Hanson & Doremus Investment Management

Q1 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
534
Total value ($000)
$869,248
Net value change ($000)
+37,307 (4.5%)
New positions
77
Sold out positions
27
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLW 6,874 58.0%
VTEB 4,653 67.6%
VGIT 3,521 5.3%
STX 3,151 31.9%
TSLA 2,814 5025.0%
COST 2,165 24.5%
BRK-B 2,154 NEW
XOM 1,702 53.7%
TSM 1,660 6.7%
WM 1,563 301.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -7,083 -3.9%
MSFT -4,132 -19.0%
KRC -2,857 -82.9%
PFE -1,580 -49.1%
AZN -1,141 -100.0%
GOOGL -843 -8.3%
IBM -842 -11.9%
ROP -829 -31.4%
LLY -632 -15.8%
V -618 -8.6%
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