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HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F portfolio summary

HAGER INVESTMENT MANAGEMENT SERVICES, LLC of HAGER INVESTMENT MANAGEMENT SERVICES, LLC has 327 current stock holdings with a reported portfolio value of $182.0M. The portfolio 1 year return is +28.51%. Top holdings include UNH (0.00%), AWK (0.00%), BAC-PL (0.00%), CW (0.00%), USO (0.00%).

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HAGER INVESTMENT MANAGEMENT SERVICES, LLC

HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Latest filing: 2026-03-31

HAGER INVESTMENT MANAGEMENT SERVICES, LLC runs HAGER INVESTMENT MANAGEMENT SERVICES, LLC and currently holds 327 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $181.97M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HAGER INVESTMENT MANAGEMENT SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HAGER INVESTMENT MANAGEMENT SERVICES, LLC's portfolio at HAGER INVESTMENT MANAGEMENT SERVICES, LLC has delivered returns of +28.51%. Their 3-year annualized return is +18.07%. Looking at the 5-year horizon, HAGER INVESTMENT MANAGEMENT SERVICES, LLC has achieved +18.07% annualized returns at HAGER INVESTMENT MANAGEMENT SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.51%
#0/1000
3 Year
+18.07%
#0/1000
5 Year
+18.07%
#0/1000

Portfolio Value

$181.97M

Alpha Score

18.2

#0 of 1000

Holdings

327

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change