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CIK: 0001393944
Total reported value
$982.7K
$982.7K
484 檔
38427.4%
At the close of Q4 2025, Hanson & Doremus Investment Management disclosed equity holdings valued at approximately $982.7K, spread across 484 reported holdings.
In Q4 2025, Hanson & Doremus Investment Management adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 484 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 22.09% | +0.40% | +7.58% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.05% | -0.38% | +8.64% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.11% | -0.45% | +2.14% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.99% | -0.33% | +7.10% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.15% | +0.12% | -0.09% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.10% | -0.03% | +2.61% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.00% | +0.51% | -4.60% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.27% | -3.83% | |
| 9 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.02% | -0.03% | -0.22% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.80% | -0.02% | -0.73% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.09% | -2.51% | |
| 12 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.45% | -0.10% | +8.90% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.44% | -0.22% | -1.49% | |
| 14 | GLW | Corning Inc | Stock-Tech | 1.42% | +1.18% | -2.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.06% | -3.82% | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.19% | +1.59% | -6.65% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.31% | -4.43% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.10% | -0.86% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.03% | -1.37% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | — | +0.43% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | +0.01% | -2.63% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.07% | +8.40% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | -0.05% | -2.26% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.09% | -15.65% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.07% | +15.11% | |
| 26 | TRMK | Trustmark CORP | Stock-Other | 0.65% | -0.03% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | — | +0.12% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.06% | -2.63% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.07% | -2.91% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.02% | -4.06% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.19% | -1.32% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.11% | -0.82% | |
| 33 | NI | Nisource Inc | Stock-Utilities | 0.50% | -0.07% | +0.05% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.06% | -2.84% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.12% | -1.65% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.03% | -0.09% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.05% | -2.73% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.11% | -0.49% | |
| 39 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.41% | -0.05% | -3.22% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.03% | +4.52% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.39% | -0.10% | -3.83% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.20% | -6.04% | |
| 43 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.36% | -0.04% | -0.13% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.36% | -0.22% | -0.65% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.36% | -0.10% | +5.04% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | +4.42% | |
| 47 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.34% | +0.02% | +4.37% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.06% | +16.19% | |
| 49 | IOT | Samsara Inc-cl A | Stock-Tech | 0.33% | -0.03% | +0.09% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.04% | -1.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +1% | +7.58% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.3% | +8.64% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.82% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.37% | Trim |
| 5 | CB | Chubb Limited | +0.1% | +15.11% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.1% | +7.10% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | -2.84% | Trim |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.14% | Add |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | +16.19% | Add |
| 10 | XYL | Xylem Inc | +0.1% | +81.15% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -1.32% | Trim |
| 12 | STX | Seagate Technology Holdings plc | +0.1% | -6.65% | Trim |
| 13 | IQV | Iqvia Holdings Inc | +0.1% | +4.37% | Add |
| 14 | VCEB | Vanguard Esg US CORP Bond | 0% | +8.90% | Add |
| 15 | FSLR | First Solar Inc | 0% | +1.78% | Add |
| 16 | SLB | Slb LTD | 0% | +5.04% | Add |
| 17 | VYM | Vanguard High Dvd Yield ETF | 0% | +185.28% | Add |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +8.40% | Add |
| 19 | AMGN | Amgen Inc | 0% | -2.73% | Trim |
| 20 | JNJ | Johnson & Johnson | 0% | +4.42% | Add |
| 21 | GE | General Electric | 0% | +27.71% | Add |
| 22 | GLD | Spdr Gold Shares | 0% | -0.49% | Trim |
| 23 | AMKR | Amkor Technology Inc | 0% | -7.69% | Trim |
| 24 | DGRO | Ishares Core Dividend Growth | 0% | +52.62% | Add |
| 25 | MKSI | Mks Inc | 0% | — | Unchanged |
| 26 | CSCO | Cisco Systems Inc | 0% | -1.65% | Trim |
| 27 | YUMC | Yum China Holdings Inc | 0% | -0.94% | Trim |
| 28 | BMY | Bristol-myers Squibb Co | 0% | +6.52% | Add |
| 29 | GEV | GE Vernova Inc | 0% | +36.64% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +33.88% | Add |
| 31 | DOV | Dover CORP | 0% | — | Unchanged |
| 32 | AZNN | Astrazeneca Plc-spons Adr | 0% | -3.30% | Trim |
| 33 | MRK | Merck & Co. Inc. | 0% | -15.65% | Trim |
| 34 | FDX | Fedex CORP | 0% | -0.87% | Trim |
| 35 | WM | Waste Management Inc | 0% | +41.43% | Add |
| 36 | AXP | American Express Co | 0% | -0.77% | Trim |
| 37 | MMM | 3m Co | 0% | +46.14% | Add |
| 38 | TD | Toronto-dominion Bank | 0% | -0.28% | Trim |
| 39 | IAU | Ishares Gold Trust | 0% | -4.59% | Trim |
| 40 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 41 | DEO | Diageo Plc-sponsored Adr | 0% | +574.23% | Add |
| 42 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 43 | COF | Capital One Financial CORP | 0% | +1.86% | Add |
| 44 | BA | Boeing Co/the | — | +4.52% | Add |
| 45 | WMT | Walmart Inc | — | -0.25% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | — | -1.39% | Trim |
| 47 | PCOR | Procore Technologies Inc | — | +3.19% | Add |
| 48 | CEFA | Global X S&p Cath Val Devel | — | +27.81% | Add |
| 49 | INTC | Intel CORP | — | — | Unchanged |
| 50 | T | At&t Inc | — | -5.42% | Trim |
According to official SEC Form 13F filings, Hanson & Doremus Investment Management reported a total U.S. public equity portfolio value of $982.7K across 484 disclosed positions in Q4 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 38427.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
NNN
市值: $187.0K
Top Position Liquidated / Trimmed
VST
前期市值: $382.0K
During Q4 2025, Hanson & Doremus Investment Management's top holdings by market value included SCHB (22.1%)、VGIT (8.1%)、VEA (6.1%). The largest single position, SCHB, represented 22.1% of total portfolio value.
In Q4 2025, Hanson & Doremus Investment Management made 170 total portfolio adjustments, initiating 4 new buys, adding to 44 positions, trimming 116 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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