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HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F portfolio summary

HAGER INVESTMENT MANAGEMENT SERVICES, LLC of HAGER INVESTMENT MANAGEMENT SERVICES, LLC has 352 current stock holdings with a reported portfolio value of $217.4M. The portfolio 1 year return is +34.64%. Top holdings include AVGO (4.87%), AAPL (4.49%), NVDA (4.20%), GOOGL (4.00%), MSFT (3.03%).

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HAGER INVESTMENT MANAGEMENT SERVICES, LLC

HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Latest filing: 2026-06-30

HAGER INVESTMENT MANAGEMENT SERVICES, LLC runs HAGER INVESTMENT MANAGEMENT SERVICES, LLC and currently holds 352 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $217.41M. Their top holdings are AVGO, AAPL, NVDA, GOOGL, MSFT. The top five represent 20.6% of reported portfolio weight. HAGER INVESTMENT MANAGEMENT SERVICES, LLC ranks #702 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HAGER INVESTMENT MANAGEMENT SERVICES, LLC initiated 2 new positions. They added to 36 existing positions. They trimmed 47 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
AVGO4.9%
AAPL4.5%
NVDA4.2%
GOOGL4.0%
MSFT3.0%
Top 5: 20.6%
Portfolio Returns
1 Year
+34.64%
#283/1000
3 Year
+44.43%
#717/1000
5 Year
+44.43%
#715/1000

Portfolio Value

$217.41M

Alpha Score

40.1

#702 of 1000

Holdings

352

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352 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AVGO
BROADCOM INC COM
4.87%$231.84$368.45+58.92%
Trimmed
-1.12%
AAPL
APPLE INC COM
4.49%$250.43$309.35+23.53%
Trimmed
-1.72%
NVDA
NVIDIA CORPORATION COM
4.20%$134.29$214.76+59.92%
Trimmed
-0.86%
GOOGL
ALPHABET INC CAP STK CL A
4.00%$189.55$344.82+81.92%
Trimmed
-7.17%
MSFT
MICROSOFT CORP COM
3.03%$414.79$483.24+16.50%
Added
+12.94%
GLW
CORNING INC COM
2.64%$50.90$149.82+194.34%
Trimmed
-28.65%
LLY
ELI LILLY & CO COM
2.53%$772.00$1,254.77+62.53%
Trimmed
-10.10%
MRVL
MARVELL TECHNOLOGY INC COM
2.41%$110.45$237.04+114.61%
Trimmed
-0.62%
META
META PLATFORMS INC CL A
2.22%$586.24$549.90-6.20%
Added
+27.11%
PLTR
PALANTIR TECHNOLOGIES INC CL A
2.21%$84.17$179.94+113.78%
Added
+24.37%

Showing 1-10 of 352