HAGER INVESTMENT MANAGEMENT SERVICES, LLC - Portfolio Stock Holdings
HAGER INVESTMENT MANAGEMENT SERVICES, LLC disclosed 369 stock positions in a recent SEC 13F filing. $216,836,782 of stock holdings were filed, with the largest holdings including AVGO, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $221,582,799 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
369Est. Stock Holding Value:
$216,836,782Top Stock Holdings By Sector
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Portfolio Stock Holdings - HAGER INVESTMENT MANAGEMENT SERVICES, LLC
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% of Portfolio
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