HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Top Portfolio Positions
288 positions ·
$177,566,682 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
28,343 | $8,772,441 | 4.94% | |
| AAPL |
Apple Inc.
Technology
|
34,317 | $8,709,311 | 4.90% | |
| NVDA |
Nvidia Corp
Technology
|
46,003 | $8,022,923 | 4.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,243 | $7,546,437 | 4.25% | |
| MSFT |
Microsoft Corp
Technology
|
15,652 | $5,793,900 | 3.26% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
33,148 | $4,848,889 | 2.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,109 | $4,699,104 | 2.65% | |
| GLW |
Corning Inc /Ny
Technology
|
31,440 | $4,274,896 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,543 | $4,070,220 | 2.29% | |
| NFLX |
Netflix Inc
Communication Services
|
40,925 | $3,934,938 | 2.22% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BCSF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,580,132 | 127,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,423,330 | 174,215 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,391,895 | 169,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,444,254 | 164,142 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,525,675 | 153,671 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,504,730 | 144,394 | Shares | Sole | 2025-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||