Donald L. Hagan, LLC Portfolio Holdings

Donald L. Hagan, LLC

  • $173 Million
  • Q1 2025

Donald L. Hagan, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Strategy Shs Day Hagan/Ned Dav with a value of $28.5M, Strategy Shs Day Hagan/Ned Dav with a value of $16.5M, United Parcel Service Inc with a value of $13.5M, Strategy Shs Day Hagan/Ned Dav with a value of $12.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.12M.

Examining the 13F form we can see an decrease of $11.4M in the current position value, from $184M to 173M.

Below you can find more details about Donald L. Hagan, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $81.5 Million
Industrials: $19.5 Million
Financial Services: $12.8 Million
Technology: $9.44 Million
Communication Services: $8.55 Million
Energy: $6.04 Million
Consumer Cyclical: $4.81 Million
Real Estate: $3.72 Million
Other: $9.74 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $173 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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