HIMS
PEO

Hager Investment Management Services’s Adams Natural Resources Fund PEO Stock Holding History

Hager Investment Management Services’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
+582
New +$15.1K 0.01% 231

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
Walsh & Associates Sarasota, Florida $122M AUM

Hager Investment Management Services's PEO Position: Q2 2026 in Review

Hager Investment Management Services opened a new position in Adams Natural Resources Fund (PEO) in Q2 2026: 582 shares worth $14.4K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

23 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Hager Investment Management Services held 582 shares of Adams Natural Resources Fund worth $14.4K as of Q2 2026.
  • Adams Natural Resources Fund was a new Hager Investment Management Services position in Q2 2026.
  • Adams Natural Resources Fund made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #231 holding.
  • 23 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.