Hager Investment Management Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Hager Investment Management Services, LLC reported 290 stock positions worth $185.0 million. Its top holding was Broadcom (AVGO) at 5.6% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Apple (AAPL, 5.0%). Compared with Q2 2025, it opened 15 new positions, sold out of 11, added to 66 and reduced 92. The biggest buy was Advanced Micro Devices (AMD, shares +3678%) and the biggest sale Marvell Technology (MRVL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW LONDON, NH
- CIK
- 0002026645
- Portfolio Value
- $185.0M (Q3 2025)
- SEC Filing
- 0002026645-25-000008 ↗ filed Nov 12, 2025
Holdings Value
Holdings 290 stocks · $185.0M
| AVGO Broadcom Inc. | 5.64% | 31,604 | $10.4M | Reduce -10.0% |
| NVDA Nvidia Corp. | 5.12% | 50,745 | $9.5M | Reduce -8.3% |
| AAPL Apple Inc. | 4.97% | 36,123 | $9.2M | Add +0.3% |
| MSFT Microsoft Corp. | 4.40% | 15,719 | $8.1M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 3.71% | 28,218 | $6.9M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 3.59% | 36,382 | $6.6M | Reduce -15.3% |
| META Meta Platforms Inc. Class A | 2.48% | 6,242 | $4.6M | Add +4.5% |
| NFLX Netflix Inc. | 2.42% | 3,728 | $4.5M | Add +4.3% |
| AMZN Amazon.com Inc. | 2.30% | 19,358 | $4.3M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 2.27% | 5,494 | $4.2M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 2.16% | 12,673 | $4.0M | Reduce -7.0% |
| COST Costco Wholesale Corp. | 2.08% | 4,154 | $3.8M | Add +0.2% |
| WMT Walmart Inc. | 2.03% | 36,425 | $3.8M | Reduce -2.6% |
| SYK Stryker Corp. | 1.98% | 9,889 | $3.7M | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.95% | 12,888 | $3.6M | Reduce -8.8% |
| GLW Corning Inc. | 1.93% | 43,608 | $3.6M | Add +5.5% |
| ORCL Oracle Corp. | 1.89% | 12,407 | $3.5M | Reduce -8.5% |
| CSCO Cisco Systems Inc. | 1.67% | 45,235 | $3.1M | Add +43.3% |
| CGBD Carlyle Secured Lending Inc. | 1.60% | 236,458 | $3.0M | Add +0.1% |
| HD Home Depot Inc. | 1.57% | 7,148 | $2.9M | Add +1.9% |
| CEG Constellation Energy | 1.55% | 8,740 | $2.9M | Reduce -6.8% |
| SCHW Schwab (charles) Corp. | 1.54% | 29,751 | $2.8M | Reduce -0.9% |
| EME Emcor Group Inc. | 1.53% | 4,356 | $2.8M | Reduce -20.1% |
| APH Amphenol Corp. Class A | 1.46% | 21,787 | $2.7M | Add +193.4% |
| EVR Evercore Inc. Class A | 1.40% | 7,696 | $2.6M | Add +17.8% |
| CAT Caterpillar Inc. | 1.33% | 5,164 | $2.5M | Reduce -7.9% |
| BCSF Bain Capital Specialty Finan | 1.31% | 169,531 | $2.4M | Add +3.3% |
| AMD Advanced Micro Devices | 1.28% | 14,660 | $2.4M | Add +3678.3% |
| CCJ Cameco Corp. | 1.24% | 27,438 | $2.3M | Reduce -10.4% |
| PWR Quanta Services Inc. | 1.19% | 5,293 | $2.2M | Reduce -17.1% |
| AZO AutoZone Inc. | 1.19% | 511 | $2.2M | Add +8.7% |
| TOL Toll Brothers Inc. | 1.13% | 15,131 | $2.1M | Add +33.2% |
| MRVL Marvell Technology Inc. | 1.13% | 24,860 | $2.1M | Reduce -47.5% |
| OHI Omega Healthcare Investors | 1.13% | 49,369 | $2.1M | Reduce -3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.12% | 5,272 | $2.1M | Reduce -1.4% |
| V Visa Inc. Class A | 1.11% | 6,008 | $2.1M | Add +10.1% |
| LNG Cheniere Energy Inc. | 0.93% | 7,329 | $1.7M | Add +0.1% |
| ABBV Abbvie Inc. | 0.85% | 6,809 | $1.6M | Add +35.1% |
| LOW Lowe's Cos Inc. | 0.82% | 6,022 | $1.5M | Reduce -1.2% |
| AXP American Express Co. | 0.74% | 4,121 | $1.4M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.70% | 2,916 | $1.3M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.66% | 14,640 | $1.2M | No change |
| RTX RTX Corp. | 0.66% | 7,246 | $1.2M | Reduce -10.6% |
| GEV GE Vernova Inc. | 0.65% | 1,941 | $1.2M | Add +48.6% |
| CFG Citizens Financial Group | 0.61% | 21,324 | $1.1M | Add +52.5% |
| O Realty Income Corp. | 0.60% | 18,328 | $1.1M | Add +9.4% |
| MCK McKesson Corp. | 0.56% | 1,332 | $1.0M | Add +2.6% |
| KR Kroger Co. | 0.52% | 14,309 | $965K | Add +13.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 17,594 | $908K | Reduce -3.7% |
| IDXX Idexx Laboratories Inc. | 0.48% | 1,381 | $882K | Add +213.2% |
| AMGN Amgen Inc. | 0.48% | 3,126 | $882K | Reduce -38.3% |
| NUE Nucor Corp. | 0.47% | 6,471 | $876K | Reduce -1.2% |
| FCX Freeport-McMoran Inc. | 0.45% | 21,197 | $831K | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.44% | 1,627 | $812K | Reduce -13.3% |
| NWE Northwestern Energy Group Inc. | 0.43% | 13,532 | $793K | Add +15.2% |
| CVX Chevron Corp. | 0.42% | 4,980 | $773K | Add +13.2% |
| GOOG Alphabet Inc. Class C | 0.40% | 3,001 | $731K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,148 | $705K | No change |
| ROK Rockwell Automation Inc. | 0.36% | 1,918 | $670K | Reduce -1.1% |
| NEM Newmont Corp. | 0.36% | 7,841 | $661K | Add +133.6% |
| DKS Dick's Sporting Goods Inc. | 0.35% | 2,873 | $638K | Reduce -0.7% |
| SMR Nuscale Power Corp. | 0.32% | 16,689 | $601K | Add +351.2% |
| PRU Prudential Financial Inc. | 0.30% | 5,379 | $558K | Reduce -32.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.28% | 10,453 | $523K | No change |
| PNC PNC Financial Services Group | 0.27% | 2,453 | $493K | Reduce -2.4% |
| TT Trane Technologies PLC | 0.26% | 1,121 | $473K | New |
| XOM Exxon Mobil Corp. | 0.25% | 4,106 | $463K | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.23% | 909 | $426K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 840 | $422K | Add +1.0% |
| AMT American Tower Corp. | 0.21% | 2,009 | $386K | Add +22222.2% |
| JNJ Johnson & Johnson | 0.21% | 2,051 | $380K | No change |
| WM Waste Management Inc. | 0.20% | 1,713 | $378K | Add +0.5% |
| DGX Quest Diagnostics Inc. | 0.19% | 1,851 | $353K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 528 | $352K | No change |
| UNP Union Pacific Corp. | 0.19% | 1,478 | $349K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.18% | 556 | $340K | No change |
| TMDX Transmedics Group Inc. | 0.18% | 3,021 | $339K | Add +53.8% |
| KMB Kimberly-Clark Corp. | 0.17% | 2,555 | $318K | Add +1.6% |
| CARR Carrier Global Corp. | 0.17% | 5,194 | $310K | Reduce -60.6% |
| DRI Darden Restaurants Inc. | 0.17% | 1,627 | $310K | Add +9.9% |
| ABT Abbott Laboratories | 0.15% | 2,131 | $285K | Reduce -23.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.15% | 3,742 | $274K | Reduce -1.7% |
| CHWY Chewy Inc. Class A | 0.15% | 6,687 | $270K | Reduce -3.3% |
| EQIX Equinix Inc. | 0.14% | 333 | $261K | Reduce -60.9% |
| TAN Invesco Solar ETF | 0.14% | 5,897 | $257K | Reduce -0.1% |
| EVRG Evergy Inc. | 0.14% | 3,310 | $252K | Reduce -0.3% |
| WEC WEC Energy Group Inc. | 0.13% | 2,170 | $249K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 403 | $242K | No change |
| CMCSA Comcast Corp. Class A | 0.13% | 7,648 | $240K | Reduce -8.4% |
| MET Metlife Inc. | 0.13% | 2,857 | $235K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 1,415 | $205K | Add +757.6% |
| NEE Nextera Energy Inc. | 0.11% | 2,691 | $203K | No change |
| SO The Southern Co. | 0.11% | 2,089 | $198K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,286 | $198K | Add +4.9% |
| GD General Dynamics Corp. | 0.11% | 578 | $197K | Reduce -13.6% |
| TSCO Tractor Supply Company | 0.10% | 3,365 | $191K | Add +0.9% |
| DUK Duke Energy Corp. | 0.10% | 1,480 | $183K | Reduce -10.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 923 | $182K | No change |
| GILD Gilead Sciences Inc. | 0.10% | 1,596 | $177K | Reduce -0.9% |
| C Citigroup Inc. | 0.09% | 1,613 | $164K | Add +71.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $32K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 25 | $32K | No change |
Total filed on the 13F, all lines: $185.0M.
Portfolio Sells Q2 2025 → Q3 2025
| MRVL Marvell Technology Inc. | Reduce -47.5% | 1.13% | −1.06 |
| MSFT Microsoft Corp. | Reduce -3.5% | 4.40% | −0.43 |
| CARR Carrier Global Corp. | Reduce -60.6% | 0.17% | −0.41 |
| SYK Stryker Corp. | Reduce -1.9% | 1.98% | −0.40 |
| AMGN Amgen Inc. | Reduce -38.3% | 0.48% | −0.37 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 2.27% | −0.31 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 1.12% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 2.30% | −0.27 |
| EQIX Equinix Inc. | Reduce -60.9% | 0.14% | −0.26 |
| PWR Quanta Services Inc. | Reduce -17.1% | 1.19% | −0.25 |
| CEG Constellation Energy | Reduce -6.8% | 1.55% | −0.25 |
| EME Emcor Group Inc. | Reduce -20.1% | 1.53% | −0.21 |
| PRU Prudential Financial Inc. | Reduce -32.1% | 0.30% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -7.0% | 2.16% | −0.20 |
| WMT Walmart Inc. | Reduce -2.6% | 2.03% | −0.15 |
| AVGO Broadcom Inc. | Reduce -10.0% | 5.64% | −0.14 |
| CCJ Cameco Corp. | Reduce -10.4% | 1.24% | −0.11 |
| FCX Freeport-McMoran Inc. | Reduce -1.7% | 0.45% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 1.54% | −0.10 |
| NVDA Nvidia Corp. | Reduce -8.3% | 5.12% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -78.3% | 0.02% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -41.4% | 0.05% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -13.3% | 0.44% | −0.08 |
| ABT Abbott Laboratories | Reduce -23.2% | 0.15% | −0.07 |
| RTX RTX Corp. | Reduce -10.6% | 0.66% | −0.05 |
| AXP American Express Co. | Reduce -0.5% | 0.74% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -8.4% | 0.13% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -42.0% | 0.04% | −0.04 |
| DE Deere & Co. | Reduce -28.3% | 0.06% | −0.04 |
| NUE Nucor Corp. | Reduce -1.2% | 0.47% | −0.03 |
| CHWY Chewy Inc. Class A | Reduce -3.3% | 0.15% | −0.03 |
| BAC Bank of America Corp. | Reduce -3.7% | 0.49% | −0.03 |
| ADBE Adobe Inc. | Reduce -97.2% | 0.00% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -1.1% | 0.36% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Reduce -10.3% | 0.10% | −0.02 |
| DVN Devon Energy Corp. | Reduce -56.7% | 0.01% | −0.02 |
| BALL Ball Corp. | Reduce -71.2% | 0.01% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.19% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -53.3% | 0.01% | −0.01 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -1.7% | 0.15% | −0.01 |
| PNC PNC Financial Services Group | Reduce -2.4% | 0.27% | −0.01 |
| DELL Dell Technologies -C | Reduce -21.6% | 0.06% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -0.9% | 0.10% | −0.01 |
| ENB Enbridge Inc. | Reduce -28.3% | 0.03% | −0.01 |
| GD General Dynamics Corp. | Reduce -13.6% | 0.11% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -15.0% | 0.03% | −0.01 |
| LRCX Lam Research Corp. | Reduce -35.3% | 0.04% | −0.01 |
| ENR Energizer Holdings Inc. | Reduce -65.3% | 0.01% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AMD Advanced Micro Devices | Add +3678.3% | 1.28% | +1.25 |
| APH Amphenol Corp. Class A | Add +193.4% | 1.46% | +1.02 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 3.71% | +0.76 |
| GLW Corning Inc. | Add +5.5% | 1.93% | +0.64 |
| AAPL Apple Inc. | Add +0.3% | 4.97% | +0.56 |
| CSCO Cisco Systems Inc. | Add +43.3% | 1.67% | +0.37 |
| TOL Toll Brothers Inc. | Add +33.2% | 1.13% | +0.36 |
| EVR Evercore Inc. Class A | Add +17.8% | 1.40% | +0.35 |
| IDXX Idexx Laboratories Inc. | Add +213.2% | 0.48% | +0.34 |
| ABBV Abbvie Inc. | Add +35.1% | 0.85% | +0.29 |
| TT Trane Technologies PLC | New | 0.26% | +0.26 |
| NEM Newmont Corp. | Add +133.6% | 0.36% | +0.24 |
| CFG Citizens Financial Group | Add +52.5% | 0.61% | +0.24 |
| SMR Nuscale Power Corp. | Add +351.2% | 0.32% | +0.24 |
| GEV GE Vernova Inc. | Add +48.6% | 0.65% | +0.23 |
| AMT American Tower Corp. | Add +22222.2% | 0.21% | +0.21 |
| AZO AutoZone Inc. | Add +8.7% | 1.19% | +0.14 |
| TJX TJX Companies Inc. | Add +757.6% | 0.11% | +0.10 |
| NWE Northwestern Energy Group Inc. | Add +15.2% | 0.43% | +0.07 |
| CW Curtiss-Wright Corp. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +13.2% | 0.42% | +0.04 |
| C Citigroup Inc. | Add +71.4% | 0.09% | +0.04 |
| HD Home Depot Inc. | Add +1.9% | 1.57% | +0.03 |
| O Realty Income Corp. | Add +9.4% | 0.60% | +0.03 |
| TMDX Transmedics Group Inc. | Add +53.8% | 0.18% | +0.03 |
| WGO Winnebago Industries | Add +26.8% | 0.08% | +0.02 |
| T AT&T Inc. | Add +118.4% | 0.03% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +42.8% | 0.03% | +0.01 |
| ADM Archer-Daniels-Midland Co. | Add +113.6% | 0.02% | +0.01 |
| DMC Del Monte Corp. | New | 0.01% | +0.01 |
| GDX Vaneck Gold Miners ETF | New | 0.01% | +0.01 |
| WRB WR Berkley Corp. | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| WELL Welltower Inc. | Add +84.4% | 0.01% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| RLAY Relay Therapeutics Inc. | New | 0.01% | +0.01 |
| XLE SS Energy Select Sector | Add +45.8% | 0.02% | +0.01 |
| EMBC Embecta Corp. | New | 0.00% | +0.00 |
| NXPI NXP Semiconductors NV | Add +336.4% | 0.01% | +0.00 |
| VZ Verizon Communications Inc. | Add +26.2% | 0.03% | +0.00 |
| AVAV Aerovironment Inc. | New | 0.00% | +0.00 |
| KTOS Kratos Defense & Security | New | 0.00% | +0.00 |
| BX Blackstone Inc. | Add +20.4% | 0.02% | +0.00 |
| GM General Motors Co. | Add +40.5% | 0.01% | +0.00 |
| NNE Nano Nuclear Energy Inc. | Add +494.3% | 0.00% | +0.00 |
| BDX Becton Dickinson and Co. | Add +6.2% | 0.08% | +0.00 |
| ORA Ormat Technologies Inc. | New | 0.00% | +0.00 |
| SPOK Spok Holdings Inc. | Add +33.4% | 0.02% | +0.00 |
| VST Vistra Corp. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $217.4M | AVGO, AAPL, NVDA, GOOGL, MSFT |
| Q1 2026 | 328 | $181.9M | AVGO, AAPL, NVDA, GOOGL, MSFT |
| Q4 2025 | 320 | $183.3M | AVGO, AAPL, NVDA, GOOGL, MSFT |
| Q3 2025 | 290 | $185.0M | AVGO, NVDA, AAPL, MSFT, GOOGL |
| Q2 2025 | 286 | $167.6M | AVGO, NVDA, MSFT, AAPL, PLTR |
| Q1 2025 | 304 | $143.0M | AAPL, MSFT, NVDA, AVGO, LLY |
| Q4 2024 | 285 | $160.1M | AAPL, AVGO, NVDA, MSFT, MRVL |