HAGER INVESTMENT MANAGEMENT SERVICES, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$167.6M

Holdings

287

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (287 positions)

StockValue
AVGOBROADCOM INC COM
$9.7M
NVDANVIDIA CORPORATION COM
$8.7M
MSFTMICROSOFT CORP COM
$8.1M
AAPLAPPLE INC COM
$7.4M
PLTRPALANTIR TECHNOLOGIES INC CL A
$5.9M
GOOGLALPHABET INC CAP STK CL A
$4.9M
NFLXNETFLIX INC COM
$4.8M
METAMETA PLATFORMS INC CL A
$4.4M
LLYELI LILLY & CO COM
$4.3M
AMZNAMAZON COM INC COM
$4.3M
COSTCOSTCO WHSL CORP NEW COM
$4.1M
SYKSTRYKER CORPORATION COM
$4.0M
JPMJPMORGAN CHASE & CO. COM
$3.9M
MRVLMARVELL TECHNOLOGY INC COM
$3.7M
WMTWALMART INC COM
$3.7M
CGBDCARLYLE SECURED LENDING INC COM
$3.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$3.2M
CEGCONSTELLATION ENERGY CORP COM
$3.0M
ORCLORACLE CORP COM
$3.0M
EMEEMCOR GROUP INC COM
$2.9M
SCHWSCHWAB CHARLES CORP COM
$2.7M
HDHOME DEPOT INC COM
$2.6M
BCSFBAIN CAP SPECIALTY FIN INC COM STK
$2.5M
PWRQUANTA SVCS INC COM
$2.4M
VRTXVERTEX PHARMACEUTICALS INC COM
$2.4M
CCOCAMECO CORP COM
$2.3M
CSCOCISCO SYS INC COM
$2.2M
CATCATERPILLAR INC COM
$2.2M
GLWCORNING INC COM
$2.2M
VVISA INC COM CL A
$1.9M
OHIOMEGA HEALTHCARE INVS INC COM
$1.9M
LNGCHENIERE ENERGY INC COM NEW
$1.8M
EVREVERCORE INC CLASS A
$1.8M
AZOAUTOZONE INC COM
$1.7M
AMGNAMGEN INC COM
$1.4M
LOWLOWES COS INC COM
$1.4M
AXPAMERICAN EXPRESS CO COM
$1.3M
TOLTOLL BROTHERS INC COM
$1.3M
RTXRTX CORPORATION COM
$1.2M
MRKMERCK & CO INC COM
$1.2M
OREALTY INCOME CORP COM
$965K
CARRCARRIER GLOBAL CORPORATION COM
$964K
MCKMCKESSON CORP COM
$951K
ABBVABBVIE INC COM
$935K
FCXFREEPORT-MCMORAN INC CL B
$935K
TSLATESLA INC COM
$930K
KRKROGER CO COM
$904K
LMTLOCKHEED MARTIN CORP COM
$869K
BACBANK AMERICA CORP COM
$864K
PRUPRUDENTIAL FINL INC COM
$851K
NUENUCOR CORP COM
$848K
APHAMPHENOL CORP NEW CL A
$733K
GEVGE VERNOVA INC COM
$691K
EQIXEQUINIX INC COM
$678K
VTIVANGUARD TOTAL STOCK MARKET ETF
$653K
ROKROCKWELL AUTOMATION INC COM
$644K
CVXCHEVRON CORP NEW COM
$630K
CFGCITIZENS FINL GROUP INC COM
$626K
NWENORTHWESTERN ENERGY GROUP INC COM NEW
$603K
DKSDICKS SPORTING GOODS INC COM
$572K
GOOGALPHABET INC CAP STK CL C
$541K
VUSBVANGUARD ULTRA-SHORT BOND ETF
$521K
PNCPNC FINL SVCS GROUP INC COM
$469K
XOMEXXON MOBIL CORP COM
$436K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$404K
WMWASTE MGMT INC DEL COM
$390K
IWFISHARES RUSSELL 1000 GROWTH ETF
$389K
ABTABBOTT LABS COM
$377K
UNPUNION PAC CORP COM
$345K
DGXQUEST DIAGNOSTICS INC COM
$333K
SPYSPDR S&P 500 ETF TRUST
$326K
KMBKIMBERLY-CLARK CORP COM
$324K
DRIDARDEN RESTAURANTS INC COM
$323K
VOOVANGUARD S&P 500 ETF
$316K
JNJJOHNSON & JOHNSON COM
$313K
CMCSACOMCAST CORP NEW CL A
$298K
CHWYCHEWY INC CL A
$295K
SPHQINVESCO S&P 500 QUALITY ETF
$271K
TMDXTRANSMEDICS GROUP INC COM
$263K
IDXXIDEXX LABS INC COM
$237K
METMETLIFE INC COM
$230K
EVRGEVERGY INC COM
$229K
WECWEC ENERGY GROUP INC COM
$226K
NDQINVESCO QQQ TRUST SERIES I
$222K
CMGCHIPOTLE MEXICAN GRILL INC COM
$212K
TANINVESCO SOLAR ETF
$202K
NEMNEWMONT CORP COM
$196K
PGPROCTER AND GAMBLE CO COM
$195K
GDGENERAL DYNAMICS CORP COM
$195K
DUKDUKE ENERGY CORP NEW COM NEW
$195K
SOSOUTHERN CO COM
$192K
NEENEXTERA ENERGY INC COM
$187K
MTBM & T BK CORP COM
$179K
GILDGILEAD SCIENCES INC COM
$179K
TSCOTRACTOR SUPPLY CO COM
$176K
DEDEERE & CO COM
$171K
ISRGINTUITIVE SURGICAL INC COM NEW
$163K
MAMASTERCARD INCORPORATED CL A
$152K
BHBBAR HBR BANKSHARES COM
$148K
SMRNUSCALE PWR CORP CL A COM
$146K
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