Hager Investment Management Services, LLC Top Holdings and 13F Report (2025) About Hager Investment Management Services, LLCInvestment ActivityHager Investment Management Services, LLC has $167.62 million in total holdings as of June 30, 2025.Hager Investment Management Services, LLC owns shares of 287 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.64% of the portfolio was purchased this quarter.About 4.26% of the portfolio was sold this quarter.This quarter, Hager Investment Management Services, LLC has purchased 307 new stocks and bought additional shares in 59 stocks.Hager Investment Management Services, LLC sold shares of 84 stocks and completely divested from 30 stocks this quarter.Largest Holdings Broadcom $9,680,481NVIDIA $8,740,015Microsoft $8,101,056Apple $7,390,136PALANTIR TECHNOLOGIES INC CL A $5,858,079 Largest New Holdings this Quarter 032095101 - Amphenol $733,318 Holding651639106 - Newmont $195,521 Holding67079K100 - NuScale Power $146,332 Holding464287200 - iShares Core S&P 500 ETF $61,469 Holding337738108 - Fiserv $33,620 Holding Largest Purchases this Quarter Cisco Systems 14,297 shares (about $991.93K)Corning 18,427 shares (about $969.08K)Amphenol 7,426 shares (about $733.32K)AutoZone 195 shares (about $723.88K)Darden Restaurants 1,467 shares (about $319.76K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC CL A 7,343 shares (about $1.00M)Toll Brothers 4,853 shares (about $553.87K)Broadcom 1,920 shares (about $529.24K)Marvell Technology 6,190 shares (about $479.11K)NVIDIA 1,933 shares (about $305.39K) 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$9,680,481$529,244 ▼-5.2%35,1195.8%Computer and TechnologyNVDANVIDIA$8,740,015$305,395 ▼-3.4%55,3205.2%Computer and TechnologyMSFTMicrosoft$8,101,056$288,506 ▼-3.4%16,2864.8%Computer and TechnologyAAPLApple$7,390,136$154,286 ▼-2.0%36,0204.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$5,858,079$1,000,998 ▼-14.6%42,9733.5%StockGOOGLAlphabet$4,936,903$52,340 ▲1.1%28,0142.9%Computer and TechnologyNFLXNetflix$4,787,390$60,261 ▼-1.2%3,5752.9%Consumer DiscretionaryMETAMeta Platforms$4,410,826$78,238 ▲1.8%5,9762.6%Computer and TechnologyLLYEli Lilly and Company$4,316,464$55,349 ▼-1.3%5,5372.6%MedicalAMZNAmazon.com$4,309,697$120,664 ▲2.9%19,6442.6%Retail/WholesaleCOSTCostco Wholesale$4,102,603$88,111 ▲2.2%4,1442.4%Retail/WholesaleSYKStryker$3,985,972$144,405 ▼-3.5%10,0752.4%MedicalJPMJPMorgan Chase & Co.$3,949,631$68,707 ▼-1.7%13,6242.4%FinanceMRVLMarvell Technology$3,664,537$479,110 ▼-11.6%47,3452.2%Computer and TechnologyWMTWalmart$3,656,918$80,278 ▼-2.1%37,3992.2%Retail/WholesaleCGBDCarlyle Secured Lending$3,232,084$138,127 ▲4.5%236,2631.9%FinanceTSMTaiwan Semiconductor Manufacturing$3,200,304$141,103 ▲4.6%14,1301.9%Computer and TechnologyCEGConstellation Energy$3,027,812$272,087 ▼-8.2%9,3811.8%EnergyORCLOracle$2,965,716$298,430 ▲11.2%13,5651.8%Computer and TechnologyEMEEMCOR Group$2,917,300$23,535 ▼-0.8%5,4541.7%ConstructionSCHWCharles Schwab$2,738,545$124,268 ▲4.8%30,0151.6%FinanceHDHome Depot$2,570,451$44,729 ▲1.8%7,0111.5%Retail/WholesaleBCSFBain Capital Specialty Finance$2,468,696$157,484 ▲6.8%164,1421.5%FinancePWRQuanta Services$2,414,425$35,918 ▼-1.5%6,3861.4%ConstructionVRTXVertex Pharmaceuticals$2,379,594$29,383 ▼-1.2%5,3451.4%MedicalCCJCameco$2,273,516$9,427 ▲0.4%30,6281.4%Basic MaterialsCSCOCisco Systems$2,189,841$991,926 ▲82.8%31,5631.3%Computer and TechnologyCATCaterpillar$2,177,150$13,976 ▼-0.6%5,6081.3%IndustrialsGLWCorning$2,173,545$969,076 ▲80.5%41,3301.3%Computer and TechnologyVVisa$1,938,236$62,489 ▲3.3%5,4591.2%Business ServicesOHIOmega Healthcare Investors$1,876,737$65,933 ▲3.6%51,2071.1%FinanceCHENIERE ENERGY INC COM NEW$1,783,581$62,343 ▲3.6%7,3241.1%StockEVREvercore$1,764,311$72,365 ▲4.3%6,5341.1%FinanceAZOAutoZone$1,744,748$723,885 ▲70.9%4701.0%Retail/WholesaleAMGNAmgen$1,413,919$4,188 ▼-0.3%5,0640.8%MedicalLOWLowe's Companies$1,352,076$57,464 ▲4.4%6,0940.8%Retail/WholesaleAXPAmerican Express$1,321,215$77,831 ▲6.3%4,1420.8%FinanceTOLToll Brothers$1,296,060$553,873 ▼-29.9%11,3560.8%ConstructionRTXRTX$1,183,477$65,416 ▼-5.2%8,1050.7%AerospaceMRKMerck & Co., Inc.$1,158,9020.0%14,6400.7%MedicalORealty Income$965,295$198,636 ▲25.9%16,7560.6%FinanceCARRCarrier Global$964,351$7,612 ▼-0.8%13,1760.6%ConstructionMCKMcKesson$951,148$13,190 ▼-1.4%1,2980.6%MedicalABBVAbbVie$935,154$7,054 ▲0.8%5,0380.6%MedicalFCXFreeport-McMoRan$934,626$41,009 ▲4.6%21,5600.6%Basic MaterialsTSLATesla$930,426$169,313 ▼-15.4%2,9290.6%Auto/Tires/TrucksKRKroger$904,444$150,490 ▲20.0%12,6090.5%Retail/WholesaleLMTLockheed Martin$869,314$14,357 ▼-1.6%1,8770.5%AerospaceBACBank of America$864,252$27,871 ▲3.3%18,2640.5%FinancePRUPrudential Financial$850,615$181,791 ▼-17.6%7,9170.5%FinanceNUENucor$848,357$65,418 ▲8.4%6,5490.5%Basic MaterialsAPHAmphenol$733,318$733,318 ▲New Holding7,4260.4%Computer and TechnologyGE VERNOVA INC COM$691,070$192,611 ▲38.6%1,3060.4%StockEQIXEquinix$677,740$96,252 ▼-12.4%8520.4%FinanceVTIVanguard Total Stock Market ETF$652,842$25,834 ▼-3.8%2,1480.4%ETFROKRockwell Automation$644,410$14,283 ▼-2.2%1,9400.4%Computer and TechnologyCVXChevron$629,893$164,669 ▲35.4%4,3990.4%EnergyCFGCitizens Financial Group$625,605$163,785 ▲35.5%13,9800.4%FinanceNWENorthWestern Energy Group$602,775$126,968 ▲26.7%11,7500.4%UtilitiesDKSDICK'S Sporting Goods$572,067$239,548 ▼-29.5%2,8920.3%Retail/WholesaleGOOGAlphabet$541,217$9,756 ▼-1.8%3,0510.3%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$521,2390.0%10,4530.3%ETFPNCThe PNC Financial Services Group$468,660$373 ▼-0.1%2,5140.3%FinanceXOMExxon Mobil$435,943$1,401 ▲0.3%4,0440.3%EnergyBRK.BBerkshire Hathaway$404,161$29,632 ▲7.9%8320.2%FinanceWMWaste Management$389,909$8,924 ▲2.3%1,7040.2%Business ServicesIWFiShares Russell 1000 Growth ETF$389,340$89,162 ▼-18.6%9170.2%ETFABTAbbott Laboratories$377,292$21,218 ▼-5.3%2,7740.2%MedicalUNPUnion Pacific$344,660$12,654 ▼-3.5%1,4980.2%TransportationDGXQuest Diagnostics$332,707$8,084 ▼-2.4%1,8520.2%MedicalSPYSPDR S&P 500 ETF Trust$326,225$14,828 ▼-4.3%5280.2%FinanceKMBKimberly-Clark$324,105$7,735 ▼-2.3%2,5140.2%Consumer StaplesDRIDarden Restaurants$322,596$319,762 ▲11,284.6%1,4800.2%Retail/WholesaleVOOVanguard S&P 500 ETF$315,8250.0%5560.2%ETFJNJJohnson & Johnson$313,2900.0%2,0510.2%MedicalCMCSAComcast$298,119$16,774 ▼-5.3%8,3530.2%Consumer DiscretionaryCHWYChewy$294,803$282,145 ▲2,229.0%6,9170.2%Retail/WholesaleSPHQInvesco S&P 500 Quality ETF$271,2870.0%3,8070.2%ETFTMDXTransMedics Group$263,196$164,028 ▲165.4%1,9640.2%MedicalIDXXIDEXX Laboratories$236,526$4,827 ▲2.1%4410.1%MedicalMETMetLife$229,7600.0%2,8570.1%FinanceEVERGY INC COM$228,8480.0%3,3200.1%StockWECWEC Energy Group$226,1140.0%2,1700.1%UtilitiesQQQInvesco QQQ$222,311$14,894 ▼-6.3%4030.1%FinanceCMGChipotle Mexican Grill$212,079$292,261 ▼-57.9%3,7770.1%Retail/WholesaleTANInvesco Solar ETF$202,244$166,030 ▼-45.1%5,9030.1%ETFNEMNewmont$195,521$195,521 ▲New Holding3,3560.1%Basic MaterialsPGProcter & Gamble$195,326$72,013 ▼-26.9%1,2260.1%Consumer StaplesGDGeneral Dynamics$195,121$6,708 ▲3.6%6690.1%AerospaceDUKDuke Energy$194,7000.0%1,6500.1%UtilitiesSOSouthern$191,8330.0%2,0890.1%UtilitiesNEENextEra Energy$186,809$4,512 ▼-2.4%2,6910.1%UtilitiesMTBM&T Bank$179,0530.0%9230.1%FinanceGILDGilead Sciences$178,501$2,217 ▼-1.2%1,6100.1%MedicalTSCOTractor Supply$175,988$6,860 ▲4.1%3,3350.1%Retail/WholesaleDEDeere & Company$170,853$17,797 ▲11.6%3360.1%IndustrialsISRGIntuitive Surgical$163,023$40,756 ▼-20.0%3000.1%MedicalMAMastercard$151,7240.0%2700.1%Business ServicesBHBBar Harbor Bankshares$147,5530.0%4,9250.1%FinanceSMRNuScale Power$146,332$146,332 ▲New Holding3,6990.1%Computer and TechnologyShowing 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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