Hanson & Doremus Investment Management Top Holdings and 13F Report (2025) About Hanson & Doremus Investment ManagementInvestment ActivityHanson & Doremus Investment Management has $794.39 thousand in total holdings as of September 30, 2025.Hanson & Doremus Investment Management owns shares of 500 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.25% of the portfolio was purchased this quarter.About 3.12% of the portfolio was sold this quarter.This quarter, Hanson & Doremus Investment Management has purchased 474 new stocks and bought additional shares in 109 stocks.Hanson & Doremus Investment Management sold shares of 141 stocks and completely divested from 31 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $167,476Vanguard Intermediate-Term Treasury ETF $61,751Vanguard FTSE Developed Markets ETF $47,743Vanguard Intermediate-Term Corporate Bond ETF $46,710Vanguard ESG U.S. Stock ETF $25,655 Largest New Holdings this Quarter 37954Y368 - Global X S&P Catholic Values Developed ex-U.S. ETF $205 Holding921909768 - Vanguard Total International Stock ETF $183 Holding66538H633 - Inspire Corporate Bond ETF $156 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $76 Holding67092P300 - Nuveen ESG Large-Cap Value ETF $67 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 86,146 shares (about $5.17K)Vanguard Intermediate-Term Corporate Bond ETF 36,123 shares (about $3.04K)Schwab US Broad Market ETF 107,961 shares (about $2.78K)Vanguard Tax-Exempt Bond ETF 17,725 shares (about $887.55)Intuitive Surgical 1,335 shares (about $597.08) Largest Sales this Quarter Walt Disney 25,758 shares (about $2.95K)Merck & Co., Inc. 16,277 shares (about $1.37K)Taiwan Semiconductor Manufacturing 4,805 shares (about $1.34K)Microsoft 1,804 shares (about $934.37)Seagate Technology 3,306 shares (about $780.39) Sector Allocation Over TimeMap of 500 Largest Holdings ofHanson & Doremus Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$167,476$2,776 ▲1.7%6,514,05721.1%ETFVGITVanguard Intermediate-Term Treasury ETF$61,751$5,171 ▲9.1%1,028,6667.8%ETFVEAVanguard FTSE Developed Markets ETF$47,743$118 ▲0.2%796,7846.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$46,710$3,038 ▲7.0%555,3475.9%ETFESGVVanguard ESG U.S. Stock ETF$25,655$551 ▼-2.1%216,6033.2%ETFVWOVanguard FTSE Emerging Markets ETF$25,355$128 ▲0.5%467,9723.2%ETFMSFTMicrosoft$24,263$934 ▼-3.7%46,8453.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$24,044$1,342 ▼-5.3%86,0913.0%Computer and TechnologyVSGXVanguard ESG International Stock ETF$16,305$53 ▲0.3%235,0452.1%ETFSCHFSchwab International Equity ETF$14,617$583 ▼-3.8%627,8881.8%ETFAAPLApple$12,371$675 ▼-5.2%48,5851.6%Computer and TechnologySCHWCharles Schwab$11,590$367 ▼-3.1%121,3971.5%FinanceGLWCorning$11,362$430 ▼-3.6%138,5161.4%Computer and TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$11,192$596 ▲5.6%174,3351.4%ETFCOSTCostco Wholesale$9,931$215 ▼-2.1%10,7291.3%Retail/WholesaleSTXSeagate Technology$9,072$780 ▼-7.9%38,4321.1%Computer and TechnologyBRK.BBerkshire Hathaway$8,921$211 ▼-2.3%17,7451.1%FinanceGOOGLAlphabet$8,207$532 ▼-6.1%33,7581.0%Computer and TechnologyVVisa$6,973$551 ▼-7.3%20,4270.9%Business ServicesIBMInternational Business Machines$6,934$268 ▼-3.7%24,5740.9%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$6,323$888 ▲16.3%126,2750.8%ETFGOOGAlphabet$6,206$342 ▼-5.2%25,4800.8%Computer and TechnologyAMZNAmazon.com$6,044$600 ▼-9.0%27,5260.8%Retail/WholesaleMRKMerck & Co., Inc.$5,830$1,366 ▼-19.0%69,4620.7%MedicalTRMKTrustmark$5,520$15 ▼-0.3%139,3970.7%FinanceIWDiShares Russell 1000 Value ETF$5,220$367 ▼-6.6%25,6420.7%ETFVTIVanguard Total Stock Market ETF$5,161$106 ▲2.1%15,7270.6%ETFJPMJPMorgan Chase & Co.$4,993$424 ▼-7.8%15,8290.6%FinanceAVGOBroadcom$4,957$96 ▼-1.9%15,0260.6%Computer and TechnologyCBChubb$4,589$588 ▲14.7%16,2570.6%FinanceMDTMedtronic$4,448$300 ▼-6.3%46,6980.6%MedicalNINiSource$4,298$567 ▼-11.6%99,2580.5%UtilitiesKRCKilroy Realty$4,026$462 ▼-10.3%95,3010.5%FinanceCATCaterpillar$3,834$234 ▼-5.7%8,0360.5%IndustrialsABBVAbbVie$3,711$24 ▲0.6%16,0270.5%MedicalPFEPfizer$3,424$324 ▼-8.6%134,3850.4%MedicalCSCOCisco Systems$3,396$269 ▼-7.3%49,6280.4%Computer and TechnologyBABoeing$3,247$116 ▼-3.4%15,0430.4%AerospaceHONHoneywell International$3,243$204 ▼-5.9%15,4060.4%Multi-Sector ConglomeratesRoper Industries Inc$3,221$72 ▼-2.2%6,4590.4%COMMONAMGNAmgen$3,205$3 ▲0.1%11,3570.4%MedicalXOMExxon Mobil$3,161$466 ▼-12.8%28,0370.4%EnergyGLDSPDR Gold Shares$3,114$170 ▼-5.2%8,7600.4%FinancePGProcter & Gamble$3,004$131 ▼-4.2%19,5510.4%Consumer StaplesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,991$8 ▼-0.3%57,2150.4%ETFLLYEli Lilly and Company$2,925$1 ▲0.0%3,8340.4%MedicalIOTSamsara$2,899$202 ▼-6.5%77,8250.4%Computer and TechnologyGDXVanEck Gold Miners ETF$2,847$554 ▼-16.3%37,2590.4%ETFABTAbbott Laboratories$2,721$3 ▼-0.1%20,3150.3%MedicalKOCocaCola$2,605$4 ▲0.1%39,2860.3%Consumer StaplesSLBSLB$2,544$78 ▲3.2%74,0080.3%EnergyVLOValero Energy$2,506$145 ▼-5.5%14,7190.3%EnergyJNJJohnson & Johnson$2,454$3 ▼-0.1%13,2330.3%MedicalDISWalt Disney$2,408$2,949 ▼-55.1%21,0320.3%Consumer DiscretionaryATRAptarGroup$2,345$66 ▼-2.7%17,5410.3%IndustrialsVUGVanguard Growth ETF$2,286$65 ▼-2.8%4,7660.3%ETFIQVIQVIA$2,269$8 ▲0.4%11,9440.3%MedicalYUMCYum China$2,259$225 ▼-9.0%52,6330.3%Retail/WholesaleNCLHNorwegian Cruise Line$2,244$239 ▼-9.6%91,1030.3%Consumer DiscretionaryPCORProcore Technologies$2,178$196 ▼-8.2%29,8730.3%Computer and TechnologyFSLRFirst Solar$2,140$120 ▼-5.3%9,7020.3%EnergyVOOVanguard S&P 500 ETF$2,109$41 ▲2.0%3,4440.3%ETFSPYSPDR S&P 500 ETF Trust$1,985$111 ▼-5.3%2,9790.2%FinanceISRGIntuitive Surgical$1,895$597 ▲46.0%4,2370.2%MedicalMCKMcKesson$1,820$494 ▼-21.3%2,3560.2%MedicalDUKDuke Energy$1,661$62 ▼-3.6%13,4190.2%UtilitiesSONYSony$1,619$218 ▼-11.9%56,2260.2%Consumer DiscretionaryMCDMcDonald's$1,505$8 ▲0.5%4,9510.2%Retail/WholesaleSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,4540.0%26,5110.2%ETFNVDANVIDIA$1,442$41 ▲2.9%7,7310.2%Computer and TechnologyCHEChemed$1,412$1 ▲0.1%3,1540.2%MedicalEMREmerson Electric$1,353$81 ▼-5.6%10,3120.2%IndustrialsTRVTravelers Companies$1,340$1 ▼-0.1%4,7990.2%FinanceAXPAmerican Express$1,339$331 ▲32.9%4,0310.2%FinanceWMTWalmart$1,321$21 ▲1.6%12,8160.2%Retail/WholesaleDEDeere & Company$1,174$67 ▼-5.4%2,5680.1%IndustrialsGEGE Aerospace$1,164$235 ▼-16.8%3,8680.1%AerospaceXYLXylem$1,160$96 ▼-7.7%7,8620.1%Business ServicesDOVDover$1,141$10 ▲0.9%6,8410.1%IndustrialsHDHome Depot$1,069$12 ▲1.1%2,6390.1%Retail/WholesaleVZVerizon Communications$1,041$9 ▲0.8%23,6750.1%Computer and TechnologyAZNAstraZeneca$984$114 ▼-10.4%12,8320.1%MedicalIAUiShares Gold Trust$979$10 ▼-1.0%13,4510.1%FinancePEPPepsiCo$966$18 ▼-1.8%6,8810.1%Consumer StaplesCVXChevron$958$105 ▲12.4%6,1710.1%EnergyAMKRAmkor Technology$942$1 ▲0.1%33,1740.1%Computer and TechnologyEWBCEast West Bancorp$873$120 ▲15.9%8,1990.1%FinanceMTBM&T Bank$846$37 ▼-4.2%4,2830.1%FinanceFDXFedEx$840$15 ▼-1.8%3,5620.1%TransportationETNEaton$805$28 ▲3.7%2,1500.1%IndustrialsBMYBristol Myers Squibb$786$35 ▼-4.2%17,4210.1%MedicalAPDAir Products and Chemicals$757$306 ▼-28.8%2,7750.1%Basic MaterialsMKSIMKS$743$25 ▼-3.2%6,0050.1%Computer and TechnologyCOPConocoPhillips$736$15 ▲2.1%7,7820.1%EnergyIVViShares Core S&P 500 ETF$7240.0%1,0810.1%ETFBEPCBrookfield Renewable$714$60 ▼-7.8%20,7370.1%EnergyXLKTechnology Select Sector SPDR Fund$709$1 ▼-0.2%2,5140.1%ETFTJXTJX Companies$707$24 ▲3.6%4,8930.1%Retail/WholesaleLNTAlliant Energy$671$13 ▼-2.0%9,9510.1%UtilitiesTTTrane Technologies$650$11 ▲1.7%1,5410.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
