HAGER INVESTMENT MANAGEMENT SERVICES, LLC
•CIK: 2026645•Filing: Q4 2025
HAGER INVESTMENT MANAGEMENT SERVICES, LLC manages $183M across a diversified portfolio of 321 positions. The fund exhibits significant concentration in mega-cap technology and growth names, with top holdings including AVGO at $10.0M and AAPL at $9.4M. Notable allocations also include NVDA ($8.7M), GOOGL ($8.3M), and MSFT ($7.4M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$183.4M
QoQ Performance
-0.9%
Positions
321
Top 10 Concentration
37.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AAPL
AVGO5.5%
AAPL5.1%
NVDA4.8%
GOOGL4.5%
MSFT4.0%
PLTR3.2%
LLY3.0%
AMZN2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.5%
Technology30.9%
Consumer9.4%
Financial6.8%
Healthcare5.9%
Industrial2.8%
Communication2.0%
Materials1.2%
🚪 Exited Positionssold since Q3 2025
+94 more exited positions
Changes from Q3 2025
NEW8 new positions
↑47 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024