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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLI SPDR INDUSTRIAL SELECT SECTOR ETF 2,770.0 $430K 0.04% -210.0 -7.0% $155.12 +9.9%
102 SBUX STARBUCKS CORP Consumer Cyclical 4,806.0 $405K 0.04% -889.0 -15.6% $84.21 +26.5%
103 CPNG COUPANG INC Consumer Cyclical 17,082.0 $403K 0.04% -1K -5.8% $23.59 -33.3%
104 LRGF ISHARES U S EQUITY FACTOR ETF 5,395.0 $375K 0.03% -415.0 -7.1% $69.43 +7.4%
105 SHEL SHELL PLC ADR Energy 4,863.0 $357K 0.03% -25.0 -0.5% $73.48 +18.0%
106 GS GOLDMAN SACHS GROUP INC Financial Services 398.0 $350K 0.03% -47.0 -10.6% $879.00 +12.4%
107 IWM ISHARES RUSSELL 2000 ETF 1,397.0 $344K 0.03% -53.0 -3.7% $246.16 +14.8%
108 PHO INVESCO WATER RESOURCES ETF 4,831.0 $340K 0.03% -179.0 -3.6% $70.41 -7.8%
109 IWD ISHARES RUSSELL 1000 VALUE ETF 1,582.0 $333K 0.03% -20.0 -1.2% $210.34 +11.6%
110 IBDS ISHARES IBONDS DEC 2027 TERM CORP ETF 13,640.0 $331K 0.03% -94.0 -0.7% $24.28 -0.3%
111 AMP AMERIPRISE FINANCIAL INC Financial Services 671.0 $329K 0.03% -38.0 -5.4% $490.34 -8.1%
112 MDLZ MONDELEZ INTERNATIONAL INC A Consumer Defensive 6,022.0 $324K 0.03% -1K -19.5% $53.83 +14.2%
113 SNY SANOFI ADR Healthcare 6,091.0 $295K 0.03% -322.0 -5.0% $48.46 -7.8%
114 IVW ISHARES S&P GROWTH INDEX ETF 2,109.0 $260K 0.02% -30.0 -1.4% $123.26 +10.8%
115 IAU ISHARES GOLD TRUST ETF Financial Services 3,171.0 $257K 0.02% -61.0 -1.9% $81.17 +5.2%
116 BKNG BOOKING HOLDINGS INC Consumer Cyclical 48.0 $257K 0.02% -5.0 -9.4% $5355.33 -97.0%
117 IBDR ISHARES IBONDS DEC 2026 TERM CORP ETF 10,510.0 $255K 0.02% -4K -27.4% $24.23 -0.0%
118 IWR ISHARES RUSSELL MID CAP ETF 2,544.0 $245K 0.02% -2K -44.9% $96.27 +9.1%
119 ITOT ISHARES CORE S&P TOT US STK MKT ETF 1,575.0 $234K 0.02% -457.0 -22.5% $148.69 +9.1%
120 HOLOGIC INC 3,109.0 $232K 0.02% -20.0 -0.6% $74.49
Page 6 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%