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CIK: 0001393944
Total reported value
$982.7K
$982.7K
453 檔
27995.8%
During the Q4 2024 filing period, Hanson & Doremus Investment Management (CIK: 0001393944) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $982.7K across 453 reported positions.
In Q4 2024, Hanson & Doremus Investment Management displayed an active expansion posture, initiating 14 new positions and adding to 85 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VGIT, VCIT) accounted for 27995.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ISRG
市值: $230.0K
Top Position Liquidated / Trimmed
ALRS
前期市值: $46.0K
Showing top 200 holdings (of 453 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 20.95% | +0.40% | +203.11% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.49% | -0.38% | +7.53% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.59% | -0.33% | +5.06% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.42% | -0.45% | -2.74% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.58% | +0.12% | +5.52% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.03% | -0.03% | -5.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.27% | +9.31% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.85% | +0.51% | +4.21% | |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.09% | -0.03% | -0.68% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.90% | -0.02% | +99.96% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.59% | -0.09% | +36.66% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | -0.31% | +2.34% | |
| 13 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.48% | -0.10% | +13.29% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.44% | -0.22% | -0.31% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.05% | +4.55% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.06% | -0.68% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.08% | +1.18% | +1.71% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | — | +5.86% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.01% | +6.68% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.03% | +4.08% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.09% | +2.64% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.03% | +2.22% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | — | +0.53% | |
| 24 | TRMK | Trustmark CORP | Stock-Other | 0.77% | -0.03% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.07% | -17.40% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.02% | +6.88% | |
| 27 | NI | Nisource Inc | Stock-Utilities | 0.67% | -0.07% | -0.26% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.06% | -0.22% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.11% | +1.33% | |
| 30 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.60% | -0.05% | +6.76% | |
| 31 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.60% | +1.59% | +0.38% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.07% | +5.13% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.22% | -0.02% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.10% | +1.02% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.53% | -0.04% | +0.23% | |
| 36 | IOT | Samsara Inc-cl A | Stock-Tech | 0.52% | -0.03% | +5.09% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.12% | -0.35% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.19% | -3.75% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.47% | -0.03% | -2.03% | |
| 40 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.43% | -0.08% | +0.54% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +11.49% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.20% | +13.76% | |
| 43 | ATR | Aptargroup Inc | Stock-Healthcare | 0.41% | -0.04% | +0.60% | |
| 44 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.40% | -0.04% | +0.25% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | -4.26% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.04% | +8.60% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.39% | -0.10% | +5.88% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.11% | +0.49% | |
| 49 | PCOR | Procore Technologies Inc | Stock-Tech | 0.34% | -0.08% | +8.23% | |
| 50 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.32% | -0.15% | +3.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +36.66% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +4.21% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +0.4% | +203.11% | Add |
| 4 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +5.52% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +4.55% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | +5.86% | Add |
| 7 | SCHW | Schwab (charles) CORP | +0.2% | -0.31% | Trim |
| 8 | MSFT | Microsoft CORP | +0.1% | +9.31% | Add |
| 9 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.53% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +4.08% | Add |
| 11 | DIS | Walt Disney Co/the | +0.1% | +2.22% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.68% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +6.88% | Add |
| 14 | VCEB | Vanguard Esg US CORP Bond | +0.1% | +13.29% | Add |
| 15 | PCOR | Procore Technologies Inc | +0.1% | +8.23% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | +2.34% | Add |
| 17 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +3.22% | Add |
| 18 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +6578.95% | Add |
| 19 | TRMK | Trustmark CORP | +0.1% | — | Unchanged |
| 20 | GLW | Corning Inc | +0.1% | +1.71% | Add |
| 21 | KRC | Kilroy Realty CORP | +0.1% | +6.76% | Add |
| 22 | BA | Boeing Co/the | +0.1% | -2.03% | Trim |
| 23 | IBM | Intl Business Machines CORP | 0% | +6.68% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.35% | Trim |
| 25 | HON | Honeywell International Inc | 0% | -0.02% | Trim |
| 26 | ISRG | Intuitive Surgical Inc | 0% | NEW | New buy |
| 27 | NI | Nisource Inc | 0% | -0.26% | Trim |
| 28 | BLKCHF | Blackrock Inc | 0% | +113.45% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +112.89% | Add |
| 30 | ADP | Automatic Data Processing | 0% | +37.69% | Add |
| 31 | ABT | Abbott Laboratories | 0% | +15.32% | Add |
| 32 | TRV | Travelers Cos Inc/the | 0% | +13.17% | Add |
| 33 | MAR | Marriott International -cl A | 0% | +1935.48% | Add |
| 34 | CVX | Chevron CORP | 0% | +27.36% | Add |
| 35 | UNP | Union Pacific CORP | 0% | +71.17% | Add |
| 36 | MCD | Mcdonald's CORP | 0% | +23.70% | Add |
| 37 | YUMC | Yum China Holdings Inc | 0% | +0.54% | Add |
| 38 | AXP | American Express Co | 0% | +11.58% | Add |
| 39 | MCK | Mckesson CORP | 0% | -5.66% | Trim |
| 40 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 41 | IT | Gartner Inc | 0% | NEW | New buy |
| 42 | EMR | Emerson Electric Co | 0% | -2.46% | Trim |
| 43 | VRSK | Verisk Analytics Inc | 0% | NEW | New buy |
| 44 | NVDA | Nvidia CORP | 0% | +7.71% | Add |
| 45 | WMT | Walmart Inc | 0% | +0.96% | Add |
| 46 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | 0% | +20.99% | Add |
| 48 | XOM | Exxon Mobil CORP | 0% | +13.76% | Add |
| 49 | BR | Broadridge Financial Solutio | 0% | +64.29% | Add |
| 50 | DE | Deere & Co | 0% | +8.84% | Add |
According to official SEC Form 13F filings, Hanson & Doremus Investment Management reported a total U.S. public equity portfolio value of $982.7K across 453 disclosed positions in Q4 2024.
During Q4 2024, Hanson & Doremus Investment Management's top holdings by market value included SCHB (20.9%)、VGIT (7.5%)、VCIT (5.6%). The largest single position, SCHB, represented 20.9% of total portfolio value.
In Q4 2024, Hanson & Doremus Investment Management made 167 total portfolio adjustments, initiating 14 new buys, adding to 85 positions, trimming 64 holdings, and fully liquidating 4 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.
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