Hanson & Doremus Investment Management has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $627 Million distributed in 423 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 $130M, Vanguard Intermediate Term Tre with a value of $46.4M, Vanguard Ftse Developed Market with a value of $39.4M, Vanguard Intermediate Term Cor with a value of $35.5M, and Vanguard Ftse Emerging Mkts Et with a value of $22.4M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $595M to 627M.

Below you can find more details about Hanson & Doremus Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $627 Million
ETFs: $373 Million
Technology: $75.7 Million
Healthcare: $37.4 Million
Financial Services: $33.5 Million
Industrials: $24.2 Million
Consumer Defensive: $21.2 Million
Communication Services: $17.3 Million
Consumer Cyclical: $13.1 Million
Other: $31.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 423
  • Current Value $627 Million
  • Prior Value $595 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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