Hager Investment Management Services, LLC Top Holdings and 13F Report (2026) About Hager Investment Management Services, LLCInvestment ActivityHager Investment Management Services, LLC has $181.97 million in total holdings as of March 31, 2026.Hager Investment Management Services, LLC owns shares of 329 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, Hager Investment Management Services, LLC has purchased 321 new stocks and bought additional shares in 70 stocks.Hager Investment Management Services, LLC sold shares of 91 stocks and completely divested from 16 stocks this quarter.Largest Holdings Broadcom $8,772,362Apple $8,709,203NVIDIA $8,022,933Alphabet $7,546,485Microsoft $5,794,077 Largest New Holdings this Quarter 595112103 - Micron Technology $1,090,210 Holding962879102 - Wheaton Precious Metals $252,718 Holding922042874 - Vanguard FTSE Europe ETF $25,224 HoldingN3167Y103 - Ferrari $20,307 Holding941848103 - Waters $19,059 Holding Largest Purchases this Quarter Micron Technology 3,227 shares (about $1.09M)Bank of Nova Scotia 11,204 shares (about $776.55K)BUNGE GLOBAL SA COM SHS 5,852 shares (about $744.37K)Gilead Sciences 4,302 shares (about $599.57K)Citizens Financial Group 9,098 shares (about $545.61K) Largest Sales this Quarter Corning 8,952 shares (about $1.22M)Bain Capital Specialty Finance 46,785 shares (about $580.13K)Taiwan Semiconductor Manufacturing 1,070 shares (about $361.61K)Lowe's Companies 1,284 shares (about $303.38K)American Tower 1,671 shares (about $288.38K) 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 PortfolioSectorAVGOBroadcom$8,772,362$188,180 â–¼-2.1%28,3434.8%Computer and TechnologyAAPLApple$8,709,203$89,079 â–¼-1.0%34,3174.8%Computer and TechnologyNVDANVIDIA$8,022,933$150,856 â–¼-1.8%46,0034.4%Computer and TechnologyGOOGLAlphabet$7,546,485$86,556 â–¼-1.1%26,2434.1%Computer and TechnologyMSFTMicrosoft$5,794,077$146,962 â–²2.6%15,6523.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$4,848,889$42,860 â–²0.9%33,1482.7%StockLLYEli Lilly and Company$4,699,348$50,590 â–¼-1.1%5,1092.6%MedicalGLWCorning$4,274,897$1,217,203 â–¼-22.2%31,4402.3%Computer and TechnologyAMZNAmazon.com$4,070,221$37,072 â–²0.9%19,5432.2%Retail/WholesaleNFLXNetflix$3,934,939$359,313 â–²10.0%40,9252.2%Consumer DiscretionaryMETAMeta Platforms$3,864,166$323,826 â–²9.1%6,7542.1%Computer and TechnologyCOSTCostco Wholesale$3,829,574$138,514 â–¼-3.5%3,8432.1%Retail/WholesaleWALMART INC COM$3,813,091$259,500 â–¼-6.4%30,6812.1%StockTSMTaiwan Semiconductor Manufacturing$3,659,999$361,607 â–¼-9.0%10,8302.0%Computer and TechnologyJPMJPMorgan Chase & Co.$3,513,637$8,825 â–¼-0.3%11,9451.9%FinanceCSCOCisco Systems$3,446,625$89,306 â–¼-2.5%44,4211.9%Computer and TechnologyHDHome Depot$3,208,924$326,911 â–²11.3%9,7571.8%Retail/WholesaleSYKStryker$3,192,252$23,987 â–²0.8%9,7151.8%MedicalCATCaterpillar$3,020,290$98,480 â–¼-3.2%4,2631.7%IndustrialsAPHAmphenol$3,018,881$40,053 â–¼-1.3%23,8931.7%Computer and TechnologyAMDAdvanced Micro Devices$2,968,654$120,227 â–¼-3.9%14,5931.6%Computer and TechnologySCHWCharles Schwab$2,790,905$65,410 â–²2.4%29,6971.5%FinanceDELLDell Technologies$2,770,186$194,002 â–¼-6.5%16,8781.5%Computer and TechnologyEMEEMCOR Group$2,657,191$175,719 â–¼-6.2%3,5991.5%ConstructionTOLToll Brothers$2,510,366$245,373 â–²10.8%18,3951.4%ConstructionTJXTJX Companies$2,505,054$362,359 â–²16.9%15,6861.4%Retail/WholesaleCCJCameco$2,500,962$126,531 â–¼-4.8%23,0271.4%Basic MaterialsEVREvercore$2,331,960$7,463 â–²0.3%7,8121.3%FinancePWRQuanta Services$2,322,912$181,177 â–¼-7.2%4,2311.3%ConstructionVRTXVertex Pharmaceuticals$2,272,442$2,233 â–²0.1%5,0891.2%MedicalCGBDCarlyle Secured Lending$2,193,330$259,464 â–¼-10.6%200,4871.2%FinanceCFGCitizens Financial Group$2,187,046$545,607 â–²33.2%36,4691.2%FinanceCEGConstellation Energy$2,164,746$4,747 â–²0.2%7,7521.2%EnergyCHENIERE ENERGY INC COM NEW$2,164,285$57,888 â–²2.7%7,6271.2%StockOHIOmega Healthcare Investors$1,922,340$93,819 â–¼-4.7%43,8691.1%FinanceMRKMerck & Co., Inc.$1,763,812$842 â–¼0.0%14,6631.0%MedicalMRVLMarvell Technology$1,756,299$26,744 â–¼-1.5%17,7311.0%Computer and TechnologyAXPAmerican Express$1,731,094$54,446 â–²3.2%5,7231.0%FinanceGE VERNOVA INC COM$1,728,342$31,424 â–¼-1.8%1,9800.9%StockRTXRTX$1,693,064$14,082 â–²0.8%8,7770.9%AerospaceBCSFBain Capital Specialty Finance$1,580,132$580,134 â–¼-26.9%127,4300.9%FinanceROKRockwell Automation$1,446,286$170,468 â–²13.4%4,0300.8%Computer and TechnologyCVXChevron$1,296,435$200,279 â–²18.3%6,2660.7%EnergyABBVAbbVie$1,276,666$145,936 â–¼-10.3%5,8700.7%MedicalNORTHWESTERN ENERGY GROUP INC COM NEW$1,267,169$243,912 â–²23.8%19,2170.7%StockVVisa$1,228,017$13,299 â–²1.1%4,0630.7%Business ServicesAMGNAmgen$1,185,031$137,573 â–²13.1%3,3680.7%MedicalORealty Income$1,141,268$45,886 â–²4.2%18,6540.6%FinanceMUMicron Technology$1,090,210$1,090,210 â–²New Holding3,2270.6%Computer and TechnologyGILDGilead Sciences$1,088,619$599,570 â–²122.6%7,8110.6%MedicalFCXFreeport-McMoRan$1,076,673$94,166 â–¼-8.0%18,3170.6%Basic MaterialsKRKroger$1,051,246$150,364 â–¼-12.5%14,5280.6%Retail/WholesaleMCKMcKesson$1,025,452$8,654 â–²0.9%1,1850.6%MedicalTSLATesla$1,011,904$28,997 â–¼-2.8%2,7220.6%Auto/Tires/TrucksNUENucor$998,705$41,091 â–¼-4.0%5,9060.5%Basic MaterialsBUNGE GLOBAL SA COM SHS$915,458$744,374 â–²435.1%7,1970.5%StockNEMNewmont$889,923$35,398 â–²4.1%8,2210.5%Basic MaterialsTTTrane Technologies$876,404$78,764 â–²9.9%2,1030.5%ConstructionBACBank of America$857,415$58,110 â–²7.3%17,5880.5%FinanceBNSBank of Nova Scotia$781,470$776,549 â–²15,780.3%11,2750.4%FinanceGOOGAlphabet$765,342$64,543 â–¼-7.8%2,6680.4%Computer and TechnologyLOWLowe's Companies$744,755$303,384 â–¼-28.9%3,1520.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$689,1000.0%2,1480.4%ETFIDXXIDEXX Laboratories$645,612$172,500 â–¼-21.1%1,1490.4%MedicalXOMExxonMobil$636,395$46,826 â–¼-6.9%3,7510.3%EnergyVUSBVanguard Ultra-Short Bond ETF$520,4030.0%10,4530.3%ETFTANInvesco Solar ETF$489,090$129,473 â–²36.0%8,7790.3%ETFLMTLockheed Martin$488,347$25,384 â–¼-4.9%8080.3%AerospacePLDPrologis$438,177$436,194 â–²22,000.0%3,3150.2%FinanceJNJJohnson & Johnson$436,081$3,667 â–²0.8%1,7840.2%MedicalBRK.BBerkshire Hathaway$390,0690.0%8140.2%FinanceTMDXTransMedics Group$376,664$33,103 â–²9.6%3,7890.2%MedicalPRUPrudential Financial$351,109$119,088 â–¼-25.3%3,5940.2%FinanceWMWaste Management$350,889$5,745 â–¼-1.6%1,5270.2%Business ServicesUNPUnion Pacific$350,829$6,793 â–²2.0%1,4460.2%TransportationPNCThe PNC Financial Services Group$349,383$40,369 â–¼-10.4%1,6790.2%FinanceSPYSPDR S&P 500 ETF Trust$343,3800.0%5280.2%FinanceIWFiShares Russell 1000 Growth ETF$328,754$51,594 â–¼-13.6%7710.2%ETFVOOVanguard S&P 500 ETF$328,155$4,184 â–¼-1.3%5490.2%ETFDGXQuest Diagnostics$313,603$35,672 â–¼-10.2%1,6000.2%MedicalSPHQInvesco S&P 500 Quality ETF$281,3610.0%3,7420.2%ETFDKSDICK'S Sporting Goods$264,321$103,309 â–¼-28.1%1,3330.1%Retail/WholesaleNEENextEra Energy$258,578$4,180 â–²1.6%2,7840.1%UtilitiesWPMWheaton Precious Metals$252,718$252,718 â–²New Holding1,9290.1%Basic MaterialsWECWEC Energy Group$251,2210.0%2,1700.1%UtilitiesEVERGY INC COM$250,6750.0%3,0600.1%StockQQQInvesco QQQ$229,718$2,886 â–¼-1.2%3980.1%FinanceMTBM&T Bank$213,955$23,153 â–²12.1%1,0350.1%FinanceSOSouthern$183,0980.0%1,8970.1%UtilitiesDUKDuke Energy$180,043$11,785 â–¼-6.1%1,3750.1%UtilitiesALBAlbemarle$178,812$2,154 â–¼-1.2%9960.1%Basic MaterialsORCLOracle$167,705$243,908 â–¼-59.3%1,1400.1%Computer and TechnologyMCDMcDonald's$160,462$16,482 â–²11.4%5160.1%Retail/WholesaleBHBBar Harbor Bankshares$159,8160.0%4,9250.1%FinanceCMCSAComcast$156,154$3,388 â–¼-2.1%5,4390.1%Consumer DiscretionaryKIMBERLY-CLARK CORP COM$153,966$4,341 â–¼-2.7%1,5960.1%StockCCitigroup$150,835$14,743 â–¼-8.9%1,3300.1%Financial ServicesKOCocaCola$148,984$9,735 â–²7.0%1,9590.1%Consumer StaplesTRVTravelers Companies$145,8400.0%5000.1%FinancePGProcter & Gamble$137,362$722 â–¼-0.5%9510.1%Consumer StaplesShowing 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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