13F filer

Hager Investment Management Services

As of Jun 30, 2026 Filed Jul 20, 2026 CIK 2026645 SEC filings ↗
13F Value
$217.4M
Positions
352
Top Position
AVGO4.9%
Top 5
20.6%

Latest filing changes

vs Mar 31, 2026
1 KLAC KLA >999%+$4.0M
2 NFLX Netflix +41.6%+$1.2M
3 CVS CVS Health >999%+$1.2M
4 BNS Bank Nova Scotia B C +115.6%+$1.1M
5 META Meta Platforms +27.1%+$1.0M
Holdings352
# Trend (4Q)
1 AVGO 4.9% $10.6M -1.1% 28.0K 4.8% Common Stock
2 AAPL 4.5% $9.8M -1.7% 33.7K 4.8% Common Stock
3 NVDA 4.2% $9.1M -0.9% 45.6K 4.4% Common Stock
4 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 24,361 reported quantity $8,705,969 reported value
4.0% $8.7M -7.2% 24.4K 4.1% Common Stock
5 MSFT 3.0% $6.6M +12.9% 17.7K 3.2% Common Stock
6 GLW 2.6% $5.7M -28.7% 22.4K 2.3% Common Stock
7 LLY 2.5% $5.5M -10.1% 4.6K 2.6% Common Stock
8 MRVL 2.4% $5.2M -0.6% 17.6K 1.0% Common Stock
9 META 2.2% $4.8M +27.1% 8.6K 2.1% Common Stock
10 PLTR 2.2% $4.8M +24.4% 41.2K 2.7% Common Stock
11 AMZN 2.1% $4.5M -2.9% 19.0K 2.2% Common Stock
12 AMD 2.0% $4.4M — 7.5K 1.6% — Common Stock
13 TSM 2.0% $4.4M -15.6% 9.1K 2.0% ADR
14 CSCO 1.9% $4.2M -19.6% 35.7K 1.9% Common Stock
15 NFLX 1.9% $4.1M +41.6% 57.9K 2.2% Common Stock
16 MU 1.9% $4.1M +10.6% 3.6K 0.6% Common Stock
17 APH 1.9% $4.0M -4.0% 22.9K 1.7% Common Stock
18 KLAC 1.9% $4.0M >999% 13.4K <0.1% Common Stock
19 CAT 1.8% $4.0M -12.2% 3.7K 1.7% Common Stock
20 DELL 1.8% $4.0M -45.4% 9.2K 1.5% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing20
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.