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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.3B
$50,000 0.01% of portfolio
801
Q1 2025 Reduced 10.6%
$90.8B
$102,000 0.01% of portfolio
1,500
Q1 2025 New
$140B
$56,000 0.01% of portfolio
275
Q4 2024 Added 5.77%
$22.1B
$37,000 0.01% of portfolio
401
Q1 2025 Added 3,545.45%
$2.82B
$90,000 0.01% of portfolio
6,000
Q1 2025 New
$122B
$99,000 0.01% of portfolio
1,400
Q1 2025 Reduced 38.62%
$54.7B
$68,000 0.01% of portfolio
184
Q2 2024 Reduced 25.81%
$115M
$49,000 0.01% of portfolio
11,100
Q4 2024 Reduced 33.39%
$21.2B
$58,000 0.01% of portfolio
390
Q2 2019 New
$18.8B
$39,000 0.01% of portfolio
1,051
Q2 2023 Reduced 36.8%
$29.6B
$36,000 0.01% of portfolio
454
Q3 2021 Reduced 66.64%
$204B
$46,000 0.01% of portfolio
809
Q3 2017 New
$14.7B
$99,000 0.01% of portfolio
1,600
Q1 2025 New
$18.4B
$59,000 0.01% of portfolio
3,830
Q1 2025 New
$39.6B
$62,000 0.01% of portfolio
390
Q4 2022 Added 134.94%
$10.2B
$70,000 0.01% of portfolio
3,483
Q1 2025 Added 84.97%
$89.2B
$63,000 0.01% of portfolio
367
Q4 2024 New
$63.1B
$51,000 0.01% of portfolio
400
Q1 2025 New
$68B
$61,000 0.01% of portfolio
240
Q1 2025 Reduced 11.76%
$21.8B
$41,000 0.01% of portfolio
692
Q1 2025 Reduced 20.0%
$24.5B
$41,000 0.01% of portfolio
475
Q3 2023 New
$7.15B
$55,000 0.01% of portfolio
-
Q1 2025 Reduced 27.06%
$51.9B
$36,000 0.01% of portfolio
1,952
Q4 2022 Added 125.93%
$27.5B
$91,000 0.01% of portfolio
373
Q1 2025 Reduced 6.05%
$183B
$95,000 0.01% of portfolio
304
Q3 2024 Reduced 22.45%
$781M
$45,000 0.01% of portfolio
1,300
Q1 2025 Reduced 42.93%
$94.9B
$88,000 0.01% of portfolio
129
Q1 2025 Reduced 5.84%
$21.5B
$97,000 0.01% of portfolio
2,000
Q1 2025 New
$105B
$77,000 0.01% of portfolio
176
Q1 2024 Reduced 9.74%
$82.5B
$55,000 0.01% of portfolio
107
Q1 2023 Reduced 16.41%
$125B
$61,000 0.01% of portfolio
136
Q2 2024 Reduced 6.85%
$118B
$40,000 0.01% of portfolio
163
Q3 2024 Reduced 49.69%
$52.9B
$40,000 0.01% of portfolio
309
Q4 2024 New
$185B
$95,000 0.01% of portfolio
811
Q4 2024 Reduced 7.53%
$153B
$72,000 0.01% of portfolio
702
Q4 2023 Reduced 21.12%
$21.1B
$59,000 0.01% of portfolio
2,326
Q2 2024 Added 3.38%
$2.16B
$56,000 0.01% of portfolio
5,698
Q1 2025 Reduced 1.72%
$163B
$87,000 0.01% of portfolio
228
Q1 2025 Reduced 28.08%
$14.3B
$50,000 0.01% of portfolio
1,461
Q1 2025 Added 6.41%
$17.2B
$72,000 0.01% of portfolio
525
Q4 2023 Reduced 12.65%
$11.1B
$26,000 0.0% of portfolio
200
Q2 2022 New
$67.9B
$15,000 0.0% of portfolio
150
Q4 2023 Reduced 5.06%
$38.4B
$23,000 0.0% of portfolio
83
Q1 2025 Reduced 21.7%
$135B
$8,000 0.0% of portfolio
75
Q4 2024 New
$343M
$29,000 0.0% of portfolio
4,584
Q4 2024 Added 22.01%
$41.4B
$29,000 0.0% of portfolio
47
Q4 2024 New
$22.7B
$2,000 0.0% of portfolio
38
Q1 2025 New
$79.5B
$31,000 0.0% of portfolio
140
Q2 2024 Added 75.0%
$38.9B
$30,000 0.0% of portfolio
460
Q4 2024 New

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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