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| Hager Investment Management Services LLC
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|---|---|
| CRD # | 117097 |
| SEC # | 801-123558 |
| CIK # | 0002026645 |
| AUM | 221.6 M (2026-01-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-526-4099 |
| Address | 280 Main Street New London, NH 03257 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002026645 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Broadcom Inc | 10.6 | |
| Apple Inc | 9.8 | |
| Nvidia Corp | 9.1 | |
| Alphabet Inc | 8.7 | |
| Microsoft Corp | 6.6 | |
| Corning Inc /NY | 5.7 | |
| Lilly Eli & Co | 5.5 | |
| Marvell Technology Inc | 5.2 | |
| Facebook Inc | 4.8 | |
| Palantir Technologies Inc | 4.8 | |
| Amazon Com Inc | 4.5 | |
| Advanced Micro Devices Inc | 4.4 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | |
| Cisco Systems Inc | 4.2 | |
| Netflix Inc | 4.1 | |
| Micron Technology Inc | 4.1 | |
| Amphenol Corp /DE/ | 4.0 | |
| KLA Tencor Corp | 4.0 | |
| Caterpillar Inc | 4.0 | |
| Denali Holding Inc | 4.0 | |
| J P Morgan Chase & Co | 3.8 | |
| Home Depot Inc | 3.7 | |
| Costco Wholesale Corp /NEW | 3.4 | |
| Wal Mart Stores Inc | 3.3 | |
| Toll Brothers Inc | 3.2 | |
| Stryker Corp | 3.1 | |
| Schwab Charles Corp | 2.8 | |
| Emcor Group Inc | 2.8 | |
| TJX Companies Inc /DE/ | 2.7 | |
| Citizens Financial Group Inc/Ri | 2.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 39.2 |
| (b) Individuals (high net worth individuals) | 68 | 171.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 10.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 221.6 |
| By Discretionary | ||
| Discretionary | 177 | 214.4 |
| Non-Discretionary | 1 | 7.1 |
| Total | 178 | 221.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.6 | |
| Total | 178 | 221.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002026645] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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