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CIK: 0001393944
Total reported value
$982.7K
$982.7K
500 檔
35548.7%
In Q3 2025, Hanson & Doremus Investment Management's U.S. equity holdings reached a combined market value of $982.7K, distributed across 500 disclosed stock positions.
In Q3 2025, Hanson & Doremus Investment Management adopted a defensive or profit-taking posture, trimming 104 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VGIT, VEA) accounted for 35548.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-B
市值: $8.9M
Top Position Liquidated / Trimmed
IYH
前期市值: $144.0K
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 21.08% | +0.40% | +1.69% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.77% | -0.38% | +9.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.01% | -0.45% | +0.25% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.88% | -0.33% | +6.96% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.23% | +0.12% | -2.10% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.19% | -0.03% | +0.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.27% | -3.71% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.03% | +0.51% | -5.29% | |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.05% | -0.03% | +0.32% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.84% | -0.02% | -3.83% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.09% | -5.17% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.46% | -0.22% | -3.07% | |
| 13 | GLW | Corning Inc | Stock-Tech | 1.43% | +1.18% | -3.65% | |
| 14 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.41% | -0.10% | +5.62% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.31% | -2.12% | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.14% | +1.59% | -7.92% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.10% | -2.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.06% | -6.09% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | — | -7.33% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | +0.01% | -3.73% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.07% | +16.33% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.03% | -5.23% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.05% | -9.03% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.09% | -18.98% | |
| 25 | TRMK | Trustmark CORP | Stock-Other | 0.69% | -0.03% | -0.28% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | — | -6.58% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.06% | +2.10% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.02% | -7.83% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.07% | -1.91% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.07% | +14.70% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.11% | -6.33% | |
| 32 | NI | Nisource Inc | Stock-Utilities | 0.54% | -0.07% | -11.65% | |
| 33 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.51% | -0.05% | -10.28% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.19% | -5.75% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.03% | +0.65% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.43% | -0.10% | -8.64% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | -7.34% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.03% | -3.44% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.22% | -5.91% | |
| 40 | ROP | Roper Technologies Inc | Stock-Tech | 0.41% | -0.04% | -2.20% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | -0.05% | +0.09% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.20% | -12.84% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.11% | -5.18% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -4.18% | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | -0.04% | -0.27% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | +0.03% | |
| 47 | IOT | Samsara Inc-cl A | Stock-Tech | 0.36% | -0.03% | -6.53% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.36% | -0.08% | -16.29% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.07% | -0.12% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.03% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +1.3% | +1.69% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -5.29% | Trim |
| 3 | STX | Seagate Technology Holdings plc | +0.6% | -7.92% | Trim |
| 4 | GLW | Corning Inc | +0.4% | -3.65% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | -3.71% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +0.25% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | -1.91% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.51% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -6.09% | Trim |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +46.00% | Add |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.1% | -2.10% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | -5.75% | Trim |
| 13 | FSLR | First Solar Inc | +0.1% | -5.29% | Trim |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +0.32% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +16.33% | Add |
| 16 | GDX | Vaneck Gold Miners ETF | +0.1% | -16.29% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | +2.93% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -5.23% | Trim |
| 19 | AMKR | Amkor Technology Inc | 0% | +0.05% | Trim |
| 20 | CATH | Global X S&p 500 Ca Val ETF | 0% | +49.19% | Add |
| 21 | WM | Waste Management Inc | 0% | +107.20% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.10% | Add |
| 23 | KRC | Kilroy Realty CORP | 0% | -10.28% | Trim |
| 24 | BA | Boeing Co/the | 0% | -3.44% | Trim |
| 25 | VUG | Vanguard Growth ETF | 0% | -2.75% | Trim |
| 26 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | -9.63% | Trim |
| 27 | VLO | Valero Energy CORP | 0% | -5.46% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +1.98% | Add |
| 29 | AXP | American Express Co | 0% | +32.86% | Add |
| 30 | ORCL | Oracle CORP | 0% | +5.30% | Add |
| 31 | MKSI | Mks Inc | 0% | -3.22% | Trim |
| 32 | ETN | Eaton Corporation plc | 0% | +3.66% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | -0.20% | Add |
| 34 | GNRC | Generac Holdings Inc | 0% | +0.98% | Add |
| 35 | ZTS | Zoetis Inc | 0% | +33.01% | Add |
| 36 | VST | Vistra CORP | 0% | — | Trim |
| 37 | NFLX | Netflix Inc | 0% | -8.14% | Add |
| 38 | TT | Trane Technologies plc | 0% | +1.72% | Add |
| 39 | TJX | Tjx Companies Inc | 0% | +3.58% | Add |
| 40 | BLKCHF | Blackrock Inc | 0% | +8.92% | Add |
| 41 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 42 | VITL | Vital Farms Inc | 0% | -3.65% | Add |
| 43 | BN | Brookfield CORP | 0% | — | Unchanged |
| 44 | STT | State Street CORP | 0% | — | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | +16.15% | Add |
| 46 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 47 | SRE | Sempra | 0% | +0.87% | Add |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | — | Add |
| 49 | HPE | Hewlett Packard Enterprise | 0% | -18.09% | Add |
| 50 | ASML | ASML Holding N.V. | 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 500 disclosed positions in Q3 2025.
During Q3 2025, Hanson & Doremus Investment Management's top holdings by market value included SCHB (21.1%)、VGIT (7.8%)、VEA (6.0%). The largest single position, SCHB, represented 21.1% of total portfolio value.
In Q3 2025, Hanson & Doremus Investment Management made 181 total portfolio adjustments, initiating 8 new buys, adding to 61 positions, trimming 104 holdings, and fully liquidating 8 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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