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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 Q2 2025 · Filed July 23, 2025 · Accession 0002026645-25-000005

Total Value
$167.6M
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INC COMAVGO35,119$9.7M5.78%
2NVIDIA CORPORATION COMNVDA55,320$8.7M5.21%
3MICROSOFT CORP COMMSFT16,286$8.1M4.83%
4APPLE INC COMAAPL36,020$7.4M4.41%
5PALANTIR TECHNOLOGIES INC CL APLTR42,973$5.9M3.49%
6ALPHABET INC CAP STK CL AGOOG28,014$4.9M2.95%
7NETFLIX INC COMNFLX3,575$4.8M2.86%
8META PLATFORMS INC CL AMETA5,976$4.4M2.63%
9ELI LILLY & CO COMLLY5,537$4.3M2.58%
10AMAZON COM INC COMAMZN19,644$4.3M2.57%
11COSTCO WHSL CORP NEW COM22160K1054,144$4.1M2.45%
12STRYKER CORPORATION COMSYK10,075$4.0M2.38%
13JPMORGAN CHASE & CO. COMVYLD13,624$3.9M2.36%
14MARVELL TECHNOLOGY INC COMMRVL47,345$3.7M2.19%
15WALMART INC COMWMT37,399$3.7M2.18%
16CARLYLE SECURED LENDING INC COMCGBD236,263$3.2M1.93%
17TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910014,130$3.2M1.91%
18CONSTELLATION ENERGY CORP COMCEG9,381$3.0M1.81%
19ORACLE CORP COMORCL-PD13,565$3.0M1.77%
20EMCOR GROUP INC COMEME5,454$2.9M1.74%
21SCHWAB CHARLES CORP COMSCHW-PJ30,015$2.7M1.63%
22HOME DEPOT INC COMHD7,011$2.6M1.53%
23BAIN CAP SPECIALTY FIN INC COM STK05684B107164,142$2.5M1.47%
24QUANTA SVCS INC COM74762E1026,386$2.4M1.44%
25VERTEX PHARMACEUTICALS INC COMVRTX5,345$2.4M1.42%
26CAMECO CORP COMCCJ30,628$2.3M1.36%
27CISCO SYS INC COMCSCO31,563$2.2M1.31%
28CATERPILLAR INC COMCAT5,608$2.2M1.30%
29CORNING INC COMGLW41,330$2.2M1.30%
30VISA INC COM CL AV5,459$1.9M1.16%
31OMEGA HEALTHCARE INVS INC COM68193610051,207$1.9M1.12%
32CHENIERE ENERGY INC COM NEWLNG7,324$1.8M1.06%
33EVERCORE INC CLASS AEVR6,534$1.8M1.05%
34AUTOZONE INC COMAZO470$1.7M1.04%
35AMGEN INC COMAMGN5,064$1.4M0.84%
36LOWES COS INC COM5486611076,094$1.4M0.81%
37AMERICAN EXPRESS CO COMAXP4,142$1.3M0.79%
38TOLL BROTHERS INC COMTOL11,356$1.3M0.77%
39RTX CORPORATION COMRTX8,105$1.2M0.71%
40MERCK & CO INC COMMRK14,640$1.2M0.69%
41REALTY INCOME CORP COMO16,756$965,2950.58%
42CARRIER GLOBAL CORPORATION COMCARR13,176$964,3510.58%
43MCKESSON CORP COMMCK1,298$951,1480.57%
44ABBVIE INC COMABBV5,038$935,1540.56%
45FREEPORT-MCMORAN INC CL BFCX21,560$934,6260.56%
46TESLA INC COMTSLA2,929$930,4260.56%
47KROGER CO COMKR12,609$904,4440.54%
48LOCKHEED MARTIN CORP COMLMT1,877$869,3140.52%
49BANK AMERICA CORP COM06050510418,264$864,2520.52%
50PRUDENTIAL FINL INC COMPUKPF7,917$850,6150.51%
51NUCOR CORP COMNUE6,549$848,3570.51%
52AMPHENOL CORP NEW CL A0320951017,426$733,3180.44%
53GE VERNOVA INC COMGEV1,306$691,0700.41%
54EQUINIX INC COMEQIX852$677,7400.40%
55VANGUARD TOTAL STOCK MARKET ETF9229087692,148$652,8420.39%
56ROCKWELL AUTOMATION INC COMROK1,940$644,4100.38%
57CHEVRON CORP NEW COMCVX4,399$629,8930.38%
58CITIZENS FINL GROUP INC COMCIA13,980$625,6050.37%
59NORTHWESTERN ENERGY GROUP INC COM NEWNWE11,750$602,7750.36%
60DICKS SPORTING GOODS INC COM2533931022,892$572,0670.34%
61ALPHABET INC CAP STK CL CGOOG3,051$541,2170.32%
62VANGUARD ULTRA-SHORT BOND ETF92203C30310,453$521,2390.31%
63PNC FINL SVCS GROUP INC COM6934751052,514$468,6600.28%
64EXXON MOBIL CORP COMXOM4,044$435,9430.26%
65BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A832$404,1610.24%
66WASTE MGMT INC DEL COM94106L1091,704$389,9090.23%
67ISHARES RUSSELL 1000 GROWTH ETF464287614917$389,3400.23%
68ABBOTT LABS COMABLZF2,774$377,2920.23%
69UNION PAC CORP COMUNP1,498$344,6600.21%
70QUEST DIAGNOSTICS INC COMDGX1,852$332,7070.20%
71SPDR S&P 500 ETF TRUSTSPY528$326,2250.19%
72KIMBERLY-CLARK CORP COMKMB2,514$324,1050.19%
73DARDEN RESTAURANTS INC COMDRI1,480$322,5960.19%
74VANGUARD S&P 500 ETF922908363556$315,8250.19%
75JOHNSON & JOHNSON COMJNJ2,051$313,2900.19%
76COMCAST CORP NEW CL ACCZ8,353$298,1190.18%
77CHEWY INC CL ACHWY6,917$294,8030.18%
78INVESCO S&P 500 QUALITY ETFIVZ3,807$271,2870.16%
79TRANSMEDICS GROUP INC COMTMDX1,964$263,1960.16%
80IDEXX LABS INC COM45168D104441$236,5260.14%
81METLIFE INC COMMET-PF2,857$229,7600.14%
82EVERGY INC COMEVRG3,320$228,8480.14%
83WEC ENERGY GROUP INC COMWEC2,170$226,1140.13%
84INVESCO QQQ TRUST SERIES IIVZ403$222,3110.13%
85CHIPOTLE MEXICAN GRILL INC COMCMG3,777$212,0790.13%
86INVESCO SOLAR ETFIVZ5,903$202,2440.12%
87NEWMONT CORP COMNEMCL3,356$195,5210.12%
88PROCTER AND GAMBLE CO COM7427181091,226$195,3260.12%
89GENERAL DYNAMICS CORP COMGD669$195,1210.12%
90DUKE ENERGY CORP NEW COM NEWDUKB1,650$194,7000.12%
91SOUTHERN CO COMSOMN2,089$191,8330.11%
92NEXTERA ENERGY INC COMNEE-PW2,691$186,8090.11%
93M & T BK CORP COM55261F104923$179,0530.11%
94GILEAD SCIENCES INC COMGILD1,610$178,5010.11%
95TRACTOR SUPPLY CO COMTSCO3,335$175,9880.10%
96DEERE & CO COMDE336$170,8530.10%
97INTUITIVE SURGICAL INC COM NEWISRG300$163,0230.10%
98MASTERCARD INCORPORATED CL AMA270$151,7240.09%
99BAR HBR BANKSHARES COM0668491004,925$147,5530.09%
100NUSCALE PWR CORP CL A COMNU3,699$146,3320.09%
101INTERNATIONAL BUSINESS MACHS COMINTR491$144,7370.09%
102MCDONALDS CORP COMMCD489$142,9250.09%
103TRAVELERS COMPANIES INC COMTRV500$133,7700.08%
104COCA COLA CO COMKO1,825$129,1540.08%
105BECTON DICKINSON & CO COMBDX713$122,8140.07%
106GOLDMAN SACHS GROUP INC COMGSCE169$119,6100.07%
107DELL TECHNOLOGIES INC CL CDELL970$118,9220.07%
108QUALCOMM INC COMQCOM720$114,6670.07%
109ZOETIS INC CL AZTS711$110,8800.07%
110UNITEDHEALTH GROUP INC COMUNH332$103,5740.06%
111WINNEBAGO INDS INC COM9746371003,515$101,9350.06%
112PUBLIC SVC ENTERPRISE GRP INC COM7445731061,123$94,5340.06%
113MORGAN STANLEY COM NEWMS-PQ661$93,1080.06%
114BLUE OWL CAPITAL CORPORATION COMOWL6,400$91,7760.05%
115ECOLAB INC COMECL332$89,4540.05%
116PHILLIPS 66 COMPSX749$89,3560.05%
117S&P GLOBAL INC COMSPGI164$86,4760.05%
118DISNEY WALT CO COM254687106697$86,4490.05%
119LAM RESEARCH CORP COM NEWLRCX850$82,7390.05%
120STEEL DYNAMICS INC COMSTLD632$80,9020.05%
121FIRST SOLAR INC COMFSLR485$80,2870.05%
122CITIGROUP INC COM NEWC-PR941$80,0980.05%
123PEPSICO INC COMPEP572$75,5270.05%
124AUTOMATIC DATA PROCESSING INC COMADP235$72,4740.04%
125GARMIN LTD SHSGRMN340$70,9650.04%
126XCEL ENERGY INC COMXELLL1,000$68,1000.04%
127ALBEMARLE CORP COMALB-PA1,022$64,0490.04%
128ISHARES CORE S&P 500 ETF46428720099$61,4690.04%
129ENBRIDGE INC COMENNPF1,345$60,9550.04%
130STATE STR CORP COMSTT-PG570$60,6140.04%
131CANADIAN PACIFIC KANSAS CITY COMCP753$59,6900.04%
132GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8551,546$59,3660.04%
133HONEYWELL INTL INC COM438516106250$58,2200.03%
134ADVANCED MICRO DEVICES INC COMAMD388$55,0570.03%
135STARBUCKS CORP COMSBUX590$54,0620.03%
136CUMMINS INC COMCMI160$52,4000.03%
137DEVON ENERGY CORP NEW COM25179M1031,570$49,9420.03%
138PARKER-HANNIFIN CORP COMPH69$48,1940.03%
139PULTE GROUP INC COM745867101420$44,2930.03%
140VERIZON COMMUNICATIONS INC COMVZ977$42,2750.03%
141GE AEROSPACE COM NEW369604301164$42,2120.03%
142ADOBE INC COMADBE108$41,7830.02%
143EATON CORP PLC SHSETN115$41,0540.02%
1443M CO COMMMM265$40,3440.02%
145AMERIPRISE FINL INC COM03076C10675$40,0300.02%
146SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF78468R796770$39,2160.02%
147FIRST TRUST GLOBAL WIND ENERGY ETF33736G1062,160$39,1820.02%
148OSHKOSH CORP COMOSK335$38,0360.02%
149ISHARES RUSSELL 2000 ETF464287655171$36,9000.02%
150BALL CORP COMBALL657$36,8510.02%
151TELEFLEX INCORPORATED COMTFX310$36,6920.02%
152NOVO-NORDISK A S ADRNONOF530$36,5810.02%
153COLGATE PALMOLIVE CO COMCL400$36,3600.02%
154ILLINOIS TOOL WKS INC COM452308109147$36,3460.02%
155PFIZER INC COMPFE1,485$35,9960.02%
156CORTEVA INC COMCTVA478$35,6250.02%
157ISHARES U.S. AEROSPACE & DEFENSE ETF464288760186$35,0870.02%
158AIR PRODS & CHEMS INC COMAIIR120$33,8470.02%
159FISERV INC COMFISV195$33,6200.02%
160ISHARES BIOTECHNOLOGY ETF464287556260$32,8930.02%
161VERTIV HOLDINGS CO COM CL AVRT255$32,7450.02%
162PROGRESSIVE CORP COM743315103115$30,6890.02%
163ISHARES CORE S&P US VALUE ETF464287663322$30,4710.02%
164BANK AMERICA CORP 7.25CNV PFD L06050568225$30,3250.02%
165EXELON CORP COMEXC670$29,0910.02%
166AT&T INC COMT-PC993$28,7370.02%
167INVESCO S&P 500 TOP 50 ETFIVZ550$28,6550.02%
168MONDELEZ INTL INC CL A609207105400$26,9760.02%
169SPOK HLDGS INC COMSPOK1,498$26,4850.02%
170ENERGIZER HLDGS INC NEW COMENR1,248$25,1600.02%
171VODAFONE GROUP PLC NEW SPONSORED ADR92857W3082,344$24,9870.01%
172FORD MTR CO COM3453708602,235$24,2500.01%
173BLACKSTONE INC COMBX162$24,2320.01%
174DOW INC COMDOW913$24,1760.01%
175VAIL RESORTS INC COMMTN153$24,0410.01%
176AGNICO EAGLE MINES LTD COMAEM200$23,7860.01%
177INSULET CORP COMPODD75$23,5640.01%
178DUPONT DE NEMOURS INC COMDD343$23,5260.01%
179EXELIXIS INC COMEXEL522$23,0070.01%
180US BANCORP DEL COM NEWUSB-PS505$22,8510.01%
181ENERGY SELECT SECTOR SPDR FUND81369Y506251$21,2870.01%
182CLEAN HARBORS INC COMCLH92$21,2690.01%
183TJX COS INC NEW COM872540109165$20,3760.01%
184UNITED STATES OIL FUND LPUNTCW269$19,6670.01%
185ROBINHOOD MKTS INC COM CL A770700102200$18,7260.01%
186GLADSTONE LD CORP COM3765491011,674$17,0250.01%
187HERSHEY CO COMHSY100$16,5950.01%
188DIAGEO PLC SPON ADR NEWDGEAF160$16,1340.01%
189SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409165$15,7280.01%
190SAP SE SPON ADRSAPGF50$15,2050.01%
191SPDR EURO STOXX 50 ETF78463X202238$14,2160.01%
192THERMO FISHER SCIENTIFIC INC COMTMO35$14,1910.01%
193NOVARTIS AG SPONSORED ADRNVSEF115$13,9160.01%
194PACCAR INC COMPCAR145$13,7840.01%
195INTERNATIONAL PAPER CO COM460146103290$13,5810.01%
196ARCHER DANIELS MIDLAND CO COMADM250$13,1950.01%
197BRISTOL-MYERS SQUIBB CO COMCELG-RI285$13,1930.01%
198ITRON INC COMITRI100$13,1630.01%
199KLA CORP COM NEWKLAC14$12,5400.01%
200AMERICAN WTR WKS CO INC NEW COM03042010390$12,5200.01%
201TARGET CORP COMTGT125$12,3310.01%
202WELLTOWER INC COMWELL77$11,8370.01%
203SHOPIFY INC CL A SUB VTG SHSSHOP100$11,5350.01%
204SPOTIFY TECHNOLOGY S A SHSSPOT15$11,5100.01%
205GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y624475$11,0680.01%
206CAPITAL SOUTHWEST CORP COMCSWC500$11,0200.01%
207SYSCO CORP COMSYY145$10,9820.01%
208TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80343$10,8890.01%
209UNITED PARCEL SERVICE INC CL BUPS105$10,5990.01%
210BLUE OWL CAPITAL INC COM CL AOWL550$10,5660.01%
211HUNTINGTON INGALLS INDS INC COM44641310643$10,3830.01%
212AMERICAN ELEC PWR CO INC COM025537101100$10,3760.01%
213GENERAL MTRS CO COM37045V100210$10,3340.01%
214INTEL CORP COMINTC450$10,0800.01%
215BUNGE GLOBAL SA COM SHSBG120$9,6340.01%
216ENTEGRIS INC COMENTG116$9,3550.01%
217ARTIVION INC COMAORT300$9,3300.01%
218FIFTH THIRD BANCORP COMFITBM220$9,0490.01%
219HOLOGIC INC COMHOLX135$8,7970.01%
220ICON PLC SHSICLR60$8,7270.01%
221BWX TECHNOLOGIES INC COMBWXT60$8,6440.01%
222SERVICENOW INC COMNOW8$8,2250.00%
223CINTAS CORP COMCTAS32$7,1320.00%
224OWENS CORNING NEW COMOC50$6,8760.00%
225IPG PHOTONICS CORP COMIPGP100$6,8650.00%
226NIKE INC CL BNKE96$6,8200.00%
227FEDEX CORP COMFDX30$6,8190.00%
228GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632148$6,4660.00%
229BLACKROCK INC COMBLK6$6,2960.00%
230REDDIT INC CL ARDDT40$6,0230.00%
231EASTMAN CHEM CO COMEMN80$5,9730.00%
232SPDR S&P 600 SMALL CAP GROWTH ETF78464A20165$5,7690.00%
233BOEING CO COMBA-PA24$5,0290.00%
234SPDR GOLD SHARESGLD16$4,8770.00%
235THE TRADE DESK INC COM CL A88339J10565$4,6790.00%
236ONEOK INC NEW COMOKE55$4,4900.00%
237CHUBB LIMITED COMCB15$4,3460.00%
238BOYD GAMING CORP COMBYD55$4,3030.00%
239GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC58$4,2960.00%
240MARATHON PETE CORP COMMARA25$4,1530.00%
241NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH200$4,0560.00%
242ELECTRONIC ARTS INC COMEA25$3,9930.00%
243JOHNSON CTLS INTL PLC SHSG5150210535$3,6970.00%
244HERC HLDGS INC COMHRI27$3,5560.00%
245SALESFORCE INC COMCRM13$3,5450.00%
246INVESCO WILDERHILL CLEAN ENERGY ETFIVZ167$3,3270.00%
247ISHARES MSCI JAPAN ETF46434G82244$3,2990.00%
248KINDER MORGAN INC DEL COMEP-PC100$2,9400.00%
249SCHLUMBERGER LTD COM STKSLB83$2,8050.00%
250BLOCK INC CL ABSQKZ40$2,7170.00%
251XYLEM INC COMXYL21$2,7170.00%
252WARNER BROS DISCOVERY INC COM SER AWBD231$2,6470.00%
253PROSHARES ULTRAPRO QQQ74347X83130$2,5060.00%
254NXP SEMICONDUCTORS N V COMNXPI11$2,4030.00%
255ONESPAWORLD HOLDINGS LIMITED COMOSW117$2,3860.00%
256ISHARES GOLD TRUSTIAU38$2,3700.00%
257GRAYSCALE BITCOIN TRUST ETFGBTC27$2,2900.00%
258ISHARES CORE S&P MID-CAP ETF46428750735$2,1710.00%
259AMERICAN TOWER CORP NEW COM03027X1009$1,9890.00%
260AMERICAN SUPERCONDUCTOR CORP SHS NEWAMSC50$1,8350.00%
261WEBSTER FINL CORP COM94789010929$1,5830.00%
262PROLOGIS INC. COMPLDGP15$1,5770.00%
263GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67335$1,5250.00%
264BUILDERS FIRSTSOURCE INC COMBLDR13$1,5170.00%
265FRESHPET INC COMFRPT20$1,3590.00%
266SIXTH STREET SPECIALTY LENDING COMTSLX55$1,3070.00%
267CHEMOURS CO COMCC113$1,2940.00%
268GRAYSCALE ETHEREUM TRUST ETF38963810761$1,2720.00%
269RAYONIER INC COMRYN57$1,2640.00%
270NANO NUCLEAR ENERGY INC COMNNE35$1,2070.00%
271NUTRIEN LTD COMNTR20$1,1650.00%
272ISHARES MSCI EMERGING MARKETS ETF46428723421$1,0130.00%
273FS KKR CAP CORP COMFSK49$1,0070.00%
274HERCULES CAPITAL INC COMHCXY50$9110.00%
275CANADIAN SOLAR INC COMCSIQ50$5520.00%
276GLOBAL NET LEASE INC COM NEWGNL-PE73$5500.00%
277HALLIBURTON CO COMHAL21$4280.00%
278PLUG POWER INC COM NEWPLUG200$2980.00%
279ENERGY FUELS INC COM NEWUUUU50$2880.00%
280GRAYSCALE BITCOIN MINI TRUST ETF3899302075$2390.00%
281RIVIAN AUTOMOTIVE INC COM CL ARIVN17$2340.00%
282B2GOLD CORP COMBTG50$1810.00%
283GRAYSCALE ETHEREUM MINI TRUST ETF38964R2036$1420.00%
284INVESCO MORTGAGE CAPITAL INC COMIVR-PC15$1140.00%
285BRIGHTHOUSE FINL INC COM10922N1032$1080.00%
286LUMEN TECHNOLOGIES INC COMLUMN2$90.00%
287PIEDMONT LITHIUM INC COM72016P1051$60.00%