Hanson & Doremus Investment Management has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $595 Million distributed in 455 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 $122M, Vanguard Intermediate Term Tre with a value of $41.8M, Vanguard Ftse Developed Market with a value of $36.1M, Vanguard Intermediate Term Cor with a value of $31.8M, and Vanguard Ftse Emerging Mkts Et with a value of $20.4M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $580M to 595M.

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

Portfolio value $595 Million
ETFs: $346 Million
Technology: $73.5 Million
Healthcare: $36.1 Million
Financial Services: $32.9 Million
Industrials: $24.3 Million
Consumer Defensive: $21.6 Million
Communication Services: $19.1 Million
Consumer Cyclical: $11.9 Million
Other: $29.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 455
  • Current Value $595 Million
  • Prior Value $580 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 25 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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