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Hanson & Doremus Investment Management Top Holdings and 13F Report (2025)

About Hanson & Doremus Investment Management

Investment Activity

  • Hanson & Doremus Investment Management has $684.62 thousand in total holdings as of March 31, 2025.
  • Hanson & Doremus Investment Management owns shares of 467 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 8.81% of the portfolio was purchased this quarter.
  • About 0.83% of the portfolio was sold this quarter.
  • This quarter, Hanson & Doremus Investment Management has purchased 453 new stocks and bought additional shares in 133 stocks.
  • Hanson & Doremus Investment Management sold shares of 100 stocks and completely divested from 34 stocks this quarter.

Largest New Holdings this Quarter

01446U103 - Alerus Financial
$287 Holding
464287655 - iShares Russell 2000 ETF
$133 Holding
92847W103 - Vital Farms
$130 Holding
40434L105 - HP
$116 Holding
33739N108 - First Trust Managed Municipal ETF
$113 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
382,272 shares (about $8.23K)
Amgen
8,405 shares (about $2.62K)
Apple
10,252 shares (about $2.28K)

Largest Sales this Quarter

International Flavors & Fragrances
13,101 shares (about $1.02K)
Ingredion
4,053 shares (about $547.97)
Vanguard ESG International Stock ETF
4,545 shares (about $268.06)
McKesson
365 shares (about $245.59)
Boeing
1,301 shares (about $221.90)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHanson & Doremus Investment Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$135,287$8,230 6.5%6,283,64319.8%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$53,895$4,876 9.9%907,3297.9%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$40,584$4,190 11.5%496,3835.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$39,023$2,180 5.9%767,7145.7%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$21,413$32 0.1%218,6103.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$20,399$468 2.3%450,7143.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$18,312$1,887 11.5%48,7812.7%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$15,757$459 3.0%94,9242.3%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$13,629$268 -1.9%231,0822.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$12,979$6 0.0%656,1651.9%ETF
Apple Inc. stock logo
AAPL
Apple
$11,318$2,277 25.2%50,9521.7%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$10,776$303 2.9%11,3941.6%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$10,643$892 9.2%135,9631.6%Finance
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$9,929$320 3.3%157,7991.5%ETF
Visa Inc. stock logo
V
Visa
$7,825$209 2.7%22,3291.1%Business Services
Corning Incorporated stock logo
GLW
Corning
$7,130$495 7.5%155,7471.0%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$6,830$404 6.3%27,4661.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,959$55 -0.9%31,3190.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,630$22 -0.4%36,4080.8%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,521$697 14.4%61,5110.8%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,266$873 19.9%21,4660.8%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,158$6 0.1%27,4110.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$5,100$620 13.8%32,6410.7%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,075$744 17.2%102,2850.7%ETF
NiSource Inc. stock logo
NI
NiSource
$4,967$288 6.2%123,8840.7%Utilities
Trustmark Co. stock logo
TRMK
Trustmark
$4,8210.0%139,7880.7%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$4,680$44 -0.9%47,4200.7%Consumer Discretionary
Medtronic plc stock logo
MDT
Medtronic
$4,498$113 2.6%50,0570.7%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,297$542 14.4%15,6360.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,281$860 25.2%69,3670.6%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$4,246$151 3.7%14,0610.6%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$3,962$91 2.4%6,7200.6%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$3,912$387 11.0%154,3890.6%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,699$1,154 45.4%21,7040.5%Consumer Staples
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$3,688$84 -2.2%43,4080.5%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,612$495 15.9%50,4310.5%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$3,441$26 -0.7%16,2510.5%Multi-Sector Conglomerates
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,369$1,661 97.3%25,3980.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$3,348$1,493 80.5%15,9810.5%Medical
Kilroy Realty Co. stock logo
KRC
Kilroy Realty
$3,333$209 6.7%101,7500.5%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,221$282 9.6%27,0800.5%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,171$477 17.7%3,8400.5%Medical
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$3,130$157 5.3%60,1220.5%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$3,092$2,618 553.0%9,9250.5%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$3,041$313 11.5%72,7580.4%Energy
Samsara Inc. stock logo
IOT
Samsara
$3,026$135 4.7%78,9370.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,751$12 -0.4%8,3420.4%Industrials
AptarGroup, Inc. stock logo
ATR
AptarGroup
$2,716$240 9.7%18,3030.4%Industrials
The Boeing Company stock logo
BA
Boeing
$2,688$222 -7.6%15,7600.4%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,6620.0%9,2390.4%Finance
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$2,642$81 3.2%51,2590.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,525$224 9.7%15,2270.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,232$2,172 3,602.8%13,3300.3%Computer and Technology
Chemed Co. stock logo
CHE
Chemed
$2,149$269 14.3%3,4930.3%Medical
McKesson Co. stock logo
MCK
McKesson
$2,141$246 -10.3%3,1820.3%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,081$763 57.8%18,9830.3%Industrials
Valero Energy Co. stock logo
VLO
Valero Energy
$2,065$178 9.4%15,6390.3%Energy
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,046$20 1.0%44,5090.3%ETF
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$2,016$113 5.9%30,5320.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,011$904 81.6%22,9020.3%Retail/Wholesale
Duke Energy Co. stock logo
DUK
Duke Energy
$2,004$196 10.8%16,4290.3%Utilities
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1,964$241 14.0%11,1410.3%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,817$3 -0.2%4,9010.3%ETF
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$1,790$262 17.1%94,4320.3%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,7620.0%3,1490.3%Finance
Sony Group Co. stock logo
SONY
Sony Group
$1,740$87 -4.8%68,5400.3%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,7320.0%3,3700.3%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,731$573 49.5%5,8680.3%Basic Materials
McDonald's Co. stock logo
MCD
McDonald's
$1,499$352 30.6%4,8000.2%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,370$213 18.4%30,2040.2%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,364$46 3.5%5,1580.2%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$1,310$23 -1.7%10,3620.2%Energy
General Electric stock logo
GE
General Electric
$1,291$534 70.6%6,4490.2%Transportation
Deere & Company stock logo
DE
Deere & Company
$1,283$35 2.8%2,7340.2%Industrials
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,213$47 -3.8%26,5110.2%ETF
Dover Co. stock logo
DOV
Dover
$1,165$1,092 1,490.4%6,6320.2%Industrials
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,153$29 -2.5%18,8970.2%Medical
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$1,059$614 137.8%17,6610.2%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$1,055$10 -1.0%14,3510.2%Medical
American Express stock logo
AXP
American Express
$1,053$239 29.4%3,9150.2%Finance
Xylem Inc. stock logo
XYL
Xylem
$1,008$39 4.0%8,4390.1%Business Services
Unilever PLC stock logo
UL
Unilever
$981$470 92.2%16,4740.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$957$212 28.5%2,6100.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$940$90 10.6%6,2690.1%Consumer Staples
FedEx Co. stock logo
FDX
FedEx
$939$5 0.5%3,8500.1%Transportation
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$933$562 151.5%3,9410.1%Transportation
Ingredion Incorporated stock logo
INGR
Ingredion
$931$548 -37.1%6,8860.1%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$919$16 -1.7%5,4920.1%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$856$170 24.7%7,8950.1%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$827$4 -0.5%14,0270.1%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$811$22 -2.7%7,7230.1%Energy
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$800$460 135.2%7,1980.1%ETF
M&T Bank Co. stock logo
MTB
M&T Bank
$799$12 -1.5%4,4710.1%Finance
CSX Co. stock logo
CSX
CSX
$768$552 254.9%26,0800.1%Transportation
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$736$91 14.0%8,1990.1%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$683$465 213.6%1,3800.1%Medical
Integer Holdings Co. stock logo
ITGR
Integer
$680$108 -13.7%5,7620.1%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$6720.0%2,9330.1%Medical
Alliant Energy Co. stock logo
LNT
Alliant Energy
$653$8 -1.2%10,1510.1%Utilities
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$621$49 -7.3%2,0310.1%Business Services

Showing largest 100 holdings. View all holdings.
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