Hanson & Doremus Investment Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $794 Million distributed in 500 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 $167M, Vanguard Intermediate Term Tre with a value of $61.8M, Vanguard Ftse Developed Market with a value of $47.7M, Vanguard Intermediate Term Cor with a value of $46.7M, and Vanguard World Fd Esg U.S. Sto with a value of $25.7M.

Examining the 13F form we can see an increase of $46.8M in the current position value, from $748M to 794M.

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

Portfolio value $794 Million
ETFs: $466 Million
Technology: $114 Million
Financial Services: $53.7 Million
Healthcare: $44.6 Million
Industrials: $27.9 Million
Consumer Defensive: $20.9 Million
Communication Services: $19.5 Million
Consumer Cyclical: $15.4 Million
Other: $29.6 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 500
  • Current Value $794 Million
  • Prior Value $748 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 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.