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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$113,000 0.02% of portfolio
2,233
Q1 2025 New
$0
$108,000 0.02% of portfolio
1,710
Q3 2022 New
$0
$164,000 0.02% of portfolio
3,282
Q1 2025 Reduced 40.29%
$0
$116,000 0.02% of portfolio
2,665
Q3 2022 New
$0
$138,000 0.02% of portfolio
3,409
Q1 2025 Added 0.44%
$0
$144,000 0.02% of portfolio
2,370
Q1 2024 Added 400.0%
$0
$104,000 0.02% of portfolio
2,088
Q3 2022 New
$0
$107,000 0.02% of portfolio
1,074
Q2 2024 New
$0
$134,000 0.02% of portfolio
1,655
Q1 2025 Reduced 53.76%
$0
$120,000 0.02% of portfolio
2,281
Q3 2024 Reduced 4.08%
$0
$125,000 0.02% of portfolio
1,108
Q3 2021 Added 100.0%
$0
$103,000 0.02% of portfolio
2,372
Q4 2024 Added 47.6%
$0
$71,000 0.01% of portfolio
1,764
Q3 2022 Added 488.0%
$0
$58,000 0.01% of portfolio
2,175
Q1 2025 Added 23.09%
$0
$86,000 0.01% of portfolio
3,444
Q1 2025 Added 1.15%
$0
$41,000 0.01% of portfolio
1,475
Q1 2025 Reduced 23.3%
$0
$37,000 0.01% of portfolio
251
Q1 2025 New
$0
$101,000 0.01% of portfolio
2,086
Q1 2025 Added 0.05%
$0
$86,000 0.01% of portfolio
438
Q1 2025 Added 45.03%
$0
$93,000 0.01% of portfolio
902
Q1 2023 Added 100.0%
$0
$41,000 0.01% of portfolio
236
Q1 2025 Added 62.76%
$0
$86,000 0.01% of portfolio
183
Q1 2025 Added 916.67%
$0
$49,000 0.01% of portfolio
188
Q1 2022 Added 596.3%
$0
$66,000 0.01% of portfolio
413
Q4 2022 Reduced 6.14%
$0
$97,000 0.01% of portfolio
808
Q1 2025 Added 53.61%
$0
$100,000 0.01% of portfolio
1,279
Q1 2025 Reduced 52.06%
$0
$53,000 0.01% of portfolio
238
Q4 2024 Added 64.14%
$0
$66,000 0.01% of portfolio
261
Q2 2023 Reduced 36.65%
$0
$54,000 0.01% of portfolio
689
Q1 2025 Reduced 19.6%
$0
$46,000 0.01% of portfolio
485
Q2 2024 New
$0
$39,000 0.01% of portfolio
511
Q1 2025 Added 40.38%
$0
$96,000 0.01% of portfolio
1,917
Q1 2025 Added 24.72%
$0
$50,000 0.01% of portfolio
743
Q4 2024 Added 22.41%
$0
$63,000 0.01% of portfolio
1,453
Q1 2025 Added 220.75%
$0
$61,000 0.01% of portfolio
5,373
Q1 2025 Added 52.51%
$0
$44,000 0.01% of portfolio
1,118
Q1 2025 Added 3.14%
$0
$43,000 0.01% of portfolio
1,016
Q2 2024 New
$0
$86,000 0.01% of portfolio
1,847
Q4 2024 Added 28.89%
$0
$56,000 0.01% of portfolio
629
Q1 2025 New
$0
$49,000 0.01% of portfolio
711
Q4 2022 Reduced 9.43%
$0
$77,000 0.01% of portfolio
2,022
Q3 2024 Reduced 0.59%
$0
$49,000 0.01% of portfolio
1,289
Q4 2024 Reduced 33.35%
$0
$74,000 0.01% of portfolio
628
Q1 2023 Reduced 1.41%
$0
$82,000 0.01% of portfolio
227
Q3 2023 Added 9.66%
$0
$47,000 0.01% of portfolio
184
Q1 2025 Added 240.74%
$0
$16,000 0.0% of portfolio
439
Q1 2025 New
$0
$11,000 0.0% of portfolio
50
Q1 2025 New
$0
$18,000 0.0% of portfolio
108
Q3 2023 New
$0
$31,000 0.0% of portfolio
613
Q3 2021 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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