§ 13F · FUND PROFILE
HAGER INVESTMENT MANAGEMENT SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185M (13F)Positions · 291Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 28K | $9M | 4.8% | −2% |
| 2 | AAPL | APPLE INC COM | 34K | $9M | 4.8% | −1% |
| 3 | NVDA | NVIDIA CORPORATION COM | 46K | $8M | 4.4% | −2% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 26K | $8M | 4.1% | −1% |
| 5 | MSFT | MICROSOFT CORP COM | 16K | $6M | 3.2% | +3% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 33K | $5M | 2.7% | +1% |
| 7 | LLY | ELI LILLY & CO COM | 5K | $5M | 2.6% | −1% |
| 8 | GLW | CORNING INC COM | 31K | $4M | 2.3% | −22% |
| 9 | AMZN | AMAZON COM INC COM | 20K | $4M | 2.2% | +1% |
| 10 | NFLX | NETFLIX INC. COM | 41K | $4M | 2.2% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAGER SIGNAL
AC read
HAGER INVESTMENT MANAGEMENT SERVICES, LLC is a Other fund managing $185 million in assets. The fund runs a broad portfolio of 291 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed