Hanson & Doremus Investment Management

CIK 1393944 · View on SEC EDGAR ↗

Portfolio value
$983K
#9,168 of 9,443 by 13F value · top 97.1%
Positions
484
As of
June 30, 2026

Portfolio value QoQ: +13.1% 13F does not disclose cash

Top 10 holdings weight
57.68%
Top 25 holdings weight
74.12%
Positions above 1%
17
Effective number of positions
15.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.73% Est. buys $34,525 · sells $39,188

New positions
19
Increased
55
Decreased
159
Closed
68
On this page

Sector breakdown

Technology
13.3%
Industrials
7.2%
Health Care
4.7%
Financials
2.8%
Financial Services
2.4%
Communication Services
2.3%
Retail
2.0%
Energy
1.5%
Utilities
1.0%
Communications
0.7%
Consumer Staples
0.6%
Consumer products
0.6%
Consumer Discretionary
0.6%
Real Estate
0.4%
Packaging
0.2%
Logistics & Transportation
0.1%
Telecommunication
0.1%
Materials
0.1%
Other/Unmapped
59.5%

Full portfolio 484 positions

Type Streak 8Q trend
SCHB $203,744 20.73% 7,035,343 $27,011 Down ×1
VGIT Vanguard Intermediate-Term Treasury ETF $76,008 7.73% 1,288,716 $5,514 Up ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $54,632 5.56% 661,001 $3,435 Up ×1
VEA $54,326 5.53% 762,468 $2,304 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $35,086 3.57% 73,468 $8,466 Down ×1
GLW Corning Incorporated Common Stock $32,717 3.33% 128,087 $13,996 Down ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $30,386 3.09% 31,488 $17,355 Down ×1
VWO $30,192 3.07% 505,810 $3,242 Up ×1
ESGV $30,103 3.06% 227,643 $4,522 Down ×1
VSGX $19,659 2.00% 238,759 $2,044 Down ×1
MSFT Microsoft Corporation - Common Stock $17,284 1.76% 46,336 $-371 Down ×1
SCHF $17,182 1.75% 620,286 $1,792 Down ×1
VCEB $14,028 1.43% 223,513 $713 Up ×1
AAPL Apple Inc. - Common Stock $13,506 1.37% 46,676 $829 Down ×1
VTEB $12,350 1.26% 244,169 $813 Up ×1
SCHW Charles Schwab Corporation (The) Common Stock $11,329 1.15% 122,781 $-567 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $11,114 1.13% 31,099 $1,794 Down ×1
BRKB $9,667 0.98% 19,319 $288 Down ×1
COST Costco Wholesale Corporation - Common Stock $9,472 0.96% 10,126 $-1,536 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $9,325 0.95% 26,393 $1,290 Down ×1
CAT Caterpillar, Inc. Common Stock $8,000 0.81% 7,512 $2,626 Down ×1
V Visa Inc. $7,448 0.76% 21,710 $872 Down ×1
MRK Merck & Company, Inc. Common Stock (new) $7,208 0.73% 56,094 $120 Down ×1
IBM International Business Machines Corporation Common Stock $7,163 0.73% 25,471 $917 Down ×1
CB Chubb Limited Common Stock $6,456 0.66% 18,946 $152 Down ×1
TRMK Trustmark Corporation - Common Stock $6,414 0.65% 139,397 $540
CSCO Cisco Systems, Inc. - Common Stock $6,314 0.64% 53,752 $1,806 Down ×1
IWD $6,235 0.63% 25,718 $744 Up ×1
AMZN Amazon.com, Inc. - Common Stock $6,079 0.62% 25,506 $288 Down ×1
JPM JP Morgan Chase & Co. Common Stock $5,842 0.59% 17,847 $554 Down ×1
AVGO Broadcom Inc. - Common Stock $5,806 0.59% 15,369 $1,283 Up ×1
VTI $5,320 0.54% 14,376 $119 Down ×1
NI NiSource Inc Common Stock $4,654 0.47% 97,886 $-56 Down ×1
LLY Eli Lilly and Company Common Stock $4,384 0.45% 3,655 $1,013 Down ×1
ABBV AbbVie Inc. Common Stock $4,172 0.42% 16,581 $758 Up ×1
JNJ Johnson & Johnson Common Stock $4,140 0.42% 16,303 $268 Up ×1
AMGN Amgen Inc. - Common Stock $3,953 0.40% 10,917 $18 Down ×1
IVE $3,871 0.39% 17,050 Up ×1
MDT Medtronic plc. Ordinary Shares $3,800 0.39% 48,578 $-557 Down ×1
SLB SLB Limited Common Shares $3,735 0.38% 80,338 $-452 Down ×1
VLO Valero Energy Corporation Common Stock $3,713 0.38% 14,256 $181 Down ×1
KO Coca-Cola Company (The) Common Stock $3,591 0.37% 44,192 $126 Down ×1
XOM Exxon Mobil Corporation Common Stock $3,574 0.36% 26,142 $-1,298 Down ×1
BA Boeing Company (The) Common Stock $3,550 0.36% 16,402 $170 Down ×1
MUNI $3,342 0.34% 63,541 $-1 Down ×1
GLD $3,122 0.32% 8,475 $-629 Down ×1
PG Procter & Gamble Company (The) Common Stock $3,110 0.32% 21,210 $-5 Down ×1
IQV IQVIA Holdings, Inc. Common Stock $2,984 0.30% 15,442 $578 Up ×1
WM Waste Management, Inc. Common Stock $2,744 0.28% 12,310 $663 Up ×1
MKSI MKS Inc. - Common Stock $2,639 0.27% 5,933 $1,064 Down ×1
IVW $2,564 0.26% 18,644 Up ×1
AMKR Amkor Technology, Inc. - Common Stock $2,554 0.26% 29,624 $1,200 Down ×1
INTC Intel Corporation - Common Stock $2,541 0.26% 18,199 $1,672 Down ×1
XYL Xylem Inc. Common Stock New $2,531 0.26% 21,415 $281 Up ×1
GE GE Aerospace Common Stock $2,522 0.26% 6,747 $515 Down ×1
FSLR First Solar, Inc. - Common Stock $2,504 0.25% 10,610 $436 Up ×1
VUG $2,464 0.25% 28,602 $326 Up ×1
EMR Emerson Electric Company Common Stock $2,406 0.24% 16,811 $20 Down ×1
VOO $2,379 0.24% 3,464 $308 Down ×1
IOT Samsara Inc. Class A Common Stock $2,357 0.24% 72,675 $7 Down ×1
IWM $2,347 0.24% 7,811 $2,029 Up ×1
WMT Walmart Inc. - Common Stock $2,310 0.24% 20,396 $-563 Down ×1
ABT Abbott Laboratories Common Stock $2,286 0.23% 25,194 $-321 Down ×1
IVV $2,269 0.23% 3,030 $2,059 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $2,188 0.22% 5,501 $-254 Up ×1
ATR AptarGroup, Inc. Common Stock $2,172 0.22% 17,347 $-50 Down ×1
YUMC Yum China Holdings, Inc. Common Stock $2,078 0.21% 50,838 $-460 Down ×1
GDX GDX $1,973 0.20% 26,144 $-426
SPY SPY $1,770 0.18% 2,370 $-570 Down ×1
NSC Norfolk Southern Corporation Common Stock $1,767 0.18% 5,616 $155
DUK Duke Energy Corporation (Holding Company) Common Stock $1,765 0.18% 13,945 $-198 Down ×1
TD Toronto Dominion Bank (The) Common Stock $1,752 0.18% 14,425 $133 Down ×1
ROP Roper Technologies, Inc. - Common Stock $1,715 0.17% 5,069 $-92 Down ×1
HON Honeywell International Inc. - Common Stock $1,638 0.17% 7,315 $-1,764 Down ×1
CATH Global X S&P 500 Catholic Values ETF $1,611 0.16% 18,207 $894 Up ×1
Unknown issuer (CUSIP: 43849R105) $1,599 0.16% 7,233 Up ×1
SPYX $1,544 0.16% 25,264 $194 Down ×1
DOV Dover Corporation Common Stock $1,534 0.16% 6,841 $108
AMT American Tower Corporation (REIT) Common Stock $1,509 0.15% 9,225 $195 Up ×1
MCK McKesson Corporation Common Stock $1,499 0.15% 1,984 $-218
TRV The Travelers Companies, Inc. Common Stock $1,432 0.15% 4,337 $196 Up ×1
CHE Chemed Corp $1,427 0.15% 3,065 $257 Down ×1
AXP American Express Company Common Stock $1,330 0.14% 3,931 $141
MCD McDonald's Corporation Common Stock $1,250 0.13% 4,626 $-205 Down ×1
PCOR Procore Technologies, Inc. Common Stock $1,221 0.12% 30,056 $-494 Down ×1
RCL Royal Caribbean Cruises Ltd. Common Stock $1,206 0.12% 3,798 Up ×1
DE Deere & Company Common Stock $1,193 0.12% 1,880 $132 Down ×1
CSX CSX Corporation - Common Stock $1,174 0.12% 24,699 $129 Down ×1
MDY $1,171 0.12% 1,665 $1,128 Up ×1
GEV GE Vernova Inc. Common Stock $1,128 0.11% 960 $204 Down ×1
AZN AstraZeneca PLC - American Depositary Shares $1,122 0.11% 5,916 $-63 Down ×1
SONY Sony Group Corporation American Depositary Shares $1,112 0.11% 55,410 $-35
NVDA NVIDIA Corporation - Common Stock $1,080 0.11% 5,396 $-609 Down ×1
FDX FedEx Corporation Common Stock $1,056 0.11% 3,372 $-145
BMY Bristol-Myers Squibb Company Common Stock $1,046 0.11% 18,157 $-138 Down ×1
GNRC Generac Holdlings Inc. Common Stock $1,044 0.11% 3,566 $251 Down ×1
DIS Walt Disney Company (The) Common Stock $1,016 0.10% 10,556 $-91 Down ×1
VZ Verizon Communications Inc. Common Stock $991 0.10% 23,414 $-328 Down ×1
CVX Chevron Corporation Common Stock $984 0.10% 5,938 $-397 Down ×1
IAU $974 0.10% 12,894 $-142 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IVE $3,871 17,050 0.39%
IVW $2,564 18,644 0.26%
Unknown issuer (CUSIP: 43849R105) $1,599 7,233 0.16%
RCL $1,206 3,798 0.12%
UL $514 8,544 0.05%
PEG $252 3,108 0.03%
Unknown issuer (CUSIP: 314352105) $226 1,496 0.02%
PSA $108 339 0.01%
Unknown issuer (CUSIP: 286181201) $43 2,088 0.00%
UNB $12 500 0.00%
CAH $11 48 0.00%
LULU $11 100 0.00%
DXC $0 1 0.00%
EMN $0 2 0.00%
GT $0 2 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SCHB Trimmed -6K +$27K
STX Trimmed -2K +$17K
GLW Trimmed -10K +$14K
TSM Trimmed -5K +$8K
VGIT Bought more +105K +$6K
ESGV Trimmed -212 +$5K
VCIT Bought more +42K +$3K
VWO Bought more +7K +$3K
CAT Trimmed -74 +$3K
VEA Trimmed -49K +$2K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BRKA June 30, 2026 3 $2,154 No longer tracked
ULXXXX June 30, 2026 11,809 $673 No longer tracked
CMTV June 30, 2026 14,322 $445 8.6%
FLEX June 30, 2026 3,466 $227 -31.2%
AMD June 30, 2026 575 $117 -19.0%
PRF June 30, 2026 2,005 $95 No longer tracked
NXT June 30, 2026 704 $85 -26.3%
EOSE June 30, 2026 15,500 $77 -39.2%
BAM June 30, 2026 1,548 $69 16.1%
HOLX June 30, 2026 900 $68 No longer tracked
SDZNY June 30, 2026 780 $61 No longer tracked
MRVL June 30, 2026 600 $59 -17.3%
LNWO June 30, 2026 700 $58 No longer tracked
AEP June 30, 2026 420 $55 -9.8%
SPYM June 30, 2026 707 $54 No longer tracked
VMC June 30, 2026 200 $54 -7.4%
TSEM June 30, 2026 300 $53 -12.3%
BP June 30, 2026 1,058 $50 22.4%
DEO June 30, 2026 654 $49 16.0%
CAAS June 30, 2026 11,100 $47 2.0%
FNDX June 30, 2026 1,608 $45 No longer tracked
HAL June 30, 2026 1,100 $43 4.7%
NET June 30, 2026 200 $41 12.3%
MELI June 30, 2026 20 $35 14.1%
SYM June 30, 2026 576 $31 -6.6%
RBLX June 30, 2026 450 $25 -28.5%
SOXX June 30, 2026 70 $23 -18.6%
ANETXXXX June 30, 2026 170 $21 No longer tracked
TDC June 30, 2026 750 $19 -20.8%
ST June 30, 2026 521 $18 -11.0%
IIM June 30, 2026 1,138 $14 -1.7%
NAD June 30, 2026 1,028 $12 -3.8%
NMG June 30, 2026 5,000 $11 -1.7%
NUSC June 30, 2026 227 $10 No longer tracked
SOFI June 30, 2026 600 $10 4.1%
ASPI June 30, 2026 2,000 $9 -34.2%
VEEV June 30, 2026 48 $8 39.6%
ARKK June 30, 2026 100 $7 No longer tracked
MANH June 30, 2026 50 $7 49.0%
SPMD June 30, 2026 119 $7 No longer tracked
LHX June 30, 2026 17 $6 -7.0%
MGK June 30, 2026 15 $6 No longer tracked
PSTG June 30, 2026 100 $6 No longer tracked
TTD June 30, 2026 260 $6 -26.9%
SOUN June 30, 2026 800 $5 10.1%
SPSM June 30, 2026 108 $5 No longer tracked
LEN June 30, 2026 48 $4 -4.5%
PFLD June 30, 2026 183 $4 No longer tracked
TBLUXXXX June 30, 2026 74 $4 No longer tracked
TOST June 30, 2026 150 $4 28.1%
EMB June 30, 2026 28 $3
PINS June 30, 2026 150 $3 9.7%
UPST June 30, 2026 125 $3 -17.5%
BEP June 30, 2026 16 $1 -4.5%
GENI June 30, 2026 150 $1 29.2%
QSI June 30, 2026 1,300 $1 -5.4%
SGOV June 30, 2026 10 $1 0.0%
STIP June 30, 2026 12 $1 No longer tracked
AXTA June 30, 2026 3 $0 5.8%
BIOX June 30, 2026 50 $0 24.9%
GEVOXXXX June 30, 2026 76 $0 No longer tracked
JCPB June 30, 2026 1 $0 No longer tracked
MKKGY June 30, 2026 5 $0 No longer tracked
NVZMY June 30, 2026 1 $0 No longer tracked
PSKY June 30, 2026 43 $0 4.8%
SRSCQ June 30, 2026 42 $0 No longer tracked
VGLS June 30, 2026 67 $0 No longer tracked
VWOB June 30, 2026 6 $0