Hager Investment Management Services, LLC Top Holdings and 13F Report (2025) About Hager Investment Management Services, LLCInvestment ActivityHager Investment Management Services, LLC has $143.02 million in total holdings as of March 31, 2025.Hager Investment Management Services, LLC owns shares of 307 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Hager Investment Management Services, LLC has purchased 287 new stocks and bought additional shares in 61 stocks.Hager Investment Management Services, LLC sold shares of 94 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $8,168,114Microsoft $6,331,494NVIDIA $6,205,084Broadcom $6,201,396Eli Lilly and Company $4,631,843 Largest New Holdings this Quarter 053332102 - AutoZone $1,048,515 Holding922908744 - Vanguard Value ETF $42,149 Holding87283Q883 - T. Rowe Price Floating Rate ETF $39,199 Holding922908736 - Vanguard Growth ETF $31,149 Holding46138J577 - Invesco BulletShares 2029 Corporate Bond ETF $29,537 Holding Largest Purchases this Quarter Oracle 9,213 shares (about $1.29M)AutoZone 275 shares (about $1.05M)Cisco Systems 12,506 shares (about $771.75K)Corning 14,075 shares (about $644.35K)Taiwan Semiconductor Manufacturing 2,148 shares (about $356.57K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC CL A 20,115 shares (about $1.70M)Broadcom 5,532 shares (about $926.22K)NVIDIA 7,045 shares (about $763.54K)Apple 3,326 shares (about $738.80K)Chipotle Mexican Grill 14,451 shares (about $725.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHager Investment Management Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,168,114$738,800 ▼-8.3%36,7725.7%Computer and TechnologyMSFTMicrosoft$6,331,494$558,970 ▼-8.1%16,8664.4%Computer and TechnologyNVDANVIDIA$6,205,084$763,538 ▼-11.0%57,2534.3%Computer and TechnologyAVGOBroadcom$6,201,396$926,216 ▼-13.0%37,0394.3%Computer and TechnologyLLYEli Lilly and Company$4,631,843$167,665 ▼-3.5%5,6083.2%MedicalGOOGLAlphabet$4,286,112$81,494 ▼-1.9%27,7173.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$4,246,670$1,697,706 ▼-28.6%50,3163.0%StockSYKStryker$3,886,290$42,437 ▼-1.1%10,4402.7%MedicalCOSTCostco Wholesale$3,835,404$116,339 ▼-2.9%4,0552.7%Retail/WholesaleCGBDCarlyle Secured Lending$3,659,359$33,994 ▼-0.9%226,1662.6%FinanceAMZNAmazon.com$3,632,824$52,321 ▲1.5%19,0942.5%Retail/WholesaleJPMJPMorgan Chase & Co.$3,400,204$129,768 ▼-3.7%13,8612.4%FinanceMETAMeta Platforms$3,383,233$46,109 ▲1.4%5,8702.4%Computer and TechnologyNFLXNetflix$3,375,759$90,455 ▲2.8%3,6202.4%Consumer DiscretionaryWMTWalmart$3,355,346$104,470 ▼-3.0%38,2202.3%Retail/WholesaleMRVLMarvell Technology$3,296,165$196,101 ▼-5.6%53,5352.3%Computer and TechnologyVRTXVertex Pharmaceuticals$2,623,361$13,090 ▲0.5%5,4111.8%MedicalBCSFBain Capital Specialty Finance$2,550,939$153,998 ▲6.4%153,6711.8%FinanceHDHome Depot$2,524,577$18,690 ▲0.7%6,8891.8%Retail/WholesaleSCHWCharles Schwab$2,242,921$169,239 ▲8.2%28,6531.6%FinanceTSMTaiwan Semiconductor Manufacturing$2,242,162$356,568 ▲18.9%13,5071.6%Computer and TechnologyCEGConstellation Energy$2,061,465$260,304 ▼-11.2%10,2241.4%EnergyEMEEMCOR Group$2,032,230$22,917 ▼-1.1%5,4981.4%ConstructionOHIOmega Healthcare Investors$1,881,457$75,284 ▲4.2%49,4081.3%FinanceCATCaterpillar$1,861,429$47,162 ▼-2.5%5,6441.3%IndustrialsVVisa$1,851,492$335,042 ▼-15.3%5,2831.3%Business ServicesTOLToll Brothers$1,711,508$119,105 ▼-6.5%16,2091.2%ConstructionORCLOracle$1,705,682$1,288,070 ▲308.4%12,2001.2%Computer and TechnologyPWRQuanta Services$1,647,343$13,472 ▲0.8%6,4811.2%ConstructionCHENIERE ENERGY INC COM NEW$1,635,562$62,479 ▼-3.7%7,0681.1%StockAMGNAmgen$1,582,362$41,436 ▲2.7%5,0791.1%MedicalLOWLowe's Companies$1,360,897$71,135 ▲5.5%5,8351.0%Retail/WholesaleMRKMerck & Co., Inc.$1,314,086$59,242 ▼-4.3%14,6400.9%MedicalCCJCameco$1,255,421$15,558 ▲1.3%30,5010.9%Basic MaterialsEVREvercore$1,251,446$158,977 ▲14.6%6,2660.9%FinanceRTXRTX$1,132,878$24,239 ▼-2.1%8,5530.8%AerospacePRUPrudential Financial$1,073,132$242,234 ▼-18.4%9,6090.8%FinanceCSCOCisco Systems$1,065,485$771,745 ▲262.7%17,2660.7%Computer and TechnologyAXPAmerican Express$1,048,757$294,072 ▲39.0%3,8980.7%FinanceAZOAutoZone$1,048,515$1,048,515 ▲New Holding2750.7%Retail/WholesaleGLWCorning$1,048,499$644,353 ▲159.4%22,9030.7%Computer and TechnologyABBVAbbVie$1,047,600$11,733 ▼-1.1%5,0000.7%MedicalTSLATesla$897,212$66,345 ▼-6.9%3,4620.6%Auto/Tires/TrucksMCKMcKesson$885,655$43,744 ▼-4.7%1,3160.6%MedicalLMTLockheed Martin$852,323$18,315 ▼-2.1%1,9080.6%AerospaceCARRCarrier Global$841,952$25,233 ▲3.1%13,2800.6%Computer and TechnologyDKSDICK'S Sporting Goods$827,001$63,895 ▲8.4%4,1030.6%Retail/WholesaleEQIXEquinix$793,336$112,518 ▼-12.4%9730.6%FinanceFCXFreeport-McMoRan$780,446$37,292 ▲5.0%20,6140.5%Basic MaterialsORealty Income$771,985$135,973 ▲21.4%13,3080.5%FinanceBACBank of America$737,578$24,370 ▲3.4%17,6750.5%FinanceNUENucor$727,335$82,433 ▲12.8%6,0440.5%Basic MaterialsKRKroger$711,490$31,070 ▼-4.2%10,5110.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$613,718$27,484 ▲4.7%2,2330.4%ETFCVXChevron$543,525$20,242 ▲3.9%3,2490.4%EnergyNWENorthWestern Energy Group$536,744$185,184 ▲52.7%9,2750.4%UtilitiesVUSBVanguard Ultra-Short Bond ETF$521,134$600,354 ▼-53.5%10,4530.4%ETFROKRockwell Automation$512,368$20,670 ▼-3.9%1,9830.4%Computer and TechnologyGOOGAlphabet$485,250$3,906 ▲0.8%3,1060.3%Computer and TechnologyXOMExxon Mobil$479,407$30,089 ▲6.7%4,0310.3%EnergyCMGChipotle Mexican Grill$450,986$725,584 ▼-61.7%8,9820.3%Retail/WholesalePNCThe PNC Financial Services Group$442,237$22,674 ▼-4.9%2,5160.3%FinanceCFGCitizens Financial Group$422,810$200,958 ▲90.6%10,3200.3%FinanceBRK.BBerkshire Hathaway$410,6190.0%7710.3%FinanceIWFiShares Russell 1000 Growth ETF$406,948$159,602 ▼-28.2%1,1270.3%ETFABTAbbott Laboratories$388,665$4,245 ▲1.1%2,9300.3%MedicalWMWaste Management$385,464$10,418 ▼-2.6%1,6650.3%Business ServicesUNPUnion Pacific$366,881$2,362 ▼-0.6%1,5530.3%TransportationKMBKimberly-Clark$366,074$996 ▼-0.3%2,5740.3%Consumer StaplesJNJJohnson & Johnson$340,1380.0%2,0510.2%MedicalTANInvesco Solar ETF$327,421$22,632 ▼-6.5%10,7490.2%ETFCMCSAComcast$325,569$13,247 ▼-3.9%8,8230.2%Consumer DiscretionaryDGXQuest Diagnostics$320,936$26,054 ▼-7.5%1,8970.2%MedicalSPYSPDR S&P 500 ETF Trust$308,783$317,174 ▼-50.7%5520.2%FinanceGE VERNOVA INC COM$287,574$37,244 ▲14.9%9420.2%StockPGProcter & Gamble$285,965$61,010 ▼-17.6%1,6780.2%Consumer StaplesVOOVanguard S&P 500 ETF$285,734$205,564 ▼-41.8%5560.2%ETFALBAlbemarle$262,771$66,899 ▼-20.3%3,6490.2%Basic MaterialsSPHQInvesco S&P 500 Quality ETF$252,5560.0%3,8070.2%ETFWECWEC Energy Group$236,4870.0%2,1700.2%UtilitiesMETMetLife$229,389$17,664 ▼-7.1%2,8570.2%FinanceEVERGY INC COM$228,9140.0%3,3200.2%StockUNHUnitedHealth Group$221,023$20,950 ▼-8.7%4220.2%MedicalQQQInvesco QQQ$201,636$7,034 ▼-3.4%4300.1%FinanceDUKDuke Energy$201,251$15,978 ▼-7.4%1,6500.1%UtilitiesQCOMQUALCOMM$196,928$27,343 ▼-12.2%1,2820.1%Computer and TechnologyNEENextEra Energy$195,373$3,545 ▼-1.8%2,7560.1%UtilitiesSOSouthern$192,084$15,632 ▼-7.5%2,0890.1%UtilitiesISRGIntuitive Surgical$185,726$175,821 ▲1,775.0%3750.1%MedicalGILDGilead Sciences$182,642$6,163 ▲3.5%1,6300.1%MedicalIDXXIDEXX Laboratories$181,4180.0%4320.1%MedicalPSXPhillips 66$177,564$11,854 ▲7.2%1,4380.1%EnergyTSCOTractor Supply$176,596$22,867 ▲14.9%3,2050.1%Retail/WholesaleGDGeneral Dynamics$176,087$20,716 ▼-10.5%6460.1%AerospaceMTBM&T Bank$164,9860.0%9230.1%FinanceBDXBecton, Dickinson and Company$163,320$19,012 ▼-10.4%7130.1%MedicalDVNDevon Energy$158,389$14,212 ▲9.9%4,2350.1%EnergyMCDMcDonald's$155,9210.0%4990.1%Retail/WholesaleMAMastercard$147,9920.0%2700.1%Business ServicesWGOWinnebago Industries$145,594$10,510 ▼-6.7%4,2250.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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