Hager Investment Management Services, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of over $21 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and portfolio composition, which includes major companies across various sectors.

The company is based in New London, New Hampshire, and operates under the Central Index Key (CIK) number 0002026645. Hager Investment Management is categorized under the SIC description of "other" and has been active in filing various reports with the SEC, including its most recent 13F-HR and 13F-HR/A forms filed on November 4, 2026.

What the Filing Says

According to the filing, Hager Investment Management reported a total of 353 different holdings, with a cumulative value of $21,164,162. The firm’s portfolio includes significant investments in well-known companies such as Amazon, Prudential Financial, and Starbucks. The filing noted that the firm exercises sole investment discretion over these holdings, indicating a focused investment strategy.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. Hager's strategic choices in its portfolio could influence market trends, particularly in sectors where it has made substantial investments. The firm's focus on established companies like Amazon and Starbucks may signal confidence in these brands' long-term growth potential.

What's Next

The filing does not specify what happens next for Hager Investment Management Services, LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.