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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 Q3 2025 · Filed November 12, 2025 · Accession 0002026645-25-000008

Total Value
$185.0M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INC COMAVGO31,604$10.4M5.64%
2NVIDIA CORPORATION COMNVDA50,745$9.5M5.12%
3APPLE INC COMAAPL36,123$9.2M4.97%
4MICROSOFT CORP COMMSFT15,719$8.1M4.40%
5ALPHABET INC CAP STK CL AGOOG28,218$6.9M3.71%
6PALANTIR TECHNOLOGIES INC CL APLTR36,382$6.6M3.59%
7META PLATFORMS INC CL AMETA6,242$4.6M2.48%
8NETFLIX INC COMNFLX3,728$4.5M2.42%
9AMAZON COM INC COMAMZN19,358$4.3M2.30%
10ELI LILLY & CO COMLLY5,494$4.2M2.27%
11JPMORGAN CHASE & CO. COMVYLD12,673$4.0M2.16%
12COSTCO WHSL CORP NEW COM22160K1054,154$3.8M2.08%
13WALMART INC COMWMT36,425$3.8M2.03%
14STRYKER CORPORATION COMSYK9,889$3.7M1.98%
15TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910012,888$3.6M1.95%
16CORNING INC COMGLW43,608$3.6M1.93%
17ORACLE CORP COMORCL-PD12,407$3.5M1.89%
18CISCO SYS INC COMCSCO45,235$3.1M1.67%
19CARLYLE SECURED LENDING INC COMCGBD236,458$3.0M1.60%
20HOME DEPOT INC COMHD7,148$2.9M1.57%
21CONSTELLATION ENERGY CORP COMCEG8,740$2.9M1.55%
22SCHWAB CHARLES CORP COMSCHW-PJ29,751$2.8M1.54%
23EMCOR GROUP INC COMEME4,356$2.8M1.53%
24AMPHENOL CORP NEW CL A03209510121,787$2.7M1.46%
25EVERCORE INC CLASS AEVR7,696$2.6M1.40%
26CATERPILLAR INC COMCAT5,164$2.5M1.33%
27BAIN CAP SPECIALTY FIN INC COM STK05684B107169,531$2.4M1.31%
28ADVANCED MICRO DEVICES INC COMAMD14,660$2.4M1.28%
29CAMECO CORP COMCCJ27,438$2.3M1.24%
30QUANTA SVCS INC COM74762E1025,293$2.2M1.19%
31AUTOZONE INC COMAZO511$2.2M1.19%
32TOLL BROTHERS INC COMTOL15,131$2.1M1.13%
33MARVELL TECHNOLOGY INC COMMRVL24,860$2.1M1.13%
34OMEGA HEALTHCARE INVS INC COM68193610049,369$2.1M1.13%
35VERTEX PHARMACEUTICALS INC COMVRTX5,272$2.1M1.12%
36VISA INC COM CL AV6,008$2.1M1.11%
37CHENIERE ENERGY INC COM NEWLNG7,329$1.7M0.93%
38ABBVIE INC COMABBV6,809$1.6M0.85%
39LOWES COS INC COM5486611076,022$1.5M0.82%
40AMERICAN EXPRESS CO COMAXP4,121$1.4M0.74%
41TESLA INC COMTSLA2,916$1.3M0.70%
42MERCK & CO INC COMMRK14,640$1.2M0.66%
43RTX CORPORATION COMRTX7,246$1.2M0.66%
44GE VERNOVA INC COMGEV1,941$1.2M0.65%
45CITIZENS FINL GROUP INC COMCIA21,324$1.1M0.61%
46REALTY INCOME CORP COMO18,328$1.1M0.60%
47MCKESSON CORP COMMCK1,332$1.0M0.56%
48KROGER CO COMKR14,309$964,5700.52%
49BANK AMERICA CORP COM06050510417,594$907,6740.49%
50IDEXX LABS INC COM45168D1041,381$882,3070.48%
51AMGEN INC COMAMGN3,126$882,1570.48%
52NUCOR CORP COMNUE6,471$876,3680.47%
53FREEPORT-MCMORAN INC CL BFCX21,197$831,3460.45%
54LOCKHEED MARTIN CORP COMLMT1,627$812,2150.44%
55NORTHWESTERN ENERGY GROUP INC COM NEWNWE13,532$793,1110.43%
56CHEVRON CORP NEW COMCVX4,980$773,3440.42%
57ALPHABET INC CAP STK CL CGOOG3,001$730,8940.40%
58VANGUARD TOTAL STOCK MARKET ETF9229087692,148$704,9090.38%
59ROCKWELL AUTOMATION INC COMROK1,918$670,3990.36%
60NEWMONT CORP COMNEMCL7,841$661,0750.36%
61DICKS SPORTING GOODS INC COM2533931022,873$638,4380.35%
62NUSCALE PWR CORP CL A COMNU16,689$600,8040.32%
63PRUDENTIAL FINL INC COMPUKPF5,379$558,0300.30%
64VANGUARD ULTRA-SHORT BOND ETF92203C30310,453$522,5980.28%
65PNC FINL SVCS GROUP INC COM6934751052,453$492,8810.27%
66TRANE TECHNOLOGIES PLC SHSTT1,121$473,0170.26%
67EXXON MOBIL CORP COMXOM4,106$462,9520.25%
68ISHARES RUSSELL 1000 GROWTH ETF464287614909$425,7850.23%
69BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A840$422,3020.23%
70AMERICAN TOWER CORP NEW COM03027X1002,009$386,3710.21%
71JOHNSON & JOHNSON COMJNJ2,051$380,2960.21%
72WASTE MGMT INC DEL COM94106L1091,713$378,2820.20%
73QUEST DIAGNOSTICS INC COMDGX1,851$352,7980.19%
74SPDR S&P 500 ETF TRUSTSPY528$351,7430.19%
75UNION PAC CORP COMUNP1,478$349,3550.19%
76VANGUARD S&P 500 ETF922908363556$340,4830.18%
77TRANSMEDICS GROUP INC COMTMDX3,021$338,9560.18%
78KIMBERLY-CLARK CORP COMKMB2,555$317,6890.17%
79CARRIER GLOBAL CORPORATION COMCARR5,194$310,0820.17%
80DARDEN RESTAURANTS INC COMDRI1,627$309,7160.17%
81ABBOTT LABS COMABLZF2,131$285,4260.15%
82INVESCO S&P 500 QUALITY ETFIVZ3,742$274,2510.15%
83CHEWY INC CL ACHWY6,687$270,4890.15%
84EQUINIX INC COMEQIX333$260,8190.14%
85INVESCO SOLAR ETFIVZ5,897$257,2960.14%
86EVERGY INC COMEVRG3,310$251,6260.14%
87WEC ENERGY GROUP INC COMWEC2,170$248,6600.13%
88INVESCO QQQ TRUST SERIES IIVZ403$241,9490.13%
89COMCAST CORP NEW CL ACCZ7,648$240,3000.13%
90METLIFE INC COMMET-PF2,857$235,3310.13%
91TJX COS INC NEW COM8725401091,415$204,5240.11%
92NEXTERA ENERGY INC COMNEE-PW2,691$203,1440.11%
93SOUTHERN CO COMSOMN2,089$197,9750.11%
94PROCTER AND GAMBLE CO COM7427181091,286$197,5940.11%
95GENERAL DYNAMICS CORP COMGD578$197,0980.11%
96TRACTOR SUPPLY CO COMTSCO3,365$191,3680.10%
97DUKE ENERGY CORP NEW COM NEWDUKB1,480$183,1500.10%
98M & T BK CORP COM55261F104923$182,4030.10%
99GILEAD SCIENCES INC COMGILD1,596$177,1560.10%
100CITIGROUP INC COM NEWC-PR1,613$163,7200.09%
101MASTERCARD INCORPORATED CL AMA270$153,5790.08%
102BAR HBR BANKSHARES COM0668491004,925$150,0160.08%
103WINNEBAGO INDS INC COM9746371004,457$149,0420.08%
104MCDONALDS CORP COMMCD490$148,9720.08%
105BECTON DICKINSON & CO COMBDX757$141,6880.08%
106TRAVELERS COMPANIES INC COMTRV500$139,6100.08%
107GOLDMAN SACHS GROUP INC COMGSCE167$132,9900.07%
108COCA COLA CO COMKO1,828$121,2100.07%
109QUALCOMM INC COMQCOM700$116,4520.06%
110UNITEDHEALTH GROUP INC COMUNH332$114,6400.06%
111DEERE & CO COMDE241$110,2000.06%
112CURTISS WRIGHT CORP COMCW201$109,1310.06%
113DELL TECHNOLOGIES INC CL CDELL760$107,7450.06%
114MORGAN STANLEY COM NEWMS-PQ671$106,6620.06%
115ZOETIS INC CL AZTS711$104,0340.06%
116FIRST SOLAR INC COMFSLR467$102,9880.06%
117PHILLIPS 66 COMPSX701$95,3500.05%
118PUBLIC SVC ENTERPRISE GRP INC COM7445731061,123$93,7260.05%
119DISNEY WALT CO COM254687106807$92,4140.05%
120BLUE OWL CAPITAL CORPORATION COMOWL7,202$91,9700.05%
121GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8551,546$87,8900.05%
122CHIPOTLE MEXICAN GRILL INC COMCMG2,215$86,8060.05%
123ECOLAB INC COMECL309$84,6230.05%
124STEEL DYNAMICS INC COMSTLD592$82,5430.04%
125ALBEMARLE CORP COMALB-PA998$80,9180.04%
126XCEL ENERGY INC COMXELLL1,000$80,6500.04%
127INTERNATIONAL BUSINESS MACHS COMINTR285$80,4160.04%
128PEPSICO INC COMPEP572$80,3320.04%
129S&P GLOBAL INC COMSPGI164$79,8200.04%
130LAM RESEARCH CORP COM NEWLRCX550$73,6450.04%
131AUTOMATIC DATA PROCESSING INC COMADP235$68,9730.04%
132GARMIN LTD SHSGRMN278$68,4490.04%
133ISHARES CORE S&P 500 ETF46428720099$66,2610.04%
134STATE STR CORP COMSTT-PG570$66,1260.04%
135CUMMINS INC COMCMI153$64,6230.03%
136AT&T INC COMT-PC2,169$61,2530.03%
137PULTE GROUP INC COM745867101420$55,4950.03%
138VERTIV HOLDINGS CO COM CL AVRT364$54,9130.03%
139VERIZON COMMUNICATIONS INC COMVZ1,233$54,1900.03%
140HONEYWELL INTL INC COM438516106250$52,6250.03%
141PARKER-HANNIFIN CORP COMPH67$50,7960.03%
142STARBUCKS CORP COMSBUX590$49,9140.03%
143GE AEROSPACE COM NEW369604301164$49,3340.03%
144ENBRIDGE INC COMENNPF965$48,6940.03%
145CANADIAN PACIFIC KANSAS CITY COMCP640$47,6740.03%
146SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF78468R796790$43,3320.02%
147FIRST TRUST GLOBAL WIND ENERGY ETF33736G1062,160$41,4940.02%
148ISHARES RUSSELL 2000 ETF464287655171$41,3750.02%
1493M CO COMMMM258$40,0360.02%
150ISHARES U.S. AEROSPACE & DEFENSE ETF464288760186$38,9220.02%
151ILLINOIS TOOL WKS INC COM452308109147$38,3320.02%
152TELEFLEX INCORPORATED COMTFX310$37,9320.02%
153ISHARES BIOTECHNOLOGY ETF464287556260$37,5360.02%
154EATON CORP PLC SHSETN95$35,5540.02%
155SPOK HLDGS INC COMSPOK1,998$34,4660.02%
156AGNICO EAGLE MINES LTD COMAEM200$33,7120.02%
157OSHKOSH CORP COMOSK257$33,3330.02%
158BLACKSTONE INC COMBX195$33,3160.02%
159AIR PRODS & CHEMS INC COMAIIR120$32,7260.02%
160ENERGY SELECT SECTOR SPDR FUND81369Y506366$32,6980.02%
161CORTEVA INC COMCTVA478$32,3270.02%
162ISHARES CORE S&P US VALUE ETF464287663322$32,1840.02%
163BANK AMERICA CORP 7.25CNV PFD L06050568225$32,0000.02%
164COLGATE PALMOLIVE CO COMCL400$31,9760.02%
165ARCHER DANIELS MIDLAND CO COMADM534$31,9010.02%
166INVESCO S&P 500 TOP 50 ETFIVZ550$31,6360.02%
167PFIZER INC COMPFE1,181$30,0920.02%
168EXELON CORP COMEXC655$29,4820.02%
169NOVO-NORDISK A S ADRNONOF530$29,4100.02%
170INTUITIVE SURGICAL INC COM NEWISRG65$29,0700.02%
171PROGRESSIVE CORP COM743315103115$28,3990.02%
172VODAFONE GROUP PLC NEW SPONSORED ADR92857W3082,344$27,1900.01%
173FORD MTR CO COM3453708602,235$26,7310.01%
174DUPONT DE NEMOURS INC COMDD343$26,7200.01%
175WELLTOWER INC COMWELL142$25,2960.01%
176US BANCORP DEL COM NEWUSB-PS505$24,4070.01%
177INSULET CORP COMPODD79$24,3900.01%
178MONDELEZ INTL INC CL A609207105390$24,3630.01%
179DEVON ENERGY CORP NEW COM25179M103680$23,8410.01%
180CLEAN HARBORS INC COMCLH92$21,3640.01%
181UNITED STATES OIL FUND LPUNTCW269$19,8390.01%
182HERSHEY CO COMHSY100$18,7050.01%
183GENERAL MTRS CO COM37045V100295$17,9860.01%
184ROBINHOOD MKTS INC COM CL A770700102124$17,7540.01%
185FRESH DEL MONTE PRODUCE INC ORDFDP500$17,3600.01%
186SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409165$17,2440.01%
187AMERIPRISE FINL INC COM03076C10635$17,1940.01%
188THERMO FISHER SCIENTIFIC INC COMTMO35$16,9760.01%
189VAIL RESORTS INC COMMTN108$16,1540.01%
190VANECK GOLD MINERS ETF92189F106210$16,0440.01%
191DIAGEO PLC SPON ADR NEWDGEAF160$15,2690.01%
192BERKLEY W R CORP COMWRB-PH199$15,2470.01%
193INTEL CORP COMINTC450$15,0980.01%
194SHOPIFY INC CL A SUB VTG SHSSHOP100$14,8610.01%
195SPDR EURO STOXX 50 ETF78463X202238$14,7850.01%
196HUNTINGTON INGALLS INDS INC COM44641310647$13,5320.01%
197INTERNATIONAL PAPER CO COM460146103290$13,4560.01%
198GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y624475$13,4330.01%
199BRISTOL-MYERS SQUIBB CO COMCELG-RI285$12,8540.01%
200UBER TECHNOLOGIES INC COMUBER130$12,7360.01%
201ARTIVION INC COMAORT300$12,7020.01%
202AMERICAN WTR WKS CO INC NEW COM03042010390$12,5270.01%
203ITRON INC COMITRI100$12,4560.01%
204TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80343$12,1200.01%
205SYSCO CORP COMSYY145$11,9390.01%
206DOW INC COMDOW498$11,4190.01%
207RELAY THERAPEUTICS INC COMRLAY2,178$11,3690.01%
208PHILIP MORRIS INTL INC COM71817210970$11,3540.01%
209AMERICAN ELEC PWR CO INC COM025537101100$11,2500.01%
210CVS HEALTH CORP COMCVS149$11,2330.01%
211NOVARTIS AG SPONSORED ADRNVSEF86$11,0290.01%
212NXP SEMICONDUCTORS N V COMNXPI48$10,9310.01%
213CAPITAL SOUTHWEST CORP COMCSWC500$10,9300.01%
214PACCAR INC COMPCAR110$10,8150.01%
215ENERGIZER HLDGS INC NEW COMENR433$10,7770.01%
216ENTEGRIS INC COMENTG116$10,7250.01%
217ICON PLC SHSICLR60$10,5000.01%
218SPOTIFY TECHNOLOGY S A SHSSPOT15$10,4700.01%
219GLADSTONE LD CORP COM3765491011,134$10,3870.01%
220FIFTH THIRD BANCORP COMFITBM220$9,8010.01%
221BUNGE GLOBAL SA COM SHSBG120$9,7500.01%
222BALL CORP COMBALL189$9,5290.01%
223REDDIT INC CL ARDDT40$9,2000.00%
224HOLOGIC INC COMHOLX135$9,1110.00%
225UNITED PARCEL SERVICE INC CL BUPS105$8,7710.00%
226EMBECTA CORP COMMON STOCKEMBC605$8,5370.00%
227NANO NUCLEAR ENERGY INC COMNNE208$8,0200.00%
228IPG PHOTONICS CORP COMIPGP100$7,9190.00%
229BLUE OWL CAPITAL INC COM CL AOWL435$7,3650.00%
230SERVICENOW INC COMNOW8$7,3620.00%
231GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632148$7,3100.00%
232AEROVIRONMENT INC COMAVAV23$7,2420.00%
233KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20779$7,2180.00%
234FEDEX CORP COMFDX30$7,0740.00%
235OWENS CORNING NEW COMOC50$7,0730.00%
236BWX TECHNOLOGIES INC COMBWXT38$7,0060.00%
237BLACKROCK INC COMBLK6$6,9950.00%
238NIKE INC CL BNKE96$6,6940.00%
239CINTAS CORP COMCTAS32$6,5680.00%
240NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH235$5,7880.00%
241SPDR S&P 600 SMALL CAP GROWTH ETF78464A20161$5,7530.00%
242SPDR GOLD SHARESGLD16$5,6880.00%
243KLA CORP COM NEWKLAC5$5,3930.00%
244ORMAT TECHNOLOGIES INC COMORA54$5,1980.00%
245BOEING CO COMBA-PA24$5,1800.00%
246ELECTRONIC ARTS INC COMEA25$5,0430.00%
247VISTRA CORP COMVST25$4,8980.00%
248INVESCO WILDERHILL CLEAN ENERGY ETFIVZ167$4,8230.00%
249MARATHON PETE CORP COMMARA25$4,8190.00%
250BOYD GAMING CORP COMBYD55$4,7550.00%
251WARNER BROS DISCOVERY INC COM SER AWBD231$4,5110.00%
252GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC58$4,3560.00%
253ISHARES MSCI JAPAN ETF46434G82244$3,5290.00%
254PROSHARES ULTRAPRO QQQ74347X83132$3,3410.00%
255HERC HLDGS INC COMHRI27$3,1500.00%
256SALESFORCE INC COMCRM13$3,0810.00%
257AMERICAN SUPERCONDUCTOR CORP SHS NEWAMSC50$2,9700.00%
258BLOCK INC CL ABSQKZ40$2,8910.00%
259KINDER MORGAN INC DEL COMEP-PC100$2,8310.00%
260ISHARES GOLD TRUSTIAU38$2,7650.00%
261ONESPAWORLD HOLDINGS LIMITED COMOSW117$2,4730.00%
262GRAYSCALE BITCOIN TRUST ETFGBTC27$2,4240.00%
263ISHARES CORE S&P MID-CAP ETF46428750735$2,2840.00%
264XYLEM INC COMXYL15$2,2130.00%
265GRAYSCALE ETHEREUM TRUST ETF38963810761$2,0900.00%
266SLB LIMITED COM STKSLB58$1,9930.00%
267TARGET CORP COMTGT20$1,7940.00%
268CHEMOURS CO COMCC113$1,7900.00%
269PARAMOUNT SKYDANCE CORP COM CL BPSKY94$1,7780.00%
270WEBSTER FINL CORP COM94789010929$1,7240.00%
271PROLOGIS INC. COMPLDGP15$1,7180.00%
272GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67335$1,6670.00%
273BUILDERS FIRSTSOURCE INC COMBLDR13$1,5760.00%
274RAYONIER INC COMRYN57$1,5130.00%
275SIXTH STREET SPECIALTY LENDING COMTSLX56$1,2800.00%
276ADOBE INC COMADBE3$1,0580.00%
277HERCULES CAPITAL INC COMHCXY51$9620.00%
278FS KKR CAP CORP COMFSK56$8360.00%
279ENERGY FUELS INC COM NEWUUUU50$7680.00%
280ONEOK INC NEW COMOKE10$7300.00%
281CANADIAN SOLAR INC COMCSIQ50$6520.00%
282GLOBAL NET LEASE INC COM NEWGNL-PE75$6080.00%
283PLUG POWER INC COM NEWPLUG200$4660.00%
284GRAYSCALE BITCOIN MINI TRUST ETF3899302075$2530.00%
285RIVIAN AUTOMOTIVE INC COM CL ARIVN17$2500.00%
286B2GOLD CORP COMBTG50$2480.00%
287GRAYSCALE ETHEREUM MINI TRUST ETF38964R2036$2350.00%
288HALLIBURTON CO COMHAL9$2210.00%
289INVESCO MORTGAGE CAPITAL INC COMIVR-PC15$1100.00%
290BRIGHTHOUSE FINL INC COM10922N1032$1060.00%
291LUMEN TECHNOLOGIES INC COMLUMN2$120.00%