Hanson & Doremus Investment Management

Q3 2025 13F-HR Holdings

Location
Burlington, VT
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
500
Total value ($000)
$794,393
Net value change ($000)
+46,808 (6.3%)
New positions
57
Sold out positions
31
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 14,819 9.7%
VGIT 5,379 9.5%
GLW 3,802 50.3%
VCIT 3,656 8.5%
TSM 3,457 16.8%
STX 3,048 50.6%
VEA 2,430 5.4%
VWO 2,326 10.1%
GOOGL 1,872 29.6%
AAPL 1,859 17.7%
Top Reduces (Value $000, Stocks/ETFs)
DIS -3,394 -58.5%
MRK -957 -14.1%
COST -920 -8.5%
V -853 -10.9%
AMZN -594 -8.9%
IBM -590 -7.8%
HON -570 -14.9%
ROP -523 -14.0%
ATR -476 -16.9%
IOT -413 -12.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type