Hager Investment Portfolio Shifts in Q2 2026: Focus on Technology & Financial Services
This analysis details significant buying and selling activities observed by Hager Investment Management Services, LLC during the second quarter of 2026.
As reported for Hager Investment Management Services, Llc, this quarter (ending June 30th) saw notable changes in its portfolio holdings. The firm engaged in both buying and selling activities across various sectors.
Significant purchases were observed in several stocks during Q2 2026:
- KLA CORP (KLAC): Hager significantly increased its position, acquiring a substantial number of shares. This move pushed the allocation for KLA Corp to KLA up to 1.85%.
- BANK NOVA SCOTIA B C COM (BNS): The investor also notably bought shares in Bank Nova Scotia, adding significantly to its position and increasing the allocation for BNS by 115.61%.
- BUNGE GLOBAL SA COM (BG): Hager purchased shares in Bunge Global, resulting in a nearly threefold increase (BG). The allocation for BG rose to 0.77%.
- BIOGEN INC COM (BIIB): A new position was initiated with Biogen Inc., adding Biocon shares, increasing the allocation for this stock to 0.73%.
- CVS HEALTH CORP COM (CVS): The investor also bought shares in CVS Health Corp (CVS). This purchase increased the allocation for this stock to 0.55%.
Conversely, Hager Investment Management Services, Llc divested substantial portions of its portfolio:
- GILD: Shares in Gilead Sciences Inc (GILD) were sold significantly.
- QCOM: Qualcomm Inc (QCOM) experienced a notable reduction in its position.
- ABT: AbbVie Inc (ABT) was sold significantly by the investor.
- NCLH: Norwegian Cruise Line Holdings Ltd (NCLH) saw a large number of shares divested, though its final allocation remains very small at 0.01%.
- PH: Pfizer Inc (PFE, symbol PH) was also sold significantly by Hager during this period.
The investor's buying activities were concentrated in specific areas:
- KLA CORP (KLAC): The most significant purchase involved KLA Corp, with a staggering 95335.71% increase in allocation.
- Financial Services: Buying activity was prominent in this sector, including purchases of CGBD, BNS, and the combined holdings from CVS and CGBD.
- Healthcare: Beyond the small position in Biogen (BIIB) and AbbVie (ABT), significant buying was noted in CVS.
- Communication Services: Hager bought shares in Netflix (NFLX) and Corning Inc. (GLW). However, it also sold a large portion of its GLW position.
- Technology: The investor maintained buying interest in several Technology stocks like KLAC, PLTR, and acquired shares in AMD (AMD) but sold significant portions of its positions in AVGO, AAPL, NVDA, MSFT, MRVL.
While the data shows activity across multiple sectors and stocks, it does not indicate any purchases or sales related to 'Energy', 'Consumer Defensive', or 'Utilities' during this period. Similarly, no changes were observed in these specific categories based on Hager's disclosed actions.
In summary, Hager Investment Management Services demonstrated a dynamic portfolio quarter, characterized by significant buying in certain Technology and Financial Services companies like KLAC, BNS, and PLTR, alongside substantial selling of others such as GILD, QCOM, ABT, NCLH, and PH.