CIK 2026645
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
321
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 321
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | 16K | $1M+ | SH |
| IDXX | IDEXX LABS INC COM | 1K | $500K+ | SH |
| AMGN | AMGEN INC COM | 3K | $500K+ | SH |
| MCK | MCKESSON CORP COM | 1K | $500K+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 3K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 16K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 5K | $500K+ | SH |
| NEM | NEWMONT CORP COM | 8K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 3K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 5K | $500K+ | SH |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 10K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 4K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 4K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 892 | $100K–$500K | SH |
| TMDX | TRANSMEDICS GROUP INC COM | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 850 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 814 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 2K | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TRUST | 528 | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 556 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 1K | $100K–$500K | SH |
| TAN | INVESCO SOLAR ETF | 6K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 2K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 4K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 403 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC COM | 67 | $100K–$500K | SH |
| EVRG | EVERGY INC COM | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 3K | $100K–$500K | SH |
| MTB | M & T BK CORP COM | 923 | $100K–$500K | SH |
| WGO | WINNEBAGO INDS INC COM | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 1K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 1K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 6K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 270 | $100K–$500K | SH |
| BHB | BAR HBR BANKSHARES COM | 5K | $100K–$500K | SH |
| EQIX | EQUINIX INC COM | 199 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 500 | $100K–$500K | SH |
| ALB | ALBEMARLE CORP COM | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 463 | $100K–$500K | SH |
| MET | METLIFE INC COM | 2K | $100K–$500K | SH |