AVGO) at 4.9%, Apple Inc (AAPL) at 4.5%, Nvidia Corporation Com (NVDA) at 4.2%, Alphabet Inc (GOOGL) at 4.0% and Microsoft Corp (MSFT) at 3.0%.

What did Hager Investment Management Services, LLC buy last quarter?

In Q2 2026, Hager Investment Management Services, LLC added Netflix Inc Total (NFLX) (+41.6% shares), Meta Platforms Inc Class A (META) (+27.1% shares) and Palantir Technologies Inclass Class A (PLTR) (+24.4% shares), compared with its Q1 2026 filing.

What did Hager Investment Management Services, LLC sell last quarter?

In Q2 2026, Hager Investment Management Services, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Amgen Inc Com (AMGN), cut from its top 50 Realty Income Corp (O), cut from its top 50 Gilead Sciences (GILD), Advanced Micro Devices Inc (AMD) (-48.5% shares), Dell Technologies Inc (DELL) (-45.4% shares) and Corning Inc. (GLW) (-28.7% shares), compared with its Q1 2026 filing.

When is Hager Investment Management Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hager Investment Management Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hager Investment Management Services, LLC manage?

Hager Investment Management Services, LLC reported $221.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $217.4M.