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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Quarter ended Q4 2024 · Filed January 27, 2025 · Accession 0002026645-25-000002

Total Value
$96.9M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL40,098$10.0M6.27%
2BROADCOM INC COMAVGO42,571$9.9M6.16%
3NVIDIA CORPORATION COMNVDA64,298$8.6M5.39%
4MICROSOFT CORP COMMSFT18,355$7.7M4.83%
5MARVELL TECHNOLOGY INC COMMRVL56,720$6.3M3.91%
6ALPHABET INC CAP STK CL AGOOG28,244$5.3M3.34%
7PALANTIR TECHNOLOGIES INC CL APLTR70,431$5.3M3.33%
8ELI LILLY & CO COMLLY5,811$4.5M2.80%
9AMAZON COM INC COMAMZN18,819$4.1M2.58%
10CARLYLE SECURED LENDING INC COMCGBD228,267$4.1M2.56%
11COSTCO WHSL CORP NEW COM22160K1054,178$3.8M2.39%
12STRYKER CORPORATION COMSYK10,554$3.8M2.37%
13WALMART INC COMWMT39,410$3.6M2.22%
14JPMORGAN CHASE & CO. COMVYLD14,390$3.4M2.15%
15META PLATFORMS INC CL AMETA5,790$3.4M2.12%
16NETFLIX INC COMNFLX3,523$3.1M1.96%
17HOME DEPOT INC COMHD6,838$2.7M1.66%
18CONSTELLATION ENERGY CORP COMCEG11,515$2.6M1.61%
19BAIN CAP SPECIALTY FIN INC COM STK05684B107144,394$2.5M1.58%
20EMCOR GROUP INC COMEME5,560$2.5M1.58%
21TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910011,359$2.2M1.40%
22TOLL BROTHERS INC COMTOL17,337$2.2M1.36%
23VERTEX PHARMACEUTICALS INC COMVRTX5,384$2.2M1.35%
24CATERPILLAR INC COMCAT5,787$2.1M1.31%
25QUANTA SVCS INC COM74762E1026,428$2.0M1.27%
26VISA INC COM CL AV6,239$2.0M1.23%
27SCHWAB CHARLES CORP COMSCHW-PJ26,491$2.0M1.22%
28OMEGA HEALTHCARE INVS INC COM68193610047,431$1.8M1.12%
29CHENIERE ENERGY INC COM NEWLNG7,338$1.6M0.98%
30CAMECO CORP COMCCJ30,123$1.5M0.97%
31MERCK & CO INC COMMRK15,300$1.5M0.95%
32EVERCORE INC CLASS AEVR5,470$1.5M0.95%
33TESLA INC COMTSLA3,718$1.5M0.94%
34CHIPOTLE MEXICAN GRILL INC COMCMG23,433$1.4M0.88%
35PRUDENTIAL FINL INC COMPUKPF11,778$1.4M0.87%
36LOWES COS INC COM5486611075,530$1.4M0.85%
37AMGEN INC COMAMGN4,946$1.3M0.80%
38VANGUARD ULTRA-SHORT BOND ETF92203C30322,495$1.1M0.70%
39EQUINIX INC COMEQIX1,111$1.0M0.65%
40RTX CORPORATION COMRTX8,736$1.0M0.63%
41LOCKHEED MARTIN CORP COMLMT1,949$947,0970.59%
42ABBVIE INC COMABBV5,056$898,4510.56%
43CARRIER GLOBAL CORPORATION COMCARR12,882$879,3250.55%
44DICKS SPORTING GOODS INC COM2533931023,786$866,3880.54%
45AMERICAN EXPRESS CO COMAXP2,805$832,4960.52%
46MCKESSON CORP COMMCK1,381$787,0460.49%
47BANK AMERICA CORP COM06050510417,091$751,1490.47%
48FREEPORT-MCMORAN INC CL BFCX19,629$747,4720.47%
49KROGER CO COMKR10,970$670,8160.42%
50SPDR S&P 500 ETF TRUSTSPY1,119$655,7040.41%
51ISHARES RUSSELL 1000 GROWTH ETF4642876141,569$630,0790.39%
52ADVANCED MICRO DEVICES INC COMAMD5,208$629,0740.39%
53NUCOR CORP COMNUE5,359$625,4490.39%
54VANGUARD TOTAL STOCK MARKET ETF9229087692,133$618,1650.39%
55ROCKWELL AUTOMATION INC COMROK2,063$589,5850.37%
56ALPHABET INC CAP STK CL CGOOG3,081$586,7460.37%
57REALTY INCOME CORP COMO10,964$585,5830.37%
58VANGUARD S&P 500 ETF922908363956$515,1020.32%
59PNC FINL SVCS GROUP INC COM6934751052,645$510,0880.32%
60ORACLE CORP COMORCL-PD2,987$497,7540.31%
61CHEVRON CORP NEW COMCVX3,128$453,0600.28%
62CORNING INC COMGLW8,828$419,5070.26%
63EXXON MOBIL CORP COMXOM3,778$406,3990.25%
64ALBEMARLE CORP COMALB-PA4,578$394,0980.25%
65INVESCO SOLAR ETFIVZ11,492$380,6220.24%
66UNION PAC CORP COMUNP1,563$356,4270.22%
67BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A771$349,4790.22%
68WASTE MGMT INC DEL COM94106L1091,710$345,0610.22%
69COMCAST CORP NEW CL ACCZ9,182$344,6000.22%
70PROCTER AND GAMBLE CO COM7427181092,036$341,3350.21%
71KIMBERLY-CLARK CORP COMKMB2,581$338,2140.21%
72ABBOTT LABS COMABLZF2,898$327,7930.20%
73NORTHWESTERN ENERGY GROUP INC COM NEWNWE6,075$324,7700.20%
74ADOBE INC COMADBE723$321,5040.20%
75INVESCO NASDAQ 100 ETFIVZ1,504$316,6050.20%
76QUEST DIAGNOSTICS INC COMDGX2,051$309,4750.19%
77JOHNSON & JOHNSON COMJNJ2,051$296,6160.19%
78CISCO SYS INC COMCSCO4,760$281,7920.18%
79GE VERNOVA INC COMGEV820$269,7230.17%
80INVESCO S&P 500 QUALITY ETFIVZ3,807$255,1830.16%
81METLIFE INC COMMET-PF3,077$251,9450.16%
82CITIZENS FINL GROUP INC COMCIA5,415$236,9600.15%
83UNITEDHEALTH GROUP INC COMUNH462$233,7070.15%
84BLUE OWL CAPITAL CORPORATION COMOWL15,340$231,9420.14%
85INVESCO QQQ TRUST SERIES IIVZ445$227,4970.14%
86QUALCOMM INC COMQCOM1,460$224,2850.14%
87WINNEBAGO INDS INC COM9746371004,530$216,4430.14%
88EVERGY INC COMEVRG3,320$204,3460.13%
89WEC ENERGY GROUP INC COMWEC2,170$204,0670.13%
90NEXTERA ENERGY INC COMNEE-PW2,806$201,1620.13%
91CUMMINS INC COMCMI562$195,9130.12%
92DUKE ENERGY CORP NEW COM NEWDUKB1,781$191,8850.12%
93GENERAL DYNAMICS CORP COMGD722$190,2400.12%
94SOUTHERN CO COMSOMN2,259$185,9610.12%
95BECTON DICKINSON & CO COMBDX796$180,5890.11%
96IDEXX LABS INC COM45168D104432$178,6060.11%
97M & T BK CORP COM55261F104923$173,5330.11%
98PEPSICO INC COMPEP1,087$165,2890.10%
99PHILLIPS 66 COMPSX1,342$152,8940.10%
100BAR HBR BANKSHARES COM0668491004,925$150,6070.09%
101TRACTOR SUPPLY CO COMTSCO2,790$148,0370.09%
102GILEAD SCIENCES INC COMGILD1,575$145,4830.09%
103MCDONALDS CORP COMMCD499$144,6910.09%
104MASTERCARD INCORPORATED CL AMA270$142,1740.09%
105DEVON ENERGY CORP NEW COM25179M1033,855$126,1740.08%
106ZOETIS INC CL AZTS741$120,7310.08%
107FIRST SOLAR INC COMFSLR685$120,7240.08%
108TRAVELERS COMPANIES INC COMTRV500$120,4450.08%
109LAM RESEARCH CORP COM NEWLRCX1,660$119,9020.07%
110COCA COLA CO COMKO1,822$113,4590.07%
111DELL TECHNOLOGIES INC CL CDELL970$111,7830.07%
112PUTNAM ESG ULTRA SHORT ETF7467298542,043$103,0720.06%
113ENERGIZER HLDGS INC NEW COMENR2,925$102,0530.06%
114ENBRIDGE INC COMENNPF2,330$98,8620.06%
115PUBLIC SVC ENTERPRISE GRP INC COM7445731061,123$94,8820.06%
116GOLDMAN SACHS GROUP INC COMGSCE159$91,0470.06%
117CANADIAN PACIFIC KANSAS CITY COMCP1,203$87,0610.05%
118S&P GLOBAL INC COMSPGI172$85,6610.05%
119ECOLAB INC COMECL362$84,8240.05%
120MORGAN STANLEY COM NEWMS-PQ670$84,2320.05%
121VAIL RESORTS INC COMMTN437$81,9160.05%
122TELEFLEX INCORPORATED COMTFX430$76,5310.05%
123BALL CORP COMBALL1,377$75,9140.05%
124VANGUARD TOTAL WORLD STOCK ETF922042742630$74,0120.05%
125INTERNATIONAL BUSINESS MACHS COMINTR330$72,5440.05%
126STEEL DYNAMICS INC COMSTLD635$72,4340.05%
127AUTOMATIC DATA PROCESSING INC COMADP235$68,7920.04%
128XCEL ENERGY INC COMXELLL1,000$67,5200.04%
129ITRON INC COMITRI620$67,3200.04%
130GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8551,621$66,1040.04%
131DEERE & CO COMDE138$58,4710.04%
132HONEYWELL INTL INC COM438516106250$56,4730.04%
133STATE STR CORP COMSTT-PG570$55,9460.03%
134STARBUCKS CORP COMSBUX610$55,6630.03%
135GARMIN LTD SHSGRMN250$51,5650.03%
136SYSCO CORP COMSYY655$50,0810.03%
137NOVO-NORDISK A S ADRNONOF530$45,5910.03%
1383M CO COMMMM340$43,8910.03%
139PARKER-HANNIFIN CORP COMPH69$43,8860.03%
140DOW INC COMDOW1,093$43,8620.03%
141PFIZER INC COMPFE1,620$42,9790.03%
142DISNEY WALT CO COM254687106382$42,5480.03%
143FIRST TRUST GLOBAL WIND ENERGY ETF33736G1062,765$40,9220.03%
144ISHARES U.S. AEROSPACE & DEFENSE ETF464288760277$40,2620.03%
145TARGET CORP COMTGT290$39,2020.02%
146AIR PRODS & CHEMS INC COMAIIR135$39,1550.02%
147VERIZON COMMUNICATIONS INC COMVZ956$38,2300.02%
148EATON CORP PLC SHSETN115$38,1650.02%
149SCHLUMBERGER LTD COM STKSLB989$37,9180.02%
150ISHARES RUSSELL 2000 ETF464287655171$37,7840.02%
151ILLINOIS TOOL WKS INC COM452308109144$36,5130.02%
152COLGATE PALMOLIVE CO COMCL400$36,3640.02%
153ISHARES CORE S&P US VALUE ETF464287663387$35,8320.02%
154SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF78468R796744$35,8240.02%
155ISHARES BIOTECHNOLOGY ETF464287556260$34,3750.02%
156ISHARES GLOBAL TECH ETF464287291394$33,3920.02%
157TRANSMEDICS GROUP INC COMTMDX535$33,3570.02%
158OSHKOSH CORP COMOSK335$31,8480.02%
159ENERGY SELECT SECTOR SPDR FUND81369Y506368$31,5230.02%
160BK OF AMERICA CORP 7.25CNV PFD L06050568225$30,4810.02%
161INVESCO S&P 500 TOP 50 ETFIVZ600$29,9760.02%
162PULTE GROUP INC COM745867101265$28,8590.02%
163BLACKSTONE INC COMBX162$27,9320.02%
164PROGRESSIVE CORP COM743315103115$27,5550.02%
165GE AEROSPACE COM NEW369604301164$27,3540.02%
166GLADSTONE LD CORP COM3765491012,517$27,3090.02%
167CORTEVA INC COMCTVA478$27,2270.02%
168MONDELEZ INTL INC CL A609207105455$27,1770.02%
169FORD MTR CO COM3453708602,665$26,3840.02%
170DUPONT DE NEMOURS INC COMDD343$26,1540.02%
171US BANCORP DEL COM NEWUSB-PS505$24,1540.02%
172SPOK HLDGS INC COMSPOK1,498$24,0430.02%
173THERMO FISHER SCIENTIFIC INC COMTMO45$23,4100.01%
174SERVICENOW INC COMNOW22$23,3230.01%
175PACCAR INC COMPCAR215$22,3640.01%
176UNITED PARCEL SERVICE INC CL BUPS175$22,0680.01%
177ARCHER DANIELS MIDLAND CO COMADM425$21,4710.01%
178CLEAN HARBORS INC COMCLH92$21,1730.01%
179INSULET CORP COMPODD80$20,8860.01%
180DIAGEO PLC SPON ADR NEWDGEAF160$20,3410.01%
181UNITED STATES OIL FUND LPUNTCW269$20,3230.01%
182ISHARES CORE MSCI EUROPE ETF46434V738367$19,8110.01%
183VODAFONE GROUP PLC NEW SPONSORED ADR92857W3082,328$19,7650.01%
184AMERIPRISE FINL INC COM03076C10635$18,6350.01%
185SALESFORCE INC COMCRM51$17,0510.01%
186HERSHEY CO COMHSY100$16,9350.01%
187GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y624725$16,6460.01%
188TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80371$16,5090.01%
189BRISTOL-MYERS SQUIBB CO COMCELG-RI285$16,1200.01%
190AGNICO EAGLE MINES LTD COMAEM200$15,6420.01%
191INTERNATIONAL PAPER CO COM460146103290$15,6080.01%
192DANAHER CORPORATION COM23585110267$15,3800.01%
193SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409165$14,5040.01%
194SAP SE SPON ADRSAPGF53$13,0490.01%
195BLUE OWL CAPITAL INC COM CL AOWL550$12,7930.01%
196EXELON CORP COMEXC335$12,6090.01%
197ICON PLC SHSICLR60$12,5830.01%
198ENTEGRIS INC COMENTG116$11,4910.01%
199SPDR EURO STOXX 50 ETF78463X202238$11,4600.01%
200HALLIBURTON CO COMHAL420$11,4200.01%
201HUNTINGTON INGALLS INDS INC COM44641310660$11,3380.01%
202AMERICAN WTR WKS CO INC NEW COM03042010390$11,2040.01%
203NOVARTIS AG SPONSORED ADRNVSEF115$11,1910.01%
204GENERAL MTRS CO COM37045V100210$11,1870.01%
205ONEOK INC NEW COMOKE109$10,9440.01%
206SHOPIFY INC CL ASHOP100$10,6330.01%
207INTUITIVE SURGICAL INC COM NEWISRG20$10,4390.01%
208BOOKING HOLDINGS INC COMBKNG2$9,9370.01%
209HOLOGIC INC COMHOLX135$9,7320.01%
210LAS VEGAS SANDS CORP COMLVS185$9,5020.01%
211CITIGROUP INC COM NEWC-PR134$9,4320.01%
212BUNGE GLOBAL SA COM SHSBG120$9,3310.01%
213FIFTH THIRD BANCORP COMFITBM220$9,3020.01%
214AMERICAN ELEC PWR CO INC COM025537101100$9,2230.01%
215INTEL CORP COMINTC450$9,0230.01%
216ARTIVION INC COMAORT300$8,5770.01%
217OWENS CORNING NEW COMOC50$8,5160.01%
218FEDEX CORP COMFDX30$8,4400.01%
219BOEING CO COMBA-PA47$8,3190.01%
220AT&T INC COMT-PC352$8,0150.01%
221THE TRADE DESK INC COM CL A88339J10565$7,6390.00%
222EASTMAN CHEM CO COMEMN80$7,3060.00%
223IPG PHOTONICS CORP COMIPGP100$7,2720.00%
224SPOTIFY TECHNOLOGY S A SHSSPOT15$6,7110.00%
225BWX TECHNOLOGIES INC COMBWXT60$6,6830.00%
226BLACKROCK INC COMBLK6$6,1510.00%
227TJX COS INC NEW COM87254010950$6,0410.00%
228SPDR S&P 600 SMALL CAP GROWTH ETF78464A20165$5,8730.00%
229CINTAS CORP COMCTAS32$5,8460.00%
230GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632148$5,7190.00%
231HERC HLDGS INC COMHRI30$5,6800.00%
232AMERICAN HOMES 4 RENT CL AAMH-PG150$5,6130.00%
233SMARTSHEET INC COM CL A83200N103100$5,6030.00%
234CELANESE CORP DEL COMCE70$4,8450.00%
235GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC58$4,5340.00%
236ARCADIUM LITHIUM PLC COM SHSG0508H110778$3,9910.00%
237ELECTRONIC ARTS INC COMEA25$3,6580.00%
238MARATHON PETE CORP COMMARA25$3,4880.00%
239BLOCK INC CL ABSQKZ40$3,4000.00%
240INVESCO WILDERHILL CLEAN ENERGY ETFIVZ167$3,3420.00%
241FRESHPET INC COMFRPT20$2,9620.00%
242ISHARES MSCI JAPAN ETF46434G82244$2,9520.00%
243KINDER MORGAN INC DEL COMEP-PC100$2,7400.00%
244PARAMOUNT GLOBAL CLASS B COM92556H206240$2,5100.00%
245XYLEM INC COMXYL21$2,4360.00%
246BUILDERS FIRSTSOURCE INC COMBLDR17$2,4300.00%
247CSX CORP COMCSX74$2,3880.00%
248ISHARES CORE S&P MID-CAP ETF46428750735$2,1810.00%
249SPDR S&P HOMEBUILDERS ETF78464A88820$2,0900.00%
250GRAYSCALE BITCOIN TRUST ETFGBTC27$1,9990.00%
251JOHNSON CTLS INTL PLC SHSG5150210525$1,9730.00%
252CHEMOURS CO COMCC113$1,9100.00%
253ISHARES GOLD TRUSTIAU38$1,8810.00%
254GRAYSCALE ETHEREUM TRUST ETF38963810761$1,7090.00%
255SPDR GOLD SHARESGLD6$1,4530.00%
256RAYONIER INC COMRYN55$1,4360.00%
257GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67335$1,4140.00%
258ISHARES MSCI EMERGING MARKETS ETF46428723433$1,3800.00%
259PROSHARES ULTRAPRO QQQ74347X83117$1,3540.00%
260AMERICAN SUPERCONDUCTOR CORP SHS NEWAMSC50$1,2320.00%
261SIXTH STREET SPECIALTY LENDING COMTSLX53$1,1240.00%
262FS KKR CAP CORP COMFSK47$1,0230.00%
263FEDERAL AGRIC MTG CORP CL C3131483065$9850.00%
264D R HORTON INC COM23331A1097$9790.00%
265HERCULES CAPITAL INC COMHCXY48$9590.00%
266VERTIV HOLDINGS CO COM CL AVRT8$9090.00%
267NUTRIEN LTD COMNTR20$8950.00%
268NANO NUCLEAR ENERGY INC COMNNE35$8710.00%
269WARNER BROS DISCOVERY INC COM SER AWBD76$8030.00%
270WELLTOWER INC COMWELL5$6300.00%
271CANADIAN SOLAR INC COMCSIQ50$5560.00%
272CHUBB LIMITED COMCB2$5530.00%
273GLOBAL NET LEASE INC COM NEWGNL-PE68$5000.00%
274PLUG POWER INC COM NEWPLUG200$4260.00%
275ENTERPRISE PRODS PARTNERS L P COM29379210713$4080.00%
276CVS HEALTH CORP COMCVS8$3590.00%
277ENERGY FUELS INC COM NEWUUUU50$2570.00%
278GRAYSCALE BITCOIN MINI TRUST ETF3899302075$2090.00%
279GRAYSCALE ETHEREUM MINI TRUST ETF38964R2036$1890.00%
280B2GOLD CORP COMBTG50$1220.00%
281INVESCO MORTGAGE CAPITAL INC COMIVR-PC15$1170.00%
282BRIGHTHOUSE FINL INC COM10922N1032$960.00%
283FIDUS INVT CORP COM3165001073$580.00%
284BLUEBIRD BIO INC COM NEW09609G2095$420.00%
285LUMEN TECHNOLOGIES INC COMLUMN2$110.00%
286PIEDMONT LITHIUM INC COM72016P1051$90.00%
287INTERCONTINENTAL EXCHANGE INC COM45866F1040$00.00%