Hanson & Doremus Investment Management

Q2 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
484
Total value ($000)
$982,693
Net value change ($000)
+113,445 (13.1%)
New positions
19
Sold out positions
69
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 27,011 15.3%
STX 17,355 133.2%
GLW 13,996 74.8%
TSM 8,466 31.8%
VGIT 5,514 7.8%
ESGV 4,522 17.7%
IVE 3,871 NEW
VCIT 3,435 6.7%
VWO 3,242 12.0%
CAT 2,626 48.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -2,817 -98.2%
BRK-B -2,154 -100.0%
HON -1,764 -51.9%
COST -1,536 -14.0%
XOM -1,298 -26.6%
NCLH -1,232 -74.9%
PFE -786 -48.0%
Unilever PLC -673 -100.0%
GLD -629 -16.8%
NVDA -609 -36.1%
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