Hager Investment Management Services, LLC holds a diversified book of 352 stocks worth $217.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Biogen Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 5% of the equity book. Cloning the disclosed picks since 2025 would be +39% (+24.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026645/holdings"
Use Arkolith to show HAGER INVESTMENT MANAGEMENT SERVICES, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Hager Investment Management Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc Com Stock | $10.6M | 28.0K | 4.9% | ▼−1.1% Reduced · −317 sh | |
| 2 | Apple Inc Com Stock | $9.8M | 33.7K | 4.5% | ▼−1.7% Reduced · −590 sh | |
| 3 | Nvidia Corporation Com Stock | $9.1M | 45.6K | 4.2% | ▼−0.9% Reduced · −396 sh | |
| 4 | Alphabet Inc Cap STK CL A Stock | $8.7M | 24.4K | 4.0% | ▼−7.2% Reduced · −2K sh | |
| 5 | Microsoft Corp Com Stock | $6.6M | 17.7K | 3.0% | ▲+13% Added · +2K sh | |
| 6 | Corning Inc Com Stock | $5.7M | 22.4K | 2.6% | ▼−29% Reduced · −9K sh | |
| 7 | Eli Lilly & Co Com Stock | $5.5M | 4.6K | 2.5% | ▼−10% Reduced · −516 sh | |
| 8 | Marvell Technology Inc Com Stock | $5.2M | 17.6K | 2.4% | ▼−0.6% Reduced · −110 sh | |
| 9 | Meta Platforms Inc CL A Stock | $4.8M | 8.6K | 2.2% | ▲+27% Added · +2K sh | |
| 10 | Palantir Technologies Inc CL A Stock | $4.8M | 41.2K | 2.2% | ▲+24% Added · +8K sh | |
| 11 | Amazon Com Inc Com Stock | $4.5M | 19.0K | 2.1% | ▼−2.9% Reduced · −567 sh | |
| 12 | Advanced Micro Devices Inc Com Stock | $4.4M | 7.5K | 2.0% | ▼−49% Reduced · −7K sh | |
| 13 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $4.4M | 9.1K | 2.0% | ▼−16% Reduced · −2K sh | |
| 14 | Cisco Sys Inc Com Stock | $4.2M | 35.7K | 1.9% | ▼−20% Reduced · −9K sh | |
| 15 | Netflix Inc. Com Stock | $4.1M | 57.9K | 1.9% | ▲+42% Added · +17K sh | |
| 16 | Micron Technology Inc Com Stock | $4.1M | 3.6K | 1.9% | ▲+11% Added · +342 sh | |
| 17 | Amphenol Corp CL A Stock | $4.0M | 22.9K | 1.9% | ▼−4.0% Reduced · −946 sh | |
| 18 | Kla Corp Com New Stock | $4.0M | 13.4K | 1.9% | ▲954× Added · +13K sh | |
| 19 | Caterpillar Inc Com Stock | $4.0M | 3.7K | 1.8% | ▼−12% Reduced · −521 sh | |
| 20 | Dell Technologies Inc CL C Stock | $4.0M | 9.2K | 1.8% | ▼−45% Reduced · −8K sh | |
| 21 | JPMorgan Chase & Co Com Stock | $3.8M | 11.5K | 1.7% | ▼−3.6% Reduced · −430 sh | |
| 22 | Home Depot Inc Com Stock | $3.7M | 10.6K | 1.7% | ▲+8.8% Added · +864 sh | |
| 23 | Costco Wholesale Corporation Com Stock | $3.4M | 3.7K | 1.6% | ▼−4.5% Reduced · −173 sh | |
| 24 | Walmart Inc Com Stock | $3.3M | 29.4K | 1.5% | ▼−4.3% Reduced · −1K sh | |
| 25 | Toll Brothers Inc Com Stock | $3.2M | 19.2K | 1.5% | ▲+4.2% Added · +768 sh | |
| 26 | Stryker Corporation Com Stock | $3.1M | 9.7K | 1.4% | ▲+0.2% Added · +22 sh | |
| 27 | Schwab Charles Corp Com Stock | $2.8M | 30.8K | 1.3% | ▲+3.8% Added · +1K sh | |
| 28 | Emcor Group Inc Com Stock | $2.8M | 3.4K | 1.3% | ▼−5.3% Reduced · −191 sh | |
| 29 | TJX Cos Inc New Com Stock | $2.7M | 17.7K | 1.2% | ▲+13% Added · +2K sh | |
| 30 | Citizens Finl Group Inc Com Stock | $2.7M | 38.2K | 1.2% | ▲+4.8% Added · +2K sh | |
| 31 | Quanta Svcs Inc Com Stock | $2.7M | 3.7K | 1.2% | ▼−12% Reduced · −518 sh | |
| 32 | Evercore Inc Class A Stock | $2.6M | 7.5K | 1.2% | ▼−3.4% Reduced · −268 sh | |
| 33 | Vertex Pharmaceuticals Inc Com Stock | $2.3M | 4.7K | 1.1% | ▼−8.3% Reduced · −420 sh | |
| 34 | Cameco Corp Com Stock | $2.2M | 21.5K | 1.0% | ▼−6.8% Reduced · −2K sh | |
| 35 | Bank Nova Scotia B C Com Stock | $2.1M | 24.3K | 1.0% | ▲+116% Added · +13K sh | |
| 36 | Rockwell Automation Inc Com Stock | $2.1M | 4.2K | 1.0% | ▲+4.7% Added · +188 sh | |
| 37 | Constellation Energy Corp Com Stock | $2.1M | 8.4K | 1.0% | ▲+7.9% Added · +614 sh | |
| 38 | American Express Co Com Stock | $2.0M | 6.0K | 0.9% | ▲+4.0% Added · +230 sh | |
| 39 | Omega Healthcare Invs Inc Com REIT | $2.0M | 42.1K | 0.9% | ▼−4.0% Reduced · −2K sh | |
| 40 | Ge Vernova Inc Com Stock | $1.9M | 1.7K | 0.9% | ▼−16% Reduced · −321 sh | |
| 41 | Carlyle Secured Lending Inc Com CEF | $1.9M | 182.4K | 0.9% | ▼−9.0% Reduced · −18K sh | |
| 42 | Merck & Co Inc Com Stock | $1.9M | 14.8K | 0.9% | ▲+0.9% Added · +132 sh | |
| 43 | Cheniere Energy Inc Com New Stock | $1.8M | 7.6K | 0.8% | ▲+0.2% Added · +17 sh | |
| 44 | RTX Corporation Com Stock | $1.8M | 9.4K | 0.8% | ▲+6.8% Added · +593 sh | |
| 45 | Bunge Global Sa Com SHS Stock | $1.7M | 15.7K | 0.8% | ▲+119% Added · +9K sh | |
| 46 | Biogen Inc Com Stock | $1.6M | 7.4K | 0.7% | ▲New New position | |
| 47 | Northwestern Energy Group Inc Com New Stock | $1.5M | 20.7K | 0.7% | ▲+7.6% Added · +1K sh | |
| 48 | Bain Cap Specialty Fin Inc Com STK CEF | $1.4M | 114.9K | 0.7% | ▼−9.8% Reduced · −13K sh | |
| 49 | Visa Inc Com CL A Stock | $1.4M | 4.0K | 0.6% | ▼−0.7% Reduced · −28 sh | |
| 50 | Abbvie Inc Com Stock | $1.4M | 5.4K | 0.6% | ▼−7.9% Reduced · −463 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 352 | $217.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 329 | $182.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 321 | $183.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 291 | $185.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 287 | $167.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 307 | $143.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 287 | $160.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.