What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001393944
Total reported value
$982.7K
$982.7K
534 檔
38404.3%
During the Q1 2026 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 534 reported positions.
In Q1 2026, Hanson & Doremus Investment Management displayed an active expansion posture, initiating 24 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 534 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 20.33% | +0.40% | +0.47% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.11% | -0.38% | +5.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.98% | -0.45% | -0.25% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.89% | -0.33% | +4.02% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.10% | -0.03% | +3.84% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.06% | +0.51% | -4.10% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.94% | +0.12% | +5.29% | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.15% | +1.18% | +1.76% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.27% | +5.87% | |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.03% | -0.03% | +4.71% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.77% | -0.02% | -0.24% | |
| 12 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.53% | -0.10% | +11.63% | |
| 13 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.50% | +1.59% | -7.28% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.46% | -0.09% | +5.46% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.37% | -0.22% | +5.85% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.33% | -0.07% | +68.94% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.27% | -0.31% | +7.73% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.10% | +11.25% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.06% | -0.18% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.03% | +11.46% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.09% | +0.58% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | — | +6.06% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.07% | +3.36% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.01% | +7.69% | |
| 25 | TRMK | Trustmark CORP | Stock-Other | 0.68% | -0.03% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.05% | +3.35% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | — | +0.10% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.19% | -4.34% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.02% | +18.39% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | -0.06% | +5.86% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.20% | +9.00% | |
| 32 | NI | Nisource Inc | Stock-Utilities | 0.54% | -0.07% | +1.65% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.07% | +0.16% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.12% | +19.02% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.11% | +8.58% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.48% | -0.10% | +4.79% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.05% | +1.25% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | +14.63% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.11% | — | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.41% | -0.03% | -1.23% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.03% | +19.71% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.03% | -1.97% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.22% | -1.67% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.39% | -0.03% | +8.01% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | -1.61% | |
| 46 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | -0.04% | +12.11% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.04% | +12.24% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.09% | +80.80% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.32% | +6076.00% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.07% | +22.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.7% | +1.76% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.5% | +68.94% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +6076.00% | Add |
| 4 | STX | Seagate Technology Holdings plc | +0.3% | -7.28% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.2% | +7.73% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +9.00% | Add |
| 7 | WM | Waste Management Inc | +0.2% | +283.85% | Add |
| 8 | WMT | Walmart Inc | +0.2% | +80.80% | Add |
| 9 | VLO | Valero Energy CORP | +0.1% | -1.23% | Trim |
| 10 | NSC | Norfolk Southern CORP | +0.1% | +229.77% | Add |
| 11 | SLB | Slb LTD | +0.1% | +4.79% | Add |
| 12 | EMR | Emerson Electric Co | +0.1% | +82.29% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +14.63% | Add |
| 14 | TD | Toronto-dominion Bank | +0.1% | +155.54% | Add |
| 15 | VCEB | Vanguard Esg US CORP Bond | +0.1% | +11.63% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +0.58% | Add |
| 17 | KO | Coca-cola Co/the | +0.1% | +19.71% | Add |
| 18 | CSX | Csx CORP | +0.1% | +211.49% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -4.34% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +19.02% | Add |
| 21 | NVS | Novartis Ag-sponsored Adr | +0.1% | +624.48% | Add |
| 22 | VGIT | Vanguard Intermediate-term T | +0.1% | +5.93% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -4.10% | Trim |
| 24 | MKSI | Mks Inc | +0.1% | +14.12% | Add |
| 25 | APD | Air Products & Chemicals Inc | +0.1% | +108.27% | Add |
| 26 | GE | General Electric | +0.1% | +43.16% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | +17.95% | Add |
| 28 | CVX | Chevron CORP | +0.1% | +10.96% | Add |
| 29 | VZ | Verizon Communications Inc | +0.1% | +25.18% | Add |
| 30 | TIP | Ishares Tips Bond ETF | +0.1% | +146.51% | Add |
| 31 | NI | Nisource Inc | 0% | +1.65% | Add |
| 32 | UL | Unilever PLC | 0% | +130.19% | Add |
| 33 | NEE | Nextera Energy Inc | 0% | +34.29% | Add |
| 34 | CB | Chubb Limited | 0% | +3.36% | Add |
| 35 | TRMK | Trustmark CORP | 0% | — | Unchanged |
| 36 | HON | Honeywell International Inc | 0% | -1.67% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | +12.24% | Add |
| 38 | BND | Vanguard Total Bond Market | 0% | +86.79% | Add |
| 39 | XYL | Xylem Inc | 0% | +32.19% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +20.75% | Add |
| 41 | GNRC | Generac Holdings Inc | 0% | +10.29% | Add |
| 42 | MPC | Marathon Petroleum CORP | 0% | +7.19% | Add |
| 43 | GEV | GE Vernova Inc | 0% | +0.95% | Add |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.25% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +18.39% | Add |
| 46 | MUNI | Pimco Intermediate Municipal | 0% | +12.11% | Add |
| 47 | AMGN | Amgen Inc | 0% | +1.25% | Add |
| 48 | NVDA | Nvidia CORP | 0% | +27.69% | Add |
| 49 | COP | Conocophillips | 0% | -6.01% | Trim |
| 50 | INTC | Intel CORP | 0% | +6.70% | 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 534 disclosed positions in Q1 2026.
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 38404.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-A
市值: $2.2M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.1M
During Q1 2026, Hanson & Doremus Investment Management's top holdings by market value included SCHB (20.3%)、VGIT (8.1%)、VEA (6.0%). The largest single position, SCHB, represented 20.3% of total portfolio value.
In Q1 2026, Hanson & Doremus Investment Management made 177 total portfolio adjustments, initiating 24 new buys, adding to 85 positions, trimming 63 holdings, and fully liquidating 5 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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