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CIK: 0001393944
Total reported value
$982.7K
$982.7K
474 檔
32731.9%
The Q2 2025 SEC filing reveals that Hanson & Doremus Investment Management held a total portfolio value of $982.7K, covering 474 public equity positions.
In Q2 2025, Hanson & Doremus Investment Management adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 474 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 20.42% | +0.40% | +1.95% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.54% | -0.38% | +3.88% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.06% | -0.45% | +3.53% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.76% | -0.33% | +4.60% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.24% | +0.12% | +1.21% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.27% | -0.27% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.08% | -0.03% | +3.30% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.75% | +0.51% | -4.24% | |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.05% | -0.03% | +1.39% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.93% | -0.02% | -0.50% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.53% | -0.22% | -7.89% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.31% | -3.80% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.09% | +0.56% | |
| 14 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.40% | -0.10% | +4.60% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.10% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | — | -1.29% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.01% | +1.18% | -7.70% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.01% | -7.07% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.09% | +39.39% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.05% | -3.39% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.06% | -1.27% | |
| 22 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.81% | +1.59% | -3.85% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.03% | -1.33% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | — | +0.13% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | -0.07% | +6.13% | |
| 26 | TRMK | Trustmark CORP | Stock-Other | 0.68% | -0.03% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.02% | -19.99% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.03% | -17.63% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.06% | -1.48% | |
| 30 | NI | Nisource Inc | Stock-Utilities | 0.61% | -0.07% | -9.31% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.11% | -0.41% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.07% | +14.91% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.55% | -0.07% | +0.80% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.22% | +0.76% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.50% | -0.04% | -1.73% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.12% | -22.79% | |
| 37 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.49% | -0.05% | +4.40% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.10% | -4.73% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.20% | +18.79% | |
| 40 | IOT | Samsara Inc-cl A | Stock-Tech | 0.44% | -0.03% | +5.48% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.19% | +2.21% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.44% | -0.03% | -1.15% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -5.99% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.05% | +14.33% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.06% | -0.18% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.03% | -0.36% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.39% | -0.04% | +11.93% | |
| 48 | ATR | Aptargroup Inc | Stock-Healthcare | 0.38% | -0.04% | -1.48% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.11% | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.03% | -22.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | NEW | New buy |
| 2 | SCHB | Schwab US Broad Market ETF | +0.7% | +1.95% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.27% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -4.24% | Trim |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.53% | Add |
| 6 | STX | Seagate Technology Holdings plc | +0.3% | -3.85% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | +14.91% | Add |
| 8 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +1.21% | Add |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | +110.29% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.30% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +39.39% | Add |
| 12 | DIS | Walt Disney Co/the | +0.1% | -1.33% | Trim |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +1.39% | Add |
| 14 | BA | Boeing Co/the | +0.1% | -1.15% | Trim |
| 15 | CAT | Caterpillar Inc | 0% | +2.21% | Add |
| 16 | FSLR | First Solar Inc | 0% | -1.14% | Trim |
| 17 | NVDA | Nvidia CORP | 0% | -4.86% | Trim |
| 18 | NTES | Netease Inc-adr | 0% | NEW | New buy |
| 19 | SCHF | Schwab Intl Equity ETF | 0% | -0.50% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -1.27% | Trim |
| 21 | CI | THE Cigna Group | 0% | +88.31% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -3.39% | Trim |
| 23 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 24 | NFLX | Netflix Inc | 0% | +56.08% | Add |
| 25 | ETN | Eaton Corporation plc | 0% | -1.43% | Trim |
| 26 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 27 | XLK | Ss Technology Select Sector | 0% | +5.35% | Add |
| 28 | VST | Vistra CORP | 0% | -2.11% | Trim |
| 29 | ZTS | Zoetis Inc | 0% | +143.90% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | -7.07% | Trim |
| 31 | HON | Honeywell International Inc | 0% | +0.76% | Add |
| 32 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 33 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | +6.75% | Add |
| 34 | PCOR | Procore Technologies Inc | 0% | +6.64% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +0.21% | Add |
| 36 | ORCL | Oracle CORP | 0% | -3.13% | Trim |
| 37 | BEPC | Brookfield Renewable Corporation | 0% | +2.24% | Add |
| 38 | MKSI | Mks Inc | 0% | — | Unchanged |
| 39 | GNRC | Generac Holdings Inc | 0% | +14.15% | Add |
| 40 | VITL | Vital Farms Inc | 0% | +43.70% | Add |
| 41 | NOW | Servicenow Inc | 0% | -0.22% | Trim |
| 42 | GS | Goldman Sachs Group Inc | 0% | +2.69% | Add |
| 43 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | NEW | New buy |
| 44 | SWKS | Skyworks Solutions Inc | 0% | +16.68% | Add |
| 45 | HPE | Hewlett Packard Enterprise | 0% | +73.94% | Add |
| 46 | INTC | Intel CORP | 0% | +14.92% | Add |
| 47 | STT | State Street CORP | 0% | +5.78% | Add |
| 48 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 49 | UPS | United Parcel Service-cl B | 0% | NEW | New buy |
| 50 | BN | Brookfield CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Hanson & Doremus Investment Management reported a total U.S. public equity portfolio value of $982.7K across 474 disclosed positions in Q2 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, VEA) accounted for 32731.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-B
市值: $8.8M
Top Position Liquidated / Trimmed
TRP
前期市值: $53.0K
During Q2 2025, Hanson & Doremus Investment Management's top holdings by market value included SCHB (20.4%)、VGIT (7.5%)、VEA (6.1%). The largest single position, SCHB, represented 20.4% of total portfolio value.
In Q2 2025, Hanson & Doremus Investment Management made 163 total portfolio adjustments, initiating 7 new buys, adding to 57 positions, trimming 93 holdings, and fully liquidating 6 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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