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CIK: 0001393944
Total reported value
$982.7K
$982.7K
467 檔
29531.3%
At the close of Q1 2025, Hanson & Doremus Investment Management disclosed equity holdings valued at approximately $982.7K, spread across 467 reported holdings.
In Q1 2025, Hanson & Doremus Investment Management displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 467 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 19.76% | +0.40% | +6.48% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.87% | -0.38% | +9.95% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.93% | -0.33% | +11.51% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.70% | -0.45% | +5.92% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.13% | +0.12% | +0.15% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.98% | -0.03% | +2.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.27% | +11.49% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.30% | +0.51% | +3.00% | |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.99% | -0.03% | -1.93% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.90% | -0.02% | +0.05% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.09% | +25.19% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.31% | +2.89% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.55% | -0.22% | +9.15% | |
| 14 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.45% | -0.10% | +3.33% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | — | +2.74% | |
| 16 | GLW | Corning Inc | Stock-Tech | 1.04% | +1.18% | +7.46% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.01% | +6.29% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.05% | -0.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.06% | -0.39% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.09% | +14.44% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.02% | +19.88% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | — | +0.12% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.03% | +13.84% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.74% | -0.07% | +17.17% | |
| 25 | NI | Nisource Inc | Stock-Utilities | 0.73% | -0.07% | +6.16% | |
| 26 | TRMK | Trustmark CORP | Stock-Other | 0.70% | -0.03% | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.03% | -0.92% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 0.66% | -0.11% | +2.57% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.06% | +14.44% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.12% | +25.15% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.62% | -0.07% | +3.68% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.58% | -0.04% | +2.36% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.10% | +10.97% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +45.35% | |
| 35 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.54% | +1.59% | -2.22% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.03% | +15.90% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.22% | -0.74% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.07% | +97.25% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.03% | +80.47% | |
| 40 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.49% | -0.05% | +6.68% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.20% | +9.58% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.06% | +17.72% | |
| 43 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.46% | -0.08% | +5.29% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.05% | +552.96% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.44% | -0.10% | +11.45% | |
| 46 | IOT | Samsara Inc-cl A | Stock-Tech | 0.44% | -0.03% | +4.68% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.19% | -0.42% | |
| 48 | ATR | Aptargroup Inc | Stock-Healthcare | 0.40% | -0.04% | +9.71% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.39% | -0.03% | -7.63% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 2 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 3 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 4 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 5 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
| 6 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 10 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 11 | AAPL | Apple Inc | — | NEW | New buy |
| 12 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 13 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 14 | VCEB | Vanguard Esg US CORP Bond | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | GLW | Corning Inc | — | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 20 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 25 | NI | Nisource Inc | — | NEW | New buy |
| 26 | TRMK | Trustmark CORP | — | NEW | New buy |
| 27 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 28 | MDT | Medtronic plc | — | NEW | New buy |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | CB | Chubb Limited | — | NEW | New buy |
| 32 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 33 | PFE | Pfizer Inc | — | NEW | New buy |
| 34 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 35 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 36 | KO | Coca-cola Co/the | — | NEW | New buy |
| 37 | HON | Honeywell International Inc | — | NEW | New buy |
| 38 | ABT | Abbott Laboratories | — | NEW | New buy |
| 39 | ABBV | Abbvie Inc | — | NEW | New buy |
| 40 | KRC | Kilroy Realty CORP | — | NEW | New buy |
| 41 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 42 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 43 | YUMC | Yum China Holdings Inc | — | NEW | New buy |
| 44 | AMGN | Amgen Inc | — | NEW | New buy |
| 45 | SLB | Slb LTD | — | NEW | New buy |
| 46 | IOT | Samsara Inc-cl A | — | NEW | New buy |
| 47 | CAT | Caterpillar Inc | — | NEW | New buy |
| 48 | ATR | Aptargroup Inc | — | NEW | New buy |
| 49 | BA | Boeing Co/the | — | NEW | New buy |
| 50 | GLD | Spdr Gold Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Hanson & Doremus Investment Management reported a total U.S. public equity portfolio value of $982.7K across 467 disclosed positions in Q1 2025.
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, VCIT) accounted for 29531.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHB
市值: $135.3M
During Q1 2025, Hanson & Doremus Investment Management's top holdings by market value included SCHB (19.8%)、VGIT (7.9%)、VCIT (5.9%). The largest single position, SCHB, represented 19.8% of total portfolio value.
In Q1 2025, Hanson & Doremus Investment Management made 200 total portfolio adjustments, initiating 200 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.
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