Hanson & Doremus Investment Management Portfolio Holdings

Hanson & Doremus Investment Management

  • $748 Million
  • Q2 2025

Hanson & Doremus Investment Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $748 Million distributed in 474 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 $153M, Vanguard Intermediate Term Tre with a value of $56.4M, Vanguard Ftse Developed Market with a value of $45.3M, Vanguard Intermediate Term Cor with a value of $43.1M, and Vanguard World Fd Esg U.S. Sto with a value of $24.3M.

Examining the 13F form we can see an increase of $63M in the current position value, from $685M to 748M.

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

Portfolio value $748 Million
ETFs: $430 Million
Technology: $102 Million
Financial Services: $52.3 Million
Healthcare: $45.2 Million
Industrials: $28.3 Million
Consumer Defensive: $22.5 Million
Communication Services: $19.6 Million
Consumer Cyclical: $15.7 Million
Other: $29.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$153 Million 20.42% of portfolio
6,406,096
Q2 2025 Added 1.95%
$0
$56.4 Million 7.54% of portfolio
942,520
Q2 2025 Added 3.88%
$0
$45.3 Million 6.06% of portfolio
794,818
Q2 2025 Added 3.53%
$0
$43.1 Million 5.76% of portfolio
519,224
Q2 2025 Added 4.6%
$0
$24.3 Million 3.24% of portfolio
221,254
Q2 2025 Added 1.21%
$3.81T
$24.2 Million 3.24% of portfolio
48,649
Q2 2025 Reduced 0.27%
$0
$23 Million 3.08% of portfolio
465,603
Q2 2025 Added 3.3%
$1.27T
$20.6 Million 2.75% of portfolio
90,896
Q2 2025 Reduced 4.24%
$0
$15.3 Million 2.05% of portfolio
234,285
Q2 2025 Added 1.39%
$0
$14.4 Million 1.93% of portfolio
652,915
Q2 2025 Reduced 0.5%
$169B
$11.4 Million 1.53% of portfolio
125,238
Q2 2025 Reduced 7.89%
$422B
$10.9 Million 1.45% of portfolio
10,961
Q2 2025 Reduced 3.8%
$3.38T
$10.5 Million 1.41% of portfolio
51,236
Q2 2025 Added 0.56%
$0
$10.5 Million 1.4% of portfolio
165,058
Q2 2025 Added 4.6%
$631B
$8.82 Million 1.18% of portfolio
18,165
Q2 2025 New
$572B
$7.83 Million 1.05% of portfolio
22,042
Q2 2025 Reduced 1.29%
$253B
$7.52 Million 1.01% of portfolio
25,525
Q2 2025 Reduced 7.07%
$207B
$6.79 Million 0.91% of portfolio
85,739
Q2 2025 Added 39.39%
$2.28T
$6.64 Million 0.89% of portfolio
30,258
Q2 2025 Reduced 3.39%
$1.07T
$6.34 Million 0.85% of portfolio
35,947
Q2 2025 Reduced 1.27%
$30.3B
$6.02 Million 0.81% of portfolio
41,738
Q2 2025 Reduced 3.85%
$223B
$5.8 Million 0.78% of portfolio
46,790
Q2 2025 Reduced 1.33%
$0
$5.32 Million 0.71% of portfolio
108,550
Q2 2025 Added 6.13%
$0
$5.33 Million 0.71% of portfolio
27,447
Q2 2025 Added 0.13%
$2.37B
$5.1 Million 0.68% of portfolio
139,788
Q2 2024 New
$850B
$4.98 Million 0.67% of portfolio
17,174
Q2 2025 Reduced 19.99%
$1.12T
$4.77 Million 0.64% of portfolio
26,886
Q2 2025 Reduced 17.63%
$0
$4.68 Million 0.63% of portfolio
15,404
Q2 2025 Reduced 1.48%
$16.3B
$4.53 Million 0.61% of portfolio
112,345
Q2 2025 Reduced 9.31%
$119B
$4.35 Million 0.58% of portfolio
49,852
Q2 2025 Reduced 0.41%
$116B
$4.22 Million 0.56% of portfolio
15,318
Q2 2025 Added 14.91%
$114B
$4.11 Million 0.55% of portfolio
14,173
Q2 2025 Added 0.8%
$160B
$3.81 Million 0.51% of portfolio
16,374
Q2 2025 Added 0.76%
$57.9B
$3.74 Million 0.5% of portfolio
6,604
Q2 2025 Reduced 1.73%
$280B
$3.72 Million 0.5% of portfolio
53,561
Q2 2025 Reduced 22.79%
$4.29B
$3.65 Million 0.49% of portfolio
106,226
Q2 2025 Added 4.4%
$138B
$3.57 Million 0.48% of portfolio
147,090
Q2 2025 Reduced 4.73%
$465B
$3.47 Million 0.46% of portfolio
32,168
Q2 2025 Added 18.79%
$138B
$3.26 Million 0.44% of portfolio
15,579
Q2 2025 Reduced 1.15%
$4.22B
$3.31 Million 0.44% of portfolio
83,261
Q2 2025 Added 5.48%
$221B
$3.31 Million 0.44% of portfolio
8,526
Q2 2025 Added 2.21%
$369B
$3.25 Million 0.43% of portfolio
20,404
Q2 2025 Reduced 5.99%
$160B
$3.17 Million 0.42% of portfolio
11,347
Q2 2025 Added 14.33%
$338B
$2.96 Million 0.4% of portfolio
15,924
Q2 2025 Reduced 0.36%
$724B
$2.99 Million 0.4% of portfolio
3,833
Q2 2025 Reduced 0.18%
$0
$2.95 Million 0.39% of portfolio
57,372
Q2 2025 Added 11.93%
$10.2B
$2.82 Million 0.38% of portfolio
18,033
Q2 2025 Reduced 1.48%
$106B
$2.82 Million 0.38% of portfolio
9,239
Q4 2024 Added 0.49%
$211B
$2.77 Million 0.37% of portfolio
20,340
Q2 2025 Reduced 19.91%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $748 Million
  • Prior Value $685 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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