HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in SMR — NUSCALE POWER Corp
CIK 2026645
NEW LONDON, NH
Position in SMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,214
-$39,785 QoQ
Shares Held
819
-81.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 518 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $4,240,767 across 10 Specialty Industrial Machinery names. SMR ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,218 | $2,088,247 | |
| 2 | GEV |
GE Vernova Inc.
|
1,659 | $1,949,092 | |
| 3 | CMI |
Cummins Inc
|
172 | $122,672 | |
| 4 | ETN |
Eaton Corp plc
|
65 | $27,697 | |
| 5 | PH |
Parker-Hannifin Corp
|
19 | $18,584 | |
| 6 | EMR |
Emerson Electric Co
|
72 | $10,306 | |
| 7 | ITW |
Illinois Tool Works Inc
|
31 | $8,384 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
819 | $8,214 |
All Filings in SMR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,214 | 819 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $47,999 | 4,428 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $87,443 | 6,171 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $600,804 | 16,689 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $146,332 | 3,699 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||