§ 13F · FUND PROFILE
HAGER INVESTMENT MANAGEMENT SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167.6T (13F)Positions · 287Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$717.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 29K | $10.0T | 5.5% | −8% |
| 2 | AAPL | APPLE INC COM | 35K | $9.4T | 5.1% | −4% |
| 3 | NVDA | NVIDIA CORPORATION COM | 47K | $8.7T | 4.8% | −8% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 27K | $8.3T | 4.5% | −6% |
| 5 | MSFT | MICROSOFT CORP COM | 15K | $7.4T | 4.0% | −3% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 33K | $5.8T | 3.2% | −10% |
| 7 | LLY | ELI LILLY & CO COM | 5K | $5.5T | 3.0% | −6% |
| 8 | AMZN | AMAZON COM INC COM | 19K | $4.5T | 2.4% | ±0% |
| 9 | META | META PLATFORMS INC CL A | 6K | $4.1T | 2.2% | −1% |
| 10 | JPM | JPMORGAN CHASE & CO. COM | 12K | $3.9T | 2.1% | −6% |
§ 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 $167618.9 trillion in assets. The fund runs a broad portfolio of 287 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed