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Portfolio (Quarterly) Guide ↗

Hanson & Doremus Investment Management

· CIK 0001393944
13F Portfolio $869M AUM 534 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 111 Added 116 Reduced 27 Exited
Page 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APD Air Products & Chemicals Inc. Basic Materials 2,870.0 $834K 0.10% +1K +108.3% $290.59 -1.7%
62 GNRC Generac Holdings Inc Industrials 4,062.0 $793K 0.09% +379.0 +10.3% $195.22 +43.7%
63 TIP iShares TIPS Bond ETF 6,774.0 $748K 0.09% +4K +146.5% $110.42 +0.4%
64 BND Vanguard Total U.S. Bond Market ETF 10,014.0 $737K 0.09% +5K +86.8% $73.60 -0.4%
65 CATH Global X S&P 500 Catholic Values ETF 9,179.0 $717K 0.08% +1K +16.5% $78.11 +14.6%
66 NVS Novartis Ag ADR Healthcare 4,528.0 $692K 0.08% +4K +624.5% $152.83 -1.1%
67 UL Unilever PLC ADR Consumer Defensive 11,809.0 $673K 0.08% +7K +130.2% $56.99 +1.8%
68 MPC Marathon Petroleum Corp Energy 2,743.0 $670K 0.08% +184.0 +7.2% $244.26 +1.1%
69 CL Colgate-Palmolive Consumer Defensive 7,809.0 $666K 0.08% +1K +18.0% $85.29 +7.0%
70 ALL Allstate Financial Services 2,751.0 $570K 0.07% +716.0 +35.2% $207.20 +0.8%
71 RTX RTX Corporation Industrials 2,422.0 $467K 0.05% +15.0 +0.6% $192.82 -8.4%
72 VT Vanguard Total World Stock ETF 3,268.0 $452K 0.05% +156.0 +5.0% $138.31 +13.6%
73 AGG iShares Lehman Agg Bond Fd ETF 4,355.0 $432K 0.05% +199.0 +4.8% $99.20 -0.4%
74 IEMG iShares Core MSCI ETF 5,910.0 $412K 0.05% +600.0 +11.3% $69.71 +19.7%
75 SRE Sempra Energy Utilities 4,209.0 $409K 0.05% +29.0 +0.7% $97.17 -6.1%
76 T AT&T Inc. Communication Services 12,935.0 $375K 0.04% +1K +10.3% $28.99 -14.1%
77 GILD Gilead Sciences Inc Healthcare 2,344.0 $327K 0.04% +100.0 +4.5% $139.51 -4.2%
78 BNDX Vanguard Total Int'l Bond Market ETF 6,774.0 $325K 0.04% +1K +23.5% $47.98 +0.5%
79 IWM Ishares Trust Russell 2000 Indx ETF 1,284.0 $318K 0.04% +415.0 +47.8% $247.66 +17.2%
80 CEFA Global X S&P Cthlc Vls Dvlpd ex-US ETF 8,314.0 $307K 0.04% +1K +14.1% $36.93 +7.9%
Page 4 of 6  ·  111 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 33.7%
Financial Services 15.8%
Healthcare 12.7%
Industrials 10.0%
Consumer Defensive 7.0%
Communication Services 5.9%
Energy 5.5%
Consumer Cyclical 4.9%
Utilities 3.1%
Real Estate 1.0%