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
$25,000 0.0% of portfolio
166
Q1 2025 New
$0
$31,000 0.0% of portfolio
386
Q3 2021 Added 100.0%
$0
$5,000 0.0% of portfolio
88
Q1 2025 New
$0
$19,000 0.0% of portfolio
165
Q1 2025 New
$4.47B
$12,000 0.0% of portfolio
400
Q4 2019 Added 900.0%
$0
$12,000 0.0% of portfolio
96
Q1 2025 New
$0
$8,000 0.0% of portfolio
31
Q1 2025 Reduced 27.91%
$0
$16,000 0.0% of portfolio
266
Q4 2024 New
$0
$12,000 0.0% of portfolio
190
Q1 2024 Added 21.02%
$0
$9,000 0.0% of portfolio
123
Q1 2025 Added 0.82%
$0
$3,000 0.0% of portfolio
65
Q1 2024 New
$0
$33,000 0.0% of portfolio
396
Q3 2021 Added 300.0%
$0
$23,000 0.0% of portfolio
151
Q1 2023 Reduced 13.22%
$0
$18,000 0.0% of portfolio
171
Q4 2024 Added 210.91%
$0
$6,000 0.0% of portfolio
125
Q4 2024 New
$0
$5,000 0.0% of portfolio
240
Q4 2024 Added 200.0%
$0
$4,000 0.0% of portfolio
184
Q4 2024 Added 54.62%
$0
$19,000 0.0% of portfolio
329
Q1 2025 New
$0
$5,000 0.0% of portfolio
138
Q4 2024 New
$0
$2,000 0.0% of portfolio
19
Q1 2025 New
$0
$17,000 0.0% of portfolio
129
Q1 2025 New
$0
$18,000 0.0% of portfolio
471
Q2 2024 New
$0
$6,000 0.0% of portfolio
49
Q4 2024 New
$0
$8,000 0.0% of portfolio
49
Q1 2025 New
$0
$18,000 0.0% of portfolio
190
Q1 2025 New
$0
$3,000 0.0% of portfolio
116
Q4 2024 New
$0
$5,000 0.0% of portfolio
140
Q3 2023 New
$0
$30,000 0.0% of portfolio
534
Q3 2023 New
$0
$31,000 0.0% of portfolio
827
Q1 2025 Added 17.3%
$0
$15,000 0.0% of portfolio
158
Q2 2024 Added 618.18%
$0
$19,000 0.0% of portfolio
326
Q2 2024 Added 593.62%
$0
$28,000 0.0% of portfolio
362
Q1 2025 New
$0
$13,000 0.0% of portfolio
187
Q1 2025 New
$0
$31,000 0.0% of portfolio
366
Q1 2025 Added 17.31%
$0
$10,000 0.0% of portfolio
155
Q1 2025 New
$0
$3,000 0.0% of portfolio
83
Q1 2025 New
$0
$19,000 0.0% of portfolio
226
Q1 2025 New
$0
$32,000 0.0% of portfolio
351
Q1 2024 Reduced 7.63%
$0
$1,000 0.0% of portfolio
5
Q1 2025 New
$0
$21,000 0.0% of portfolio
418
Q1 2025 New
$0
$12,000 0.0% of portfolio
150
Q2 2023 Reduced 83.18%
$0
$19,000 0.0% of portfolio
510
Q2 2024 Added 639.13%
$0
$19,000 0.0% of portfolio
234
Q2 2024 Added 568.57%
$0
$18,000 0.0% of portfolio
353
Q2 2024 Added 592.16%
$0
$6,000 0.0% of portfolio
29
Q1 2025 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
Track This Portfolio

Track Hanson & Doremus Investment Management Portfolio

Follow Hanson & Doremus Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hanson & Doremus Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Hanson & Doremus Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email