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CIK: 0001310658
Total reported value
$1.2B
$1.2B
236 檔
24.2%
As reported in its official Q1 2026 Form 13F filing, Ledyard National Bank's tracked investment portfolio stood at $1.2B with 236 total positions.
In Q1 2026, Ledyard National Bank adopted a defensive or profit-taking posture, trimming 124 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.95% | +0.11% | -6.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.88% | +0.16% | -11.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.17% | +0.05% | -0.40% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.64% | -0.13% | +0.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.28% | -3.07% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.21% | +0.22% | -6.27% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.94% | +0.20% | +0.66% | |
| 8 | QQMNX | Feder Hrm Mdt Mrkt Ntrl-is | Stock-Other | 2.44% | +0.01% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.24% | -5.97% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.19% | -2.04% | +4.00% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.13% | -0.04% | +5.57% | |
| 12 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | Stock-Other | 2.02% | -0.10% | +9.28% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.02% | -4.11% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.86% | -0.08% | -0.16% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.76% | -0.04% | +1.62% | |
| 16 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.66% | +0.09% | -2.85% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.66% | -0.03% | +0.93% | |
| 18 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.62% | +0.27% | +17.84% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.05% | -7.14% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.08% | +2.59% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.25% | +0.40% | -4.36% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.20% | -0.12% | +1.64% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.19% | -0.36% | -1.57% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.03% | -2.07% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.12% | -0.23% | +1.26% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.08% | -0.15% | -1.94% | |
| 27 | QDF | Flexshares Quality Dividend | ETF-Other | 1.04% | +0.03% | -16.37% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.08% | -1.73% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.07% | -4.35% | |
| 30 | TTE | TotalEnergies SE | Stock-Other | 0.97% | -0.25% | — | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.93% | -0.17% | +6.80% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.93% | +0.06% | +2.17% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.02% | -2.71% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.86% | +0.03% | -4.62% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.06% | -2.72% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.78% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.03% | -1.62% | |
| 38 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.74% | +0.05% | +4.59% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.03% | -14.10% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | -0.26% | -4.48% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.20% | +8.59% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.10% | -2.26% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | +0.02% | -10.20% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.08% | -0.40% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | — | -4.99% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.09% | +0.25% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.18% | -0.92% | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.49% | -0.03% | -0.25% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | -0.09% | +2.24% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.09% | -4.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +5.57% | Add |
| 2 | VFLO | Victoryshares Free Cash Flow | +0.3% | +17.84% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +8.59% | Add |
| 4 | GUNR | Flexshares Global Upstream N | +0.2% | +6.80% | Add |
| 5 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | +0.2% | +9.28% | Add |
| 6 | KR | Kroger Co | +0.2% | -1.57% | Trim |
| 7 | EOG | Eog Resources Inc | +0.2% | +13.93% | Add |
| 8 | DFAE | Dimensional Emerging Core Eq | +0.2% | +0.66% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | -4.35% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | -4.48% | Trim |
| 11 | HON | Honeywell International Inc | +0.1% | -2.28% | Trim |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +1.64% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -1.62% | Trim |
| 14 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +0.93% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.21% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +4.00% | Add |
| 17 | T | At&t Inc | +0.1% | -0.92% | Trim |
| 18 | IQLT | Ishares Msci International Q | +0.1% | +1.62% | Add |
| 19 | PFE | Pfizer Inc | +0.1% | +2.24% | Add |
| 20 | AEP | American Electric Power | +0.1% | -0.25% | Trim |
| 21 | WMT | Walmart Inc | +0.1% | +0.25% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | -0.92% | Trim |
| 23 | CVX | Chevron CORP | +0.1% | -0.18% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +63.52% | Add |
| 25 | TGT | Target CORP | 0% | -1.75% | Trim |
| 26 | EVRG | Evergy Inc | 0% | -2.16% | Trim |
| 27 | LIN | Linde plc | 0% | +2.52% | Add |
| 28 | AMGN | Amgen Inc | 0% | -2.72% | Trim |
| 29 | EXC | Exelon CORP | 0% | +5.52% | Add |
| 30 | GSK | Gsk Plc-spon Adr | 0% | +1.30% | Add |
| 31 | AMAT | Applied Materials Inc | 0% | -11.60% | Trim |
| 32 | TJX | Tjx Companies Inc | 0% | -1.94% | Trim |
| 33 | UTHR | United Therapeutics CORP | 0% | — | Unchanged |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +54.08% | Add |
| 35 | UNP | Union Pacific CORP | 0% | +0.65% | Add |
| 36 | FAN | First Trust Global Wind Ener | 0% | -2.33% | Trim |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +19.32% | Add |
| 38 | GSIE | Goldman Sachs Activebeta Int | 0% | -0.16% | Trim |
| 39 | VLO | Valero Energy CORP | 0% | -6.36% | Trim |
| 40 | INTC | Intel CORP | 0% | -1.93% | Trim |
| 41 | TT | Trane Technologies plc | 0% | -1.18% | Trim |
| 42 | COST | Costco Wholesale CORP | 0% | -6.74% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | 0% | -0.27% | Trim |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | +21.78% | Add |
| 45 | PGSLX | Principal Global Listed Infr | 0% | +2.69% | Add |
| 46 | VPL | Vanguard Ftse Pacific ETF | 0% | -4.04% | Trim |
| 47 | PEP | Pepsico Inc | 0% | -4.03% | Trim |
| 48 | SHEL | Shell Plc-adr | 0% | -0.41% | Trim |
| 49 | DE | Deere & Co | 0% | -2.09% | Trim |
| 50 | REGN | Regeneron Pharmaceuticals | 0% | +1.52% | Add |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.2B across 236 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 DGRO, IVV, AAPL) accounted for 24.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
QQMNX
市值: $28.1M
Top Position Liquidated / Trimmed
CMA
前期市值: $565.0K
During Q1 2026, Ledyard National Bank's top holdings by market value included DGRO (7.0%)、IVV (5.9%)、AAPL (5.2%). The largest single position, DGRO, represented 7.0% of total portfolio value.
In Q1 2026, Ledyard National Bank made 191 total portfolio adjustments, initiating 11 new buys, adding to 41 positions, trimming 124 holdings, and fully liquidating 15 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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