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
$43.7B
$6,000 0.0% of portfolio
70
Q2 2025 New
$54.8B
$35,000 0.0% of portfolio
47
Q4 2024 New
$28.3B
$19,000 0.0% of portfolio
119
Q2 2023 Reduced 1.65%
$960M
$16,000 0.0% of portfolio
300
Q1 2022 New
$44.9B
$35,000 0.0% of portfolio
475
Q3 2023 Added 72.73%
$9.49B
$4,000 0.0% of portfolio
48
Q2 2025 New
$17.7B
$25,000 0.0% of portfolio
150
Q4 2024 New
$72.9B
$1,000 0.0% of portfolio
1
Q2 2025 Reduced 80.0%
$53.5B
$35,000 0.0% of portfolio
1,952
Q4 2022 Added 125.93%
$53.4B
$12,000 0.0% of portfolio
324
Q2 2025 Reduced 58.94%
$2.71B
$22,000 0.0% of portfolio
576
Q2 2024 Added 15.2%
$38.5B
$18,000 0.0% of portfolio
75
Q4 2024 New
$49B
$36,000 0.0% of portfolio
360
Q1 2025 Reduced 12.2%
$1.05T
$4,000 0.0% of portfolio
12
Q2 2024 Reduced 60.0%
$43.7B
$13,000 0.0% of portfolio
80
Q4 2024 New

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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