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CIK: 0001310658
Total reported value
$1.2B
$1.2B
240 檔
27.0%
According to the latest 13F quarterly dataset, Ledyard National Bank managed an equity portfolio of $1.2B at the end of Q4 2025, spanning 240 distinct U.S. exchange-listed positions.
Ledyard National Bank executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 27 positions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.31% | +0.11% | +7.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.91% | +0.16% | -2.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.52% | +0.05% | -1.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.28% | -3.68% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.55% | -0.13% | -0.92% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.80% | +0.22% | -6.60% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.79% | +0.20% | -0.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.24% | -3.51% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.02% | -3.20% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.11% | -2.04% | +0.14% | |
| 11 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.84% | -0.08% | +0.07% | |
| 12 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | Stock-Other | 1.82% | -0.10% | — | |
| 13 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.81% | +0.09% | -4.37% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | -0.04% | +3.64% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.69% | -0.04% | -1.27% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.05% | -3.87% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.57% | -0.03% | -1.56% | |
| 18 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.37% | +0.27% | +138.55% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.03% | -3.64% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.08% | -1.59% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | +0.40% | -3.67% | |
| 22 | QDF | Flexshares Quality Dividend | ETF-Other | 1.26% | +0.03% | +10.18% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.16% | -0.23% | -1.42% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.11% | -0.12% | +0.26% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.05% | -0.15% | -3.93% | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 1.04% | -0.36% | -2.33% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.08% | -1.73% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.02% | +0.47% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | +0.03% | -4.29% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.93% | +0.06% | +1.70% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | -0.03% | -6.18% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.07% | -2.63% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.06% | -2.43% | |
| 34 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.76% | +0.05% | +0.45% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.72% | -0.17% | +0.76% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.78% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.03% | -2.84% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.10% | -3.49% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | -0.08% | -2.47% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.02% | -8.16% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | — | -4.09% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.26% | -3.70% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.29% | -4.86% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | -0.68% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.09% | +4.71% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.02% | +2.84% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.14% | -1.48% | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.43% | -0.03% | -2.92% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.43% | -0.18% | -3.67% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.08% | +9.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFLO | Victoryshares Free Cash Flow | +0.8% | +138.55% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.51% | Trim |
| 3 | DGRO | Ishares Core Dividend Growth | +0.4% | +7.96% | Add |
| 4 | EXC | Exelon CORP | +0.1% | +616.81% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | +2.84% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -6.18% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.1% | -2.84% | Trim |
| 8 | REGN | Regeneron Pharmaceuticals | +0.1% | +0.18% | Add |
| 9 | QDF | Flexshares Quality Dividend | +0.1% | +10.18% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | -2.43% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -3.67% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | -3.70% | Trim |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +22.07% | Add |
| 14 | DHR | Danaher CORP | +0.1% | +33.74% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -2.63% | Trim |
| 16 | ADI | Analog Devices Inc | 0% | +104.33% | Add |
| 17 | AAPL | Apple Inc | 0% | -1.97% | Trim |
| 18 | MA | Mastercard Inc - A | 0% | +18.81% | Add |
| 19 | AMAT | Applied Materials Inc | 0% | +8.15% | Add |
| 20 | GSIE | Goldman Sachs Activebeta Int | 0% | +0.07% | Add |
| 21 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.64% | Add |
| 22 | GUNR | Flexshares Global Upstream N | 0% | +0.76% | Add |
| 23 | KBWB | Invesco Kbw Bank ETF | 0% | -4.37% | Trim |
| 24 | DFAE | Dimensional Emerging Core Eq | 0% | -0.52% | Trim |
| 25 | ABT | Abbott Laboratories | -0.1% | -11.52% | Trim |
| 26 | ATO | Atmos Energy CORP | -0.1% | -56.49% | Trim |
| 27 | MAS | Masco CORP | -0.1% | -5.56% | Trim |
| 28 | EOG | Eog Resources Inc | -0.1% | -9.19% | Trim |
| 29 | MET | Metlife Inc | -0.1% | -5.79% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -4.86% | Trim |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -3.49% | Trim |
| 32 | T | At&t Inc | -0.1% | -3.67% | Trim |
| 33 | HON | Honeywell International Inc | -0.1% | -3.02% | Trim |
| 34 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.92% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -1.73% | Trim |
| 36 | KR | Kroger Co | -0.2% | -2.33% | Trim |
| 37 | ORCL | Oracle CORP | -0.2% | -5.52% | Trim |
| 38 | ETN | Eaton Corporation plc | -0.2% | -8.16% | Trim |
| 39 | CMCSA | Comcast Corp-class A | -0.2% | -66.19% | Trim |
| 40 | HD | Home Depot Inc | -0.2% | +0.47% | Add |
| 41 | AVGO | Broadcom Inc | -0.2% | -6.60% | Trim |
| 42 | MSFT | Microsoft CORP | -0.7% | -3.68% | Trim |
| 43 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | — | NEW | New buy |
| 44 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 45 | AAEQ | Alpha Architct US Eqty 2 ETF | — | NEW | New buy |
| 46 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 47 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | MTD | Mettler-toledo International | — | NEW | New buy |
| 50 | SOLS | Solstice Adv Materials Inc | — | 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 240 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 DGRO, IVV, AAPL) accounted for 27.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFAIX
市值: $21.1M
Top Position Liquidated / Trimmed
TTEN
前期市值: $7.9M
During Q4 2025, Ledyard National Bank's top holdings by market value included DGRO (7.3%)、IVV (6.9%)、AAPL (5.5%). The largest single position, DGRO, represented 7.3% of total portfolio value.
In Q4 2025, Ledyard National Bank made 50 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 27 holdings, and fully liquidating 1 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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