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CIK: 0001310658
Total reported value
$1.3B
$1.3B
255 檔
25.8%
In Q2 2026, Ledyard National Bank's U.S. equity holdings reached a combined market value of $1.3B, distributed across 255 disclosed stock positions.
Ledyard National Bank executed strategic sector rebalancing during Q2 2026, establishing 29 new positions while fully exiting 10 holdings and trimming 103 positions.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.06% | +0.20% | +1.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.04% | -0.11% | -3.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.46% | -4.25% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.51% | -0.07% | -1.65% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.43% | -0.43% | -5.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +1.01% | -1.25% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.14% | -0.08% | -2.72% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | -0.21% | -3.85% | |
| 9 | QQMNX | Feder Hrm Mdt Mrkt Ntrl-is | Stock-Other | 2.45% | +0.22% | +10.33% | |
| 10 | APHKX | Artisan Intl Val-inst | Stock-Other | 2.37% | -0.02% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.09% | +0.36% | +2.41% | |
| 12 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | Stock-Other | 1.92% | — | +1.02% | |
| 13 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.89% | +0.30% | +8.89% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.05% | -3.99% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.78% | -0.02% | -2.13% | |
| 16 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.75% | -0.18% | -3.06% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.72% | +0.01% | -1.14% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.65% | -0.23% | -5.94% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.04% | -1.08% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.03% | -1.85% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.06% | -2.71% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.01% | -1.66% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.08% | +0.06% | +0.65% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-Other | 1.07% | +0.01% | -1.87% | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.99% | — | -1.87% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.03% | -1.21% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.93% | -0.16% | -1.71% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.03% | -3.10% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.89% | -0.01% | -2.90% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.89% | +0.01% | -24.53% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.20% | -1.52% | |
| 32 | KR | Kroger Co | Stock-Consumer Staples | 0.83% | +0.02% | -1.95% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.79% | +0.04% | -0.04% | |
| 34 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.76% | +0.03% | -1.59% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.07% | -2.05% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | +0.09% | -3.07% | |
| 37 | TTE | TotalEnergies SE | Stock-Other | 0.72% | +0.04% | -5.34% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.07% | -16.14% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | -0.04% | -6.92% | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.54% | -0.02% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.05% | -2.16% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.09% | -2.67% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.01% | +15.10% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | +0.04% | +3.29% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | -0.02% | -2.40% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.46% | -0.07% | -2.86% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.04% | +0.11% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.43% | EXIT | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | -0.12% | -55.44% | |
| 50 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.42% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APHKX | Artisan Intl Val-inst | +2.4% | NEW | New buy |
| 2 | CI | THE Cigna Group | +0.5% | NEW | New buy |
| 3 | CSCO | Cisco Systems Inc | +0.4% | -5.94% | Trim |
| 4 | ✓ | +0.4% | NEW | New buy | |
| 5 | ✓ | +0.4% | NEW | New buy | |
| 6 | GQGU | Gqg US Equity ETF | +0.3% | NEW | New buy |
| 7 | VFLO | Victoryshares Free Cash Flow | +0.3% | +8.89% | Add |
| 8 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.85% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | -5.25% | Trim |
| 11 | DFAE | Dimensional Emerging Core Eq | +0.2% | -2.72% | Trim |
| 12 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | -3.17% | Trim |
| 14 | KO | Coca-cola Co/the | +0.2% | +128.88% | Add |
| 15 | INTC | Intel CORP | +0.2% | +0.11% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 17 | AMAT | Applied Materials Inc | +0.1% | -13.37% | Trim |
| 18 | DGRO | Ishares Core Dividend Growth | +0.1% | +1.74% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.1% | -2.40% | Trim |
| 20 | KBWB | Invesco Kbw Bank ETF | +0.1% | -3.06% | Trim |
| 21 | NVDA | Nvidia CORP | +0.1% | +15.10% | Add |
| 22 | MAS | Masco CORP | +0.1% | +4.97% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | +35.34% | Add |
| 24 | GLW | Corning Inc | +0.1% | +49.75% | Add |
| 25 | JQUA | Jpmorgan US Quality Factor | +0.1% | -1.87% | Trim |
| 26 | AAPL | Apple Inc | +0.1% | -4.25% | Trim |
| 27 | AMZN | Amazon.com Inc | +0.1% | -1.85% | Trim |
| 28 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | -0.04% | Trim |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 30 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.92% | Add |
| 32 | LITE | Lumentum Holdings Inc | 0% | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | 0% | -1.66% | Trim |
| 34 | QDF | Flexshares Quality Dividend | 0% | -1.87% | Trim |
| 35 | VV | Vanguard Large-cap ETF | 0% | -2.90% | Trim |
| 36 | AAUA | Alpha Architect US Equ 3 ETF | 0% | — | Unchanged |
| 37 | KLAC | Kla CORP | 0% | +908.47% | Add |
| 38 | AGG | Ishares Core U.s. Aggregate | 0% | +145.73% | Add |
| 39 | TSLA | Tesla Inc | 0% | +126.17% | Add |
| 40 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 41 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 42 | COHR | Coherent CORP | 0% | NEW | New buy |
| 43 | ETN | Eaton Corporation plc | 0% | -6.92% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | -12.22% | Trim |
| 45 | IBM | Intl Business Machines CORP | 0% | -0.77% | Trim |
| 46 | MET | Metlife Inc | 0% | -4.26% | Trim |
| 47 | TT | Trane Technologies plc | 0% | +0.12% | Add |
| 48 | VGT | Vanguard Info Tech ETF | 0% | +660.67% | Add |
| 49 | ALAB | Astera Labs Inc | 0% | NEW | New buy |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.3B across 255 disclosed positions in Q2 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 25.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
APHKX
市值: $29.5M
Top Position Liquidated / Trimmed
HON
前期市值: $9.0M
During Q2 2026, Ledyard National Bank's top holdings by market value included DGRO (7.1%)、IVV (6.0%)、AAPL (5.2%). The largest single position, DGRO, represented 7.1% of total portfolio value.
In Q2 2026, Ledyard National Bank made 192 total portfolio adjustments, initiating 29 new buys, adding to 50 positions, trimming 103 holdings, and fully liquidating 10 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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