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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 $747.59 thousand in total holdings as of June 30, 2025.
  • Hanson & Doremus Investment Management owns shares of 474 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 3.63% of the portfolio was purchased this quarter.
  • About 2.90% of the portfolio was sold this quarter.
  • This quarter, Hanson & Doremus Investment Management has purchased 467 new stocks and bought additional shares in 83 stocks.
  • Hanson & Doremus Investment Management sold shares of 124 stocks and completely divested from 25 stocks this quarter.

Largest New Holdings this Quarter

084670702 - Berkshire Hathaway
$8,824 Holding
64110W102 - NetEase
$269 Holding
911312106 - United Parcel Service
$67 Holding
573874104 - Marvell Technology
$46 Holding

Largest Purchases this Quarter

Berkshire Hathaway
18,165 shares (about $8.82K)
Schwab US Broad Market ETF
122,453 shares (about $2.92K)
Vanguard Intermediate-Term Treasury ETF
35,191 shares (about $2.10K)
Merck & Co., Inc.
24,228 shares (about $1.92K)

Largest Sales this Quarter

JPMorgan Chase & Co.
4,292 shares (about $1.24K)
Cisco Systems
15,806 shares (about $1.10K)
Emerson Electric
8,055 shares (about $1.07K)
Alphabet
5,755 shares (about $1.02K)
Walmart
10,293 shares (about $1.01K)

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
$152,657$2,918 1.9%6,406,09620.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$56,372$2,105 3.9%942,5207.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$45,313$1,545 3.5%794,8186.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$43,054$1,894 4.6%519,2245.8%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$24,258$290 1.2%221,2543.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$24,199$66 -0.3%48,6493.2%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$23,029$736 3.3%465,6033.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$20,587$912 -4.2%90,8962.8%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$15,346$210 1.4%234,2852.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$14,429$72 -0.5%652,9151.9%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$11,427$979 -7.9%125,2381.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,851$429 -3.8%10,9611.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$10,512$58 0.6%51,2361.4%Computer and Technology
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$10,465$460 4.6%165,0581.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,824$8,824 New Holding18,1651.2%Finance
Visa Inc. stock logo
V
Visa
$7,826$102 -1.3%22,0421.0%Business Services
Corning Incorporated stock logo
GLW
Corning
$7,560$630 -7.7%143,7611.0%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,524$572 -7.1%25,5251.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,787$1,918 39.4%85,7390.9%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,638$233 -3.4%30,2580.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,335$81 -1.3%35,9470.8%Computer and Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$6,024$241 -3.8%41,7380.8%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$5,802$78 -1.3%46,7900.8%Consumer Discretionary
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,331$7 0.1%27,4470.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,322$307 6.1%108,5500.7%ETF
Trustmark Corporation stock logo
TRMK
Trustmark
$5,0970.0%139,7880.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,979$1,244 -20.0%17,1740.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,769$1,021 -17.6%26,8860.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,682$71 -1.5%15,4040.6%ETF
NiSource, Inc stock logo
NI
NiSource
$4,532$465 -9.3%112,3450.6%Utilities
Medtronic PLC stock logo
MDT
Medtronic
$4,346$18 -0.4%49,8520.6%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$4,222$548 14.9%15,3180.6%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$4,106$32 0.8%14,1730.5%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$3,813$29 0.8%16,3740.5%Multi-Sector Conglomerates
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$3,744$66 -1.7%6,6040.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,716$1,097 -22.8%53,5610.5%Computer and Technology
Kilroy Realty Corporation stock logo
KRC
Kilroy Realty
$3,645$154 4.4%106,2260.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$3,565$177 -4.7%147,0900.5%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,468$549 18.8%32,1680.5%Energy
Samsara Inc. stock logo
IOT
Samsara
$3,312$172 5.5%83,2610.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,310$71 2.2%8,5260.4%Industrials
The Boeing Company stock logo
BA
Boeing
$3,264$38 -1.1%15,5790.4%Aerospace
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,251$207 -6.0%20,4040.4%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$3,168$397 14.3%11,3470.4%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,988$5 -0.2%3,8330.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2,956$11 -0.4%15,9240.4%Medical
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$2,947$314 11.9%57,3720.4%ETF
AptarGroup, Inc. stock logo
ATR
AptarGroup
$2,821$42 -1.5%18,0330.4%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,8160.0%9,2390.4%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$2,776$793 -22.2%39,2300.4%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,766$688 -19.9%20,3400.4%Medical
Yum China stock logo
YUMC
Yum China
$2,587$101 -3.7%57,8690.3%Retail/Wholesale
Schlumberger Limited stock logo
SLB
Schlumberger
$2,424$35 -1.4%71,7290.3%Energy
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,3170.0%44,5090.3%ETF
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$2,228$139 6.6%32,5580.3%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$2,195$137 -5.9%2,9950.3%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,1490.0%4,9010.3%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$2,093$9 -0.4%15,5690.3%Energy
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$2,044$129 6.8%100,8100.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,024$302 -13.0%13,2510.3%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,943$2 -0.1%3,1450.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,918$4 0.2%3,3770.3%ETF
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1,875$120 6.8%11,9010.3%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$1,696$20 -1.1%10,2440.2%Energy
Sony Corporation stock logo
SONY
Sony
$1,661$123 -6.9%63,7980.2%Consumer Discretionary
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,642$296 -15.3%13,9190.2%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,577$827 110.3%2,9020.2%Medical
Chemed Corporation stock logo
CHE
Chemed
$1,534$166 -9.8%3,1510.2%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,457$1,074 -42.4%10,9280.2%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$1,439$36 2.6%4,9240.2%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$1,380$10 -0.7%2,7140.2%Industrials
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,3500.0%26,5110.2%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,285$95 -6.9%4,8030.2%Finance
Dover Corporation stock logo
DOV
Dover
$1,243$27 2.3%6,7820.2%Industrials
Walmart Inc. stock logo
WMT
Walmart
$1,233$1,007 -44.9%12,6090.2%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$1,197$463 -27.9%4,6490.2%Aerospace
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,187$61 -4.9%7,5110.2%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$1,102$10 0.9%8,5160.1%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,099$556 -33.6%3,8970.1%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,016$291 -22.3%23,4790.1%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$1,000$2 -0.2%14,3170.1%Medical
American Express Company stock logo
AXP
American Express
$968$281 -22.5%3,0340.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$9570.0%2,6100.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$925$98 11.8%7,0080.1%Consumer Staples
M&T Bank Corporation stock logo
MTB
M&T Bank
$8670.0%4,4710.1%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$847$27 -3.1%13,5860.1%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$842$33 -3.8%18,1880.1%Medical
FedEx Corporation stock logo
FDX
FedEx
$824$51 -5.8%3,6270.1%Transportation
Ingredion Incorporated stock logo
INGR
Ingredion
$793$141 -15.1%5,8460.1%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$7860.0%5,4920.1%Energy
Eaton Corporation, PLC stock logo
ETN
Eaton
$740$11 -1.4%2,0740.1%Industrials
Brookfield Renewable Corporation stock logo
BEPC
Brookfield Renewable
$737$16 2.2%22,4880.1%Energy
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$714$114 -13.7%7,0740.1%Finance
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$696$19 -2.6%33,1560.1%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$684$9 -1.3%7,6230.1%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6710.0%1,0810.1%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$6630.0%1,5150.1%Construction
Intel Corporation stock logo
INTC
Intel
$652$85 14.9%29,1260.1%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$638$32 5.4%2,5190.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6260.0%2,0310.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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