13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001393944
Total reported value
$982.7K
$982.7K
472 檔
24474.7%
As reported in its official Q1 2024 Form 13F filing, Hanson & Doremus Investment Management's tracked investment portfolio stood at $982.7K with 472 total positions.
During Q1 2024, Hanson & Doremus Investment Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 20.21% | +0.40% | +1.18% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.69% | -0.38% | +14.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.10% | -0.45% | +3.81% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.16% | -0.33% | +9.15% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.28% | +0.12% | +9.15% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.27% | -0.03% | +5.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.27% | -0.83% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.25% | -0.03% | +17.38% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.23% | -0.02% | -0.22% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.06% | +0.51% | +2.53% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.59% | -0.22% | +3.65% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | -0.31% | +1.25% | |
| 13 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.28% | -0.10% | +27.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.10% | — | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | -0.09% | +0.44% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.03% | +10.02% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | — | +5.23% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.05% | +2.42% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.06% | +6.04% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.09% | -1.71% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.84% | — | — | |
| 22 | GLW | Corning Inc | Stock-Tech | 0.81% | +1.18% | +0.99% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.01% | +1.34% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.07% | +1098.54% | |
| 25 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.77% | +1.59% | -4.34% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.03% | -0.35% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.69% | -0.11% | +6.88% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | -0.03% | +0.09% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.06% | -0.47% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.63% | -0.10% | +13.33% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | -2.11% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.60% | -0.04% | +5.31% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.60% | -0.03% | -4.66% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.19% | -0.37% | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.55% | -0.10% | +1.70% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.22% | +2.37% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.12% | -1.83% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.07% | +9.92% | |
| 39 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.49% | -0.04% | +0.68% | |
| 40 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.49% | — | +4.67% | |
| 41 | VLO | Valero Energy CORP | Stock-Energy | 0.47% | -0.03% | -3.61% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.06% | +0.09% | |
| 43 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.45% | -0.05% | +25.88% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.20% | -1.30% | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.42% | -0.04% | +3.29% | |
| 46 | NI | Nisource Inc | Stock-Utilities | 0.42% | -0.07% | +24.08% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.39% | -0.05% | -3.03% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -0.80% | |
| 49 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.38% | -0.08% | +48.36% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.03% | +0.07% |
According to official SEC Form 13F filings, Hanson & Doremus Investment Management reported a total U.S. public equity portfolio value of $982.7K across 472 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VGIT, VEA) accounted for 24474.7% of total reported equity market value during Q1 2024.
During Q1 2024, Hanson & Doremus Investment Management's top holdings by market value included SCHB (20.2%)、VGIT (6.7%)、VEA (6.1%). The largest single position, SCHB, represented 20.2% of total portfolio value.
In Q1 2024, Hanson & Doremus Investment Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.