Hanson & Doremus Investment Management

Q3 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
493
Total value ($000)
$981,744
Net value change ($000)
-949 (-0.1%)
New positions
32
Sold out positions
23
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 6,850 39.6%
VTES 5,672 1383.4%
SCHB 5,242 2.6%
AAPL 2,808 20.8%
VLO 1,705 45.9%
ANCTF 1,599 NEW
IQV 1,237 41.5%
AMZN 1,132 18.6%
VEA 1,109 2.0%
VWO 983 3.3%
Top Reduces (Value $000, Stocks/ETFs)
GLW -13,302 -40.7%
TSM -3,153 -9.0%
STX -2,822 -9.3%
CAT -1,930 -24.1%
HON -1,638 -100.0%
AMKR -1,253 -49.1%
MKSI -1,072 -40.6%
BEPC -865 -100.0%
VGIT -850 -1.1%
NI -824 -17.7%
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