Hanson & Doremus Investment Management Portfolio Holdings

Hanson & Doremus Investment Management

  • $748 Million
  • Q2 2025

Hanson & Doremus Investment Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $748 Million distributed in 474 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 $153M, Vanguard Intermediate Term Tre with a value of $56.4M, Vanguard Ftse Developed Market with a value of $45.3M, Vanguard Intermediate Term Cor with a value of $43.1M, and Vanguard World Fd Esg U.S. Sto with a value of $24.3M.

Examining the 13F form we can see an increase of $63M in the current position value, from $685M to 748M.

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

Portfolio value $748 Million
ETFs: $430 Million
Technology: $102 Million
Financial Services: $52.3 Million
Healthcare: $45.2 Million
Industrials: $28.3 Million
Consumer Defensive: $22.5 Million
Communication Services: $19.6 Million
Consumer Cyclical: $15.7 Million
Other: $29.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292B
$2.78 Million 0.37% of portfolio
39,230
Q2 2025 Reduced 22.21%
$18B
$2.59 Million 0.35% of portfolio
57,869
Q2 2025 Reduced 3.75%
$46.2B
$2.42 Million 0.32% of portfolio
71,729
Q2 2025 Reduced 1.41%
$0
$2.32 Million 0.31% of portfolio
44,509
Q1 2025 Added 1.01%
$9.82B
$2.23 Million 0.3% of portfolio
32,558
Q2 2025 Added 6.64%
$0
$2.15 Million 0.29% of portfolio
4,901
Q1 2025 Reduced 0.16%
$112B
$2.2 Million 0.29% of portfolio
2,995
Q2 2025 Reduced 5.88%
$62.5B
$2.09 Million 0.28% of portfolio
15,569
Q2 2025 Reduced 0.45%
$10B
$2.04 Million 0.27% of portfolio
100,810
Q2 2025 Added 6.75%
$499B
$2.02 Million 0.27% of portfolio
13,251
Q2 2025 Reduced 12.98%
$0
$1.92 Million 0.26% of portfolio
3,377
Q2 2025 Added 0.21%
$0
$1.94 Million 0.26% of portfolio
3,145
Q2 2025 Reduced 0.13%
$38B
$1.88 Million 0.25% of portfolio
11,901
Q2 2025 Added 6.82%
$23.9B
$1.7 Million 0.23% of portfolio
10,244
Q2 2025 Reduced 1.14%
$98.4B
$1.64 Million 0.22% of portfolio
13,919
Q2 2025 Reduced 15.28%
$35.7B
$1.66 Million 0.22% of portfolio
63,798
Q2 2025 Reduced 6.92%
$154B
$1.58 Million 0.21% of portfolio
2,902
Q2 2025 Added 110.29%
$224B
$1.44 Million 0.19% of portfolio
4,924
Q2 2025 Added 2.58%
$76.7B
$1.46 Million 0.19% of portfolio
10,928
Q2 2025 Reduced 42.43%
$0
$1.35 Million 0.18% of portfolio
26,511
Q1 2025 Reduced 3.75%
$135B
$1.38 Million 0.18% of portfolio
2,714
Q2 2025 Reduced 0.73%
$64.6B
$1.29 Million 0.17% of portfolio
4,803
Q2 2025 Reduced 6.88%
$22.8B
$1.24 Million 0.17% of portfolio
6,782
Q2 2025 Added 2.26%
$291B
$1.23 Million 0.16% of portfolio
12,609
Q2 2025 Reduced 44.94%
$328B
$1.2 Million 0.16% of portfolio
4,649
Q2 2025 Reduced 27.91%
$449B
$1.19 Million 0.16% of portfolio
7,511
Q2 2025 Reduced 4.86%
$58.1B
$1.1 Million 0.15% of portfolio
3,897
Q2 2025 Reduced 33.59%
$26.3B
$1.1 Million 0.15% of portfolio
8,516
Q2 2025 Added 0.91%
$170B
$1.02 Million 0.14% of portfolio
23,479
Q2 2025 Reduced 22.27%
$249B
$968,000 0.13% of portfolio
3,034
Q2 2025 Reduced 22.5%
$397B
$957,000 0.13% of portfolio
2,610
Q1 2025 Added 28.51%
$264B
$1 Million 0.13% of portfolio
14,317
Q2 2025 Reduced 0.24%
$209B
$925,000 0.12% of portfolio
7,008
Q2 2025 Added 11.79%
$32.3B
$867,000 0.12% of portfolio
4,471
Q1 2025 Reduced 1.45%
$66.2B
$847,000 0.11% of portfolio
13,586
Q2 2025 Reduced 3.14%
$61.1B
$824,000 0.11% of portfolio
3,627
Q2 2025 Reduced 5.79%
$93.1B
$842,000 0.11% of portfolio
18,188
Q2 2025 Reduced 3.75%
$298B
$786,000 0.11% of portfolio
5,492
Q1 2025 Reduced 1.68%
$7.87B
$793,000 0.11% of portfolio
5,846
Q2 2025 Reduced 15.1%
$14.3B
$714,000 0.1% of portfolio
7,074
Q2 2025 Reduced 13.72%
$149B
$740,000 0.1% of portfolio
2,074
Q2 2025 Reduced 1.43%
$6.83B
$737,000 0.1% of portfolio
22,488
Q2 2025 Added 2.24%
$98.3B
$663,000 0.09% of portfolio
1,515
Q1 2025 Reduced 6.77%
$0
$638,000 0.09% of portfolio
2,519
Q2 2025 Added 5.35%
$7.32B
$696,000 0.09% of portfolio
33,156
Q2 2025 Reduced 2.6%
$146B
$652,000 0.09% of portfolio
29,126
Q2 2025 Added 14.92%
$112B
$684,000 0.09% of portfolio
7,623
Q2 2025 Reduced 1.29%
$0
$671,000 0.09% of portfolio
1,081
Q1 2024 Reduced 4.76%
$17B
$614,000 0.08% of portfolio
10,151
Q1 2025 Reduced 1.19%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $748 Million
  • Prior Value $685 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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