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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$24.2 Million 3.24% of portfolio
48,649
Q2 2025 Reduced 0.27%
$1.22T
$20.6 Million 2.75% of portfolio
90,896
Q2 2025 Reduced 4.24%
$173B
$11.4 Million 1.53% of portfolio
125,238
Q2 2025 Reduced 7.89%
$417B
$10.9 Million 1.45% of portfolio
10,961
Q2 2025 Reduced 3.8%
$3.45T
$10.5 Million 1.41% of portfolio
51,236
Q2 2025 Added 0.56%
$622B
$8.82 Million 1.18% of portfolio
18,165
Q2 2025 New
$575B
$7.83 Million 1.05% of portfolio
22,042
Q2 2025 Reduced 1.29%
$45.7B
$7.56 Million 1.01% of portfolio
143,761
Q2 2025 Reduced 7.7%
$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%
$2.32T
$6.64 Million 0.89% of portfolio
30,258
Q2 2025 Reduced 3.39%
$1.14T
$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%
$221B
$5.8 Million 0.78% of portfolio
46,790
Q2 2025 Reduced 1.33%
$2.37B
$5.1 Million 0.68% of portfolio
139,788
Q2 2024 New
$855B
$4.98 Million 0.67% of portfolio
17,174
Q2 2025 Reduced 19.99%
$17.1B
$4.53 Million 0.61% of portfolio
112,345
Q2 2025 Reduced 9.31%
$122B
$4.35 Million 0.58% of portfolio
49,852
Q2 2025 Reduced 0.41%
$113B
$4.22 Million 0.56% of portfolio
15,318
Q2 2025 Added 14.91%
$116B
$4.11 Million 0.55% of portfolio
14,173
Q2 2025 Added 0.8%
$159B
$3.81 Million 0.51% of portfolio
16,374
Q2 2025 Added 0.76%
$59.8B
$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%
$4.44B
$3.65 Million 0.49% of portfolio
106,226
Q2 2025 Added 4.4%
$141B
$3.57 Million 0.48% of portfolio
147,090
Q2 2025 Reduced 4.73%
$452B
$3.47 Million 0.46% of portfolio
32,168
Q2 2025 Added 18.79%
$136B
$3.26 Million 0.44% of portfolio
15,579
Q2 2025 Reduced 1.15%
$4.18B
$3.31 Million 0.44% of portfolio
83,261
Q2 2025 Added 5.48%
$220B
$3.31 Million 0.44% of portfolio
8,526
Q2 2025 Added 2.21%
$375B
$3.25 Million 0.43% of portfolio
20,404
Q2 2025 Reduced 5.99%
$164B
$3.17 Million 0.42% of portfolio
11,347
Q2 2025 Added 14.33%
$331B
$2.96 Million 0.4% of portfolio
15,924
Q2 2025 Reduced 0.36%
$738B
$2.99 Million 0.4% of portfolio
3,833
Q2 2025 Reduced 0.18%
$10.4B
$2.82 Million 0.38% of portfolio
18,033
Q2 2025 Reduced 1.48%
$220B
$2.77 Million 0.37% of portfolio
20,340
Q2 2025 Reduced 19.91%
$301B
$2.78 Million 0.37% of portfolio
39,230
Q2 2025 Reduced 22.21%
$20.4B
$2.59 Million 0.35% of portfolio
57,869
Q2 2025 Reduced 3.75%
$48.7B
$2.42 Million 0.32% of portfolio
71,729
Q2 2025 Reduced 1.41%
$10.1B
$2.23 Million 0.3% of portfolio
32,558
Q2 2025 Added 6.64%
$102B
$2.2 Million 0.29% of portfolio
2,995
Q2 2025 Reduced 5.88%
$55.9B
$2.09 Million 0.28% of portfolio
15,569
Q2 2025 Reduced 0.45%
$9.94B
$2.04 Million 0.27% of portfolio
100,810
Q2 2025 Added 6.75%
$439B
$2.02 Million 0.27% of portfolio
13,251
Q2 2025 Reduced 12.98%
$34.8B
$1.88 Million 0.25% of portfolio
11,901
Q2 2025 Added 6.82%
$19.2B
$1.7 Million 0.23% of portfolio
10,244
Q2 2025 Reduced 1.14%
$93B
$1.64 Million 0.22% of portfolio
13,919
Q2 2025 Reduced 15.28%
$29.8B
$1.66 Million 0.22% of portfolio
63,798
Q2 2025 Reduced 6.92%
$6.75B
$1.53 Million 0.21% of portfolio
3,151
Q2 2025 Reduced 9.79%
$181B
$1.58 Million 0.21% of portfolio
2,902
Q2 2025 Added 110.29%

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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