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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 935.0 $231K 0.02% -13.0 -1.4% $247.02 +17.5%
122 PAYX PAYCHEX INC Industrials 2,049.0 $230K 0.02% -33.0 -1.6% $112.18 -16.0%
123 PPG PPG INDUSTRIES Basic Materials 2,196.0 $225K 0.02% -71.0 -3.1% $102.46 +1.9%
124 TAN INVESCO SOLAR ETF 4,491.0 $221K 0.02% -100.0 -2.2% $49.12 +32.0%
125 SYY SYSCO CORPORATION Consumer Defensive 2,963.0 $218K 0.02% -53.0 -1.8% $73.69 +2.4%
126 BALL BALL CORP Consumer Cyclical 4,117.0 $218K 0.02% -401.0 -8.9% $52.97 +6.4%
127 FBND FIDELITY TOTAL BOND ETF 4,729.0 $218K 0.02% -682.0 -12.6% $46.04 -1.5%
128 NVS NOVARTIS AG SPON ADR Healthcare 1,528.0 $211K 0.02% -113.0 -6.9% $137.87 +10.1%
129 DGX QUEST DIAGNOSTICS INC Healthcare 1,212.0 $210K 0.02% -9.0 -0.7% $173.53 +11.7%
Page 7 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%