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Portfolio (Quarterly) Guide ↗

Ledyard National Bank

· CIK 0001310658
13F Portfolio $1.2B AUM 334 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New 43 Added 129 Reduced 9 Exited
Page 1 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 117,113.0 $80.2M 6.91% -3K -2.3% $684.94 +8.9%
2 AAPL APPLE INC Technology 235,859.0 $64.1M 5.52% -5K -2.0% $271.86 +12.2%
3 MSFT MICROSOFT CORP Technology 111,734.0 $54.0M 4.66% -4K -3.7% $483.62 -13.3%
4 IEFA ISHARES CORE MSCI EAFE ETF 590,540.0 $52.8M 4.55% -5K -0.9% $89.46 +8.8%
5 AVGO BROADCOM INC Technology 127,547.0 $44.1M 3.80% -9K -6.6% $346.10 +19.8%
6 DFAE DIMENSIONAL EMERG CORE EQ MKT ETF 993,653.0 $32.4M 2.79% -5K -0.5% $32.57 +19.8%
7 GOOGL ALPHABET INC CL A Communication Services 96,779.0 $30.3M 2.61% -4K -3.5% $313.00 +23.9%
8 JPM JPMORGAN CHASE & CO Financial Services 76,878.0 $24.8M 2.13% -3K -3.2% $322.22 -6.0%
9 KBWB INVESCO KBW BANK PORT ETF 248,828.0 $21.0M 1.81% -11K -4.4% $84.29 +2.1%
10 ISHARES MSCI INTL QUAL FACTOR ETF 430,930.0 $19.6M 1.69% -6K -1.3% $45.45
11 AMZN AMAZON COM INC Consumer Cyclical 81,772.0 $18.9M 1.63% -3K -3.9% $230.82 +16.3%
12 VOE VANGUARD MID CAP VALUE ETF 102,721.0 $18.2M 1.57% -2K -1.6% $177.37 +8.6%
13 V VISA INC Financial Services 45,025.0 $15.8M 1.36% -2K -3.6% $350.71 -5.7%
14 BERKSHIRE HATHAWAY INC B 30,449.0 $15.3M 1.32% -493.0 -1.6% $502.65
15 CSCO CISCO SYSTEMS INC Technology 194,173.0 $15.0M 1.29% -7K -3.7% $77.03 +53.4%
16 GSLC GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF 101,781.0 $13.5M 1.16% -1K -1.4% $132.37 +6.4%
17 TJX TJX COMPANIES INC Consumer Cyclical 79,371.0 $12.2M 1.05% -3K -3.9% $153.61 +3.6%
18 KR KROGER CO Consumer Defensive 193,373.0 $12.1M 1.04% -5K -2.3% $62.48 +7.3%
19 PG PROCTER & GAMBLE CO Consumer Defensive 83,564.0 $12.0M 1.03% -1K -1.7% $143.31 -0.6%
20 VV VANGUARD LARGE CAP ETF 34,721.0 $10.9M 0.94% -2K -4.3% $314.80 +8.5%
Page 1 of 7  ·  129 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Healthcare 12.8%
Financial Services 11.8%
Consumer Cyclical 9.4%
Communication Services 8.5%
Industrials 8.3%
Consumer Defensive 6.8%
Utilities 3.1%
Energy 1.8%
Basic Materials 0.7%