Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

HAGER INVESTMENT MANAGEMENT SERVICES, LLC (CIK 2026645) reported $182.0M across 326 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($8.8M, 4.82%), AAPL ($8.7M, 4.79%), NVDA ($8.0M, 4.41%), GOOGL ($7.5M, 4.15%), MSFT ($5.8M, 3.18%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVGOBROADCOM INC COM$8.8M4.82%28,343Trimmed
2AAPLAPPLE INC COM$8.7M4.79%34,317Trimmed
3NVDANVIDIA CORPORATION COM$8.0M4.41%46,003Trimmed
4GOOGLALPHABET INC CAP STK CL A$7.5M4.15%26,243Trimmed
5MSFTMICROSOFT CORP COM$5.8M3.18%15,652Added
6PLTRPALANTIR TECHNOLOGIES INC CL A$4.8M2.66%33,148Added
7LLYELI LILLY & CO COM$4.7M2.58%5,109Trimmed
8GLWCORNING INC COM$4.3M2.35%31,440Trimmed
9AMZNAMAZON COM INC COM$4.1M2.24%19,543Added
10NFLXNETFLIX INC. COM$3.9M2.16%40,925Added
11METAMETA PLATFORMS INC CL A$3.9M2.12%6,754Added
12WMTWALMART INC COM$3.8M2.10%30,681Trimmed
13COSTCOSTCO WHOLESALE CORPORATION COM$3.8M2.10%3,843Trimmed
14TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$3.7M2.01%10,830Trimmed
15JPMJPMORGAN CHASE & CO COM$3.5M1.93%11,945Trimmed
16CSCOCISCO SYS INC COM$3.4M1.89%44,421Trimmed
17HDHOME DEPOT INC COM$3.2M1.76%9,757Added
18SYKSTRYKER CORPORATION COM$3.2M1.75%9,715Added
19CATCATERPILLAR INC COM$3.0M1.66%4,263Trimmed
20APHAMPHENOL CORP CL A$3.0M1.66%23,893Trimmed
21AMDADVANCED MICRO DEVICES INC COM$3.0M1.63%14,593Trimmed
22SCHWSCHWAB CHARLES CORP COM$2.8M1.53%29,697Added
23DELLDELL TECHNOLOGIES INC CL C$2.8M1.52%16,878Trimmed
24EMEEMCOR GROUP INC COM$2.7M1.46%3,599Trimmed
25TOLTOLL BROTHERS INC COM$2.5M1.38%18,395Added

Source: SEC Form 13F filings · as of 2026-03-31