Hager Investment Management Services, LLC Portfolio Holdings

Hager Investment Management Services, LLC

  • $166 Million
  • Q2 2025

Hager Investment Management Services, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Million distributed in 287 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $9.68M, Nvidia Corp with a value of $8.74M, Microsoft Corp with a value of $8.1M, Apple Inc. with a value of $7.39M, and Palantir Technologies Inc. with a value of $5.86M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $142M to 166M.

Hager Investment Management Services, LLC is based out at New London, NH

Below you can find more details about Hager Investment Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Technology: $55.5 Million
Financial Services: $22.1 Million
Healthcare: $17.5 Million
Communication Services: $15.2 Million
Consumer Cyclical: $14.3 Million
Industrials: $13 Million
Consumer Defensive: $9.52 Million
Energy: $5.33 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.3B
$8,000 0.0% of portfolio
60
Q4 2024 New
$73.5B
$3,000 0.0% of portfolio
35
Q1 2025 Added 40.0%

Summary

  • Portfolio
  • No. of Stocks 287
  • Current Value $166 Million
  • Prior Value $142 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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