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 (2026-06-30)

HAGER INVESTMENT MANAGEMENT SERVICES, LLC (CIK 2026645) reported $217.4M across 352 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($10.6M, 4.87%), AAPL ($9.8M, 4.49%), NVDA ($9.1M, 4.20%), GOOGL ($8.7M, 4.00%), MSFT ($6.6M, 3.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVGOBROADCOM INC COM$10.6M4.87%28,026Trimmed
2AAPLAPPLE INC COM$9.8M4.49%33,727Trimmed
3NVDANVIDIA CORPORATION COM$9.1M4.20%45,607Trimmed
4GOOGLALPHABET INC CAP STK CL A$8.7M4.00%24,361Trimmed
5MSFTMICROSOFT CORP COM$6.6M3.03%17,677Added
6GLWCORNING INC COM$5.7M2.64%22,432Trimmed
7LLYELI LILLY & CO COM$5.5M2.53%4,593Trimmed
8MRVLMARVELL TECHNOLOGY INC COM$5.2M2.41%17,621Trimmed
9METAMETA PLATFORMS INC CL A$4.8M2.22%8,585Added
10PLTRPALANTIR TECHNOLOGIES INC CL A$4.8M2.21%41,227Added
11AMZNAMAZON COM INC COM$4.5M2.08%18,976Trimmed
12TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$4.4M2.01%9,136Trimmed
13AMDADVANCED MICRO DEVICES INC COM$4.4M2.01%7,513Trimmed
14CSCOCISCO SYS INC COM$4.2M1.93%35,707Trimmed
15NFLXNETFLIX INC. COM$4.1M1.90%57,948Added
16MUMICRON TECHNOLOGY INC COM$4.1M1.89%3,569Added
17APHAMPHENOL CORP CL A$4.0M1.86%22,947Trimmed
18KLACKLA CORP COM NEW$4.0M1.85%13,361Added
19DELLDELL TECHNOLOGIES INC CL C$4.0M1.83%9,217Trimmed
20CATCATERPILLAR INC COM$4.0M1.83%3,742Trimmed
21JPMJPMORGAN CHASE & CO COM$3.8M1.73%11,515Trimmed
22HDHOME DEPOT INC COM$3.7M1.72%10,621Added
23COSTCOSTCO WHOLESALE CORPORATION COM$3.4M1.58%3,670Trimmed
24WMTWALMART INC COM$3.3M1.53%29,372Trimmed
25TOLTOLL BROTHERS INC COM$3.2M1.45%19,163Added

Source: SEC Form 13F filings · as of 2026-06-30