Hager Investment Management Services
Hager Investment Management Services reported 352 stocks worth $217M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are AVGO (4.9%), AAPL (4.5%) and NVDA (4.2%). Compared with Q1 2026, the fund opened new positions in BIIB, XOM and AMAT, added to MSFT, META and PLTR, trimmed AVGO, AAPL and NVDA and sold out of XOM, AZO and CHWY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $10.6M | 4.9% | 28K | −317 (−1%) | 7 of 7 | |
| 2 |  AAPL Apple Inc | $9.8M | 4.5% | 34K | −590 (−2%) | 7 of 7 | |
| 3 |  NVDA Nvidia Corporation | $9.1M | 4.2% | 46K | −396 (−1%) | 7 of 7 | |
| 4 |  GOOGL Alphabet Inc | $8.7M | 4.0% | 24K | −1,882 (−7%) | 7 of 7 | |
| 5 |  MSFT Microsoft Corp | $6.6M | 3.0% | 18K | +2,025 (+13%) | 7 of 7 | |
| 6 |  GLW Corning Inc | $5.7M | 2.6% | 22K | −9,008 (−29%) | 7 of 7 | |
| 7 |  LLY Eli Lilly & Co | $5.5M | 2.5% | 4,593 | −516 (−10%) | 7 of 7 | |
| 8 |  MRVL Marvell Technology Inc | $5.2M | 2.4% | 18K | −110 (−1%) | 7 of 7 | |
| 9 |  META Meta Platforms Inc | $4.8M | 2.2% | 8,585 | +1,831 (+27%) | 7 of 7 | |
| 10 |  PLTR Palantir Technologies Inc | $4.8M | 2.2% | 41K | +8,079 (+24%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $636K | 3,751 |
HONEYWELL INTL INC | $57K | 250 |
 AZO Autozone Inc | $47K | 14 |
 CHWY Chewy Inc | $24K | 880 |
 DMC Fresh Del Monte Produce Inc | $20K | 508 |
🔒 Free account: see all 23.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hager Investment Management Services 13F FAQ
What does Hager Investment Management Services own?
Hager Investment Management Services reported 352 stocks worth $217M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are AVGO (4.9%), AAPL (4.5%) and NVDA (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Hager Investment Management Services buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 83 added to, 103 trimmed and 23 sold out. New positions include BIIB, XOM and AMAT. It sold all of XOM, AZO and CHWY.
When will Hager Investment Management Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hager Investment Management Services's portfolio worth?
The Q2 2026 filing reports $217M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.