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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$9.68 Million 5.83% of portfolio
35,119
Q2 2025 Reduced 5.18%
$506B
$8.74 Million 5.27% of portfolio
55,320
Q2 2025 Reduced 3.38%
$3.92T
$8.1 Million 4.88% of portfolio
16,286
Q2 2025 Reduced 3.44%
$4.36T
$7.39 Million 4.45% of portfolio
36,020
Q2 2025 Reduced 2.05%
$382B
$5.86 Million 3.53% of portfolio
42,973
Q2 2025 Reduced 14.59%
$1.5T
$4.94 Million 2.98% of portfolio
28,014
Q2 2025 Added 1.07%
$485B
$4.79 Million 2.89% of portfolio
3,575
Q2 2025 Reduced 1.24%
$1.65T
$4.41 Million 2.66% of portfolio
5,976
Q2 2025 Added 1.81%
$2.27T
$4.31 Million 2.6% of portfolio
19,644
Q2 2025 Added 2.88%
$802B
$4.32 Million 2.6% of portfolio
5,537
Q2 2025 Reduced 1.27%
$407B
$4.1 Million 2.47% of portfolio
4,144
Q2 2025 Added 2.19%
$140B
$3.99 Million 2.4% of portfolio
10,075
Q2 2025 Reduced 3.5%
$908B
$3.95 Million 2.38% of portfolio
13,624
Q2 2025 Reduced 1.71%
$75.5B
$3.66 Million 2.21% of portfolio
47,345
Q2 2025 Reduced 11.56%
$277B
$3.66 Million 2.2% of portfolio
37,399
Q2 2025 Reduced 2.15%
$0
$3.23 Million 1.95% of portfolio
236,263
Q2 2025 Added 4.46%
$117B
$3.03 Million 1.82% of portfolio
9,381
Q2 2025 Reduced 8.25%
$693B
$2.97 Million 1.79% of portfolio
13,565
Q2 2025 Added 11.19%
$30.9B
$2.92 Million 1.76% of portfolio
5,454
Q2 2025 Reduced 0.8%
$172B
$2.74 Million 1.65% of portfolio
30,015
Q2 2025 Added 4.75%
$389B
$2.57 Million 1.55% of portfolio
7,011
Q2 2025 Added 1.77%
$907M
$2.47 Million 1.49% of portfolio
164,142
Q2 2025 Added 6.81%
$64.9B
$2.41 Million 1.45% of portfolio
6,386
Q2 2025 Reduced 1.47%
$108B
$2.38 Million 1.43% of portfolio
5,345
Q2 2025 Reduced 1.22%
$45.3B
$2.27 Million 1.37% of portfolio
30,628
Q2 2025 Added 0.42%
$299B
$2.19 Million 1.32% of portfolio
31,563
Q2 2025 Added 82.8%
$308B
$2.18 Million 1.31% of portfolio
5,608
Q2 2025 Reduced 0.64%
$76.4B
$2.17 Million 1.31% of portfolio
41,330
Q2 2025 Added 80.46%
$564B
$1.94 Million 1.17% of portfolio
5,459
Q2 2025 Added 3.33%
$9.33B
$1.88 Million 1.13% of portfolio
51,207
Q2 2025 Added 3.64%
$52.8B
$1.78 Million 1.07% of portfolio
7,324
Q2 2025 Added 3.62%
$11.4B
$1.76 Million 1.06% of portfolio
6,534
Q2 2025 Added 4.28%
$70.3B
$1.74 Million 1.05% of portfolio
470
Q2 2025 Added 70.91%
$156B
$1.41 Million 0.85% of portfolio
5,064
Q2 2025 Reduced 0.3%
$149B
$1.35 Million 0.81% of portfolio
6,094
Q2 2025 Added 4.44%
$268B
$1.32 Million 0.8% of portfolio
4,142
Q2 2025 Added 6.26%
$15.1B
$1.3 Million 0.78% of portfolio
11,356
Q2 2025 Reduced 29.94%
$261B
$1.18 Million 0.71% of portfolio
8,105
Q2 2025 Reduced 5.24%
$219B
$1.16 Million 0.7% of portfolio
14,640
Q1 2025 Reduced 4.31%
$35.8B
$965,000 0.58% of portfolio
16,756
Q2 2025 Added 25.91%
$49.2B
$964,000 0.58% of portfolio
13,176
Q2 2025 Reduced 0.78%
$119B
$951,000 0.57% of portfolio
1,298
Q2 2025 Reduced 1.37%
$1.39T
$930,000 0.56% of portfolio
2,929
Q2 2025 Reduced 15.4%
$403B
$935,000 0.56% of portfolio
5,038
Q2 2025 Added 0.76%
$59.6B
$934,000 0.56% of portfolio
21,560
Q2 2025 Added 4.59%
$46.8B
$904,000 0.54% of portfolio
12,609
Q2 2025 Added 19.96%
$426B
$864,000 0.52% of portfolio
18,264
Q2 2025 Added 3.33%
$128B
$869,000 0.52% of portfolio
1,877
Q2 2025 Reduced 1.62%
$38.5B
$848,000 0.51% of portfolio
6,549
Q2 2025 Added 8.36%

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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