SEC Form 13F

HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F Holdings

Inspect HAGER INVESTMENT MANAGEMENT SERVICES, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-21T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-21
Reported value
$217,408,025
Positions
352

Read this manager's filing book

Step 1 of 3

Disclosed positions

HAGER INVESTMENT MANAGEMENT SERVICES, LLC: source evidence dated 2026-07-21T03:59:59.999Z.

Issuer
BROADCOM INC COM
Ticker
AVGO
Class
Stock
Reported value
$10,586,724
Reported amount
28,026
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002026645-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
BROADCOM INC COMAVGOStock$10,586,72428,026SHNone
APPLE INC COMAAPLStock$9,759,12133,727SHNone
NVIDIA CORPORATION COMNVDAStock$9,125,53845,607SHNone
ALPHABET INC CAP STK CL AGOOGLStock$8,705,96924,361SHNone
MICROSOFT CORP COMMSFTStock$6,594,05217,677SHNone
CORNING INC COMGLWStock$5,729,80622,432SHNone
ELI LILLY & CO COMLLYStock$5,509,2994,593SHNone
MARVELL TECHNOLOGY INC COMMRVLStock$5,249,25017,621SHNone
META PLATFORMS INC CL AMETAStock$4,835,8458,585SHNone
PALANTIR TECHNOLOGIES INC CL APLTRStock$4,809,95441,227SHNone
AMAZON COM INC COMAMZNStock$4,522,74018,976SHNone
ADVANCED MICRO DEVICES INC COMAMDStock$4,364,3777,513SHNone
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMADR$4,363,0809,136SHNone
CISCO SYS INC COMCSCOStock$4,194,14435,707SHNone
NETFLIX INC. COMNFLXStock$4,137,48757,948SHNone
MICRON TECHNOLOGY INC COMMUStock$4,119,6613,569SHNone
AMPHENOL CORP CL AAPHStock$4,046,01522,947SHNone
KLA CORP COM NEWKLACStock$4,031,14713,361SHNone
CATERPILLAR INC COMCATStock$3,985,0443,742SHNone
DELL TECHNOLOGIES INC CL CDELLStock$3,976,7679,217SHNone
JPMORGAN CHASE & CO COMJPMStock$3,769,08911,515SHNone
HOME DEPOT INC COMHDStock$3,745,75410,621SHNone
COSTCO WHOLESALE CORPORATION COMCOSTStock$3,433,4503,670SHNone
WALMART INC COMWMTStock$3,326,72429,372SHNone
TOLL BROTHERS INC COMTOLStock$3,157,10419,163SHNone
STRYKER CORPORATION COMSYKStock$3,065,5979,737SHNone
SCHWAB CHARLES CORP COMSCHWStock$2,845,59030,840SHNone
EMCOR GROUP INC COMEMEStock$2,828,2463,408SHNone
TJX COS INC NEW COMTJXStock$2,685,79217,728SHNone
CITIZENS FINL GROUP INC COMCFGStock$2,678,35638,224SHNone
QUANTA SVCS INC COMPWRStock$2,673,5193,713SHNone
EVERCORE INC CLASS AEVRStock$2,575,8237,544SHNone
VERTEX PHARMACEUTICALS INC COMVRTXStock$2,319,2324,669SHNone
CAMECO CORP COMCCJStock$2,185,50821,456SHNone
BANK NOVA SCOTIA B C COMBNSStock$2,111,08024,310SHNone
ROCKWELL AUTOMATION INC COMROKStock$2,088,2474,218SHNone
CONSTELLATION ENERGY CORP COMCEGStock$2,077,8638,366SHNone
AMERICAN EXPRESS CO COMAXPStock$2,013,6085,953SHNone
OMEGA HEALTHCARE INVS INC COMOHIREIT$2,007,90042,112SHNone
GE VERNOVA INC COMGEVStock$1,949,0931,659SHNone
CARLYLE SECURED LENDING INC COMCGBDCEF$1,920,433182,377SHNone
MERCK & CO INC COMMRKStock$1,901,15814,795SHNone
CHENIERE ENERGY INC COM NEWLNGStock$1,827,0337,644SHNone
RTX CORPORATION COMRTXStock$1,777,7519,370SHNone
BUNGE GLOBAL SA COM SHSBGStock$1,679,18315,733SHNone
BIOGEN INC COMBIIBStock$1,594,7397,381SHNone
NORTHWESTERN ENERGY GROUP INC COM NEWNWEStock$1,480,74420,675SHNone
BAIN CAP SPECIALTY FIN INC COM STKBCSFCEF$1,438,548114,900SHNone
VISA INC COM CL AVStock$1,384,3864,035SHNone
ABBVIE INC COMABBVStock$1,360,6175,407SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.