Hager Investment Management Services, LLC has recently filed an amended 13F report, disclosing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio adjustments, which can have implications for both investors and competitors in the asset management industry.

Company Background

Hager Investment Management Services, LLC is based in New London, New Hampshire. The firm specializes in asset management and is registered under the SEC with a Central Index Key (CIK) of 0002026645. The firm has been active in filing various forms, including the 13F reports, which detail its investment holdings.

What the Filing Says

The amended 13F filing reveals that Hager Investment Management holds a total of $211,641,622 in assets. The report includes 353 entries, showcasing a diverse portfolio with significant investments in major companies. Notable holdings include:

"AMAZON COM INC COM, PRUDENTIAL FINL INC COM, and STARBUCKS CORP COM."

These holdings suggest a strategic focus on well-established companies with strong market positions.

Impact

This filing may affect various stakeholders, including investors who follow Hager's investment strategies, as well as competitors in the asset management industry. The disclosure of significant holdings in high-profile companies like Amazon and Starbucks could influence other firms to reassess their own portfolios and investment strategies.

What's Next

The filing does not specify what happens next for Hager Investment Management Services. However, it is likely that the firm will continue to monitor its investments closely and may make further adjustments in future filings.

For more details, the filing can be accessed through the SEC's EDGAR database under accession number 0002026645-26-000007.