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CIK: 0001310658
Total reported value
$1.2B
$1.2B
226 檔
26.5%
During the Q3 2025 filing period, Ledyard National Bank (CIK: 0001310658) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 226 reported positions.
In Q3 2025, Ledyard National Bank adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.19% | +0.16% | -1.36% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.91% | +0.11% | +0.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.49% | +0.05% | -1.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.38% | -0.28% | -2.30% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.66% | -0.13% | -1.61% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.04% | +0.22% | -3.08% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.82% | +0.20% | -0.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.02% | -2.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.24% | -1.51% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.18% | -2.04% | +1.23% | |
| 11 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.83% | -0.08% | -2.18% | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.82% | +0.09% | -3.35% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.79% | -0.04% | +3.48% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.73% | -0.04% | +1.38% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.05% | -5.65% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.03% | -0.54% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.03% | -1.33% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.08% | -0.42% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | +0.40% | -4.06% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.20% | -0.23% | -1.62% | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 1.20% | -0.36% | -2.60% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.08% | -2.64% | |
| 23 | QDF | Flexshares Quality Dividend | ETF-Other | 1.17% | +0.03% | -1.28% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.02% | -2.36% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.13% | -0.12% | -0.38% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -0.15% | -3.41% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 1.00% | +0.03% | -4.52% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | +0.06% | +1.38% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.07% | -1.64% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.78% | EXIT | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.03% | -1.16% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | +0.02% | -6.01% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.77% | +0.05% | +3.63% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.10% | -2.42% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.71% | -0.17% | +1.78% | |
| 36 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.70% | — | -3.27% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.06% | -2.96% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.08% | -2.04% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | — | -4.97% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.03% | -9.49% | |
| 41 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.57% | +0.27% | -0.54% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | -0.29% | +1.99% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.18% | -4.32% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | -0.26% | -3.41% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.06% | -2.21% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.09% | +1.81% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.45% | -0.03% | -0.88% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.09% | -0.88% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | -4.34% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.11% | -1.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -3.08% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | -2.30% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.51% | Trim |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.3% | -0.04% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -2.30% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -1.16% | Trim |
| 7 | INTU | Intuit Inc | +0.2% | +1.10% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +1.81% | Add |
| 9 | IQLT | Ishares Msci International Q | +0.1% | +1.38% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | -3.41% | Trim |
| 11 | ETN | Eaton Corporation plc | +0.1% | -6.01% | Trim |
| 12 | KBWB | Invesco Kbw Bank ETF | +0.1% | -3.35% | Trim |
| 13 | QDF | Flexshares Quality Dividend | +0.1% | -1.28% | Add |
| 14 | HON | Honeywell International Inc | +0.1% | -3.22% | Add |
| 15 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.63% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | -1.20% | Trim |
| 17 | GSLC | Goldman Activebeta US Lc ETF | 0% | -1.62% | Trim |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.61% | Trim |
| 19 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.48% | Add |
| 20 | TJX | Tjx Companies Inc | 0% | -3.41% | Trim |
| 21 | JQUA | Jpmorgan US Quality Factor | 0% | +1.38% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -1.64% | Add |
| 23 | GSIE | Goldman Sachs Activebeta Int | — | -2.18% | Trim |
| 24 | VV | Vanguard Large-cap ETF | — | -4.52% | Trim |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | -0.38% | Add |
| 26 | AAPL | Apple Inc | 0% | -1.95% | Trim |
| 27 | VOE | Vanguard Mid-cap Value ETF | 0% | -0.54% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -5.65% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.36% | Trim |
| 30 | TGT | Target CORP | -0.1% | -7.02% | Trim |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -2.75% | Trim |
| 32 | AMGN | Amgen Inc | -0.2% | -2.96% | Trim |
| 33 | ACN | Accenture plc | -0.2% | -3.05% | Trim |
| 34 | TTEN | Totalenergies Se -spon Adr | -0.2% | -3.27% | Trim |
| 35 | LMT | Lockheed Martin CORP | -0.2% | -93.17% | Trim |
| 36 | V | Visa Inc-class A Shares | -0.2% | -1.33% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.42% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.3% | -9.49% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.3% | -2.64% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | +1.99% | Trim |
| 41 | DGRO | Ishares Core Dividend Growth | -0.4% | +0.32% | Trim |
| 42 | MUB | Ishares National Muni Bond E | -0.4% | +1.23% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | -0.5% | -14.65% | Trim |
| 44 | ORCL | Oracle CORP | -0.7% | -2.21% | Trim |
| 45 | GUNR | Flexshares Global Upstream N | — | NEW | New buy |
| 46 | AEP | American Electric Power | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | AIG | American International Group | — | NEW | New buy |
| 49 | AAUS | Alpha Architect US Eqy ETF | — | NEW | New buy |
| 50 | PGSLX | Principal Global Listed Infr | — | NEW | New buy |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.2B across 226 disclosed positions in Q3 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 IVV, DGRO, AAPL) accounted for 26.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GUNR
市值: $7.9M
Top Position Liquidated / Trimmed
DGRO
前期市值: $74.2M
During Q3 2025, Ledyard National Bank's top holdings by market value included IVV (7.2%)、DGRO (6.9%)、AAPL (5.5%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q3 2025, Ledyard National Bank made 50 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 33 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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