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Home > Institutional Investor > Hager Investment Management Services, Llc > Profile

Instuitional Investor - Hager Investment Management Services, Llc

Fund Profile
Filing Period:
Fund Name: Hager Investment Management Services, Llc
Portfolio Value $183,373,962
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 28,951 $10,019,851 5.46%
2.
Apple Inc.
 AAPL 34,668 $9,424,726 5.14%
3.
Nvidia Corp
 NVDA 46,868 $8,740,893 4.77%
4.
Alphabet Inc.
 GOOGL 26,544 $8,308,306 4.53%
5.
Microsoft Corp
 MSFT 15,255 $7,377,854 4.02%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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