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
$220B
$1.44 Million 0.19% of portfolio
4,924
Q2 2025 Added 2.58%
$85.3B
$1.46 Million 0.19% of portfolio
10,928
Q2 2025 Reduced 42.43%
$153B
$1.38 Million 0.18% of portfolio
2,714
Q2 2025 Reduced 0.73%
$62.5B
$1.29 Million 0.17% of portfolio
4,803
Q2 2025 Reduced 6.88%
$26.6B
$1.24 Million 0.17% of portfolio
6,782
Q2 2025 Added 2.26%
$260B
$1.23 Million 0.16% of portfolio
12,609
Q2 2025 Reduced 44.94%
$283B
$1.2 Million 0.16% of portfolio
4,649
Q2 2025 Reduced 27.91%
$416B
$1.19 Million 0.16% of portfolio
7,511
Q2 2025 Reduced 4.86%
$66.1B
$1.1 Million 0.15% of portfolio
3,897
Q2 2025 Reduced 33.59%
$23.6B
$1.1 Million 0.15% of portfolio
8,516
Q2 2025 Added 0.91%
$180B
$1.02 Million 0.14% of portfolio
23,479
Q2 2025 Reduced 22.27%
$227B
$968,000 0.13% of portfolio
3,034
Q2 2025 Reduced 22.5%
$380B
$957,000 0.13% of portfolio
2,610
Q1 2025 Added 28.51%
$218B
$1 Million 0.13% of portfolio
14,317
Q2 2025 Reduced 0.24%
$201B
$925,000 0.12% of portfolio
7,008
Q2 2025 Added 11.79%
$34B
$867,000 0.12% of portfolio
4,471
Q1 2025 Reduced 1.45%
$102B
$842,000 0.11% of portfolio
18,188
Q2 2025 Reduced 3.75%
$294B
$786,000 0.11% of portfolio
5,492
Q1 2025 Reduced 1.68%
$8.78B
$793,000 0.11% of portfolio
5,846
Q2 2025 Reduced 15.1%
$15.4B
$714,000 0.1% of portfolio
7,074
Q2 2025 Reduced 13.72%
$148B
$740,000 0.1% of portfolio
2,074
Q2 2025 Reduced 1.43%
$6.29B
$737,000 0.1% of portfolio
22,488
Q2 2025 Added 2.24%
$104B
$663,000 0.09% of portfolio
1,515
Q1 2025 Reduced 6.77%
$5.27B
$696,000 0.09% of portfolio
33,156
Q2 2025 Reduced 2.6%
$95.4B
$652,000 0.09% of portfolio
29,126
Q2 2025 Added 14.92%
$118B
$684,000 0.09% of portfolio
7,623
Q2 2025 Reduced 1.29%
$16.5B
$614,000 0.08% of portfolio
10,151
Q1 2025 Reduced 1.19%
$146B
$583,000 0.08% of portfolio
4,724
Q2 2025 Added 0.98%
$126B
$626,000 0.08% of portfolio
2,031
Q1 2025 Reduced 7.34%
$6.81B
$617,000 0.08% of portfolio
6,205
Q1 2025 Reduced 1.34%
$74B
$602,000 0.08% of portfolio
6,619
Q1 2024 Added 2.96%
$51.7B
$501,000 0.07% of portfolio
2,908
Q2 2025 Reduced 0.85%
$9.06B
$557,000 0.07% of portfolio
6,559
Q2 2025 Reduced 1.16%
$152B
$506,000 0.07% of portfolio
7,284
Q1 2025 Added 12.91%
$98.7B
$528,000 0.07% of portfolio
1,916
Q3 2024 Reduced 3.38%
$153B
$536,000 0.07% of portfolio
8,759
Q2 2025 Reduced 46.83%
$97B
$560,000 0.07% of portfolio
8,302
Q2 2025 Reduced 7.48%
$91.6B
$522,000 0.07% of portfolio
1,578
Q2 2025 Added 88.31%
$219B
$491,000 0.07% of portfolio
3,361
Q1 2025 Reduced 2.47%
$45.9B
$520,000 0.07% of portfolio
3,708
Q2 2023 Added 6.86%
$136B
$516,000 0.07% of portfolio
7,027
Q2 2025 Reduced 60.21%
$9.59B
$526,000 0.07% of portfolio
3,671
Q2 2025 Added 14.15%
$36.1B
$439,000 0.06% of portfolio
5,372
Q2 2025 Reduced 0.65%
$3.79B
$482,000 0.06% of portfolio
3,918
Q2 2025 Reduced 32.0%
$253B
$412,000 0.06% of portfolio
5,851
Q1 2025 Reduced 0.93%
$194B
$472,000 0.06% of portfolio
459
Q2 2025 Reduced 0.22%
$87.4B
$425,000 0.06% of portfolio
2,559
Q3 2023 Added 2.24%
$3B
$431,000 0.06% of portfolio
7,587
Q2 2025 Reduced 11.95%
$141B
$422,000 0.06% of portfolio
1,834
Q1 2025 Reduced 4.68%

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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