HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 2026645
NEW LONDON, NH
Position in CGBD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,193,327
-$606,980 QoQ
Shares Held
200,487
-10.6% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#26
of 154 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $3,975,817 across 12 Asset Management names. CGBD ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGBD |
Carlyle Secured Lending, Inc.
This page
|
200,487 | $2,193,327 | |
| 2 | BCSF |
Bain Capital Specialty Finance, Inc.
|
127,430 | $1,580,132 | |
| 3 | OBDC |
Blue Owl Capital Corp
|
7,622 | $84,299 | |
| 4 | STT |
State Street Corp
|
570 | $72,139 | |
| 5 | AMP |
Ameriprise Financial Inc
|
45 | $19,998 | |
| 6 | CSWC |
Capital Southwest Corp
|
500 | $11,060 | |
| 7 | BLK |
BlackRock, Inc.
|
6 | $5,770 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
435 | $3,971 |
All Filings in CGBD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,193,327 | 200,487 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,800,307 | 224,204 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,955,725 | 236,458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,232,077 | 236,263 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,659,365 | 226,166 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,092,827 | 228,267 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||