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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 $639.31 thousand in total holdings as of December 31, 2024.
  • Hanson & Doremus Investment Management owns shares of 453 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 19.99% of the portfolio was purchased this quarter.
  • About 2.26% of the portfolio was sold this quarter.
  • This quarter, Hanson & Doremus Investment Management has purchased 454 new stocks and bought additional shares in 119 stocks.
  • Hanson & Doremus Investment Management sold shares of 134 stocks and completely divested from 45 stocks this quarter.

Largest New Holdings this Quarter

ASML
$156 Holding
Gartner
$145 Holding
Howmet Aerospace
$34 Holding
United Rentals
$33 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
3,963,762 shares (about $89.98K)
Vanguard Intermediate-Term Treasury Index ETF
107,127 shares (about $6.21K)
Schwab International Equity ETF
325,140 shares (about $6.01K)
Apple
10,544 shares (about $2.64K)

Largest Sales this Quarter

International Flavors & Fragrances
17,764 shares (about $1.50K)
Vanguard FTSE Emerging Markets ETF
25,518 shares (about $1.12K)
Ingredion
4,372 shares (about $601.50)
Emerson Electric
4,747 shares (about $588.49)
Unilever
9,686 shares (about $549.10)

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
$133,961$89,977 204.6%5,901,37121.0%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$47,864$6,213 14.9%825,2467.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$35,731$3,806 11.9%445,1395.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$34,661$251 -0.7%724,8305.4%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$22,896$1,179 5.4%218,2873.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$19,394$1,124 -5.5%440,3793.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$18,442$1,112 6.4%43,7542.9%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$18,200$352 2.0%92,1572.8%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$13,360$34 -0.3%235,6272.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$12,133$6,015 98.3%655,8541.9%ETF
Apple Inc. stock logo
AAPL
Apple
$10,192$2,640 35.0%40,7001.6%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$10,147$230 2.3%11,0741.6%Retail/Wholesale
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$9,467$1,587 20.1%152,7141.5%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$9,219$207 -2.2%124,5621.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,935$309 4.7%31,6101.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,919$71 -1.0%36,5511.1%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$6,887$75 1.1%144,9341.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$6,869$403 6.2%21,7341.1%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$5,680$262 4.8%25,8400.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$5,461$58 -1.0%28,6730.9%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,347$28 -0.5%53,7510.8%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$5,329$89 -1.6%47,8610.8%Consumer Discretionary
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,068$54 1.1%27,3770.8%ETF
Trustmark Co. stock logo
TRMK
Trustmark
$4,9440.0%139,7880.8%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,376$381 -8.0%87,2980.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,292$1 0.0%17,9060.7%Finance
NiSource Inc. stock logo
NI
NiSource
$4,290$314 7.9%116,6950.7%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,960$30 -0.8%13,6630.6%ETF
Medtronic plc stock logo
MDT
Medtronic
$3,898$95 2.5%48,8040.6%Medical
Kilroy Realty Co. stock logo
KRC
Kilroy Realty
$3,858$420 12.2%95,3750.6%Finance
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$3,832$197 -4.9%44,3950.6%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$3,747$333 9.8%13,5620.6%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$3,698$162 4.6%16,3720.6%Multi-Sector Conglomerates
Pfizer Inc. stock logo
PFE
Pfizer
$3,691$25 0.7%139,1210.6%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$3,413$101 3.1%6,5650.5%Computer and Technology
Samsara Inc. stock logo
IOT
Samsara
$3,295$544 19.8%75,4100.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,281$136 -4.0%55,4270.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,039$126 -4.0%8,3770.5%Industrial Products
The Boeing Company stock logo
BA
Boeing
$3,020$90 -2.9%17,0610.5%Aerospace
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$2,751$158 6.1%57,1040.4%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,709$331 -10.9%43,5140.4%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,658$312 13.3%24,7120.4%Oils/Energy
AptarGroup, Inc. stock logo
ATR
AptarGroup
$2,621$258 10.9%16,6830.4%Industrial Products
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$2,571$221 9.4%49,6910.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,518$112 -4.3%3,2620.4%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,503$174 7.5%14,9320.4%Consumer Staples
Schlumberger Limited stock logo
SLB
Schlumberger
$2,503$289 13.0%65,2810.4%Oils/Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,237$152 -6.4%9,2390.3%Finance
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$2,160$551 34.3%28,8210.3%Computer and Technology
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$2,075$804 63.2%80,6270.3%Consumer Discretionary
McKesson Co. stock logo
MCK
McKesson
$2,021$338 -14.3%3,5470.3%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,015$14 -0.7%4,9090.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,007$154 8.3%13,8780.3%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1,921$989 106.2%9,7750.3%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$1,858$116 -5.9%10,5400.3%Oils/Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,846$2 0.1%3,1490.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,816$1 0.0%3,3700.3%ETF
Valero Energy Co. stock logo
VLO
Valero Energy
$1,752$205 -10.5%14,2900.3%Oils/Energy
Chemed Co. stock logo
CHE
Chemed
$1,619$57 -3.4%3,0560.3%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$1,597$255 -13.8%14,8260.2%Utilities
AbbVie Inc. stock logo
ABBV
AbbVie
$1,574$264 20.2%8,8550.2%Medical
Sony Group Co. stock logo
SONY
Sony Group
$1,523$1,209 385.0%71,9600.2%Consumer Discretionary
Ingredion Incorporated stock logo
INGR
Ingredion
$1,505$602 -28.6%10,9390.2%Consumer Staples
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,494$14 1.0%44,0640.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,491$588 -28.3%12,0270.2%Industrial Products
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,456$193 15.3%12,8760.2%Medical
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$1,443$1,502 -51.0%17,0650.2%Basic Materials
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,326$102 -7.2%27,5440.2%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,201$139 13.1%4,9850.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,139$1 0.1%12,6090.2%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,138$50 4.6%3,9240.2%Basic Materials
Deere & Company stock logo
DE
Deere & Company
$1,127$86 8.3%2,6590.2%Industrial Products
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,096$224 -17.0%19,3740.2%Medical
FedEx Co. stock logo
FDX
FedEx
$1,077$252 -19.0%3,8300.2%Transportation
McDonald's Co. stock logo
MCD
McDonald's
$1,065$204 23.7%3,6740.2%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,020$137 -11.8%25,5010.2%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$949$32 -3.3%14,4910.1%Medical
Xylem Inc. stock logo
XYL
Xylem
$942$69 8.0%8,1160.1%Business Services
American Express stock logo
AXP
American Express
$898$93 11.6%3,0260.1%Finance
Integer Holdings Co. stock logo
ITGR
Integer
$885$46 -4.9%6,6770.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$862$163 23.3%5,6690.1%Consumer Staples
M&T Bank Co. stock logo
MTB
M&T Bank
$853$132 -13.4%4,5370.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$850$83 -8.9%6,3310.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$809$167 26.1%5,5860.1%Oils/Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$790$43 -5.2%2,0310.1%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$787$82 11.6%7,9370.1%Oils/Energy
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$734$177 -19.4%28,5750.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$7090.0%2,1380.1%Industrial Products
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$698$65 -8.6%14,0990.1%Finance
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$688$13 -1.9%7,1890.1%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$665$6 0.9%2,9330.1%Medical
MKS Instruments, Inc. stock logo
MKSI
MKS Instruments
$6570.0%6,2890.1%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$642$155 31.7%2,1920.1%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6360.0%1,0810.1%ETF
General Electric stock logo
GE
General Electric
$631$44 -6.5%3,7810.1%Transportation
Alliant Energy Co. stock logo
LNT
Alliant Energy
$608$5 -0.9%10,2730.1%Utilities
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$6020.0%6,6190.1%Consumer Staples
Trane Technologies plc stock logo
TT
Trane Technologies
$6000.0%1,6250.1%Construction
Community Bank System, Inc. stock logo
CBU
Community Bank System
$549$205 59.5%8,8950.1%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$547$151 -21.6%5,4520.1%Oils/Energy

Showing largest 100 holdings. View all holdings.
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