Hager Investment Management Services, LLC Portfolio Holdings

Hager Investment Management Services, LLC

  • $142 Million
  • Q1 2025

Hager Investment Management Services, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $142 Million distributed in 307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.17M, Microsoft Corp with a value of $6.33M, Nvidia Corp with a value of $6.21M, Broadcom Inc. with a value of $6.2M, and Eli Lilly & CO with a value of $4.63M.

Examining the 13F form we can see an decrease of $16.5M in the current position value, from $158M to 142M. Also it can be appreciated an additional of 34 stocks purchases and 2 closed positions.

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 $142 Million
Technology: $41.3 Million
Financial Services: $20.4 Million
Healthcare: $18.3 Million
Consumer Cyclical: $13.2 Million
Communication Services: $12 Million
Industrials: $10.5 Million
Consumer Defensive: $8.98 Million
Energy: $4.39 Million
Other: $12.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.66 Million 2.58% of portfolio
226,166
Q1 2025 Reduced 0.92%
$0
$1,000 0.0% of portfolio
54
Q1 2025 Added 1.89%
$0
$0 0.0% of portfolio
47
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $142 Million
  • Prior Value $158 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 61 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 94 stocks
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