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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.64 Million 0.39% of portfolio
51,259
Q1 2025 Added 3.16%
$409B
$2.53 Million 0.37% of portfolio
15,227
Q1 2025 Added 9.72%
$99.1B
$2.23 Million 0.33% of portfolio
13,330
Q1 2025 Added 3,602.78%
$101B
$2.14 Million 0.31% of portfolio
3,182
Q1 2025 Reduced 10.29%
$8.25B
$2.15 Million 0.31% of portfolio
3,493
Q1 2025 Added 14.3%
$75.1B
$2.08 Million 0.3% of portfolio
18,983
Q1 2025 Added 57.84%
$50.9B
$2.07 Million 0.3% of portfolio
15,639
Q1 2025 Added 9.44%
$0
$2.05 Million 0.3% of portfolio
44,509
Q1 2025 Added 1.01%
$264B
$2.01 Million 0.29% of portfolio
22,902
Q1 2025 Added 81.63%
$29.7B
$1.96 Million 0.29% of portfolio
11,141
Q1 2025 Added 13.97%
$89.6B
$2 Million 0.29% of portfolio
16,429
Q1 2025 Added 10.81%
$9.24B
$2.02 Million 0.29% of portfolio
30,532
Q1 2025 Added 5.94%
$0
$1.82 Million 0.27% of portfolio
4,901
Q1 2025 Reduced 0.16%
$0
$1.76 Million 0.26% of portfolio
3,149
Q4 2024 Added 0.13%
$8.32B
$1.79 Million 0.26% of portfolio
94,432
Q1 2025 Added 17.12%
$62.5B
$1.73 Million 0.25% of portfolio
5,868
Q1 2025 Added 49.54%
$32.4B
$1.74 Million 0.25% of portfolio
68,540
Q1 2025 Reduced 4.75%
$221B
$1.5 Million 0.22% of portfolio
4,800
Q1 2025 Added 30.65%
$185B
$1.37 Million 0.2% of portfolio
30,204
Q1 2025 Added 18.44%
$61.6B
$1.36 Million 0.2% of portfolio
5,158
Q1 2025 Added 3.47%
$156B
$1.28 Million 0.19% of portfolio
2,734
Q1 2025 Added 2.82%
$264B
$1.29 Million 0.19% of portfolio
6,449
Q1 2025 Added 70.56%
$17.5B
$1.31 Million 0.19% of portfolio
10,362
Q1 2025 Reduced 1.69%
$0
$1.21 Million 0.18% of portfolio
26,511
Q1 2025 Reduced 3.75%
$106B
$1.15 Million 0.17% of portfolio
18,897
Q1 2025 Reduced 2.46%
$25.4B
$1.17 Million 0.17% of portfolio
6,632
Q1 2025 Added 1,490.41%
$128B
$1.06 Million 0.15% of portfolio
17,661
Q1 2025 Added 137.83%
$23.2B
$1.01 Million 0.15% of portfolio
8,439
Q1 2025 Added 3.98%
$229B
$1.06 Million 0.15% of portfolio
14,351
Q1 2025 Reduced 0.97%
$224B
$1.05 Million 0.15% of portfolio
3,915
Q1 2025 Added 29.38%
$59.3B
$939,000 0.14% of portfolio
3,850
Q1 2025 Added 0.52%
$377B
$957,000 0.14% of portfolio
2,610
Q1 2025 Added 28.51%
$160B
$981,000 0.14% of portfolio
16,474
Q1 2025 Added 92.16%
$58.6B
$933,000 0.14% of portfolio
3,941
Q1 2025 Added 151.5%
$9.06B
$931,000 0.14% of portfolio
6,886
Q1 2025 Reduced 37.05%
$182B
$940,000 0.14% of portfolio
6,269
Q1 2025 Added 10.58%
$359B
$856,000 0.13% of portfolio
7,895
Q1 2025 Added 24.7%
$281B
$919,000 0.13% of portfolio
5,492
Q1 2025 Reduced 1.68%
$53.2B
$827,000 0.12% of portfolio
14,027
Q1 2025 Reduced 0.51%
$116B
$811,000 0.12% of portfolio
7,723
Q1 2025 Reduced 2.7%
$0
$800,000 0.12% of portfolio
7,198
Q1 2025 Added 135.23%
$32.1B
$799,000 0.12% of portfolio
4,471
Q1 2025 Reduced 1.45%
$68.6B
$768,000 0.11% of portfolio
26,080
Q1 2025 Added 254.88%
$13.4B
$736,000 0.11% of portfolio
8,199
Q1 2025 Added 14.05%
$4.04B
$680,000 0.1% of portfolio
5,762
Q1 2025 Reduced 13.7%
$15.3B
$653,000 0.1% of portfolio
10,151
Q1 2025 Reduced 1.19%
$49.7B
$672,000 0.1% of portfolio
2,933
Q4 2024 Added 0.86%
$187B
$683,000 0.1% of portfolio
1,380
Q1 2025 Added 213.64%
$76.7B
$620,000 0.09% of portfolio
6,619
Q1 2024 Added 2.96%

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