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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ELV Anthem Inc Healthcare 127.0 $37K 0.00% -18.0 -12.4% $291.34 +33.9%
102 SOLS Solstice Advanced Materials, Inc. Basic Materials 446.0 $34K 0.00% -364.0 -44.9% $76.23 +11.3%
103 ACN Accenture Ltd Cl A Technology 154.0 $31K 0.00% -169.0 -52.3% $201.30 -11.0%
104 ADBE Adobe Systems Inc. Technology 112.0 $27K 0.00% -44.0 -28.2% $241.07 +1.1%
105 GPC Genuine Parts Co Consumer Cyclical 250.0 $26K 0.00% -75.0 -23.1% $104.00 -5.9%
106 LIN Linde plc Basic Materials 48.0 $24K 0.00% -75.0 -61.0% $500.00 +0.3%
107 Cencora, Inc 77.0 $24K 0.00% -27.0 -26.0% $311.69
108 VYX NCR Voyix Corporation Technology 3,610.0 $23K 0.00% -350.0 -8.8% $6.37 +3.8%
109 WHR Whirlpool Consumer Cyclical 400.0 $22K 0.00% -200.0 -33.3% $55.00 -20.8%
110 PYPL Paypal Holdings Financial Services 475.0 $21K 0.00% -77.0 -13.9% $44.21 -0.3%
111 CRWD CrowdStrike Holdings, Inc. Technology 45.0 $18K 0.00% -9.0 -16.7% $400.00 +62.5%
112 DOC Healthpeak Properties Inc Real Estate 800.0 $13K 0.00% -2K -66.7% $16.25 +20.8%
113 SLYV SPDR S&P 600 Small Cap ETF 115.0 $11K 0.00% -584.0 -83.5% $95.65 +9.1%
114 DHR Danaher Corp Healthcare 50.0 $9K 0.00% -25.0 -33.3% $180.00 -1.0%
115 EA Electronic Arts Inc Communication Services 40.0 $8K 0.00% -40.0 -50.0% $200.00 +0.2%
116 BAX Baxter International Healthcare 444.0 $7K 0.00% -103.0 -18.8% $15.77 +19.8%
Page 6 of 6  ·  116 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%