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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 2 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYSTEMS INC Technology 194,173.0 $15.0M 1.29% -7K -3.7% $77.03 +53.4%
22 QDF FLEXSHARES QUALITY DVD ETF 180,927.0 $14.6M 1.26% +17K +10.2% $80.81 +9.2%
23 GSLC GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF 101,781.0 $13.5M 1.16% -1K -1.4% $132.37 +6.4%
24 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 149,574.0 $12.9M 1.11% $86.25 +6.8%
25 TJX TJX COMPANIES INC Consumer Cyclical 79,371.0 $12.2M 1.05% -3K -3.9% $153.61 +3.6%
26 KR KROGER CO Consumer Defensive 193,373.0 $12.1M 1.04% -5K -2.3% $62.48 +7.3%
27 PG PROCTER & GAMBLE CO Consumer Defensive 83,564.0 $12.0M 1.03% -1K -1.7% $143.31 -0.6%
28 HD HOME DEPOT INC Consumer Cyclical 32,324.0 $11.1M 0.96% $344.10 -8.8%
29 VV VANGUARD LARGE CAP ETF 34,721.0 $10.9M 0.94% -2K -4.3% $314.80 +8.5%
30 JPMORGAN US QUALITY FACTOR ETF 170,439.0 $10.8M 0.93% +3K +1.7% $63.18
31 GOOG ALPHABET INC CL C Communication Services 33,465.0 $10.5M 0.91% -2K -6.2% $313.80 +22.2%
32 JNJ JOHNSON & JOHNSON CO Healthcare 48,811.0 $10.1M 0.87% -1K -2.6% $206.95 +12.0%
33 AMGN AMGEN INC Healthcare 26,930.0 $8.8M 0.76% -671.0 -2.4% $327.31 +3.1%
34 TCAF T ROWE PRICE CAP APP ETF 230,427.0 $8.8M 0.76% $38.22 +5.6%
35 GUNR FLEXSHARES MSTAR GLOB UPSTREAM NAT RES ETF 182,966.0 $8.4M 0.72% +1K +0.8% $45.85 +18.9%
36 HON HONEYWELL INTL INC Industrials 40,788.0 $8.0M 0.69% -1K -3.0% $195.09 +14.7%
37 MRK MERCK & CO INC Healthcare 74,654.0 $7.9M 0.68% -2K -2.8% $105.26 +10.1%
38 LOW LOWES COMPANIES INC Consumer Cyclical 31,109.0 $7.5M 0.65% -1K -3.5% $241.16 -9.9%
39 MDT MEDTRONIC PLC Healthcare 77,412.0 $7.4M 0.64% -2K -2.5% $96.06 -18.6%
40 ETN EATON CORP PLC Industrials 21,257.0 $6.8M 0.58% -2K -8.2% $318.51 +19.8%
Page 2 of 12  ·  240 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%