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Hanson & Doremus Investment Management Top Holdings and 13F Report (2026)

About Hanson & Doremus Investment Management

Investment Activity

  • Hanson & Doremus Investment Management has $869.25 thousand in total holdings as of March 31, 2026.
  • Hanson & Doremus Investment Management owns shares of 534 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 5.98% of the portfolio was purchased this quarter.
  • About 1.38% of the portfolio was sold this quarter.
  • This quarter, Hanson & Doremus Investment Management has purchased 484 new stocks and bought additional shares in 117 stocks.
  • Hanson & Doremus Investment Management sold shares of 122 stocks and completely divested from 40 stocks this quarter.

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$2,154 Holding
03027X100 - American Tower
$1,314 Holding
G0593M107 - AstraZeneca
$1,185 Holding
20343A101 - Community Bancorp
$445 Holding
Y2573F102 - Flex
$227 Holding

Largest Purchases this Quarter

Vanguard Tax-Exempt Bond ETF
94,367 shares (about $4.71K)
Vanguard Intermediate-Term Treasury ETF
66,256 shares (about $3.95K)
Tesla
7,595 shares (about $2.82K)
Berkshire Hathaway
3 shares (about $2.15K)

Largest Sales this Quarter

Kilroy Realty
71,313 shares (about $2.01K)
Pfizer
70,897 shares (about $1.99K)
Taiwan Semiconductor Manufacturing
3,366 shares (about $1.14K)
Seagate Technology
2,613 shares (about $1.02K)
Walt Disney
3,559 shares (about $342.92)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHanson & Doremus Investment Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$176,733$835 0.5%7,041,15320.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$70,494$3,946 5.9%1,183,7818.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$52,022$130 -0.2%811,8316.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$51,197$1,978 4.0%618,6935.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$26,950$995 3.8%498,6183.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$26,620$1,138 -4.1%78,7693.1%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$25,581$1,284 5.3%227,8552.9%ETF
Corning Incorporated stock logo
GLW
Corning
$18,721$324 1.8%137,6832.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$17,655$979 5.9%47,6952.0%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$17,615$792 4.7%245,5692.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,390$37 -0.2%621,8111.8%ETF
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$13,315$1,387 11.6%211,9261.5%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$13,031$1,024 -7.3%33,2631.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,677$656 5.5%49,9521.5%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$11,896$658 5.9%126,5841.4%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$11,537$4,708 68.9%231,2471.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,008$790 7.7%11,0471.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,379$948 11.2%19,5721.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,320$17 -0.2%32,4111.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$8,035$826 11.5%28,0120.9%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,088$41 0.6%58,9280.8%Medical
Visa Inc. stock logo
V
Visa
$6,576$376 6.1%21,7570.8%Business Services
Chubb Limited stock logo
CB
Chubb
$6,304$205 3.4%19,3430.7%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,246$446 7.7%25,7690.7%Computer and Technology
Trustmark Corporation stock logo
TRMK
Trustmark
$5,8740.0%139,3970.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,791$187 3.3%27,8040.7%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,491$5 0.1%25,6980.6%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,374$244 -4.3%7,5860.6%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,288$821 18.4%17,9780.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,201$288 5.9%16,2110.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$4,872$402 9.0%28,7150.6%Energy
NiSource, Inc stock logo
NI
NiSource
$4,710$76 1.6%100,9420.5%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$4,523$7 0.2%14,6120.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,508$721 19.0%58,0970.5%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$4,357$344 8.6%50,2860.5%Medical
SLB Limited stock logo
SLB
SLB
$4,187$192 4.8%81,4670.5%Energy
Amgen Inc. stock logo
AMGN
Amgen
$3,935$49 1.2%11,1850.5%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,872$494 14.6%15,8400.4%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,7510.0%8,7170.4%Finance
Valero Energy Corporation stock logo
VLO
Valero Energy
$3,532$44 -1.2%14,2950.4%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$3,465$570 19.7%45,5660.4%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$3,414$69 -2.0%15,6980.4%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$3,402$58 -1.7%15,0500.4%Multi-Sector Conglomerates
The Boeing Company stock logo
BA
Boeing
$3,380$251 8.0%16,9820.4%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,371$55 -1.6%3,6650.4%Medical
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$3,343$361 12.1%64,0590.4%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,115$340 12.2%21,5650.4%Consumer Staples
Wal-Mart Stores
$2,873$1,284 80.8%23,1140.3%COMMON
Tesla, Inc. stock logo
TSLA
Tesla
$2,870$2,824 6,076.0%7,7200.3%Auto/Tires/Trucks
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,607$484 22.8%25,3930.3%Medical
Yum China stock logo
YUMC
Yum China
$2,538$5 -0.2%52,0340.3%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,442$173 7.6%5,2980.3%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,406$280 13.2%14,1090.3%Medical
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,3990.0%26,1440.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,386$1,077 82.3%18,2110.3%Industrials
Samsara Inc. stock logo
IOT
Samsara
$2,350$119 -4.8%74,1570.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,340$402 20.7%3,5970.3%Finance
Xylem Inc. stock logo
XYL
Xylem
$2,250$548 32.2%18,8260.3%Business Services
AptarGroup, Inc. stock logo
ATR
AptarGroup
$2,222$16 0.7%17,6320.3%Industrials
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,154$2,154 New Holding30.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,138$54 2.6%4,8940.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$2,081$1,539 283.8%9,0550.2%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,071$7 0.3%3,4660.2%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$2,068$120 6.1%10,4820.2%Energy
GE Aerospace stock logo
GE
GE Aerospace
$2,007$605 43.2%7,0720.2%Aerospace
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,963$299 18.0%14,9950.2%Utilities
Roper Industries Inc
$1,807$289 -13.8%5,1060.2%COMMON
McKesson Corporation stock logo
MCK
McKesson
$1,717$195 -10.2%1,9840.2%Medical
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$1,715$42 -2.4%30,0960.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,689$366 27.7%9,6830.2%Computer and Technology
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$1,644$55 -3.3%87,9040.2%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$1,638$1,991 -54.9%58,3370.2%Medical
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$1,619$985 155.5%17,3560.2%Finance
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,612$1,123 229.8%5,6160.2%Transportation
MKS Inc. stock logo
MKSI
MKS
$1,575$195 14.1%6,8530.2%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,455$82 -5.3%4,6810.2%Retail/Wholesale
Dover Corporation stock logo
DOV
Dover
$1,4260.0%6,8410.2%Industrials
Chevron Corporation stock logo
CVX
Chevron
$1,381$136 11.0%6,6740.2%Energy
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$1,354$25 -1.8%30,0690.2%Computer and Technology
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,3500.0%25,4610.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,319$265 25.2%26,2700.2%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$1,314$1,314 New Holding7,6140.2%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,236$19 -1.5%4,2370.1%Finance
FedEx Corporation stock logo
FDX
FedEx
$1,201$57 -4.5%3,3720.1%Transportation
American Express Company stock logo
AXP
American Express
$1,189$21 -1.7%3,9310.1%Finance
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$1,185$1,185 New Holding6,0090.1%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,184$59 5.2%19,5270.1%Medical
Chemed Corporation stock logo
CHE
Chemed
$1,170$15 -1.3%3,0970.1%Medical
Sony Corporation stock logo
SONY
Sony
$1,147$17 -1.5%55,4100.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,138$73 6.9%7,3280.1%Consumer Staples
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,116$16 -1.4%12,6560.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,107$343 -23.7%11,4890.1%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$1,061$41 -3.7%1,8830.1%Industrials
CSX Corporation stock logo
CSX
CSX
$1,045$710 211.5%25,4520.1%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$939$240 34.3%10,1110.1%Utilities
GE Vernova Inc.
$924$9 1.0%1,0580.1%COMMON
M&T Bank Corporation stock logo
MTB
M&T Bank
$912$49 5.7%4,4120.1%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$908$58 -6.0%6,8820.1%Energy
Brookfield Renewable Corporation stock logo
BEPC
Brookfield Renewable
$882$86 10.8%22,1480.1%Energy
Intel Corporation stock logo
INTC
Intel
$869$55 6.7%19,6960.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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