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Portfolio (Quarterly) Guide ↗

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

· CIK 0002026645
13F Portfolio $217M AUM 352 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 80 Added 101 Reduced 23 Exited
Page 2 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO COM Financial Services 11,515.0 $3.8M 1.73% -430.0 -3.6% $327.32 +8.4%
22 HD HOME DEPOT INC COM Consumer Cyclical 10,621.0 $3.7M 1.72% +864.0 +8.9% $352.67 -9.3%
23 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 3,670.0 $3.4M 1.58% -173.0 -4.5% $935.54 +0.5%
24 WMT WALMART INC COM Consumer Defensive 29,372.0 $3.3M 1.53% -1K -4.3% $113.26 -6.5%
25 TOL TOLL BROTHERS INC COM Consumer Cyclical 19,163.0 $3.2M 1.45% +768.0 +4.2% $164.75 -14.9%
26 SYK STRYKER CORPORATION COM Healthcare 9,737.0 $3.1M 1.41% $314.84 +0.8%
27 SCHW SCHWAB CHARLES CORP COM Financial Services 30,840.0 $2.8M 1.31% +1K +3.9% $92.27 +17.4%
28 EME EMCOR GROUP INC COM Industrials 3,408.0 $2.8M 1.30% -191.0 -5.3% $829.88 -11.4%
29 TJX TJX COS INC NEW COM Consumer Cyclical 17,728.0 $2.7M 1.24% +2K +13.0% $151.50 -12.0%
30 CFG CITIZENS FINL GROUP INC COM Financial Services 38,224.0 $2.7M 1.23% +2K +4.8% $70.07 -2.7%
31 PWR QUANTA SVCS INC COM Industrials 3,713.0 $2.7M 1.23% -518.0 -12.2% $720.04 -15.1%
32 EVR EVERCORE INC CLASS A Financial Services 7,544.0 $2.6M 1.19% -268.0 -3.4% $341.44 -16.2%
33 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 4,669.0 $2.3M 1.07% -420.0 -8.2% $496.73 +10.3%
34 CCJ CAMECO CORP COM Energy 21,456.0 $2.2M 1.00% -2K -6.8% $101.86 -5.5%
35 BNS BANK NOVA SCOTIA B C COM Financial Services 24,310.0 $2.1M 0.97% +13K +115.6% $86.84 +5.0%
36 ROK ROCKWELL AUTOMATION INC COM Industrials 4,218.0 $2.1M 0.96% +188.0 +4.7% $495.08 -15.7%
37 CEG CONSTELLATION ENERGY CORP COM Utilities 8,366.0 $2.1M 0.96% +614.0 +7.9% $248.37 +12.9%
38 AXP AMERICAN EXPRESS CO COM Financial Services 5,953.0 $2.0M 0.93% +230.0 +4.0% $338.25 -4.2%
39 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 42,112.0 $2.0M 0.92% -2K -4.0% $47.68 -1.9%
40 GEV GE VERNOVA INC COM Utilities 1,659.0 $1.9M 0.90% -321.0 -16.2% $1174.86 -23.5%
Page 2 of 18  ·  352 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.4%
Financial Services 12.0%
Healthcare 10.3%
Communication Services 8.6%
Consumer Cyclical 8.2%
Industrials 8.1%
Consumer Defensive 3.8%
Utilities 3.2%
Energy 2.6%
Real Estate 2.0%