Hanson & Doremus Investment Management Portfolio Holdings

Hanson & Doremus Investment Management

  • $685 Million
  • Q1 2025

Hanson & Doremus Investment Management has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $685 Million distributed in 467 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $135M, Vanguard Intermediate Term Tre with a value of $53.9M, Vanguard Intermediate Term Cor with a value of $40.6M, Vanguard Ftse Developed Market with a value of $39M, and Vanguard World Fd Esg U.S. Sto with a value of $21.4M.

Examining the 13F form we can see an increase of $47.4M in the current position value, from $637M to 685M.

Below you can find more details about Hanson & Doremus Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $685 Million
ETFs: $390 Million
Technology: $84.8 Million
Healthcare: $46.7 Million
Financial Services: $43.3 Million
Industrials: $27.8 Million
Consumer Defensive: $25.1 Million
Communication Services: $17.9 Million
Consumer Cyclical: $15.3 Million
Other: $31.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$135 Million 19.76% of portfolio
6,283,643
Q1 2025 Added 6.48%
$0
$53.9 Million 7.87% of portfolio
907,329
Q1 2025 Added 9.95%
$0
$40.6 Million 5.93% of portfolio
496,383
Q1 2025 Added 11.51%
$0
$39 Million 5.7% of portfolio
767,714
Q1 2025 Added 5.92%
$0
$21.4 Million 3.13% of portfolio
218,610
Q1 2025 Added 0.15%
$0
$20.4 Million 2.98% of portfolio
450,714
Q1 2025 Added 2.35%
$2.68T
$18.3 Million 2.67% of portfolio
48,781
Q1 2025 Added 11.49%
$767B
$15.8 Million 2.3% of portfolio
94,924
Q1 2025 Added 3.0%
$0
$13.6 Million 1.99% of portfolio
231,082
Q1 2025 Reduced 1.93%
$0
$13 Million 1.9% of portfolio
656,165
Q1 2025 Added 0.05%
$3.1T
$11.3 Million 1.65% of portfolio
50,952
Q1 2025 Added 25.19%
$424B
$10.8 Million 1.57% of portfolio
11,394
Q1 2025 Added 2.89%
$136B
$10.6 Million 1.55% of portfolio
135,963
Q1 2025 Added 9.15%
$0
$9.93 Million 1.45% of portfolio
157,799
Q1 2025 Added 3.33%
$523B
$7.83 Million 1.14% of portfolio
22,329
Q1 2025 Added 2.74%
$34.4B
$7.13 Million 1.04% of portfolio
155,747
Q1 2025 Added 7.46%
$1.7T
$5.96 Million 0.87% of portfolio
31,319
Q1 2025 Reduced 0.92%
$903B
$5.63 Million 0.82% of portfolio
36,408
Q1 2025 Reduced 0.39%
$197B
$5.52 Million 0.81% of portfolio
61,511
Q1 2025 Added 14.44%
$672B
$5.27 Million 0.77% of portfolio
21,466
Q1 2025 Added 19.88%
$0
$5.16 Million 0.75% of portfolio
27,411
Q1 2025 Added 0.12%
$912B
$5.1 Million 0.74% of portfolio
32,641
Q1 2025 Added 13.84%
$0
$5.08 Million 0.74% of portfolio
102,285
Q1 2025 Added 17.17%
$15.5B
$4.97 Million 0.73% of portfolio
123,884
Q1 2025 Added 6.16%
$2B
$4.82 Million 0.7% of portfolio
139,788
Q2 2024 New
$153B
$4.68 Million 0.68% of portfolio
47,420
Q1 2025 Reduced 0.92%
$109B
$4.5 Million 0.66% of portfolio
50,057
Q1 2025 Added 2.57%
$223B
$4.28 Million 0.63% of portfolio
69,367
Q1 2025 Added 25.15%
$0
$4.3 Million 0.63% of portfolio
15,636
Q1 2025 Added 14.44%
$116B
$4.25 Million 0.62% of portfolio
14,061
Q1 2025 Added 3.68%
$57.2B
$3.96 Million 0.58% of portfolio
6,720
Q1 2025 Added 2.36%
$124B
$3.91 Million 0.57% of portfolio
154,389
Q1 2025 Added 10.97%
$15.3B
$3.69 Million 0.54% of portfolio
43,408
Q1 2025 Reduced 2.22%
$393B
$3.7 Million 0.54% of portfolio
21,704
Q1 2025 Added 45.35%
$315B
$3.61 Million 0.53% of portfolio
50,431
Q1 2025 Added 15.9%
$131B
$3.44 Million 0.5% of portfolio
16,251
Q1 2025 Reduced 0.74%
$301B
$3.35 Million 0.49% of portfolio
15,981
Q1 2025 Added 80.47%
$227B
$3.37 Million 0.49% of portfolio
25,398
Q1 2025 Added 97.25%
$3.65B
$3.33 Million 0.49% of portfolio
101,750
Q1 2025 Added 6.68%
$439B
$3.22 Million 0.47% of portfolio
27,080
Q1 2025 Added 9.58%
$17.5B
$3.13 Million 0.46% of portfolio
60,122
Q1 2025 Added 5.29%
$777B
$3.17 Million 0.46% of portfolio
3,840
Q1 2025 Added 17.72%
$146B
$3.09 Million 0.45% of portfolio
9,925
Q1 2025 Added 552.96%
$3.93B
$3.03 Million 0.44% of portfolio
78,937
Q1 2025 Added 4.68%
$49.1B
$3.04 Million 0.44% of portfolio
72,758
Q1 2025 Added 11.45%
$9.32B
$2.72 Million 0.4% of portfolio
18,303
Q1 2025 Added 9.71%
$150B
$2.75 Million 0.4% of portfolio
8,342
Q1 2025 Reduced 0.42%
$95B
$2.69 Million 0.39% of portfolio
15,760
Q1 2025 Reduced 7.63%
$109B
$2.66 Million 0.39% of portfolio
9,239
Q4 2024 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 467
  • Current Value $685 Million
  • Prior Value $637 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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