Hager Investment Management Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Hager Investment Management Services, LLC reported 320 stock positions worth $183.3 million. Its top holding was Broadcom (AVGO) at 5.5% of the portfolio, followed by Apple (AAPL, 5.1%) and Nvidia (NVDA, 4.8%). Compared with Q3 2025, it opened 47 new positions, sold out of 19, added to 54 and reduced 112. The biggest buy was Dell Technologies -C (DELL, shares +2276%) and the biggest sale Oracle (ORCL, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- NEW LONDON, NH
- CIK
- 0002026645
- Portfolio Value
- $183.3M (Q4 2025)
- SEC Filing
- 0002026645-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 320 stocks · $183.3M
| AVGO Broadcom Inc. | 5.47% | 28,951 | $10.0M | Reduce -8.4% |
| AAPL Apple Inc. | 5.14% | 34,668 | $9.4M | Reduce -4.0% |
| NVDA Nvidia Corp. | 4.77% | 46,868 | $8.7M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 4.53% | 26,544 | $8.3M | Reduce -5.9% |
| MSFT Microsoft Corp. | 4.02% | 15,255 | $7.4M | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 3.19% | 32,855 | $5.8M | Reduce -9.7% |
| LLY Eli Lilly & Co. | 3.03% | 5,164 | $5.5M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 2.44% | 19,365 | $4.5M | Add +0.0% |
| META Meta Platforms Inc. Class A | 2.23% | 6,188 | $4.1M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.10% | 11,975 | $3.9M | Reduce -5.5% |
| WMT Walmart Inc. | 1.99% | 32,769 | $3.7M | Reduce -10.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.97% | 11,900 | $3.6M | Reduce -7.7% |
| GLW Corning Inc. | 1.93% | 40,392 | $3.5M | Reduce -7.4% |
| CSCO Cisco Systems Inc. | 1.91% | 45,572 | $3.5M | Add +0.7% |
| NFLX Netflix Inc. | 1.90% | 37,188 | $3.5M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.87% | 3,982 | $3.4M | Reduce -4.1% |
| SYK Stryker Corp. | 1.85% | 9,642 | $3.4M | Reduce -2.5% |
| APH Amphenol Corp. Class A | 1.78% | 24,210 | $3.3M | Add +11.1% |
| AMD Advanced Micro Devices | 1.77% | 15,184 | $3.3M | Add +3.6% |
| HD Home Depot Inc. | 1.64% | 8,763 | $3.0M | Add +22.6% |
| SCHW Schwab (charles) Corp. | 1.58% | 29,001 | $2.9M | Reduce -2.5% |
| CGBD Carlyle Secured Lending Inc. | 1.53% | 224,204 | $2.8M | Reduce -5.2% |
| CEG Constellation Energy | 1.49% | 7,735 | $2.7M | Reduce -11.5% |
| EVR Evercore Inc. Class A | 1.45% | 7,787 | $2.6M | Add +1.2% |
| CAT Caterpillar Inc. | 1.38% | 4,402 | $2.5M | Reduce -14.8% |
| BCSF Bain Capital Specialty Finan | 1.32% | 174,215 | $2.4M | Add +2.8% |
| EME Emcor Group Inc. | 1.28% | 3,837 | $2.3M | Reduce -11.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.26% | 5,084 | $2.3M | Reduce -3.6% |
| DELL Dell Technologies -C | 1.24% | 18,060 | $2.3M | Add +2276.3% |
| TOL Toll Brothers Inc. | 1.22% | 16,597 | $2.2M | Add +9.7% |
| CCJ Cameco Corp. | 1.21% | 24,192 | $2.2M | Reduce -11.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.12% | 13,417 | $2.1M | Add +848.2% |
| AXP American Express Co. | 1.12% | 5,543 | $2.1M | Add +34.5% |
| OHI Omega Healthcare Investors | 1.11% | 46,010 | $2.0M | Reduce -6.8% |
| PWR Quanta Services Inc. | 1.05% | 4,561 | $1.9M | Reduce -13.8% |
| CFG Citizens Financial Group | 0.87% | 27,371 | $1.6M | Add +28.4% |
| RTX RTX Corp. | 0.87% | 8,704 | $1.6M | Add +20.1% |
| MRK Merck & Co. Inc. | 0.84% | 14,670 | $1.5M | Add +0.2% |
| MRVL Marvell Technology Inc. | 0.83% | 18,001 | $1.5M | Reduce -27.6% |
| ABBV Abbvie Inc. | 0.82% | 6,541 | $1.5M | Reduce -3.9% |
| LNG Cheniere Energy Inc. | 0.79% | 7,423 | $1.4M | Add +1.3% |
| V Visa Inc. Class A | 0.77% | 4,019 | $1.4M | Reduce -33.1% |
| ROK Rockwell Automation Inc. | 0.75% | 3,555 | $1.4M | Add +85.3% |
| GEV GE Vernova Inc. | 0.72% | 2,016 | $1.3M | Add +3.9% |
| TSLA Tesla Inc. | 0.69% | 2,800 | $1.3M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.58% | 4,436 | $1.1M | Reduce -26.3% |
| KR Kroger Co. | 0.57% | 16,606 | $1.0M | Add +16.1% |
| FCX Freeport-McMoran Inc. | 0.55% | 19,919 | $1.0M | Reduce -6.0% |
| O Realty Income Corp. | 0.55% | 17,904 | $1.0M | Reduce -2.3% |
| NUE Nucor Corp. | 0.55% | 6,149 | $1.0M | Reduce -5.0% |
| NWE Northwestern Energy Group Inc. | 0.55% | 15,518 | $1.0M | Add +14.7% |
| IDXX Idexx Laboratories Inc. | 0.54% | 1,456 | $985K | Add +5.4% |
| AMGN Amgen Inc. | 0.53% | 2,977 | $974K | Reduce -4.8% |
| MCK McKesson Corp. | 0.53% | 1,175 | $964K | Reduce -11.8% |
| GOOG Alphabet Inc. Class C | 0.50% | 2,893 | $908K | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 16,396 | $902K | Reduce -6.8% |
| CVX Chevron Corp. | 0.44% | 5,298 | $807K | Add +6.4% |
| NEM Newmont Corp. | 0.43% | 7,894 | $788K | Add +0.7% |
| TT Trane Technologies PLC | 0.41% | 1,914 | $745K | Add +70.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 2,148 | $720K | No change |
| ORCL Oracle Corp. | 0.30% | 2,798 | $545K | Reduce -77.5% |
| PRU Prudential Financial Inc. | 0.30% | 4,813 | $543K | Reduce -10.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.28% | 10,453 | $521K | No change |
| XOM Exxon Mobil Corp. | 0.26% | 4,027 | $485K | Reduce -1.9% |
| GILD Gilead Sciences Inc. | 0.23% | 3,509 | $431K | Add +119.9% |
| IWF iShares Russell 1000 Growth | 0.23% | 892 | $422K | Reduce -1.9% |
| TMDX Transmedics Group Inc. | 0.23% | 3,456 | $420K | Add +14.4% |
| AMT American Tower Corp. | 0.23% | 2,351 | $413K | Add +17.0% |
| LMT Lockheed Martin Corp. | 0.22% | 850 | $411K | Reduce -47.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 814 | $409K | Reduce -3.1% |
| PNC PNC Financial Services Group | 0.21% | 1,873 | $391K | Reduce -23.6% |
| DKS Dick's Sporting Goods Inc. | 0.20% | 1,854 | $367K | Reduce -35.5% |
| JNJ Johnson & Johnson | 0.20% | 1,769 | $366K | Reduce -13.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 528 | $360K | No change |
| VOO Vanguard S&P 500 ETF | 0.19% | 556 | $349K | No change |
| WM Waste Management Inc. | 0.19% | 1,552 | $341K | Reduce -9.4% |
| UNP Union Pacific Corp. | 0.18% | 1,418 | $328K | Reduce -4.1% |
| TAN Invesco Solar ETF | 0.17% | 6,455 | $317K | Add +9.5% |
| DGX Quest Diagnostics Inc. | 0.17% | 1,782 | $309K | Reduce -3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.15% | 3,742 | $281K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 403 | $248K | No change |
| WEC WEC Energy Group Inc. | 0.12% | 2,170 | $229K | No change |
| ABT Abbott Laboratories | 0.12% | 1,814 | $227K | Reduce -14.9% |
| AZO AutoZone Inc. | 0.12% | 67 | $227K | Reduce -86.9% |
| EVRG Evergy Inc. | 0.12% | 3,060 | $222K | Reduce -7.5% |
| NEE Nextera Energy Inc. | 0.12% | 2,739 | $220K | Add +1.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 923 | $186K | No change |
| WGO Winnebago Industries | 0.10% | 4,444 | $180K | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.09% | 1,465 | $172K | Reduce -1.0% |
| C Citigroup Inc. | 0.09% | 1,460 | $170K | Reduce -9.5% |
| CMCSA Comcast Corp. Class A | 0.09% | 5,557 | $166K | Reduce -27.3% |
| KMB Kimberly-Clark Corp. | 0.09% | 1,641 | $166K | Reduce -35.8% |
| SO The Southern Co. | 0.09% | 1,897 | $165K | Reduce -9.2% |
| MA Mastercard Inc. Class A | 0.08% | 270 | $154K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.08% | 4,925 | $153K | No change |
| EQIX Equinix Inc. | 0.08% | 199 | $152K | Reduce -40.2% |
| TRV The Travelers Cos Inc. | 0.08% | 500 | $145K | No change |
| ALB Albemarle Corp. | 0.08% | 1,008 | $143K | Add +1.0% |
| MCD McDonald's Corp. | 0.08% | 463 | $142K | Reduce -5.5% |
| MET Metlife Inc. | 0.08% | 1,757 | $139K | Reduce -38.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $31K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 25 | $31K | No change |
Total filed on the 13F, all lines: $183.4M.
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -77.5% | 0.30% | −1.59 |
| AZO AutoZone Inc. | Reduce -86.9% | 0.12% | −1.06 |
| NFLX Netflix Inc. | Reduce -0.3% | 1.90% | −0.51 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.7% | 3.19% | −0.40 |
| MSFT Microsoft Corp. | Reduce -3.0% | 4.02% | −0.38 |
| NVDA Nvidia Corp. | Reduce -7.6% | 4.77% | −0.35 |
| V Visa Inc. Class A | Reduce -33.1% | 0.77% | −0.34 |
| MRVL Marvell Technology Inc. | Reduce -27.6% | 0.83% | −0.30 |
| SMR Nuscale Power Corp. | Reduce -63.0% | 0.05% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 2.23% | −0.25 |
| EME Emcor Group Inc. | Reduce -11.9% | 1.28% | −0.25 |
| LOW Lowe's Cos Inc. | Reduce -26.3% | 0.58% | −0.23 |
| LMT Lockheed Martin Corp. | Reduce -47.8% | 0.22% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 1.87% | −0.21 |
| AVGO Broadcom Inc. | Reduce -8.4% | 5.47% | −0.17 |
| DRI Darden Restaurants Inc. | Reduce -86.5% | 0.02% | −0.15 |
| DKS Dick's Sporting Goods Inc. | Reduce -35.5% | 0.20% | −0.14 |
| PWR Quanta Services Inc. | Reduce -13.8% | 1.05% | −0.14 |
| SYK Stryker Corp. | Reduce -2.5% | 1.85% | −0.13 |
| CARR Carrier Global Corp. | Reduce -71.3% | 0.04% | −0.12 |
| CHWY Chewy Inc. Class A | Reduce -75.1% | 0.03% | −0.12 |
| KMB Kimberly-Clark Corp. | Reduce -35.8% | 0.09% | −0.08 |
| CGBD Carlyle Secured Lending Inc. | Reduce -5.2% | 1.53% | −0.07 |
| CEG Constellation Energy | Reduce -11.5% | 1.49% | −0.06 |
| EQIX Equinix Inc. | Reduce -40.2% | 0.08% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -5.5% | 2.10% | −0.06 |
| PNC PNC Financial Services Group | Reduce -23.6% | 0.21% | −0.05 |
| O Realty Income Corp. | Reduce -2.3% | 0.55% | −0.05 |
| MET Metlife Inc. | Reduce -38.5% | 0.08% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -85.7% | 0.01% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -27.3% | 0.09% | −0.04 |
| WMT Walmart Inc. | Reduce -10.0% | 1.99% | −0.04 |
| ABBV Abbvie Inc. | Reduce -3.9% | 0.82% | −0.04 |
| GD General Dynamics Corp. | Reduce -34.6% | 0.07% | −0.04 |
| CCJ Cameco Corp. | Reduce -11.8% | 1.21% | −0.04 |
| TSCO Tractor Supply Company | Reduce -25.7% | 0.07% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -25.7% | 0.07% | −0.03 |
| MCK McKesson Corp. | Reduce -11.8% | 0.53% | −0.03 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.12% | −0.03 |
| DE Deere & Co. | Reduce -44.4% | 0.03% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -34.9% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -49.0% | 0.03% | −0.02 |
| DGX Quest Diagnostics Inc. | Reduce -3.7% | 0.17% | −0.02 |
| GRMN Garmin Ltd. | Reduce -51.4% | 0.01% | −0.02 |
| T AT&T Inc. | Reduce -54.2% | 0.01% | −0.02 |
| SPOK Spok Holdings Inc. | Sold out | 0.00% | −0.02 |
| WM Waste Management Inc. | Reduce -9.4% | 0.19% | −0.02 |
| SO The Southern Co. | Reduce -9.2% | 0.09% | −0.02 |
| PEP Pepsico Inc. | Reduce -37.4% | 0.03% | −0.02 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DELL Dell Technologies -C | Add +2276.3% | 1.24% | +1.18 |
| TJX TJX Companies Inc. | Add +848.2% | 1.12% | +1.01 |
| AMD Advanced Micro Devices | Add +3.6% | 1.77% | +0.49 |
| ROK Rockwell Automation Inc. | Add +85.3% | 0.75% | +0.39 |
| AXP American Express Co. | Add +34.5% | 1.12% | +0.38 |
| APH Amphenol Corp. Class A | Add +11.1% | 1.78% | +0.33 |
| CFG Citizens Financial Group | Add +28.4% | 0.87% | +0.26 |
| CSCO Cisco Systems Inc. | Add +0.7% | 1.91% | +0.24 |
| RTX RTX Corp. | Add +20.1% | 0.87% | +0.22 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.84% | +0.18 |
| TT Trane Technologies PLC | Add +70.7% | 0.41% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.0% | 2.44% | +0.14 |
| GILD Gilead Sciences Inc. | Add +119.9% | 0.23% | +0.14 |
| NWE Northwestern Energy Group Inc. | Add +14.7% | 0.55% | +0.12 |
| TOL Toll Brothers Inc. | Add +9.7% | 1.22% | +0.09 |
| HD Home Depot Inc. | Add +22.6% | 1.64% | +0.08 |
| GEV GE Vernova Inc. | Add +3.9% | 0.72% | +0.07 |
| NEM Newmont Corp. | Add +0.7% | 0.43% | +0.07 |
| VONG Vanguard Russell 1000 Growth | New | 0.07% | +0.07 |
| VONV Vanguard Russell 1000 Value | New | 0.07% | +0.07 |
| IDXX Idexx Laboratories Inc. | Add +5.4% | 0.54% | +0.06 |
| BG Bunge Global SA | Add +1020.8% | 0.07% | +0.06 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| TMDX Transmedics Group Inc. | Add +14.4% | 0.23% | +0.05 |
| KR Kroger Co. | Add +16.1% | 0.57% | +0.04 |
| GLD SPDR Gold Shares | Add +1218.8% | 0.05% | +0.04 |
| EVR Evercore Inc. Class A | Add +1.2% | 1.45% | +0.04 |
| VEA Vanguard Ftse Developed ETF | New | 0.04% | +0.04 |
| ALB Albemarle Corp. | Add +1.0% | 0.08% | +0.03 |
| TAN Invesco Solar ETF | Add +9.5% | 0.17% | +0.03 |
| CVX Chevron Corp. | Add +6.4% | 0.44% | +0.02 |
| FSLR First Solar Inc. | Add +8.3% | 0.07% | +0.02 |
| AMT American Tower Corp. | Add +17.0% | 0.23% | +0.02 |
| BCSF Bain Capital Specialty Finan | Add +2.8% | 1.32% | +0.02 |
| CMI Cummins Inc. | Add +18.9% | 0.05% | +0.02 |
| UBER Uber Technologies Inc. | Add +276.1% | 0.02% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| KGC Kinross Gold Corp. | New | 0.01% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.12% | +0.01 |
| ESLT Elbit Systems Ltd. | New | 0.01% | +0.01 |
| CTRE Caretrust REIT Inc. | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | New | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +180.0% | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| FOXA Fox Corp. Class A | New | 0.01% | +0.01 |
| SONY Sony Group Corp. - SP ADR | New | 0.01% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.00% | +0.00 |
| CVS CVS Health Corp. | Add +64.4% | 0.01% | +0.00 |
| MPWR Monolithic Power Systems Inc. | 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 |